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