Capasso Planning Partners LLC Purchases and Sells in Q2 2025

Capasso Planning Partners LLC

$170 Million
Q2 2025

Top Buys

Incresed Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FTSM	20.8K + 11.62%	$59.8 - $60.07 $1.25M - $1.25M	200K $12M
ACWI	1.57K + 25.12%	$103.59 - $128.6 $162K - $202K	7.81K $1M
TLT	3.77K + 19.31%	$83.97 - $92.85 $317K - $350K	23.3K $2.06M
NVDA	30 + 0.7%	$94.31 - $157.99 $2.83K - $4.74K	4.34K $685K
ESGU	37 + 0.55%	$108.06 - $135.3 $4K - $5.01K	6.74K $912K
ESGD	281 + 3.53%	$73.02 - $90.22 $20.5K - $25.4K	8.24K $735K

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGK	5.74K New	$62.73 - $78.42 $360K - $450K	5.74K $445K
ETN	628 New	$246.52 - $356.99 $155K - $224K	628 $224K
PANW	1.03K New	$152.44 - $204.64 $158K - $212K	1.03K $211K
GOOG	1.18K New	$146.58 - $180.01 $173K - $212K	1.18K $209K
FIRST TR EXCHNG TRADED FD VI	61.7K New	N/A	61.7K $0
PROSHARES TR	10.8K New	N/A	10.8K $0

Top Sells

Reduced Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-19.9K - 21.03%	$496.48 - $617.85 $9.89M - $12.3M	74.8K $46.2M
SLYV	-59.6K - 43.54%	$67.03 - $80.35 $4M - $4.79M	77.3K $6.17M
SPTM	-81.2K - 31.53%	$60.34 - $74.89 $4.9M - $6.08M	176K $13.2M
VEA	-104K - 37.09%	$45.65 - $57.01 $4.75M - $5.93M	176K $10.1M
POCT	-63.9K - 89.96%	$36.35 - $41.3 $2.32M - $2.64M	7.13K $294K
PJUL	-60.4K - 89.81%	$37.66 - $43.85 $2.27M - $2.65M	6.86K $300K

Activity Summary All Purchases 15 New Holdings 6 Increased Positions 9 All Sells 66 Reductions 66 Sold out 0 Calls 0 Puts 0

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