
CAPASSO PLANNING PARTNERS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | AAPL | 21K | $5.64M |
![]() | BRK-B | 5K | $2.61M |
![]() | ABBV | 5K | $1.15M |
![]() | AMZN | 5K | $1.10M |
![]() | NVDA | 4K | $745.74K |
![]() | ABT | 3K | $412.17K |
![]() | GOOG | 3K | $800.24K |
![]() | MSFT | 3K | $1.23M |
![]() | CVX | 2K | $326.00K |
![]() | PLTR | 1K | $245.47K |
![]() | GOOGL | 1K | $409.09K |
![]() | IBM | 1K | $350.71K |
![]() | TSM | 1K | $304.50K |
![]() | JPM | 659 | $212.21K |
![]() | LLY | 526 | $565.39K |

Apple Inc.
AAPL
Shares Held
21K
Value
$5.64M

Berkshire Hathaway Inc.
BRK-B
Shares Held
5K
Value
$2.61M

AbbVie Inc.
ABBV
Shares Held
5K
Value
$1.15M

Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$1.10M

NVIDIA Corporation
NVDA
Shares Held
4K
Value
$745.74K

Abbott Laboratories
ABT
Shares Held
3K
Value
$412.17K

Alphabet Inc.
GOOG
Shares Held
3K
Value
$800.24K

Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.23M

Chevron Corporation
CVX
Shares Held
2K
Value
$326.00K

Palantir Technologies Inc.
PLTR
Shares Held
1K
Value
$245.47K

Alphabet Inc.
GOOGL
Shares Held
1K
Value
$409.09K

International Business Machines Corporation
IBM
Shares Held
1K
Value
$350.71K

Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
1K
Value
$304.50K

JPMorgan Chase & Co.
JPM
Shares Held
659
Value
$212.21K

Eli Lilly and Company
LLY
Shares Held
526
Value
$565.39K
