News + Filings Holdings
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Capasso Planning Partners LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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ProShares Trust II
| UGL | Common | 17,763 | 17,763 | 1,034,517,000 | 1,034,517,000 | 0.56 | 0.00 |
Hist
| 06/30/2023 |
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State Street Global Advisors Ltd.
| TLO | Common | 20,635 | 20,635 | 616,986,000 | 616,986,000 | 0.33 | |
Hist
| 06/30/2023 |
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INVESCO EXCH TRADED FD TR II
| SPVU | Common | 12,490 | 12,490 | 508,343,000 | 508,343,000 | 0.27 | |
Hist
| 06/30/2023 |
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Meta Platforms, Inc.
| FB | Common | 1,659 | 1,659 | 462,384,000 | 462,384,000 | 0.25 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| EFV | MSCI VAL IDX | 7,884 | 7,884 | 385,839,000 | 385,839,000 | 0.21 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| EEM | Common | 7,445 | 7,445 | 294,517,000 | 294,517,000 | 0.16 | |
Hist
| 06/30/2023 |
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INVESCO EXCHANGE TRADED FD T
| RPV | Common | 3,519 | 3,519 | 272,907,000 | 272,907,000 | 0.15 | |
Hist
| 06/30/2023 |
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UNITEDHEALTH GROUP INC
| UNH | Common | 423 | 423 | 203,311,000 | 203,311,000 | 0.11 | 0.00 |
Hist
| 06/30/2023 |
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NVIDIA CORP
| NVDA | Common | 474 | 474 | 200,511,000 | 200,511,000 | 0.11 | 0.00 |
Hist
| 06/30/2023 |
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