CAPITAL & PLANNING, LLC

Q4 2024 13F Holdings

  • Location
    jonesboro, GA
  • Num holdings

    192

  • Value ($000)

    $136,758

  • Date Filed
    02/03/2025
  • Form type
    13F-HR
  • CIK
    0002053750
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COMMON STOCK
594918104
$17.32M
13 %

41,086

AMZN
AMZN

AMAZON COM

COMMON STOCK
023135106
$16.20M
12 %

73,851

GOOGL
GOOGL

ALPHABET INC

COMMON STOCK
02079K305
$13.65M
10 %

72,102

V
V

VISA INC

COMMON STOCK
92826C839
$13.34M
10 %

42,218

SO
SO

SOUTHERN COMPANY

COMMON STOCK
842587107
$11.16M
8 %

135,538

LLY
LLY

ELI LILLY

COMMON STOCK
532457108
$7.65M
6 %

9,903

AAPL
AAPL

APPLE INC

COMMON STOCK
037833100
$5.45M
4 %

21,766

MCD
MCD

MCDONALDS CORP

COMMON STOCK
580135101
$5.32M
4 %

18,336

CHD
CHD

CHURCH & DWIGHT

COMMON STOCK
171340102
$4.78M
4 %

45,692

PG
PG

PROCTER & GAMBLE

COMMON STOCK
742718109
$4.33M
3 %

25,810

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 192