Capasso Planning Partners LLC Reduced Holdings in Q2 2025

Capasso Planning Partners LLC

  • $170 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-19.9K
- 21.03%
$496.48 - $617.85 $9.89M - $12.3M
74.8K $46.2M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-59.6K
- 43.54%
$67.03 - $80.35 $4M - $4.79M
77.3K $6.17M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-81.2K
- 31.53%
$60.34 - $74.89 $4.9M - $6.08M
176K $13.2M
VEA
Vanguard Ftse Developed Market

ETFs
-104K
- 37.09%
$45.65 - $57.01 $4.75M - $5.93M
176K $10.1M
POCT
Innovator U.S. Equity Power Bu

ETFs
-63.9K
- 89.96%
$36.35 - $41.3 $2.32M - $2.64M
7.13K $294K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-60.4K
- 89.81%
$37.66 - $43.85 $2.27M - $2.65M
6.86K $300K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-57.9K
- 89.57%
$38.7 - $44.05 $2.24M - $2.55M
6.75K $297K
AVEM
American Centy ETF Tr Avantis

ETFs
-43K
- 41.49%
$53.08 - $68.54 $2.28M - $2.95M
60.6K $4.16M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-61.4K
- 15.6%
$28.21 - $28.85 $1.73M - $1.77M
332K $9.55M
AVDV
American Centy ETF Tr Avantis

ETFs
-22.9K
- 45.52%
$61.76 - $79.32 $1.41M - $1.81M
27.3K $2.17M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-15.7K
- 28.17%
$77.94 - $79.5 $1.22M - $1.25M
40K $3.18M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-13.8K
- 18.85%
$82.21 - $83.12 $1.13M - $1.14M
59.3K $4.91M
AAPL
Apple Inc.

Technology
-2.3K
- 9.47%
$172.42 - $223.89 $396K - $515K
22K $4.51M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.08K
- 14.23%
$483.48 - $539.8 $523K - $584K
6.51K $3.16M
VTI
Vanguard Total Stock Market Et

ETFs
-3.45K
- 35.62%
$243.75 - $303.93 $841K - $1.05M
6.24K $1.9M
GLD
Spdr Gold Trust

ETFs
-2.52K
- 68.7%
$273.71 - $316.29 $691K - $798K
1.15K $350K
FNDX
Schwab Fundamental U S Large C

ETFs
-32.7K
- 29.87%
$20.84 - $24.54 $681K - $802K
76.7K $1.88M
REET
Ishares Global Reit ETF

ETFs
-28.8K
- 27.5%
$21.59 - $25.16 $622K - $725K
76K $1.88M
MSFT
Microsoft Corp

Technology
-2.36K
- 55.94%
$354.56 - $497.45 $837K - $1.17M
1.86K $924K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-18.4K
- 17.82%
$24.32 - $27.87 $447K - $513K
84.8K $2.25M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-10.2K
- 42.23%
$47.46 - $55.3 $485K - $565K
14K $770K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.54K
- 42.97%
$416.06 - $551.64 $639K - $847K
2.04K $1.12M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.63K
- 20.78%
$456.74 - $568.03 $746K - $928K
6.23K $3.54M
LLY
Eli Lilly & CO

Healthcare
-417
- 22.59%
$713.71 - $898.95 $298K - $375K
1.43K $1.11M
ABBV
Abb Vie Inc.

Healthcare
-1.01K
- 12.8%
$170.16 - $206.27 $171K - $208K
6.85K $1.27M
MUB
Ishares National Muni Bond ETF

ETFs
-3.2K
- 20.42%
$102.31 - $105.8 $327K - $339K
12.5K $1.3M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-14.3K
- 46.82%
$24.32 - $24.81 $347K - $354K
16.2K $402K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
-14.8K
- 31.38%
$22.87 - $24.35 $338K - $359K
32.3K $786K
VIG
Vanguard Dividend Appreciation

ETFs
-1.82K
- 54.22%
N/A
1.54K $279K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-19.2K
- 25.86%
$19.6 - $24.44 $376K - $469K
55K $1.34M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-7.45K
- 25.52%
$37.18 - $42.55 $277K - $317K
21.7K $925K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5.38K
- 23.05%
$51.16 - $62.02 $275K - $333K
17.9K $1.11M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-9.2K
- 30.25%
$27.79 - $34.16 $256K - $314K
21.2K $721K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.12K
- 43.77%
N/A
2.73K $233K
VBR
Vanguard Small Cap Value ETF

ETFs
-1.01K
- 30.97%
$162.76 - $195.77 $165K - $198K
2.26K $439K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-5.21K
- 27.47%
$35.9 - $43.76 $187K - $228K
13.8K $594K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-4.86K
- 28.08%
$32.0 - $39.87 $155K - $194K
12.4K $495K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.32K
- 11.97%
$102.02 - $103.5 $135K - $137K
9.7K $998K
CVX
Chevron Corp

Energy
-374
- 12.44%
$133.73 - $168.51 $50K - $63K
2.63K $376K
IVV
Ishares Core S&P 500 ETF

ETFs
-248
- 42.76%
$498.8 - $620.9 $124K - $154K
332 $206K
IXC
Ishares Tr Global Energy ETF

ETFs
-2.15K
- 27.82%
$34.69 - $42.32 $74.5K - $90.9K
5.58K $219K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-10.1K
- 18.02%
$17.76 - $22.1 $179K - $222K
45.8K $1.01M
ECOW
Pacer Fds Tr Emerging Markets

ETFs
-4.66K
- 24.35%
$17.92 - $22.08 $83.5K - $103K
14.5K $319K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.17K
- 12.82%
$51.14 - $57.0 $60K - $66.9K
7.98K $453K
SUB
Ishares Short Term National Mu

ETFs
-600
- 10.47%
$104.77 - $106.34 $62.9K - $63.8K
5.13K $545K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-334
- 14.6%
$121.58 - $136.74 $40.6K - $45.7K
1.95K $265K
HD
Home Depot, Inc.

Consumer Cyclical
-2
- 0.34%
$335.24 - $380.78 $670 - $762
588 $215K
Innovator Etfs Trust
-85.4K
- 85.42%
N/A
14.6K $0
Innovator Etfs Trust
-55.3K
- 88.01%
N/A
7.53K $0
Activity Summary
Buys All Purchases 15 New Holdings 6 Increased Positions 9 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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