Capasso Planning Partners LLC Reduced Holdings in Q3 2025

Capasso Planning Partners LLC

  • $158 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-17.1K
- 22.81%
$617.65 - $666.84 $10.5M - $11.4M
57.7K $38.5M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-43.9K
- 21.94%
$59.81 - $60.11 $2.62M - $2.64M
156K $9.35M
ACWI
Ishares Msci Acwi ETF

ETFs
-5.5K
- 70.38%
$128.32 - $138.41 $705K - $761K
2.31K $319K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-27.1K
- 49.27%
$24.46 - $26.5 $663K - $718K
27.9K $735K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.41K
- 22.67%
$567.77 - $614.76 $801K - $867K
4.81K $2.95M
LLY
Eli Lilly & CO

Healthcare
-619
- 43.32%
$625.65 - $812.69 $387K - $503K
810 $618K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
-16.3K
- 50.35%
$24.08 - $24.56 $391K - $399K
16K $393K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-876
- 13.45%
$459.11 - $506.91 $402K - $444K
5.64K $2.83M
MSFT
Microsoft Corp

Technology
-664
- 35.72%
$491.09 - $535.64 $326K - $356K
1.2K $618K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-13.4K
- 15.78%
$26.38 - $27.95 $353K - $374K
71.4K $1.95M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-6.74K
- 54.18%
$39.37 - $44.24 $265K - $298K
5.7K $249K
VTI
Vanguard Total Stock Market Et

ETFs
-1.13K
- 18.13%
$303.93 - $329.86 $344K - $373K
5.11K $1.68M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-7.01K
- 33.05%
$33.78 - $36.74 $237K - $257K
14.2K $516K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-4.14K
- 29.64%
$55.15 - $58.11 $228K - $241K
9.83K $565K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.01K
- 22.34%
$62.09 - $66.51 $249K - $267K
13.9K $909K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.8K
- 26.7%
$134.94 - $145.86 $243K - $263K
4.94K $719K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-5.28K
- 24.3%
$42.39 - $44.63 $224K - $236K
16.5K $733K
MUB
Ishares National Muni Bond ETF

ETFs
-1.46K
- 11.73%
$103.24 - $106.68 $151K - $156K
11K $1.17M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.79K
- 4.48%
$78.96 - $80.04 $141K - $143K
38.2K $3.05M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-2.88K
- 39.89%
$46.61 - $49.24 $134K - $142K
4.34K $213K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-1.58K
- 19.21%
$87.05 - $93.19 $138K - $148K
6.66K $618K
FNDX
Schwab Fundamental U S Large C

ETFs
-9.54K
- 12.43%
$24.38 - $26.34 $233K - $251K
67.2K $1.77M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-2.86K
- 20.83%
$41.43 - $44.2 $119K - $127K
10.9K $481K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.14K
- 11.7%
$102.4 - $103.88 $116K - $118K
8.57K $885K
GOOGL
Alphabet Inc.

Communication Services
-1.11K
- 45.92%
$174.36 - $254.72 $194K - $283K
1.31K $317K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-6.8K
- 14.86%
$21.69 - $23.34 $148K - $159K
39K $906K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-316
- 15.51%
$546.99 - $602.2 $173K - $190K
1.72K $1.03M
ECOW
Pacer Fds Tr Emerging Markets

ETFs
-4.92K
- 33.98%
$21.94 - $24.44 $108K - $120K
9.56K $233K
SUB
Ishares Short Term National Mu

ETFs
-635
- 12.38%
$106.17 - $107.3 $67.4K - $68.1K
4.5K $480K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-854
- 14.87%
$75.26 - $80.19 $64.3K - $68.5K
4.89K $390K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-548
- 20.1%
N/A
2.18K $186K
CVX
Chevron Corp

Energy
-493
- 18.73%
$145.57 - $161.83 $71.8K - $79.8K
2.14K $332K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.6K
- 18.8%
$39.06 - $43.42 $62.7K - $69.6K
6.93K $300K
IBM
International Business Machines Corp

Technology
-12
- 1.0%
$234.77 - $292.47 $2.82K - $3.51K
1.18K $334K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-1.25K
- 11.14%
$40.43 - $44.52 $50.5K - $55.6K
9.96K $439K
ABT
Abbott Laboratories

Healthcare
-27
- 0.81%
$120.51 - $136.62 $3.25K - $3.69K
3.29K $440K
VBR
Vanguard Small Cap Value ETF

ETFs
-200
- 8.87%
$195.41 - $212.37 $39.1K - $42.5K
2.06K $429K
VIG
Vanguard Dividend Appreciation

ETFs
-43
- 2.8%
N/A
1.49K $272K
Pacer Fds Tr
-6.15K
- 35.22%
N/A
11.3K $0
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-253
- 18.87%
$224.68 - $282.71 $56.8K - $71.5K
1.09K $303K
Innovator Etfs Trust
-5
- 0.02%
N/A
30.9K $0
Schwab Strategic Tr
-11.4K
- 43.63%
N/A
14.7K $0
Proshares Tr
-678
- 6.29%
N/A
10.1K $0
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-21
- 1.08%
$136.48 - $142.97 $2.87K - $3K
1.93K $270K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-139
- 2.27%
$41.73 - $43.77 $5.8K - $6.08K
5.98K $261K
VCIT
Vanguard Intermediate Term Cor

ETFs
-346
- 0.59%
$81.75 - $84.54 $28.3K - $29.3K
58.8K $4.94M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-224
- 3.12%
$108.46 - $120.63 $24.3K - $27K
6.96K $826K
REET
Ishares Global Reit ETF

ETFs
-564
- 0.74%
$24.45 - $25.91 $13.8K - $14.6K
75.5K $1.93M
GOOG
Alphabet Inc.

Communication Services
-80
- 6.78%
$175.16 - $255.24 $14K - $20.4K
1.1K $267K
Activity Summary
Buys All Purchases 12 New Holdings 5 Increased Positions 7 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 1
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