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Value $
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$137M
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Signature - Title
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Lindsay Marie Rider - Compliance Consultant
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Location
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Jonesboro, GA
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Summary
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This page shows a list of all the recent 13F filings made by CAPITAL & PLANNING, LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. CAPITAL & PLANNING, LLC reported 192 stock holdings with total value $137M as of Q4 2024. Top holdings included MSFT, AMZN, GOOGL, V, and SO.