Capasso Planning Partners LLC Reduced Holdings in Q1 2025

Capasso Planning Partners LLC

  • $226 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-17.6K
- 15.68%
$551.42 - $612.93 $9.71M - $10.8M
94.7K $53M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-63.5K
- 82.65%
$35.21 - $37.69 $2.24M - $2.39M
13.3K $475K
AAPL
Apple Inc.

Technology
-1.71K
- 6.58%
$209.68 - $247.1 $359K - $423K
24.3K $5.39M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-2.2K
- 0.85%
$67.03 - $74.61 $147K - $164K
257K $17.5M
FNDX
Schwab Fundamental U S Large C

ETFs
-22.6K
- 17.14%
$23.03 - $25.01 $521K - $566K
109K $2.58M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-21.9K
- 17.49%
$27.01 - $28.54 $591K - $625K
103K $2.89M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.77K
- 33.74%
$102.49 - $119.96 $387K - $453K
7.41K $774K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-8.03K
- 24.91%
$53.6 - $58.97 $430K - $473K
24.2K $1.32M
VTI
Vanguard Total Stock Market Et

ETFs
-934
- 8.79%
$271.18 - $303.12 $253K - $283K
9.69K $2.66M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-6.15K
- 26.23%
$36.64 - $45.76 $225K - $281K
17.3K $648K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-391
- 9.87%
$468.34 - $539.52 $183K - $211K
3.57K $1.67M
AMZN
Amazon Com Inc

Consumer Cyclical
-729
- 11.98%
$190.26 - $242.06 $139K - $176K
5.36K $1.02M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.16K
- 45.58%
$165.25 - $224.62 $192K - $261K
1.39K $229K
MSFT
Microsoft Corp

Technology
-169
- 3.85%
$375.39 - $447.2 $63.4K - $75.6K
4.22K $1.58M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-6.74K
- 18.75%
$39.61 - $42.65 $267K - $287K
29.2K $1.19M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-9.88K
- 24.53%
$29.06 - $32.62 $287K - $322K
30.4K $954K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-9.13K
- 23.03%
$24.29 - $24.65 $222K - $225K
30.5K $751K
GOOGL
Alphabet Inc.

Communication Services
-629
- 18.64%
$154.33 - $206.19 $97.1K - $130K
2.75K $424K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.23K
- 31.49%
N/A
4.85K $416K
VBR
Vanguard Small Cap Value ETF

ETFs
-660
- 16.8%
$183.02 - $207.75 $121K - $137K
3.27K $608K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.4K
- 4.38%
$21.75 - $24.28 $73.9K - $82.5K
74.2K $1.64M
IAPR
Innovator Etfs Tr Internationa

ETFs
-6.82K
- 13.71%
$26.66 - $28.64 $182K - $195K
42.9K $1.18M
AVDV
American Centy ETF Tr Avantis

ETFs
-5.69K
- 10.17%
$63.74 - $71.96 $362K - $409K
50.2K $3.5M
ECOW
Pacer Fds Tr Emerging Markets

ETFs
-7.76K
- 28.84%
$19.03 - $20.94 $148K - $162K
19.1K $390K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-593
- 2.48%
$57.21 - $65.8 $33.9K - $39K
23.3K $1.36M
NVDA
Nvidia Corp

Technology
-101
- 2.29%
$106.98 - $149.43 $10.8K - $15.1K
4.31K $467K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.6K
- 17.41%
$442.66 - $534.52 $709K - $856K
7.59K $4.04M
IXC
Ishares Tr Global Energy ETF

ETFs
-3.47K
- 31.02%
$38.48 - $42.16 $134K - $146K
7.73K $324K
RFEM
First Trust Iii Riverfront Dyn

ETFs
-1.77K
- 22.64%
$61.6 - $67.52 $109K - $119K
6.04K $392K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-834
- 1.22%
$39.81 - $42.17 $33.2K - $35.2K
67.2K $2.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.35K
- 30.81%
$42.5 - $46.71 $99.7K - $110K
5.27K $238K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-1.01K
- 1.54%
$41.09 - $43.24 $41.5K - $43.7K
64.7K $2.68M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-354
- 5.02%
$120.24 - $134.3 $42.6K - $47.5K
6.7K $817K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.07K
- 8.88%
$100.59 - $103.47 $108K - $111K
11K $1.14M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-3.21K
- 14.48%
$36.91 - $41.03 $118K - $132K
19K $752K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-651
- 5.77%
$37.9 - $43.9 $24.7K - $28.6K
10.6K $407K
HD
Home Depot, Inc.

Consumer Cyclical
-115
- 16.31%
$347.25 - $424.87 $39.9K - $48.9K
590 $216K
LLY
Eli Lilly & CO

Healthcare
-184
- 9.06%
$725.72 - $929.72 $134K - $171K
1.85K $1.52M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-795
- 6.94%
$49.22 - $51.73 $39.1K - $41.1K
10.7K $538K
VIG
Vanguard Dividend Appreciation

ETFs
-196
- 5.52%
N/A
3.36K $611K
IVV
Ishares Core S&P 500 ETF

ETFs
-4
- 0.68%
$554.06 - $615.85 $2.22K - $2.46K
580 $325K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-179
- 7.26%
$128.74 - $138.67 $23K - $24.8K
2.29K $310K
QDPL
Pacer Fds Tr Metaurus Us Large
-92
- 1.41%
$36.5 - $40.04 $3.36K - $3.68K
6.44K $235K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-2
- 0.03%
$42.86 - $45.92 $85.7 - $91.8
7.25K $314K
BNDX
Vanguard Total International B

ETFs
-68
- 0.83%
$48.33 - $49.5 $3.29K - $3.37K
8.12K $396K
Innovator Etfs Trust
-2.76K
- 18.21%
N/A
12.4K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
-2.08K
- 14.06%
N/A
12.7K $0
Innovator Etfs Trust
-3.46K
- 8.09%
N/A
39.3K $0
Innovator Etfs Trust
-135
- 0.43%
N/A
31.5K $0
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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