Capasso Planning Partners LLC Incresed Positions in Q1 2025

Capasso Planning Partners LLC

  • $226 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
123K
+ 219.04%
$59.78 - $60.03 $7.35M - $7.38M
179K $10.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.34K
+ 73.77%
$507.05 - $563.67 $1.69M - $1.88M
7.86K $4.04M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
50.7K
+ 264.88%
$29.34 - $31.31 $1.49M - $1.59M
69.8K $2.07M
VEA
Vanguard Ftse Developed Market

ETFs
115
+ 0.04%
$47.4 - $52.99 $5.45K - $6.09K
280K $14.3M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
20.4K
+ 5.47%
$27.64 - $28.58 $564K - $583K
393K $11.2M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6.27K
+ 9.39%
$81.83 - $82.73 $513K - $518K
73K $6.04M
GLD
Spdr Gold Trust

ETFs
1.33K
+ 56.74%
$243.19 - $288.14 $323K - $383K
3.67K $1.06M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.49K
+ 66.81%
$192.82 - $222.1 $480K - $553K
6.22K $1.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.77K
+ 2.38%
$79.17 - $82.04 $140K - $145K
76.2K $6.23M
AVEM
American Centy ETF Tr Avantis

ETFs
1.65K
+ 1.62%
$57.11 - $62.4 $94.2K - $103K
104K $6.24M
BALT
Innovator Etfs Tr
5.06K
+ 26.47%
$31.31 - $31.89 $159K - $161K
24.2K $759K
XLU
Utilities Sector Spdr

ETFs
1.76K
+ 30.27%
$74.7 - $80.27 $131K - $141K
7.56K $596K
REET
Ishares Global Reit ETF

ETFs
5.07K
+ 5.08%
$23.24 - $25.16 $118K - $128K
105K $2.54M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
462
+ 0.84%
$77.7 - $78.94 $35.9K - $36.5K
55.7K $4.4M
ACWI
Ishares Msci Acwi ETF

ETFs
618
+ 10.99%
$115.16 - $124.13 $71.2K - $76.7K
6.24K $726K
ABT
Abbott Laboratories

Healthcare
1
+ 0.03%
$111.1 - $140.22 $111 - $140
3.32K $440K
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
197
+ 1.86%
$49.08 - $52.44 $9.67K - $10.3K
10.8K $557K
JEPI
J P Morgan Exchange Traded Fd

ETFs
562
+ 6.54%
$56.17 - $59.71 $31.6K - $33.6K
9.16K $523K
ITOT
Ishares Core S&P Total U.S. St

ETFs
360
+ 14.2%
$120.29 - $134.6 $43.3K - $48.5K
2.9K $353K
MUB
Ishares National Muni Bond ETF

ETFs
367
+ 2.4%
$104.71 - $107.69 $38.4K - $39.5K
15.7K $1.65M
VOOV
Vanguard S&P 500 Value ETF

ETFs
123
+ 1.0%
$179.71 - $192.06 $22.1K - $23.6K
12.4K $2.28M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
98
+ 1.22%
$32.74 - $36.2 $3.21K - $3.55K
8.13K $284K
DVY
Ishares Tr

ETFs
13
+ 0.8%
$128.58 - $138.1 $1.67K - $1.8K
1.64K $220K
SUB
Ishares Short Term National Mu

ETFs
48
+ 0.84%
$105.3 - $106.24 $5.05K - $5.1K
5.73K $605K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
16
+ 0.13%
$22.42 - $23.22 $359 - $372
12.6K $290K
XUSP
Innovator Etfs Tr Uncapped Acc
8.08K
+ 12.47%
N/A
72.9K $0
Innovator Etfs Trust
853
+ 0.86%
N/A
99.9K $0
Innovator Etfs Trust
1.07K
+ 1.73%
N/A
62.8K $0
POCT
Innovator U.S. Equity Power Bu

ETFs
245
+ 0.35%
$38.53 - $40.49 $9.44K - $9.92K
71K $2.76M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
781
+ 0.57%
$77.33 - $90.16 $60.4K - $70.4K
137K $10.7M
Activity Summary
Buys All Purchases 35 New Holdings 4 Increased Positions 31 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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