Capasso Planning Partners LLC has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $240 Million distributed in 111 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $61.8M, Spdr Portfolio S&P 1500 Compos with a value of $20.1M, Vanguard Ftse Developed Market with a value of $13.5M, Spdr S&P 600 Small Cap Value E with a value of $12.4M, and Spdr Ser Tr Spdr Portfolio Int with a value of $8.63M.
Examining the 13F form we can see an increase of $26.8M in the current position value, from $213M to 240M.
Capasso Planning Partners LLC is based out at Charleston, SC
Below you can find more details about Capasso Planning Partners LLC portfolio as well as his latest detailed transactions.