The Analysis of Capasso Planning Partners LLC's Holdings
Currently, Capasso Planning Partners LLC holds 74 types of securities in its portfolio with a total value $181.9M. In the most recent quarter, they have increased their positions in BUFR (+236.0K shares, valued at $8.1M), VTI (+9.5K shares, valued at $3.2M), MUB (+21.5K shares, valued at $2.3M); decreased their positions in FTSM (-28.6K shares, valued at $1.7M), SPY (-2.0K shares, valued at $1.4M), MARM (-23.9K shares, valued at $789.3K); initiated new positions in BNDX (+13.4K shares, valued at $649.2K), BUFY (+22.8K shares, valued at $507.5K), DOCT (+11.4K shares, valued at $503.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR55.7K shares-3.52%2025-12-312026-02-17
SPTM SPDR SERIES TRUST196.3K shares7.88%2025-12-312026-02-17 BUFR FIRST TR EXCHNG TRADED FD VI363.6K shares184.83%2025-12-312026-02-17 VEA VANGUARD TAX-MANAGED FDS183.4K shares7.98%2025-12-312026-02-17 SPTI SPDR SERIES TRUST389.4K shares10.40%2025-12-312026-02-17 SLYV SPDR SERIES TRUST91.7K shares12.94%2025-12-312026-02-17 FTSM FIRST TR EXCHANGE-TRADED FD127.5K shares-18.35%2025-12-312026-02-17 SHY ISHARES TR71.2K shares7.44%2025-12-312026-02-17 AAPL APPLE INC20.7K shares12.48%2025-12-312026-02-17 VCIT VANGUARD SCOTTSDALE FDS63.7K shares8.40%2025-12-312026-02-17 VTI VANGUARD INDEX FDS14.7K shares186.90%2025-12-312026-02-17 AVEM AMERICAN CENTY ETF TR62.8K shares5.34%2025-12-312026-02-17 MUB ISHARES TR32.6K shares195.69%2025-12-312026-02-17 VCSH VANGUARD SCOTTSDALE FDS40.3K shares5.52%2025-12-312026-02-17 AVDV AMERICAN CENTY ETF TR30.6K shares6.87%2025-12-312026-02-17 REET ISHARES TR85.4K shares13.14%2025-12-312026-02-17 STIP ISHARES TR18.9K shares120.71%2025-12-312026-02-17 SCHD SCHWAB STRATEGIC TR57.9K shares-18.98%2025-12-312026-02-17 FNDX SCHWAB STRATEGIC TR56.7K shares-15.64%2025-12-312026-02-17 MARM FIRST TR EXCHNG TRADED FD VI37.8K shares-38.72%2025-12-312026-02-17 MSFT MICROSOFT CORP2.5K shares112.38%2025-12-312026-02-17 ABBV ABBVIE INC5.0K shares-13.97%2025-12-312026-02-17 AMZN AMAZON COM INC4.7K shares25.18%2025-12-312026-02-17 BUFD FIRST TR EXCHNG TRADED FD VI36.7K shares95.11%2025-12-312026-02-17 AOCT INNOVATOR ETFS TRUST30.7K shares-0.37%2025-12-312026-02-17 IJR ISHARES TR6.7K shares-3.89%2025-12-312026-02-17 ALPHABET INC ALPHABET INC2.5K shares131.82%2025-12-312026-02-17 IJH ISHARES TR12.0K shares-13.87%2025-12-312026-02-17 NVDA NVIDIA CORPORATION4.0K shares-2.03%2025-12-312026-02-17 OCTM FIRST TR EXCHNG TRADED FD VI22.1K shares3.10%2025-12-312026-02-17 ESGU ISHARES TR4.5K shares-8.42%2025-12-312026-02-17 SCHF SCHWAB STRATEGIC TR27.8K shares-28.53%2025-12-312026-02-17 AVUV AMERICAN CENTY ETF TR6.5K shares2.88%2025-12-312026-02-17 BNDX VANGUARD CHARLOTTE FDS13.4K sharesnew addition2025-12-312026-02-17 SCHX SCHWAB STRATEGIC TR22.7K shares-18.81%2025-12-312026-02-17 ESGD ISHARES TR6.2K shares-7.36%2025-12-312026-02-17 LLY ELI LILLY & CO526 shares-35.06%2025-12-312026-02-17 BUFY FIRST TR EXCHNG TRADED FD VI22.8K sharesnew addition2025-12-312026-02-17 DIVO AMPLIFY ETF TR11.3K shares-31.20%2025-12-312026-02-17 DOCT FIRST TR EXCHNG TRADED FD VI11.4K sharesnew addition2025-12-312026-02-17 BUFS FIRST TR EXCHNG TRADED FD VI21.9K sharesnew addition2025-12-312026-02-17 JEPI J P MORGAN EXCHANGE TRADED F8.5K shares0.25%2025-12-312026-02-17 BND VANGUARD BD INDEX FDS6.4K sharesnew addition2025-12-312026-02-17 VXUS VANGUARD STAR FDS6.1K sharesnew addition2025-12-312026-02-17 NUSC NUSHARES ETF TR9.5K shares-4.79%2025-12-312026-02-17 IQLT ISHARES TR9.3K shares-14.98%2025-12-312026-02-17 ABT ABBOTT LABS3.3K shares0.03%2025-12-312026-02-17 ALPHABET INC ALPHABET INC1.3K shares0.00%2025-12-312026-02-17 VGK VANGUARD INTL EQUITY INDEX F4.9K shares0.00%2025-12-312026-02-17 NOVM FIRST TR EXCHNG TRADED FD VI12.1K sharesnew addition2025-12-312026-02-17 DNOV FIRST TR EXCHNG TRADED FD VI8.1K sharesnew addition2025-12-312026-02-17 COWZ PACER FDS TR6.3K shares-36.21%2025-12-312026-02-17 ICOW PACER FDS TR9.3K shares-34.43%2025-12-312026-02-17 IBM INTERNATIONAL BUSINESS MACHS1.2K shares0.00%2025-12-312026-02-17 VBR VANGUARD INDEX FDS1.6K shares-23.88%2025-12-312026-02-17 CVX CHEVRON CORP NEW2.1K shares0.00%2025-12-312026-02-17 SUB ISHARES TR3.1K shares-32.05%2025-12-312026-02-17 ACWI ISHARES TR2.3K shares-1.30%2025-12-312026-02-17 COWG PACER FDS TR8.8K shares-22.24%2025-12-312026-02-17 TSM TAIWAN SEMICONDUCTOR MFG LTD1.0K shares-7.90%2025-12-312026-02-17 ESGE ISHARES INC6.1K shares-11.35%2025-12-312026-02-17 SCYB SCHWAB STRATEGIC TR10.2K shares-30.66%2025-12-312026-02-17 SPYM SPDR SERIES TRUST3.4K shares2.98%2025-12-312026-02-17 DDEC FIRST TR EXCHNG TRADED FD VI5.9K shares-1.84%2025-12-312026-02-17 FNOV FIRST TR EXCHNG TRADED FD VI4.7K sharesnew addition2025-12-312026-02-17 IWM ISHARES TR1.0K sharesnew addition2025-12-312026-02-17 PLTR PALANTIR TECHNOLOGIES INC1.4K sharesnew addition2025-12-312026-02-17 SUSC ISHARES TR9.5K sharesnew addition2025-12-312026-02-17 FDEC FIRST TR EXCHNG TRADED FD VI4.3K shares-0.07%2025-12-312026-02-17 JPM JPMORGAN CHASE & CO.659 sharesnew addition2025-12-312026-02-17 VYM VANGUARD WHITEHALL FDS1.5K shares-2.40%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
ABBV Put PutABBVIE INC2.5K sharesnew addition2025-12-312026-02-17 ABT Put PutABBOTT LABS2.9K sharesnew addition2025-12-312026-02-17