Capasso Planning Partners LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$250M
Signature - Title
Charles Capasso - Managing Partner/CCO
Location
Charleston, SC
Summary
This page shows a list of all the recent 13F filings made by Capasso Planning Partners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Capasso Planning Partners LLC reported 100 stock holdings with total value $250M as of Q4 2024. Top holdings included SPY, SPTM, VEA, SLYV, and SPTI.
Holdings Value