Vertex Planning Partners, LLC Incresed Positions in Q2 2025

Vertex Planning Partners, LLC

  • $479 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
61.3K
+ 60.42%
$52.4 - $64.65 $3.21M - $3.97M
163K $10.3B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
8.86K
+ 1.4%
$50.39 - $60.05 $446K - $532K
641K $38.5B
J P Morgan Exchange Traded F
4.04K
+ 2.91%
N/A
143K $12.1B
SPYG
Spdr Portfolio

ETFs
279
+ 0.18%
$71.83 - $95.32 $20K - $26.6K
157K $15B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
47.1K
+ 92.82%
$34.72 - $42.74 $1.64M - $2.02M
97.9K $4.19B
XLG
Invesco Exchange Traded Fd Tr

ETFs
29.7K
+ 54.61%
$40.94 - $52.1 $1.22M - $1.55M
84K $4.38B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
18.5K
+ 113.48%
$97.29 - $105.63 $1.8M - $1.96M
34.9K $3.55B
IEMG
Ishares Inc

ETFs
24.6K
+ 94.14%
N/A
50.6K $3.04B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.38K
+ 2.49%
$43.53 - $54.46 $191K - $238K
180K $9.8B
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.61K
+ 14.63%
$152.42 - $182.82 $550K - $659K
28.3K $5.17B
XTEN
Bondbloxx ETF Tr Bloomberg 10
18.4K
+ 125.8%
N/A
33K $1.52B
Blackrock ETF Trust
6.64K
+ 1.4%
N/A
480K $13.1B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
655
+ 2.35%
$82.32 - $112.47 $53.9K - $73.7K
28.5K $3.21B
MSFT
Microsoft Corp

Technology
64
+ 1.43%
$354.56 - $497.45 $22.7K - $31.8K
4.53K $2.25B
TFLO
Ishares Treasury Floating Rate

ETFs
11.3K
+ 3.99%
$50.47 - $50.66 $569K - $571K
294K $14.9B
EFG
Msci Eafe Growth ETF

ETFs
1.05K
+ 2.81%
$89.8 - $112.0 $93.8K - $117K
38.3K $4.29B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.68K
+ 35.82%
$91.43 - $91.74 $520K - $521K
21.6K $1.98B
HEEM
Ishares Currency Hedged Msci E

ETFs
4.81K
+ 2.77%
$24.94 - $30.1 $120K - $145K
179K $5.37B
IVE
Ishares S&P 500 Value ETF

ETFs
1.57K
+ 4.07%
$168.34 - $195.42 $264K - $307K
40.1K $7.84B
NVDA
Nvidia Corp

Technology
741
+ 9.95%
$94.31 - $157.99 $69.9K - $117K
8.19K $1.29B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
279
+ 0.25%
$32.66 - $40.75 $9.11K - $11.4K
113K $4.57B
PULS
Pgim ETF Tr

ETFs
7.05K
+ 4.41%
$49.39 - $49.76 $348K - $351K
167K $8.3B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.29K
+ 1.85%
$51.16 - $62.02 $66K - $80K
71K $4.41B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
5.43K
+ 10.65%
$50.52 - $50.92 $275K - $277K
56.4K $2.87B
DTD
Wisdomtree Tr U.S Total Divide

ETFs
120
+ 0.13%
$68.45 - $79.52 $8.21K - $9.54K
93.5K $7.44B
ORCL
Oracle Corp

Technology
25
+ 0.86%
$122.82 - $218.63 $3.07K - $5.47K
2.93K $641M
MBB
Ishares Tr

ETFs
2.21K
+ 2.66%
$91.41 - $94.22 $202K - $209K
85.5K $8.03B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.26K
+ 1.85%
$116.93 - $119.39 $148K - $151K
69.5K $8.28B
AVGO
Broadcom Inc.

Technology
114
+ 7.12%
$146.29 - $275.65 $16.7K - $31.4K
1.72K $473M
DFAU
Dimensional ETF Tr

ETFs
1.78K
+ 12.75%
$34.04 - $42.36 $60.7K - $75.6K
15.8K $668M
T Rowe Price ETF Inc
2.07K
+ 28.89%
N/A
9.25K $374M
IEFA
Ishares Tr

ETFs
911
+ 15.9%
$67.83 - $84.09 $61.8K - $76.6K
6.64K $554M
Blackrock ETF Trust Ii
1.82K
+ 5.42%
N/A
35.5K $1.87B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
452
+ 4.06%
$60.34 - $74.89 $27.3K - $33.9K
11.6K $868M
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.07K
+ 4.63%
$50.48 - $50.71 $104K - $105K
46.6K $2.36B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
694
+ 1.3%
$45.11 - $52.34 $31.3K - $36.3K
54.3K $2.84B
CAT
Caterpillar Inc

Industrials
11
+ 0.71%
$273.94 - $388.21 $3.01K - $4.27K
1.56K $607M
GOOG
Alphabet Inc.

Communication Services
68
+ 1.83%
$146.58 - $180.01 $9.97K - $12.2K
3.78K $670M
CME
Cme Group Inc.

Financial Services
16
+ 0.23%
$252.37 - $290.71 $4.04K - $4.65K
6.96K $1.92B
IWR
Ishares Russell Mid Cap ETF

ETFs
99
+ 1.05%
$74.88 - $91.97 $7.41K - $9.11K
9.51K $875M
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
3.67K
+ 14.0%
$17.83 - $18.22 $65.5K - $66.9K
29.9K $545M
MUB
Ishares National Muni Bond ETF

ETFs
770
+ 7.66%
$102.31 - $105.8 $78.8K - $81.5K
10.8K $1.13B
IXUS
Ishares Tr

ETFs
561
+ 19.21%
$62.37 - $77.63 $35K - $43.6K
3.48K $269M
ISRG
Intuitive Surgical Inc

Healthcare
21
+ 2.34%
$451.58 - $565.94 $9.48K - $11.9K
917 $498M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
384
+ 6.51%
$46.22 - $57.51 $17.7K - $22.1K
6.28K $361M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
1K
+ 13.5%
$53.27 - $54.27 $53.3K - $54.3K
8.41K $452M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
1.84K
+ 1.56%
$21.55 - $22.2 $39.7K - $40.9K
120K $2.65B
EMB
Ishares Tr

ETFs
328
+ 4.82%
$86.54 - $92.62 $28.4K - $30.4K
7.14K $661M
TXN
Texas Instruments Inc

Technology
2
+ 0.13%
N/A
1.57K $325M
Activity Summary
Buys All Purchases 99 New Holdings 15 Increased Positions 84 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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