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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 $200,511,369
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 49,648 $37,075,602 18.49%
2.
Spdr Series Trust
 KRE 210,645 $19,124,443 9.54%
3.
First Tr Exchng Traded Fd Vi - FT LADD BUFF ETF
 385,702 $14,089,694 7.03%
4.
Vanguard Tax-Managed Fds
 191,851 $13,669,381 6.82%
5.
Spdr Series Trust
 KRE 408,514 $11,597,704 5.78%
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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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.