HoldingsChannel.com
Capital Planning Advisors LLC Top Holdings
As of  09/30/2020

   EntityAmountChange
 06/30/2020 to 09/30/2020
Position Size
($ in 1000's)
ISHARES TR (IWF) 131,961 -1,381 $28,621
     IWF131,961-1,381$28,621
WORLD GOLD TR 1,214,138 +57,456 $22,826
     GLDM1,214,138+57,456$22,826
SPDR SER TR (KOMP) 521,056 +10,554 $22,332
     KOMP521,056+10,554$22,332
APPLE INC 117,686 +89,970 $13,629
     AAPL117,686+89,970$13,629
ISHARES TR (EMB) 108,227 +3,657 $12,001
     EMB108,227+3,657$12,001
MICROSOFT CORP 54,440 +1,316 $11,450
     MSFT54,440+1,316$11,450
ISHARES TR (ICF) 108,647 +12,452 $11,083
     ICF108,647+12,452$11,083
ARK ETF TR (ARKG) 171,041 +9,445 $10,897
     ARKG171,041+9,445$10,897
VANGUARD INDEX FDS (VUG) 42,077 -4,668 $9,577
     VUG42,077-4,668$9,577
INVESTMENT MANAGERS SER TR 250,306 -207,202 $9,477
     KLDW250,306-207,202$9,477
ARK ETF TR (ARKF) 220,204 +220,204 $8,731
     ARKF220,204+220,204$8,731
AMAZON COM INC 2,633 +2 $8,291
     AMZN2,633+2$8,291
ALPHABET INC 4,621 -132 $6,773
     GOOGL4,621-132$6,773
ABBOTT LABS 56,837 +330 $6,186
     ABT56,837+330$6,186
FACEBOOK INC 23,210 -2,045 $6,079
     FB23,210-2,045$6,079
COSTCO WHSL CORP NEW 16,981 -61 $6,028
     COST16,981-61$6,028
THERMO FISHER SCIENTIFIC INC 13,586 +161 $5,998
     TMO13,586+161$5,998
VISA INC 29,940 +469 $5,987
     V29,940+469$5,987
JOHNSON & JOHNSON 38,177 -347 $5,684
     JNJ38,177-347$5,684
ISHARES TR (IYW) 18,348 -993 $5,524
     IYW18,348-993$5,524
ISHARES TR (ENZL) 89,890 +1,692 $5,172
     ENZL89,890+1,692$5,172
SELECT SECTOR SPDR TR (XLY) 33,067 -1,181 $4,860
     XLY33,067-1,181$4,860
ADOBE SYSTEMS INCORPORATED 9,571 +189 $4,694
     ADBE9,571+189$4,694
UNION PAC CORP 23,768 +283 $4,679
     UNP23,768+283$4,679
UNITEDHEALTH GROUP INC 14,167 -149 $4,417
     UNH14,167-149$4,417
WISDOMTREE TR 86,614 +8,886 $4,293
     DGRW86,614+8,886$4,293
SELECT SECTOR SPDR TR (XLV) 40,166 -2,396 $4,237
     XLV40,166-2,396$4,237
VANGUARD INDEX FDS (VTV) 36,199 -14,831 $3,783
     VTV36,199-14,831$3,783
T MOBILE US INC 30,906 +1,419 $3,534
     TMUS30,906+1,419$3,534
SPDR SER TR (SPLG) 87,674 +6,567 $3,450
     SPLG87,674+6,567$3,450
HONEYWELL INTL INC 20,665 +359 $3,402
     HON20,665+359$3,402
AUTODESK INC 13,918 +815 $3,215
     ADSK13,918+815$3,215
VEEVA SYS INC 11,213 +950 $3,153
     VEEV11,213+950$3,153
ROSS STORES INC 32,891 +550 $3,069
     ROST32,891+550$3,069
MERCK & CO. INC 36,208 +147 $3,003
     MRK36,208+147$3,003
SHERWIN WILLIAMS CO 4,273 +131 $2,977
     SHW4,273+131$2,977
TEXAS INSTRS INC 18,321 +333 $2,616
     TXN18,321+333$2,616
SALESFORCE COM INC 9,779 +671 $2,458
     CRM9,779+671$2,458
INVESCO QQQ TR 8,651 -157 $2,404
     QQQ8,651-157$2,404
ZOETIS INC 13,635 +375 $2,255
     ZTS13,635+375$2,255
MARSH & MCLENNAN COS INC 19,304 -46 $2,214
     MMC19,304-46$2,214
INTEL CORP 42,650 -16,752 $2,208
     INTC42,650-16,752$2,208
CVS HEALTH CORP 37,682 -4,670 $2,201
     CVS37,682-4,670$2,201
ACTIVISION BLIZZARD INC 27,103 +2,959 $2,194
     ATVI27,103+2,959$2,194
INTERNATIONAL BUSINESS MACHS 17,777 -740 $2,163
     IBM17,777-740$2,163
BERKSHIRE HATHAWAY INC DEL      $2,117
     BRK.A5+1$1,600
     BRK.B2,427-324$517
VERTEX PHARMACEUTICALS INC 7,771 +1,919 $2,115
     VRTX7,771+1,919$2,115
ORACLE CORP 34,766 -16,430 $2,076
     ORCL34,766-16,430$2,076
JPMORGAN CHASE & CO 21,126 +33 $2,034
     JPM21,126+33$2,034
MATCH GROUP INC NEW 17,479 +13,427 $1,934
     MTCH17,479+13,427$1,934

See Full List: All Stocks Held By Capital Planning Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Capital Planning Advisors LLC

Size ($ in 1000's)
At 09/30/2020: $364,899
At 06/30/2020: $335,833

Capital Planning Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Capital Planning Advisors LLC 13F filings. Link to 13F filings: SEC filings

Capital Planning Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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