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| Name: |
Capasso Planning Partners LLC |
| City: |
Charleston |
| State: |
SC |
| Zip: |
29401 |
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data |
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| Holdings
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
FTSM |
First Trust Enhanced Short ... |
26 |
New |
$59.69 |
$1,893,000 |
31,754 |
0.78% |
1,893,000 |
31,754 |
0.004 |
N/A |
|
|
VPN |
Global X Data Center Reits ... |
74 |
New |
$0.00 |
$410,000 |
26,395 |
0.17% |
410,000 |
26,395 |
0.293 |
N/A |
|
|
VV |
Vanguard Large Cap VIPERS |
85 |
New |
$239.01 |
$316,000 |
1,317 |
0.13% |
316,000 |
1,317 |
0.001 |
Closed - End Fund - E... |
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SDVY |
First Trust Smid Cap Rising... |
88 |
New |
$0.00 |
$281,000 |
8,061 |
0.12% |
281,000 |
8,061 |
0.009 |
N/A |
|
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VOTE |
Engine No 1 Transform 500 Etf |
95 |
New |
$0.00 |
$253,000 |
4,134 |
0.1% |
253,000 |
4,134 |
0.005 |
N/A |
|
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VZ |
Verizon Communications Inc |
98 |
New |
$40.40 |
$237,000 |
5,648 |
0.1% |
237,000 |
5,648 |
0 |
Telecom Services - Do... |
|
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FNDX |
Schwab Fundamental US Large... |
100 |
New |
$66.55 |
$232,000 |
3,437 |
0.1% |
232,000 |
3,437 |
0 |
N/A |
|
|
OKE |
ONEOK Inc |
103 |
New |
$80.07 |
$216,000 |
2,699 |
0.09% |
216,000 |
2,699 |
0.001 |
Gas Utilities |
|
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JPM |
JP Morgan Chase & Co |
104 |
New |
$198.77 |
$213,000 |
1,064 |
0.09% |
213,000 |
1,064 |
0 |
Domestic Money Center... |
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DVY |
iShares Dow Select Div |
106 |
New |
$124.24 |
$212,000 |
1,721 |
0.09% |
212,000 |
1,721 |
0 |
Closed - End Fund - E... |
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SCHA |
Schwab Strategic Trust |
105 |
New |
$48.03 |
$212,000 |
4,309 |
0.09% |
212,000 |
4,309 |
0.001 |
Closed - End Fund - Debt |
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