Capital Planning Advisors, LLC holdings history

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375 is the total number of securities Capital Planning Advisors, LLC has owned. The longest Capital Planning Advisors, LLC has owned a single stock is 36 quarters.

Capital Planning Advisors, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
FB META PLATFORMS INC36360.44%6.15%24.81%Q4 2014Q3 202336
VUG VANGUARD INDEX FDS36360.93%3.95%8.06%Q4 2014Q3 202336
AAPL APPLE INC36361.65%2.59%4.18%Q4 2014Q3 202336
MSFT MICROSOFT CORP36360.80%2.42%3.36%Q4 2014Q3 202336
JNJ JOHNSON & JOHNSON36361.05%1.96%3.66%Q4 2014Q3 202336
ABT ABBOTT LABS36360.94%1.35%1.72%Q4 2014Q3 202336
V VISA INC36360.33%1.35%1.91%Q4 2014Q3 202336
COST COSTCO WHSL CORP NEW36360.56%1.26%1.80%Q4 2014Q3 202336
ORCL ORACLE CORP36360.41%1.18%2.10%Q4 2014Q3 202336
CVX CHEVRON CORP NEW36360.48%1.03%2.17%Q4 2014Q3 202336
MDY SPDR S&P MIDCAP 400 ET...36360.32%0.99%2.12%Q4 2014Q3 202336
UNP UNION PACIFIC CORP36360.34%0.97%1.37%Q4 2014Q3 202336
PM PHILIP MORRIS INTL INC36360.12%0.89%2.72%Q4 2014Q3 202336
PFE PFIZER INC36360.11%0.88%2.88%Q4 2014Q3 202336
INTC INTEL CORP36360.09%0.53%1.20%Q4 2014Q3 202336
CSCO CISCO SYS INC36360.15%0.52%1.01%Q4 2014Q3 202336
PH PARKER-HANNIFIN CORP36360.18%0.43%1.45%Q4 2014Q3 202336
SPY SPDR S&P 500 ETF TR36360.15%0.34%0.52%Q4 2014Q3 202336
MCD MCDONALDS CORP36360.05%0.22%0.54%Q4 2014Q3 202336
IWF ISHARES TR35350.34%5.18%7.84%Q1 2015Q3 202335
ADP AUTOMATIC DATA PROCESS...3410.04%0.52%1.20%Q4 2014Q3 202335
SHW SHERWIN WILLIAMS CO3230.11%0.47%0.92%Q4 2014Q3 202335
WMT WAL-MART STORES INC21140.12%0.43%1.58%Q4 2014Q3 202335
BRKB BERKSHIRE HATHAWAY INC...21140.14%0.35%0.83%Q4 2014Q3 202335
SYY SYSCO CORP21140.05%0.18%0.42%Q4 2014Q3 202335
PG PROCTER & GAMBLE CO21140.08%0.17%0.34%Q4 2014Q3 202335
IJH ISHARES TR34340.06%2.69%6.36%Q1 2015Q2 202334
HON HONEYWELL INTL INC34340.13%0.70%1.19%Q2 2015Q3 202334
XOM EXXON MOBIL CORP23110.05%0.67%3.16%Q4 2014Q3 202334
MRK MERCK & CO INC NEW2210.08%0.60%1.09%Q4 2014Q3 202334
BRKA BERKSHIRE HATHAWAY INC...20140.27%0.40%0.61%Q4 2014Q2 202334
VZ VERIZON COMMUNICATIONS...20140.05%0.36%1.54%Q4 2014Q2 202334
ITW ILLINOIS TOOL WKS INC24100.12%0.35%0.75%Q4 2014Q3 202334
XLV SELECT SECTOR SPDR TR21120.08%0.94%1.94%Q2 2015Q3 202333
GOOGL ALPHABET INC32321.60%2.00%2.44%Q4 2015Q3 202332
MMC MARSH & MCLENNAN COS INC22100.14%0.45%0.99%Q4 2014Q3 202332
GOOG ALPHABET INC32320.23%0.45%1.06%Q4 2015Q3 202332
BAC BK OF AMERICA CORP2830.05%0.41%1.01%Q2 2015Q3 202331
LOW LOWES COS INC17140.06%0.30%0.74%Q2 2015Q3 202331
CVS CVS HEALTH CORP18120.10%1.01%1.86%Q4 2014Q3 202330
IYW ISHARES TR30300.05%0.82%1.55%Q4 2014Q1 202230
PGR PROGRESSIVE CORP OHIO2820.10%0.27%1.06%Q1 2016Q3 202330
HD HOME DEPOT INC19100.11%0.45%0.87%Q4 2014Q3 202329
IJR ISHARES TR2220.05%2.34%5.57%Q1 2015Q3 202328
ROST ROSS STORES INC28280.28%0.69%1.06%Q2 2015Q1 202228
NOC NORTHROP GRUMMAN CORP28280.09%0.59%1.34%Q4 2016Q3 202328
UNH UNITEDHEALTH GROUP INC27270.16%1.12%1.88%Q1 2017Q3 202327
TMO THERMO FISHER SCIENTIF...2610.10%1.11%1.64%Q1 2015Q3 202327
XLY SELECT SECTOR SPDR TR17100.12%0.95%1.50%Q2 2015Q1 202227
ADBE ADOBE SYSTEMS INCORPOR...27270.10%0.76%1.29%Q1 2017Q3 202327
AXP AMERICAN EXPRESS CO2610.05%0.64%1.02%Q4 2014Q1 202227
JPM JPMORGAN CHASE & CO27270.15%0.58%0.91%Q1 2017Q3 202327
DE DEERE & CO27270.13%0.41%0.78%Q1 2017Q3 202327
ABBV ABBVIE INC1980.04%0.23%0.66%Q4 2014Q3 202327
VTV VANGUARD INDEX FDS26260.12%2.65%5.06%Q4 2014Q1 202126
MO ALTRIA GROUP INC2510.05%1.15%2.69%Q4 2014Q1 202226
DOV DOVER CORP26260.10%0.47%0.92%Q2 2017Q3 202326
NSC NORFOLK SOUTHN CORP2150.07%0.11%0.15%Q1 2017Q3 202326
AMZN AMAZON COM INC25250.22%1.46%2.27%Q3 2017Q3 202325
WCN WASTE CONNECTIONS INC2140.10%0.58%1.12%Q2 2017Q3 202325
ACN ACCENTURE PLC IRELAND25250.12%0.46%0.68%Q3 2017Q3 202325
DIA SPDR DOW JONES INDL AV...24240.06%0.83%4.07%Q4 2014Q3 202024
BAX BAXTER INTL INC24240.07%0.49%1.00%Q4 2014Q3 202024
COP CONOCOPHILLIPS1040.05%0.14%0.49%Q4 2014Q3 202324
IWM ISHARES TR1210.05%0.14%0.26%Q1 2017Q3 202324
MDT MEDTRONIC PLC24240.06%0.09%0.15%Q4 2017Q3 202324
UTX UNITED TECHNOLOGIES CORP22220.33%0.73%1.04%Q4 2014Q1 202022
QQQ INVESCO QQQ TR22220.35%0.68%1.94%Q2 2018Q3 202322
XLI SELECT SECTOR SPDR TR2020.04%0.62%1.25%Q4 2014Q1 202222
IJK ISHARES TR22220.10%0.49%0.73%Q4 2014Q1 202022
PEP PEPSICO INC1430.04%0.36%0.60%Q4 2014Q3 202322
LMT LOCKHEED MARTIN CORP1480.07%0.27%0.70%Q4 2014Q3 202322
FSK FS KKR CAPITAL CORP22220.05%0.24%0.84%Q4 2014Q1 202022
IWO ISHARES TR21210.17%0.61%1.92%Q4 2014Q4 201921
EMR EMERSON ELEC CO1420.08%0.19%0.49%Q4 2014Q2 202221
ICF ISHARES TR20200.20%2.61%3.78%Q4 2018Q3 202320
VEU VANGUARD INTL EQUITY I...810.04%1.90%8.84%Q3 2015Q3 202320
DGRW WISDOMTREE TR20200.88%1.43%2.23%Q4 2018Q3 202320
JPST JP MORGAN EXCHANGE TRA...20200.08%1.26%4.91%Q4 2018Q3 202320
IBM INTERNATIONAL BUSINESS...1710.12%0.55%0.88%Q4 2014Q3 202320
VTI VANGUARD INDEX FDS1410.07%0.46%1.25%Q4 2014Q3 202320
DIS DISNEY WALT CO10100.06%0.27%0.74%Q1 2015Q3 202220
CI THE CIGNA GROUP20200.11%0.17%0.28%Q4 2018Q3 202320
WPC WP CAREY INC20200.04%0.08%0.13%Q4 2018Q3 202320
VIG VANGUARD SPECIALIZED P...19190.07%0.49%1.33%Q4 2014Q2 201919
UPS UNITED PARCEL SERVICE INC19190.09%0.31%0.75%Q2 2015Q4 201919
AVY AVERY DENNISON CORP1040.06%0.31%0.52%Q1 2017Q3 202319
LUV SOUTHWEST AIRLS CO19190.06%0.16%0.29%Q4 2017Q2 202219
KOMP SPDR SER TR18180.09%3.84%8.76%Q2 2019Q3 202318
TXN TEXAS INSTRS INC18180.08%0.62%0.76%Q2 2019Q3 202318
ADSK AUTODESK INC18180.18%0.55%1.00%Q4 2017Q1 202218
YUM YUM BRANDS INC1710.06%0.31%0.53%Q4 2014Q4 202018
BMY BRISTOL MYERS SQUIBB CO17170.12%1.25%2.13%Q4 2014Q4 201817
SPLG SPDR SER TR17170.08%0.63%1.14%Q3 2019Q3 202317
ZTS ZOETIS INC17170.15%0.55%0.72%Q3 2019Q3 202317
WFC WELLS FARGO CO NEW1310.05%0.33%0.64%Q1 2015Q4 202217
IVW ISHARES TR17170.14%0.20%0.24%Q3 2019Q3 202317
MGC VANGUARD WORLD FD1160.14%0.17%0.24%Q4 2016Q1 202117
IVE ISHARES TR17170.12%0.15%0.20%Q3 2019Q3 202317
VEEV VEEVA SYS INC16160.18%0.44%0.86%Q2 2018Q1 202216
SLB SCHLUMBERGER LTD16160.16%0.31%0.85%Q4 2014Q3 201816
IVV ISHARES TR1020.04%0.28%0.78%Q2 2017Q3 202316
CLX CLOROX CO DEL1420.11%0.20%0.33%Q4 2014Q4 201816
VNQ VANGUARD INDEX FDS1420.05%0.12%0.23%Q1 2019Q1 202316
BEN FRANKLIN RES INC15150.11%0.78%1.44%Q2 2015Q4 201815
TMUS T-MOBILE US INC15150.06%0.54%0.98%Q1 2020Q3 202315
NVDA NVIDIA CORPORATION1410.11%0.52%0.83%Q3 2018Q3 202315
UMPQ UMPQUA HLDGS CORP15150.13%0.24%0.39%Q4 2014Q2 201815
KLDW MANAGED PORTFOLIO SERIES14142.08%2.55%2.99%Q2 2020Q3 202314
XLF SELECT SECTOR SPDR TR1310.01%0.71%1.28%Q3 2015Q3 201914
T AT&T INC14140.19%0.64%0.92%Q4 2014Q1 201814
AON AON PLC14140.32%0.59%0.84%Q2 2020Q3 202314
TSLA TESLA INC14140.11%0.56%1.13%Q2 2020Q3 202314
BX BLACKSTONE INC14140.22%0.55%0.78%Q2 2020Q3 202314
DHR DANAHER CORPORATION14140.05%0.36%0.61%Q2 2020Q3 202314
BOND PIMCO ETF TR1130.21%0.36%0.73%Q1 2020Q3 202314
QQQ POWERSHARES QQQ TRUST13130.35%2.77%18.71%Q1 2015Q1 201813
GE GENERAL ELECTRIC CO13130.06%1.58%2.80%Q4 2014Q4 201713
DG DOLLAR GEN CORP NEW13130.08%0.37%0.79%Q2 2020Q2 202313
CRM SALESFORCE INC1030.05%0.27%0.67%Q2 2020Q3 202313
PYPL PAYPAL HLDGS INC810.05%0.08%0.11%Q1 2019Q3 202213
WM WASTE MGMT INC DEL760.04%0.08%0.12%Q1 2016Q2 202313
MDLZ MONDELEZ INTL INC510.04%0.07%0.12%Q4 2015Q3 202313
SUB ISHARES TR13130.03%0.06%0.08%Q3 2019Q3 202213
GLDM WORLD GOLD TR12123.61%5.06%6.26%Q1 2019Q4 202112
KLDW EXCHANGE LISTED FDS TR750.10%0.84%2.43%Q1 2017Q2 202012
SPYG SPDR SER TR12120.34%0.46%0.56%Q3 2019Q2 202212
BA BOEING CO610.13%0.35%0.75%Q4 2014Q1 202212
GLD SPDR GOLD TRUST12120.22%0.35%0.67%Q4 2014Q3 201712
RTN RAYTHEON CO12120.16%0.34%0.52%Q2 2017Q1 202012
DFS DISCOVER FINL SVCS840.05%0.25%0.47%Q2 2017Q1 202212
MCO MOODYS CORP12120.09%0.23%0.38%Q4 2019Q3 202212
EMTL SSGA ACTIVE TR12120.05%0.17%0.27%Q1 2019Q4 202112
MA MASTERCARD INCORPORATED12120.06%0.14%0.20%Q4 2020Q3 202312
EFA ISHARES TR530.06%0.13%0.19%Q1 2017Q3 202312
ESRX EXPRESS SCRIPTS HLDG CO11110.75%1.65%2.18%Q4 2014Q2 201711
GD GENERAL DYNAMICS CORP11110.06%0.49%1.17%Q2 2017Q4 201911
WBA WALGREENS BOOTS ALLIAN...11110.17%0.49%0.65%Q1 2015Q3 201711
IYH ISHARES TR830.09%0.29%0.64%Q4 2014Q3 201711
KMB KIMBERLY CLARK CORP11110.11%0.27%0.47%Q4 2014Q2 201711
AVGO BROADCOM INC1010.05%0.25%0.66%Q2 2018Q3 202311
LLY LILLY ELI & CO830.05%0.16%0.40%Q2 2017Q3 202311
RTX RTX CORPORATION1010.08%0.12%0.15%Q2 2020Q3 202311
IAU ISHARES GOLD TRUST1010.08%0.11%0.14%Q1 2017Q1 202111
CAT CATERPILLAR INC11110.06%0.10%0.12%Q1 2021Q3 202311
EEM ISHARES TR640.26%2.43%4.94%Q4 2018Q3 202310
ENZL ISHARES TR10101.02%1.29%1.56%Q4 2018Q1 202110
HEDJ WISDOMTREE TR10100.21%1.17%3.10%Q1 2015Q2 201710
C CITIGROUP INC10100.11%0.59%0.94%Q1 2017Q2 201910
ODFL OLD DOMINION FREIGHT L...10100.41%0.51%0.63%Q2 2021Q3 202310
VLO VALERO ENERGY CORP10100.22%0.44%0.69%Q2 2021Q3 202310
IBB ISHARES TR910.01%0.40%1.04%Q4 2015Q3 201910
OXY OCCIDENTAL PETE CORP DEL10100.12%0.37%0.66%Q1 2017Q2 201910
EW EDWARDS LIFESCIENCES CORP10100.16%0.32%0.45%Q2 2020Q3 202210
CMCSA COMCAST CORP NEW640.06%0.27%0.76%Q1 2017Q1 202210
NVS NOVARTIS A G10100.20%0.27%0.38%Q4 2014Q1 201710
SRE SEMPRA ENERGY550.11%0.24%0.38%Q4 2014Q4 201710
SYK STRYKER CORP10100.18%0.22%0.29%Q4 2014Q1 201710
BP BP PLC10100.15%0.20%0.29%Q4 2014Q1 201710
F FORD MTR CO DEL10100.06%0.10%0.15%Q1 2015Q2 201710
IAU ISHARES GOLD TR10100.08%0.09%0.12%Q2 2021Q3 202310
CEF CENTRAL FD CDA LTD10100.06%0.08%0.12%Q4 2014Q1 201710
AMAT APPLIED MATLS INC550.04%0.07%0.10%Q1 2017Q1 202210
MSI MOTOROLA SOLUTIONS INC10100.05%0.06%0.07%Q2 2021Q3 202310
ARKG ARK ETF TR990.07%2.81%4.14%Q1 2020Q1 20229
NTRS NORTHERN TR CORP990.12%0.49%0.86%Q1 2017Q1 20199
ATVI ACTIVISION BLIZZARD INC990.23%0.49%0.64%Q1 2020Q1 20229
LHX L3HARRIS TECHNOLOGIES INC990.28%0.38%0.54%Q2 2020Q2 20229
UHS UNIVERSAL HLTH SVCS INC990.07%0.31%0.38%Q2 2018Q2 20209
NKE NIKE INC990.06%0.30%0.43%Q2 2020Q2 20229
XLP SELECT SECTOR SPDR TR810.00%0.13%0.19%Q3 2015Q3 20199
XLK SELECT SECTOR SPDR TR720.06%0.08%0.13%Q2 2019Q1 20229
VOO VANGUARD INDEX FDS610.00%0.08%0.20%Q3 2019Q3 20239
PAYC PAYCOM SOFTWARE INC610.04%0.08%0.11%Q1 2018Q3 20219
KKR KKR & CO INC990.05%0.06%0.08%Q1 2021Q1 20239
A AGILENT TECHNOLOGIES INC990.05%0.05%0.06%Q1 2021Q1 20239
LOAN MANHATTAN BRIDGE CAPIT...990.02%0.05%0.09%Q2 2018Q2 20209
MTCH MATCH GROUP INC NEW880.15%0.52%0.70%Q3 2020Q2 20228
APD AIR PRODS & CHEMS INC880.29%0.46%0.56%Q2 2020Q1 20228
SBUX STARBUCKS CORP880.18%0.35%0.47%Q2 2020Q1 20228
FIS FIDELITY NATL INFORMAT...880.06%0.27%0.42%Q2 2020Q1 20228
WBND LEGG MASON ETF INVT TR880.20%0.27%0.35%Q1 2020Q4 20218
IWD ISHARES TR610.00%0.19%0.32%Q1 2017Q1 20238
MMM 3M CO710.06%0.15%0.28%Q1 2017Q1 20198
ROP ROPER TECHNOLOGIES INC410.05%0.14%0.26%Q4 2015Q4 20208
CSV CARRIAGE SVCS INC510.11%0.13%0.15%Q1 2015Q2 20178
HCAT HEALTH CATALYST INC880.04%0.12%0.17%Q4 2020Q3 20228
CRL CHARLES RIV LABS INTL INC880.05%0.06%0.08%Q3 2020Q2 20228
ADM ARCHER DANIELS MIDLAND CO880.04%0.06%0.07%Q4 2021Q3 20238
DLTR DOLLAR TREE INC710.04%0.05%0.06%Q2 2021Q2 20238
WISDOMTREE TR772.40%7.23%11.08%Q1 2022Q3 20237
WORLD GOLD TR774.60%5.43%7.13%Q1 2022Q3 20237
EMB ISHARES TR771.85%3.13%3.61%Q1 2019Q3 20207
USFR WISDOMTREE TR770.10%2.83%5.12%Q4 2018Q2 20207
VLUE ISHARES TR771.55%2.17%2.50%Q1 2021Q3 20227
ARKF ARK ETF TR770.07%2.15%2.79%Q3 2020Q1 20227
SE SPECTRA ENERGY CORP430.20%0.72%1.46%Q4 2014Q4 20167
DWDP DOWDUPONT INC770.11%0.55%1.01%Q3 2017Q1 20197
SPEM SPDR INDEX SHS FDS770.10%0.39%1.06%Q3 2019Q1 20217
CHTR CHARTER COMMUNICATIONS...770.10%0.24%0.32%Q3 2020Q1 20227
VYM VANGUARD WHITEHALL FDS...520.13%0.16%0.20%Q2 2017Q3 20237
DUK DUKE ENERGY CORP NEW210.05%0.11%0.27%Q1 2015Q4 20207
SPSM SPDR SER TR770.10%0.11%0.15%Q1 2022Q3 20237
ILMN ILLUMINA INC520.04%0.05%0.06%Q1 2021Q1 20237
EELV INVESCO EXCH TRADED FD...663.11%3.71%4.77%Q2 2022Q3 20236
CNRG SPDR SER TR660.09%1.96%2.67%Q4 2020Q1 20226
RLY SSGA ACTIVE ETF TR660.16%1.54%3.21%Q2 2022Q3 20236
KIE SPDR SER TR661.16%1.49%1.87%Q2 2022Q3 20236
ADI ANALOG DEVICES INC660.90%0.98%1.07%Q2 2017Q3 20186
AGN ALLERGAN PLC660.23%0.56%1.15%Q2 2016Q3 20176
RPM RPM INTL INC660.22%0.52%0.76%Q2 2017Q3 20186
DKNG DRAFTKINGS INC660.10%0.32%0.68%Q4 2020Q1 20226
KMI KINDER MORGAN INC DEL330.10%0.22%0.36%Q4 2014Q3 20176
IWB ISHARES TR660.19%0.21%0.23%Q1 2019Q2 20206
PNR PENTAIR PLC660.14%0.19%0.25%Q1 2015Q2 20166
AMLP ALPS ETF TR510.00%0.18%0.31%Q1 2017Q3 20196
FTLS FIRST TR EXCH TRADED F...660.13%0.16%0.22%Q2 2022Q3 20236
VIOG VANGUARD ADMIRAL FDS INC660.12%0.15%0.22%Q2 2018Q3 20196
DBX DROPBOX INC660.08%0.14%0.22%Q2 2019Q3 20206
RWR SPDR SER TR660.08%0.09%0.10%Q1 2019Q2 20206
BDJ BLACKROCK ENHANCED EQU...660.07%0.08%0.10%Q1 2021Q2 20226
ICLR ICON PLC410.05%0.06%0.07%Q2 2019Q1 20216
MET METLIFE INC660.04%0.05%0.06%Q3 2021Q4 20226
OTIS OTIS WORLDWIDE CORP420.04%0.05%0.05%Q2 2021Q2 20236
ETY EATON VANCE TAX-MANAGE...660.03%0.04%0.04%Q1 2021Q2 20226
SPHQ INVESCO EXCHANGE TRADE...553.66%4.94%6.99%Q3 2022Q3 20235
SVAL ISHARES TR552.12%3.05%3.62%Q1 2021Q1 20225
XLE SELECT SECTOR SPDR TR310.01%1.03%3.79%Q4 2016Q2 20225
TRV TRAVELERS COMPANIES INC550.22%0.74%0.91%Q2 2017Q2 20185
DXJ WISDOMTREE TR550.16%0.57%0.96%Q2 2015Q2 20165
GWW GRAINGER W W INC550.36%0.51%0.60%Q3 2022Q3 20235
AZO AUTOZONE INC550.30%0.41%0.52%Q3 2022Q3 20235
TGT TARGET CORP550.14%0.32%0.44%Q1 2018Q1 20195
CELG CELGENE CORP550.14%0.24%0.39%Q1 2017Q1 20185
INDA ISHARES TR410.00%0.18%0.44%Q2 2015Q3 20195
KO COCA COLA CO320.05%0.09%0.12%Q1 2016Q2 20225
MU MICRON TECHNOLOGY INC210.05%0.09%0.11%Q1 2017Q1 20225
AMU UBS AG LONDON BRH550.04%0.08%0.18%Q4 2018Q4 20195
USMV ISHARES TR210.06%0.08%0.11%Q3 2019Q3 20215
EQR EQUITY RESIDENTIAL550.05%0.05%0.06%Q2 2021Q2 20225
SPY SPDR S&P 500 ETF TR310.00%0.01%0.03%Q4 2014Q3 20175
MNI MCCLATCHY CO550.01%0.01%0.01%Q1 2015Q1 20165
XMLV INVESCO EXCH TRADED FD...440.10%4.38%6.06%Q2 2022Q1 20234
SPHD INVESCO EXCH TRADED FD...441.20%1.56%1.78%Q2 2022Q1 20234
VDC VANGUARD WORLD FDS440.53%0.64%0.84%Q4 2014Q3 20154
VRTX VERTEX PHARMACEUTICALS...440.28%0.44%0.58%Q2 2020Q1 20214
PSX PHILLIPS 66440.24%0.42%0.61%Q2 2018Q1 20194
FCX FREEPORT-MCMORAN INC440.29%0.42%0.58%Q2 2021Q1 20224
CPRT COPART INC440.21%0.35%0.49%Q3 2021Q2 20224
AVGO BROADCOM LTD440.09%0.35%0.56%Q2 2017Q1 20184
VWO VANGUARD INTL EQUITY I...310.16%0.35%0.81%Q4 2014Q4 20154
PPG PPG INDS INC440.29%0.34%0.40%Q2 2021Q1 20224
NFLX NETFLIX INC440.11%0.33%0.47%Q2 2020Q1 20214
PXD PIONEER NAT RES CO440.23%0.28%0.34%Q4 2015Q3 20164
EMQQ EXCHANGE TRADED CONCEP...440.12%0.25%0.40%Q4 2017Q3 20184
BIIB BIOGEN INC440.14%0.24%0.30%Q3 2017Q2 20184
VO VANGUARD INDEX FDS310.01%0.24%0.37%Q1 2015Q3 20194
VB VANGUARD INDEX FDS310.01%0.23%0.37%Q1 2015Q3 20194
VOD VODAFONE GROUP PLC NEW440.21%0.23%0.27%Q4 2014Q3 20154
HPQ HEWLETT PACKARD CO440.14%0.19%0.30%Q4 2014Q3 20154
ENB ENBRIDGE INC440.08%0.18%0.24%Q1 2017Q4 20174
CI CIGNA CORPORATION440.15%0.17%0.19%Q4 2017Q3 20184
DVY ISHARES TR440.13%0.17%0.22%Q4 2014Q3 20154
CB CHUBB LIMITED440.11%0.15%0.18%Q2 2017Q1 20184
VOT VANGUARD INDEX FDS310.04%0.14%0.25%Q2 2018Q3 20194
XSOE WISDOMTREE TR440.12%0.13%0.14%Q2 2021Q1 20224
TOTL SSGA ACTIVE ETF TR220.12%0.13%0.14%Q3 2015Q1 20174
PANW PALO ALTO NETWORKS INC440.05%0.11%0.18%Q4 2022Q3 20234
D DOMINION RES INC VA NEW220.10%0.11%0.12%Q1 2016Q1 20174
RWX SPDR INDEX SHS FDS440.07%0.09%0.13%Q4 2018Q3 20194
SPDW SPDR INDEX SHS FDS440.08%0.09%0.11%Q3 2019Q2 20204
AIA ISHARES TR440.05%0.05%0.06%Q2 2021Q1 20224
TFC TRUIST FINL CORP440.05%0.05%0.05%Q2 2021Q1 20224
MFG MIZUHO FINANCIAL GROUP...440.01%0.01%0.02%Q4 2021Q3 20224
IEF ISHARES TR335.16%6.65%7.72%Q1 2023Q3 20233
XMHQ INVESCO EXCHANGE TRADE...334.43%4.79%5.03%Q1 2023Q3 20233
VEA VANGUARD TAX-MANAGED FDS333.64%3.75%3.89%Q1 2023Q3 20233
ENFR ALPS ETF TR331.17%1.25%1.33%Q2 2019Q4 20193
GOOGL GOOGLE INC331.08%1.14%1.19%Q4 2014Q2 20153
GOOG GOOGLE INC330.68%0.81%0.94%Q4 2014Q2 20153
ZBH ZIMMER HLDGS INC330.32%0.40%0.48%Q4 2014Q2 20153
AAP ADVANCE AUTO PARTS INC330.32%0.37%0.40%Q3 2016Q1 20173
GS GOLDMAN SACHS GROUP INC330.27%0.30%0.36%Q1 2018Q3 20183
LQD ISHARES TR210.04%0.30%0.67%Q4 2014Q3 20193
BLACKSTONE SECD LENDIN...210.06%0.20%0.46%Q1 2022Q4 20223
MYL MYLAN N V330.17%0.20%0.24%Q1 2016Q3 20163
VCSH VANGUARD SCOTTSDALE FDS330.11%0.17%0.23%Q2 2018Q4 20183
AON AON PLC330.09%0.16%0.21%Q3 2019Q1 20203
MUB ISHARES330.12%0.15%0.19%Q4 2014Q2 20153
HSIC SCHEIN HENRY INC330.11%0.14%0.21%Q1 2017Q3 20173
REGN REGENERON PHARMACEUTICALS330.09%0.11%0.13%Q1 2017Q3 20173
PSR INVESCO ACTIVELY MANAG...210.06%0.07%0.09%Q3 2019Q2 20203
NOK NOKIA CORP330.02%0.02%0.02%Q1 2019Q3 20193
RLX RLX TECHNOLOGY INC330.00%0.01%0.01%Q4 2022Q2 20233
IQLT ISHARES TR222.73%2.76%2.78%Q2 2023Q3 20232
APA APACHE CORP220.45%0.62%0.80%Q4 2014Q1 20152
MOO MARKET VECTORS ETF TR220.21%0.40%0.60%Q4 2014Q1 20152
URI UNITED RENTALS INC220.34%0.40%0.46%Q2 2018Q3 20182
ESV ENSCO PLC220.25%0.38%0.50%Q4 2014Q1 20152
HTA HEALTHCARE TR AMER INC220.19%0.31%0.44%Q4 2014Q1 20152
IXUS ISHARES TR220.31%0.31%0.31%Q2 2023Q3 20232
AGG ISHARES TR110.06%0.31%0.55%Q3 2015Q4 20192
BXLT BAXALTA INC220.25%0.28%0.31%Q3 2015Q4 20152
HAS HASBRO INC220.20%0.24%0.29%Q3 2017Q4 20172
NRF NORTHSTAR RLTY FIN CORP220.16%0.18%0.20%Q4 2014Q1 20152
IWS ISHARES TR220.13%0.15%0.16%Q1 2015Q2 20152
IAK ISHARES TR220.11%0.13%0.14%Q1 2017Q2 20172
SPSB SPDR SERIES TRUST220.11%0.12%0.12%Q3 2019Q4 20192
DOW DOW CHEM CO110.10%0.11%0.12%Q4 2015Q1 20172
UHAL AMERCO220.10%0.11%0.11%Q2 2017Q3 20172
INTU INTUIT110.04%0.11%0.17%Q4 2021Q3 20232
IYT ISHARES TR220.09%0.10%0.10%Q1 2017Q2 20172
CALB CALIFORNIA BANCORP INC110.05%0.09%0.14%Q4 2022Q2 20232
RYH RYDEX ETF TRUST220.08%0.09%0.09%Q2 2017Q3 20172
FAST FASTENAL CO220.08%0.08%0.08%Q2 2023Q3 20232
SMLV SPDR SERIES TRUST220.08%0.08%0.08%Q3 2019Q4 20192
SPGI S&P GLOBAL INC220.06%0.07%0.08%Q2 2023Q3 20232
TTE TOTAL S A110.06%0.06%0.07%Q3 2018Q1 20192
ECL ECOLAB INC220.06%0.06%0.07%Q2 2023Q3 20232
IJJ ISHARES TR220.06%0.06%0.06%Q3 2019Q4 20192
EEMV ISHARES INC220.06%0.06%0.06%Q4 2021Q1 20222
DRAFTKINGS INC NEW220.05%0.06%0.07%Q2 2022Q3 20222
LH LABORATORY CORP AMER H...220.04%0.05%0.05%Q2 2023Q3 20232
CTSH COGNIZANT TECHNOLOGY S...220.04%0.05%0.05%Q4 2021Q1 20222
FXH FIRST TR EXCHANGE TRAD...220.04%0.04%0.04%Q4 2021Q1 20222
IWR ISHARES TR110.01%0.04%0.06%Q3 2018Q3 20192
MBII MARRONE BIO INNOVATION...220.01%0.01%0.02%Q4 2017Q1 20182
WIT WIPRO LTD220.01%0.01%0.01%Q2 2023Q3 20232
KBE SPDR SERIES TRUST110.49%0.49%0.49%Q4 2015Q4 20151
SCHA SCHWAB STRATEGIC TR110.41%0.41%0.41%Q3 2015Q3 20151
BSCI CLAYMORE EXCHANGE TRD ...110.24%0.24%0.24%Q1 2017Q1 20171
BSCH CLAYMORE EXCHANGE TRD ...110.24%0.24%0.24%Q1 2017Q1 20171
WMB WILLIAMS COS INC DEL110.24%0.24%0.24%Q4 2014Q4 20141
APY APERGY CORP110.22%0.22%0.22%Q2 2018Q2 20181
MON MONSANTO CO NEW110.19%0.19%0.19%Q2 2015Q2 20151
ENLC ENLINK MIDSTREAM LLC110.18%0.18%0.18%Q4 2014Q4 20141
SHYG ISHARES TR110.16%0.16%0.16%Q2 2017Q2 20171
STIP ISHARES TR110.16%0.16%0.16%Q2 2023Q2 20231
BSCK CLAYMORE EXCHANGE TRD ...110.14%0.14%0.14%Q1 2017Q1 20171
FNDX SCHWAB STRATEGIC TR110.14%0.14%0.14%Q1 2017Q1 20171
BSCL CLAYMORE EXCHANGE TRD ...110.14%0.14%0.14%Q1 2017Q1 20171
MTCH MATCH GROUP INC110.13%0.13%0.13%Q2 2020Q2 20201
BSCJ CLAYMORE EXCHANGE TRD ...110.13%0.13%0.13%Q1 2017Q1 20171
OIH VANECK VECTORS ETF TR110.11%0.11%0.11%Q1 2017Q1 20171
HYG ISHARES TR110.11%0.11%0.11%Q2 2017Q2 20171
TLT ISHARES TR110.10%0.10%0.10%Q1 2019Q1 20191
ALL ALLSTATE CORP110.08%0.08%0.08%Q4 2017Q4 20171
TXT TEXTRON INC110.07%0.07%0.07%Q3 2018Q3 20181
ICSH ISHARES TR110.07%0.07%0.07%Q3 2020Q3 20201
BIV VANGUARD BD INDEX FD INC110.06%0.06%0.06%Q4 2019Q4 20191
DD DUPONT DE NEMOURS INC110.06%0.06%0.06%Q2 2021Q2 20211
AIG AMERICAN INTL GROUP INC110.06%0.06%0.06%Q2 2021Q2 20211
FSK FS KKR CAPITAL CORP110.04%0.04%0.04%Q2 2020Q2 20201
SNY SANOFI110.04%0.04%0.04%Q2 2021Q2 20211
BIL SPDR SERIES TRUST110.04%0.04%0.04%Q3 2019Q3 20191
AMGN AMGEN INC110.04%0.04%0.04%Q2 2021Q2 20211
VONG VANGUARD SCOTTSDALE FDS110.04%0.04%0.04%Q4 2021Q4 20211
IHDG WISDOMTREE TR110.04%0.04%0.04%Q3 2019Q3 20191
VV VANGUARD INDEX FDS110.04%0.04%0.04%Q3 2019Q3 20191
SMFG SUMITOMO MITSUI FINL G...110.02%0.02%0.02%Q1 2022Q1 20221
MUFG MITSUBISHI UFJ FINL GR...110.02%0.02%0.02%Q1 2022Q1 20221
VIOV VANGUARD ADMIRAL FDS INC110.01%0.01%0.01%Q3 2019Q3 20191
IJS ISHARES TR110.01%0.01%0.01%Q3 2019Q3 20191
SLY SPDR SERIES TRUST110.01%0.01%0.01%Q3 2019Q3 20191
SAN BANCO SANTANDER S.A.110.01%0.01%0.01%Q2 2022Q2 20221
PFF ISHARES TR110.01%0.01%0.01%Q3 2019Q3 20191
HRTX HERON THERAPEUTICS INC110.00%0.00%0.00%Q3 2023Q3 20231
SDY SPDR SERIES TRUST110.00%0.00%0.00%Q3 2019Q3 20191
IYG ISHARES TR110.00%0.00%0.00%Q3 2019Q3 20191
SLYG SPDR SERIES TRUST110.00%0.00%0.00%Q3 2019Q3 20191
TMUSR T-MOBILE US INC110.00%0.00%0.00%Q2 2020Q2 20201
EBND SPDR SERIES TRUST110.00%0.00%0.00%Q3 2019Q3 20191
VIOO VANGUARD ADMIRAL FDS INC110.00%0.00%0.00%Q3 2019Q3 20191
MOTS MOTUS GI HLDGS INC110.00%0.00%0.00%Q2 2022Q2 20221
SPIB SPDR SERIES TRUST110.00%0.00%0.00%Q3 2019Q3 20191
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The securities at the top of the list , including META PLATFORMS INC, VANGUARD INDEX FDS, and APPLE INC, are the highest-conviction holdings of Capital Planning Advisors, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Capital Planning Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Capital Planning Advisors, LLC owns currently or has owned in the past.