Capasso Planning Partners LLC Portfolio Holdings

Capasso Planning Partners LLC has filed its 13F form on December 02, 2024 for Q3 2024 where it was disclosed a total value porftolio of $330 Million distributed in 148 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 $88.4M, Spdr Portfolio S&P 1500 Compos with a value of $20.9M, Vanguard Ftse Developed Market with a value of $16.8M, Spdr S&P 600 Small Cap Value E with a value of $12.9M, and Apple Inc. with a value of $11.9M.

Examining the 13F form we can see an increase of $30.8M in the current position value, from $299M to 330M. Also it can be appreciated an additional of 16 stocks purchases and 9 closed positions.

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.