Capasso Planning Partners LLC

13F Portfolio Filings

Latest 13F report
Q1 2024 - Apr 24, 2024
Value $
$241M
Signature - Title
Charles Capasso - Managing Partner/CCO
Location
635 East Bay Street, Suite C, Charleston, SC
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 111 $241M +$21.4M -$5.56M +$15.8M SPY, SPTM, VEA, SLYV, SPTI 13F-HR 4/23/2024, 07:22 PM
Q4 2023 100 $214M +$27.3M -$15.9M +$11.4M SPY, SPTM, VEA, SLYV, SPTI 13F-HR 1/26/2024, 12:22 PM
Q3 2023 96 $186M +$15.8M -$5.04M +$10.7M SPY, SPTM, VEA, SLYV, AAPL 13F-HR 10/25/2023, 06:21 PM
Q2 2023 97 $185M +$16.3M -$4.63M +$11.6M SPY, VEA, SPTM, SLYV, AAPL 13F-HR 8/10/2023, 07:14 PM
Q1 2023 97 $170M +$11.5M -$4.23M +$7.28M SPY, VEA, SPTM, SLYV, AAPL 13F-HR 5/1/2023, 06:43 PM
Q4 2022 102 $157M +$14.4M -$4.96M +$9.4M SPY, VEA, SPTM, SLYV, VCSH 13F-HR 1/20/2023, 11:58 AM
Q3 2022 90 $143M +$23M -$10.3M +$12.6M SPY, SPTM, VEA, SLYV, VCSH 13F-HR 11/9/2022, 03:28 PM
Q2 2022 88 $141M +$24.3M -$2.42M +$21.9M VEA, SPTM, SPY, VCSH, SLYV 13F-HR 8/11/2022, 03:05 PM
Q1 2022 90 $142M +$15.3M -$1.53M +$13.8M VEA, SPTM, SLYV, VCSH, SPTI 13F-HR 5/9/2022, 02:09 PM
Q4 2021 83 $137M VEA, SPTM, SLYV, VCSH, SPTI 13F-HR 2/17/2022, 12:44 PM