Capasso Planning Partners LLC Reduced Holdings in Q3 2024

Capasso Planning Partners LLC

  • $330 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
-87K
- 75.66%
$26.96 - $28.34 $2.34M - $2.46M
28K $792K
JNJ
Johnson & Johnson

Healthcare
-4.92K
- 54.3%
$145.48 - $167.38 $715K - $823K
4.14K $670K
FNDX
Schwab Fundamental U S Large C

ETFs
-14K
- 18.19%
$65.36 - $71.76 $914K - $1M
62.9K $4.51M
XDSQ
Innovator Etfs Tr Us Equity Ac
-20.3K
- 42.26%
$31.47 - $35.08 $638K - $712K
27.7K $972K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-11.7K
- 29.12%
$50.32 - $50.75 $589K - $595K
28.5K $1.45M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.34K
- 17.48%
$434.77 - $502.96 $580K - $671K
6.3K $3.08M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-12.8K
- 30.17%
$48.09 - $49.69 $615K - $635K
29.6K $1.47M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-13.4K
- 21.93%
$53.41 - $57.9 $714K - $774K
47.6K $2.75M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.55K
- 19.3%
$161.02 - $200.0 $410K - $509K
10.6K $1.98M
FLHY
Franklin Templeton ETF Tr Libe

ETFs
-24.4K
- 18.04%
$23.56 - $24.48 $575K - $598K
111K $2.71M
GOOGL
Alphabet Inc.

Communication Services
-1.75K
- 27.0%
$148.65 - $191.18 $259K - $334K
4.72K $782K
MSFT
Microsoft Corp

Technology
-617
- 9.06%
$395.15 - $467.56 $244K - $288K
6.19K $2.66M
IXC
Ishares Tr Global Energy ETF

ETFs
-8.18K
- 25.34%
$38.94 - $42.35 $318K - $346K
24.1K $975K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-13.4K
- 16.91%
$29.08 - $31.84 $390K - $427K
65.9K $2.08M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-9.65K
- 19.44%
$42.22 - $48.62 $407K - $469K
40K $1.86M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-10.4K
- 16.36%
$37.98 - $41.19 $394K - $428K
53K $2.18M
META
Meta Platforms, Inc.

Communication Services
-599
- 42.63%
$453.41 - $572.44 $272K - $343K
806 $461K
LLY
Eli Lilly & CO

Healthcare
-196
- 6.07%
$772.14 - $960.02 $151K - $188K
3.03K $2.69M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.19K
- 18.15%
$85.84 - $85.84 $188K - $188K
9.87K $847K
ECOW
Pacer Fds Tr Emerging Markets

ETFs
-12.1K
- 20.63%
$19.18 - $22.03 $231K - $266K
46.4K $1.01M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.99K
- 14.18%
$405.19 - $478.57 $807K - $953K
12.1K $5.55M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4.51K
- 10.27%
$61.11 - $67.85 $276K - $306K
39.4K $2.67M
QDPL
Pacer Fds Tr Metaurus Us Large
-4.36K
- 29.33%
$34.97 - $38.41 $153K - $168K
10.5K $399K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-6.11K
- 13.88%
$37.37 - $41.82 $228K - $255K
37.9K $1.57M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.33K
- 19.09%
$179.99 - $201.6 $240K - $269K
5.65K $1.13M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1.76K
- 40.37%
$80.13 - $88.89 $141K - $156K
2.59K $228K
WST
West Pharmaceutical Services Inc

Healthcare
-2
- 0.05%
$277.16 - $333.3 $554 - $667
3.73K $1.12M
VIG
Vanguard Dividend Appreciation

ETFs
-579
- 13.52%
$182.15 - $182.15 $105K - $105K
3.7K $674K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.14K
- 25.0%
$125.95 - $142.04 $144K - $162K
3.42K $485K
WMT
Walmart Inc.

Consumer Defensive
-1.98K
- 37.94%
$66.91 - $81.4 $133K - $161K
3.24K $261K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-7.62K
- 39.17%
$11.52 - $12.52 $87.8K - $95.4K
11.8K $146K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-8.89K
- 8.89%
$77.02 - $85.06 $685K - $756K
91.1K $7.7M
EEM
Ishares Msci Emerging Markets

ETFs
-2.37K
- 31.64%
$40.42 - $46.7 $95.7K - $111K
5.12K $234K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.15K
- 19.27%
$71.45 - $75.64 $82.4K - $87.2K
4.83K $362K
GOOG
Alphabet Inc.

Communication Services
-210
- 10.86%
$149.54 - $192.66 $31.4K - $40.5K
1.72K $288K
ABBV
Abb Vie Inc.

Healthcare
-2.03K
- 15.3%
$163.84 - $199.33 $333K - $405K
11.2K $2.22M
VDC
Vanguard Consumer Staples ETF

ETFs
-268
- 22.37%
$201.77 - $221.32 $54.1K - $59.3K
930 $203K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-1.87K
- 16.81%
$33.88 - $36.77 $63.4K - $68.8K
9.26K $337K
AEP
American Electric Power CO Inc

Utilities
-782
- 25.21%
$87.11 - $104.95 $68.1K - $82.1K
2.32K $238K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-185
- 5.36%
$147.95 - $191.05 $27.4K - $35.3K
3.27K $567K
PEY
Invesco Exchange Traded Fd Tr

ETFs
-2.53K
- 14.6%
$19.4 - $21.93 $49.1K - $55.5K
14.8K $324K
AMD
Advanced Micro Devices Inc

Technology
-144
- 2.04%
$128.67 - $183.96 $18.5K - $26.5K
6.9K $1.13M
UNH
Unitedhealth Group Inc

Healthcare
-70
- 16.55%
$488.01 - $604.18 $34.2K - $42.3K
353 $206K
BOTZ
Global X Fds

ETFs
-319
- 4.15%
$27.68 - $32.27 $8.83K - $10.3K
7.37K $236K
Schwab Strategic Tr
-7.52K
- 17.55%
N/A
35.4K $0
Pacer Fds Tr
-1.54K
- 10.83%
N/A
12.6K $0
Innovator Etfs Trust
-9.6K
- 41.11%
N/A
13.7K $0
XTJA
Innovator Etfs Tr Us Equity Ac
-30.3K
- 50.97%
N/A
29.1K $0
Pacer Fds Tr
-20.5K
- 22.45%
N/A
70.9K $0
Activity Summary
Buys All Purchases 63 New Holdings 16 Increased Positions 47 Sells All Sells 78 Reductions 69 Sold out 9 Options Calls 0 Puts 0
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