Capasso Planning Partners LLC Purchases and Sells in Q1 2025

Capasso Planning Partners LLC

$226 Million
Q1 2025

Top Buys

Incresed Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FTSM	123K + 219.04%	$59.78 - $60.03 $7.35M - $7.38M	179K $10.7M
VOO	3.34K + 73.77%	$507.05 - $563.67 $1.69M - $1.88M	7.86K $4.04M
BUFR	50.7K + 264.88%	$29.34 - $31.31 $1.49M - $1.59M	69.8K $2.07M
VEA	115 + 0.04%	$47.4 - $52.99 $5.45K - $6.09K	280K $14.3M
SPTI	20.4K + 5.47%	$27.64 - $28.58 $564K - $583K	393K $11.2M
SHY	6.27K + 9.39%	$81.83 - $82.73 $513K - $518K	73K $6.04M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLT	19.5K New	$85.29 - $92.57 $1.67M - $1.81M	19.5K $1.78M
ORCL	2.04K New	$139.81 - $186.47 $285K - $379K	2.04K $284K
DDEC	6.13K New	$38.92 - $41.1 $238K - $252K	6.13K $239K
PG	1.18K New	$158.56 - $176.26 $188K - $209K	1.18K $201K

Top Sells

Reduced Positions

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-17.6K - 15.68%	$551.42 - $612.93 $9.71M - $10.8M	94.7K $53M
PAPR	-63.5K - 82.65%	$35.21 - $37.69 $2.24M - $2.39M	13.3K $475K
AAPL	-1.71K - 6.58%	$209.68 - $247.1 $359K - $423K	24.3K $5.39M
SPTM	-2.2K - 0.85%	$67.03 - $74.61 $147K - $164K	257K $17.5M
FNDX	-22.6K - 17.14%	$23.03 - $25.01 $521K - $566K	109K $2.58M
SCHD	-21.9K - 17.49%	$27.01 - $28.54 $591K - $625K	103K $2.89M

Activity Summary All Purchases 35 New Holdings 4 Increased Positions 31 All Sells 59 Reductions 59 Sold out 0 Calls 0 Puts 0

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