Capasso Planning Partners LLC Reduced Holdings in Q4 2024

Capasso Planning Partners LLC

  • $236 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-41.7K
- 27.09%
$567.81 - $607.81 $23.7M - $25.4M
112K $65.8M
AAPL
Apple Inc.

Technology
-25.2K
- 49.24%
$221.69 - $259.02 $5.59M - $6.53M
26K $6.51M
VEA
Vanguard Ftse Developed Market

ETFs
-37.7K
- 11.85%
$47.57 - $52.44 $1.79M - $1.98M
280K $13.4M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-38.5K
- 12.9%
$69.3 - $74.3 $2.67M - $2.86M
260K $18.5M
SUB
Ishares Short Term National Mu

ETFs
-20.7K
- 78.43%
$104.94 - $106.2 $2.17M - $2.19M
5.68K $599K
GLD
Spdr Gold Trust

ETFs
-6.24K
- 72.68%
$236.59 - $257.5 $1.48M - $1.61M
2.34K $567K
VB
Vanguard Small Cap ETF

ETFs
-6.34K
- 87.01%
$233.76 - $261.58 $1.48M - $1.66M
947 $227K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-30.3K
- 79.9%
$44.04 - $49.49 $1.33M - $1.5M
7.62K $335K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.86K
- 23.71%
$442.29 - $483.08 $1.26M - $1.38M
9.2K $4.17M
FLHY
Franklin Templeton ETF Tr Libe

ETFs
-48.4K
- 43.62%
$23.7 - $24.34 $1.15M - $1.18M
62.5K $1.49M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-17K
- 41.6%
$61.68 - $67.87 $1.05M - $1.16M
23.9K $1.49M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-12.9K
- 8.63%
$84.34 - $95.14 $1.09M - $1.22M
136K $11.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.34K
- 37.14%
$481.22 - $538.17 $1.13M - $1.26M
3.96K $2.03M
AVEM
American Centy ETF Tr Avantis

ETFs
-6.83K
- 6.28%
$58.59 - $66.14 $400K - $452K
102K $6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-8.21K
- 42.33%
$113.92 - $127.38 $935K - $1.05M
11.2K $1.29M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-15.3K
- 32.27%
$56.06 - $61.35 $860K - $942K
32.2K $1.82M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-4.74K
- 55.96%
$198.04 - $221.51 $938K - $1.05M
3.73K $784K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-25.6K
- 38.89%
$28.89 - $31.63 $740K - $811K
40.3K $1.18M
REET
Ishares Global Reit ETF

ETFs
-21.7K
- 17.88%
$23.43 - $26.54 $509K - $577K
99.8K $2.39M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-16.5K
- 41.35%
$43.84 - $48.76 $725K - $806K
23.5K $1.03M
MSFT
Microsoft Corp

Technology
-1.81K
- 29.16%
$406.35 - $454.46 $734K - $821K
4.39K $1.85M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.61K
- 26.3%
$521.84 - $558.82 $842K - $902K
4.52K $2.44M
IBM
International Business Machines Corp

Technology
-3.54K
- 74.63%
$204.9 - $238.04 $724K - $841K
1.2K $264K
VTI
Vanguard Total Stock Market Et

ETFs
-2.9K
- 21.44%
$280.04 - $302.45 $812K - $877K
10.6K $3.08M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-15.7K
- 41.5%
$37.12 - $41.23 $584K - $648K
22.2K $822K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-17.1K
- 32.27%
$40.26 - $42.88 $689K - $734K
35.9K $1.45M
AVDV
American Centy ETF Tr Avantis

ETFs
-5.7K
- 9.26%
$63.85 - $70.4 $364K - $402K
55.9K $3.64M
ABBV
Abb Vie Inc.

Healthcare
-2.6K
- 23.11%
$164.99 - $203.87 $429K - $530K
8.64K $1.54M
MUB
Ishares National Muni Bond ETF

ETFs
-5.99K
- 28.13%
$105.78 - $108.7 $634K - $651K
15.3K $1.63M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.56K
- 42.84%
$180.88 - $232.93 $825K - $1.06M
6.08K $1.33M
XLU
Utilities Sector Spdr

ETFs
-7.53K
- 56.47%
$74.89 - $82.93 $564K - $625K
5.81K $439K
IXC
Ishares Tr Global Energy ETF

ETFs
-12.9K
- 53.5%
$36.95 - $43.06 $476K - $555K
11.2K $427K
ECOW
Pacer Fds Tr Emerging Markets

ETFs
-19.5K
- 42.0%
$19.41 - $22.68 $378K - $442K
26.9K $522K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-3.29K
- 56.43%
$124.26 - $134.12 $408K - $441K
2.54K $326K
VBR
Vanguard Small Cap Value ETF

ETFs
-1.72K
- 30.43%
$197.36 - $217.3 $339K - $373K
3.93K $778K
IEFA
Ishares Tr

ETFs
-4.21K
- 58.71%
$70.06 - $77.43 $295K - $326K
2.96K $207K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-3.03K
- 20.03%
$100.24 - $101.35 $304K - $307K
12.1K $1.22M
CVX
Chevron Corp

Energy
-1.74K
- 33.69%
$141.15 - $162.53 $246K - $283K
3.43K $496K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.8K
- 28.34%
N/A
7.08K $607K
NVDA
Nvidia Corp

Technology
-1.87K
- 29.74%
$117.0 - $148.88 $218K - $278K
4.41K $592K
IVV
Ishares Core S&P 500 ETF

ETFs
-290
- 33.18%
$570.51 - $610.59 $165K - $177K
584 $343K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-954
- 27.89%
$131.66 - $144.0 $126K - $137K
2.47K $325K
QDPL
Pacer Fds Tr Metaurus Us Large
-3.98K
- 37.87%
$37.54 - $40.11 $149K - $160K
6.53K $250K
GOOGL
Alphabet Inc.

Communication Services
-1.34K
- 28.47%
$161.86 - $196.66 $217K - $264K
3.38K $638K
HD
Home Depot, Inc.

Consumer Cyclical
-305
- 30.2%
$385.02 - $431.37 $117K - $132K
705 $274K
ABT
Abbott Laboratories

Healthcare
-852
- 20.41%
$111.93 - $119.39 $95.4K - $102K
3.32K $375K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-112
- 1.35%
$75.65 - $83.47 $8.47K - $9.35K
8.16K $621K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-723
- 22.12%
$172.07 - $207.36 $124K - $150K
2.55K $502K
COST
Costco Wholesale Corp

Consumer Defensive
-68
- 21.66%
$873.59 - $994.69 $59.4K - $67.6K
246 $225K
Activity Summary
Buys All Purchases 42 New Holdings 16 Increased Positions 26 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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