Vertex Planning Partners, LLC Incresed Positions in Q3 2025

Vertex Planning Partners, LLC

  • $521 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
26.2K
+ 3.09%
$72.65 - $78.68 $1.9M - $2.06M
875K $68.5B
XLG
Invesco Exchange Traded Fd Tr

ETFs
85.6K
+ 101.82%
$51.78 - $57.89 $4.43M - $4.95M
170K $9.76B
Blackrock ETF Trust
81.7K
+ 137.15%
N/A
141K $4.83B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.98K
+ 0.62%
$59.61 - $63.09 $237K - $251K
645K $40.6B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
17K
+ 9.47%
$54.35 - $59.32 $926K - $1.01M
197K $11.7B
GLDM
World Gold Trust

ETFs
20.8K
+ 88.94%
$64.73 - $76.45 $1.34M - $1.59M
44.1K $3.37B
SPYG
Spdr Portfolio

ETFs
2.89K
+ 1.84%
$94.33 - $105.31 $273K - $304K
160K $16.7B
J P Morgan Exchange Traded F
5.34K
+ 3.73%
N/A
149K $13.7B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
13.1K
+ 271.92%
$102.4 - $103.88 $1.34M - $1.36M
17.9K $1.85B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
19.5K
+ 34.59%
$50.81 - $51.07 $992K - $997K
76K $3.88B
HEEM
Ishares Currency Hedged Msci E

ETFs
5.63K
+ 3.15%
$29.85 - $33.65 $168K - $189K
184K $6.2B
HEFA
Ishares Currency Hedged Msci E

ETFs
8.2K
+ 3.42%
$37.2 - $39.61 $305K - $325K
248K $9.82B
IVE
Ishares S&P 500 Value ETF

ETFs
1.29K
+ 3.2%
$194.44 - $206.51 $250K - $266K
41.4K $8.55B
DTD
Wisdomtree Tr U.S Total Divide

ETFs
2.15K
+ 2.29%
$79.83 - $84.0 $171K - $180K
95.6K $8.03B
NVDA
Nvidia Corp

Technology
1.77K
+ 21.55%
$153.3 - $186.58 $271K - $329K
9.96K $1.86B
MBB
Ishares Tr

ETFs
4.59K
+ 5.37%
$92.46 - $95.73 $424K - $439K
90.1K $8.57B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.63K
+ 5.11%
$62.09 - $66.51 $225K - $241K
74.7K $4.87B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.49K
+ 5.02%
$117.65 - $120.08 $411K - $419K
73K $8.73B
Blackrock ETF Trust
3.76K
+ 3.16%
N/A
123K $4.65B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3K
+ 2.66%
$39.8 - $42.86 $120K - $129K
116K $4.96B
PULS
Pgim ETF Tr

ETFs
6.27K
+ 3.76%
$49.58 - $49.83 $311K - $312K
173K $8.63B
QQQ
Invesco Qqq Trust, Series 1

ETFs
209
+ 5.33%
$546.99 - $602.2 $114K - $126K
4.13K $2.48B
XCEM
Columbia ETF Tr Ii

ETFs
2.78K
+ 2.78%
$33.85 - $36.86 $94K - $102K
103K $3.73B
GOOGL
Alphabet Inc.

Communication Services
220
+ 5.74%
$174.36 - $254.72 $38.4K - $56K
4.06K $986M
GOOG
Alphabet Inc.

Communication Services
207
+ 5.48%
$175.16 - $255.24 $36.3K - $52.8K
3.99K $971M
IWV
Ishares Russell 3000 ETF

ETFs
345
+ 6.31%
$351.04 - $379.81 $121K - $131K
5.82K $2.2B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
312
+ 1.09%
$110.74 - $122.12 $34.6K - $38.1K
28.9K $3.49B
GLD
Spdr Gold Trust

ETFs
355
+ 13.09%
$300.96 - $355.47 $107K - $126K
3.07K $1.09B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
299
+ 0.62%
$62.54 - $68.42 $18.7K - $20.5K
48.8K $3.29B
JNJ
Johnson & Johnson

Healthcare
224
+ 4.22%
$155.17 - $185.42 $34.8K - $41.5K
5.53K $1.02B
MSFT
Microsoft Corp

Technology
235
+ 5.19%
$491.09 - $535.64 $115K - $126K
4.76K $2.47B
ORCL
Oracle Corp

Technology
91
+ 3.1%
$218.96 - $328.33 $19.9K - $29.9K
3.02K $850M
TSLA
Tesla, Inc.

Consumer Cyclical
253
+ 37.54%
$293.94 - $444.72 $74.4K - $113K
927 $412M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
642
+ 1.18%
$52.12 - $55.33 $33.5K - $35.5K
54.9K $3.04B
AVGO
Broadcom Inc.

Technology
308
+ 17.95%
$264.74 - $369.57 $81.5K - $114K
2.02K $668M
AMZN
Amazon Com Inc

Consumer Cyclical
862
+ 14.37%
$211.65 - $238.24 $182K - $205K
6.86K $1.51B
CAT
Caterpillar Inc

Industrials
23
+ 1.47%
$390.92 - $477.15 $8.99K - $11K
1.59K $757M
XTEN
Bondbloxx ETF Tr Bloomberg 10
2.73K
+ 8.27%
N/A
35.7K $1.67B
MUB
Ishares National Muni Bond ETF

ETFs
1.06K
+ 9.82%
$103.24 - $106.68 $110K - $113K
11.9K $1.27B
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.56K
+ 5.48%
$50.52 - $50.75 $129K - $130K
49.2K $2.5B
Blackrock ETF Trust Ii
2.12K
+ 5.97%
N/A
37.6K $2B
JPM
Jpmorgan Chase & CO

Financial Services
211
+ 9.34%
$282.78 - $316.06 $59.7K - $66.7K
2.47K $779M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
444
+ 25.26%
$138.31 - $165.45 $61.4K - $73.5K
2.2K $364M
DVY
Ishares Tr

ETFs
24
+ 0.23%
$133.88 - $142.57 $3.21K - $3.42K
10.4K $1.48B
HYMU
Blackrock ETF Tr Ii High Yield
4.34K
+ 24.53%
N/A
22K $493M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
168
+ 24.85%
$459.11 - $506.91 $77.1K - $85.2K
844 $424M
XLI
Industrial Sector Spdr

ETFs
395
+ 8.62%
$147.94 - $154.99 $58.4K - $61.2K
4.98K $768M
WMT
Walmart Inc.

Consumer Defensive
380
+ 3.95%
$94.4 - $104.27 $35.9K - $39.6K
9.99K $1.03B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.87K
+ 7.1%
$28.38 - $29.05 $81.4K - $83.3K
43.2K $1.25B
Activity Summary
Buys All Purchases 120 New Holdings 16 Increased Positions 104 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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