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Home > Institutional Investor > Capasso Planning Partners Llc > Profile

Instuitional Investor - Capasso Planning Partners Llc

Fund Profile
Filing Period:
Fund Name: Capasso Planning Partners Llc
Portfolio Value $185,323,270
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 52,375 $34,061,604 18.38%
2.
Spdr Series Trust
 KRE 212,710 $16,816,840 9.07%
3.
First Tr Exchng Traded Fd Vi
 405,423 $13,691,135 7.39%
4.
Vanguard Tax-Managed Fds
 195,263 $12,512,472 6.75%
5.
Spdr Series Trust
 KRE 410,309 $11,759,458 6.35%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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