The Analysis of Capasso Planning Partners LLC's Holdings
Currently, Capasso Planning Partners LLC holds 69 types of securities in its portfolio with a total value $160.5M. In the most recent quarter, they have increased their positions in BUFR (+60.1K shares, valued at $2.0M), AVUV (+6.3K shares, valued at $629.4K), SPTI (+20.6K shares, valued at $595.3K); decreased their positions in SPY (-17.1K shares, valued at $11.4M), FTSM (-43.9K shares, valued at $2.6M), AAPL (-3.5K shares, valued at $900.4K); initiated new positions in AVUV (+6.3K shares, valued at $629.4K), BUFD (+18.8K shares, valued at $520.0K), SPYM (+3.3K shares, valued at $255.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR57.7K shares-22.81%2025-09-302025-11-12
SPTM SPDR SERIES TRUST182.0K shares3.24%2025-09-302025-11-12 SPTI SPDR SERIES TRUST352.7K shares6.20%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS169.9K shares-3.74%2025-09-302025-11-12 FTSM FIRST TR EXCHANGE-TRADED FD156.1K shares-21.94%2025-09-302025-11-12 SLYV SPDR SERIES TRUST81.2K shares4.99%2025-09-302025-11-12 SHY ISHARES TR66.3K shares11.89%2025-09-302025-11-12 VCIT VANGUARD SCOTTSDALE FDS58.8K shares-0.59%2025-09-302025-11-12 AAPL APPLE INC18.4K shares-16.09%2025-09-302025-11-12 AVEM AMERICAN CENTY ETF TR59.6K shares-1.73%2025-09-302025-11-12 BUFR FIRST TR EXCHNG TRADED FD VI127.7K shares89.04%2025-09-302025-11-12 VCSH VANGUARD SCOTTSDALE FDS38.2K shares-4.48%2025-09-302025-11-12 VOO VANGUARD INDEX FDS4.8K shares-22.67%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL5.6K shares-13.45%2025-09-302025-11-12 AVDV AMERICAN CENTY ETF TR28.6K shares4.53%2025-09-302025-11-12 MARM FIRST TR EXCHNG TRADED FD VI61.7K shares0.00%2025-09-302025-11-12 SCHD SCHWAB STRATEGIC TR71.4K shares-15.78%2025-09-302025-11-12 REET ISHARES TR75.5K shares-0.74%2025-09-302025-11-12 FNDX SCHWAB STRATEGIC TR67.2K shares-12.43%2025-09-302025-11-12 VTI VANGUARD INDEX FDS5.1K shares-18.13%2025-09-302025-11-12 ABBV ABBVIE INC5.8K shares-14.83%2025-09-302025-11-12 MUB ISHARES TR11.0K shares-11.73%2025-09-302025-11-12 QQQ INVESCO QQQ TR1.7K shares-15.51%2025-09-302025-11-12 IJH ISHARES TR13.9K shares-22.34%2025-09-302025-11-12 SCHF SCHWAB STRATEGIC TR39.0K shares-14.86%2025-09-302025-11-12 STIP ISHARES TR8.6K shares-11.70%2025-09-302025-11-12 AMZN AMAZON COM INC3.8K shares-24.13%2025-09-302025-11-12 IJR ISHARES TR7.0K shares-3.12%2025-09-302025-11-12 AOCT INNOVATOR ETFS TRUST30.9K shares-0.02%2025-09-302025-11-12 NVDA NVIDIA CORPORATION4.1K shares-5.92%2025-09-302025-11-12 SCHX SCHWAB STRATEGIC TR27.9K shares-49.27%2025-09-302025-11-12 DIVO AMPLIFY ETF TR16.5K shares-24.30%2025-09-302025-11-12 ESGU ISHARES TR4.9K shares-26.70%2025-09-302025-11-12 OCTM FIRST TR EXCHNG TRADED FD VI21.4K shares0.00%2025-09-302025-11-12 AVUV AMERICAN CENTY ETF TR6.3K sharesnew addition2025-09-302025-11-12 ESGD ISHARES TR6.7K shares-19.21%2025-09-302025-11-12 MSFT MICROSOFT CORP1.2K shares-35.72%2025-09-302025-11-12 LLY ELI LILLY & CO810 shares-43.32%2025-09-302025-11-12 COWZ PACER FDS TR9.8K shares-29.64%2025-09-302025-11-12 BUFD FIRST TR EXCHNG TRADED FD VI18.8K sharesnew addition2025-09-302025-11-12 ICOW PACER FDS TR14.2K shares-33.05%2025-09-302025-11-12 JEPI J P MORGAN EXCHANGE TRADED F8.4K shares5.80%2025-09-302025-11-12 IQLT ISHARES TR10.9K shares-20.83%2025-09-302025-11-12 SUB ISHARES TR4.5K shares-12.38%2025-09-302025-11-12 ABT ABBOTT LABS3.3K shares-0.81%2025-09-302025-11-12 NUSC NUSHARES ETF TR10.0K shares-11.14%2025-09-302025-11-12 VBR VANGUARD INDEX FDS2.1K shares-8.87%2025-09-302025-11-12 COWG PACER FDS TR11.3K shares-35.22%2025-09-302025-11-12 FLHY FRANKLIN TEMPLETON ETF TR16.0K shares-50.35%2025-09-302025-11-12 SCYB SCHWAB STRATEGIC TR14.7K shares-43.63%2025-09-302025-11-12 VGK VANGUARD INTL EQUITY INDEX F4.9K shares-14.87%2025-09-302025-11-12 SH PROSHARES TR10.1K shares-6.29%2025-09-302025-11-12 IBM INTERNATIONAL BUSINESS MACHS1.2K shares-1.00%2025-09-302025-11-12 CVX CHEVRON CORP NEW2.1K shares-18.73%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS1.5K shares-2.80%2025-09-302025-11-12 ACWI ISHARES TR2.3K shares-70.38%2025-09-302025-11-12 GOOGL ALPHABET INC1.3K shares-45.92%2025-09-302025-11-12 TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K shares-18.87%2025-09-302025-11-12 ESGE ISHARES INC6.9K shares-18.80%2025-09-302025-11-12 SDY SPDR SERIES TRUST1.9K shares-1.08%2025-09-302025-11-12 GOOG ALPHABET INC1.1K shares-6.78%2025-09-302025-11-12 DDEC FIRST TR EXCHNG TRADED FD VI6.0K shares-2.27%2025-09-302025-11-12 SPYM SPDR SERIES TRUST3.3K sharesnew addition2025-09-302025-11-12 CALF PACER FDS TR5.7K shares-54.18%2025-09-302025-11-12 ECOW PACER FDS TR9.6K shares-33.98%2025-09-302025-11-12 RSPH INVESCO EXCHANGE TRADED FD T7.9K sharesnew addition2025-09-302025-11-12 MOAT VANECK ETF TRUST2.2K shares-20.10%2025-09-302025-11-12 FDEC FIRST TR EXCHNG TRADED FD VI4.3K shares-39.89%2025-09-302025-11-12 VYM VANGUARD WHITEHALL FDS1.5K sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
AAPL Put PutAPPLE INC10.2K sharesnew addition2025-09-302025-11-12