Capasso Planning Partners LLC Portfolio Holdings by Sector

Capasso Planning Partners LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPY SPTM VEA SPTI SLYV FTSM AVEM VCIT 69 stocks	$203,775 90.59% of portfolio	28	39	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$5,393 2.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$4,044 1.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV LLY 2 stocks	$3,170 1.41% of portfolio	-	2	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2,662 1.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$1,867 0.83% of portfolio	1	1	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1,018 0.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM 2 stocks	$696 0.31% of portfolio	-	2	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$502 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$440 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$424 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$298 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$232 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$216 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$201 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts

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