Capital Planning Advisors, LLC
CIK Number: 0001631941
647.81M
Market Value
136
# of Holdings
19 months
Avg. Holding Period
36.05%
Win Rate
17.38%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | USFR | WisdomTree Floa... | 50.35 | +0.03% | 934.83K | -33.68% | 47.04M | 50.25 | 7.26% |
| 2 | SPHQ | Invesco S&P 500... | 71.11 | +0.25% | 526.58K | +6.87% | 35.3M | 46.53 | 5.45% |
| 3 | XMHQ | Invesco S&P Mid... | 98.43 | -0.11% | 346.53K | +13.36% | 34.12M | 77.34 | 5.27% |
| 4 | GLDM | SPDR Gold MiniS... | 66.81 | +0.62% | 649.17K | -8.04% | 33.75M | 40.26 | 5.21% |
| 5 | IWF | iShares Russell... | 406.40 | +0.40% | 70.3K | +4.67% | 28.23M | 183.17 | 4.36% |
Stop Guessing, Start Knowing.
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
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- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
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- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.