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 SPTI VEA FTSM SLYV SHY VCIT 49 stocks	$140,062 88.63% of portfolio	12	37	5	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL AAPL 2 stocks	$7,294 4.62% of portfolio	1	1	1	-	0 Calls 1 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2,833 1.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV LLY 2 stocks	$1,969 1.25% of portfolio	-	2	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,675 1.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM 2 stocks	$1,064 0.67% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$832 0.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$618 0.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG 2 stocks	$584 0.37% of portfolio	-	2	-	-	0 Calls 0 Puts

Medical Devices \| Healthcare ABT 1 stocks	$440 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$334 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$332 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts

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