Vertex Planning Partners, LLC Incresed Positions in Q1 2025

Vertex Planning Partners, LLC

  • $458 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TXN
Texas Instruments Inc

Technology
226
+ 16.9%
N/A
1.56K $281M
ECL
Ecolab Inc.

Basic Materials
4
+ 0.35%
$229.72 - $269.82 $919 - $1.08K
1.15K $290M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
878
+ 8.4%
$23.87 - $24.35 $21K - $21.4K
11.3K $272M
CSCO
Cisco Systems, Inc.

Technology
148
+ 3.6%
$58.74 - $64.87 $8.69K - $9.6K
4.26K $263M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.16%
$890.62 - $1076.86 $891 - $1.08K
623 $589M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
741
+ 5.7%
$53.6 - $58.97 $39.7K - $43.7K
13.7K $752M
PG
Procter & Gamble CO

Consumer Defensive
36
+ 0.91%
$158.56 - $176.26 $5.71K - $6.35K
4K $682M
Blackrock ETF Trust Ii
86
+ 0.26%
N/A
33.6K $1.76B
IDU
Ishares Tr U S Utils ETF

ETFs
5
+ 0.21%
$95.33 - $102.77 $477 - $514
2.38K $241M
Pgim ETF Tr
97
+ 0.92%
N/A
10.7K $547M
META
Meta Platforms, Inc.

Communication Services
20
+ 1.98%
$576.36 - $736.67 $11.5K - $14.7K
1.03K $595M
ISRG
Intuitive Surgical Inc

Healthcare
45
+ 5.29%
$476.63 - $610.45 $21.4K - $27.5K
896 $444M
MUST
Columbia ETF Tr I Multi Sector

ETFs
40
+ 0.33%
$20.08 - $20.62 $803 - $825
12.1K $244M
CMCSA
Comcast Corp

Communication Services
59
+ 0.95%
$33.19 - $38.23 $1.96K - $2.26K
6.26K $231M
VIG
Vanguard Dividend Appreciation

ETFs
9
+ 0.36%
N/A
2.48K $481M
GWW
W.W. Grainger, Inc.

Industrials
14
+ 5.51%
$953.54 - $1132.42 $13.3K - $15.9K
268 $264M
MUB
Ishares National Muni Bond ETF

ETFs
38
+ 0.38%
$104.71 - $107.69 $3.98K - $4.09K
10.1K $1.06B
LOW
Lowes Companies Inc

Consumer Cyclical
44
+ 2.86%
$222.66 - $268.42 $9.8K - $11.8K
1.58K $369M
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.21%
$347.25 - $424.87 $695 - $850
933 $342M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.0%
$21.75 - $24.28 $21.8 - $24.3
25.1K $553M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
393
+ 1.7%
$16.57 - $18.85 $6.51K - $7.41K
23.5K $390M
VUG
Vanguard Growth ETF

ETFs
280
+ 7.47%
$369.1 - $427.61 $103K - $120K
4.03K $1.49B
RPG
Invesco Exchange Traded Fd Tr

ETFs
46
+ 0.19%
$37.33 - $45.03 $1.72K - $2.07K
23.7K $906M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.2K
+ 4.81%
$57.21 - $65.8 $183K - $211K
69.8K $4.07B
GOOG
Alphabet Inc.

Communication Services
227
+ 6.52%
$156.06 - $207.71 $35.4K - $47.2K
3.71K $580M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
6.73K
+ 3.99%
$48.06 - $53.73 $324K - $362K
176K $8.56B
AMZN
Amazon Com Inc

Consumer Cyclical
267
+ 4.34%
$190.26 - $242.06 $50.8K - $64.6K
6.42K $1.22B
IYW
Ishares Dj Us Tech ETF

ETFs
1.09K
+ 7.38%
$140.44 - $166.79 $153K - $182K
15.9K $2.23B
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.05%
$154.33 - $206.19 $309 - $412
4.05K $626M
IVV
Ishares Core S&P 500 ETF

ETFs
99
+ 1.03%
$554.06 - $615.85 $54.9K - $61K
9.74K $5.48B
IVW
Ishares S&P 500 Growth ETF

ETFs
3.38K
+ 3.24%
$92.45 - $106.69 $312K - $361K
108K $9.99B
J P Morgan Exchange Traded F
6.56K
+ 4.95%
N/A
139K $9.35B
SPYG
Spdr Portfolio

ETFs
3.54K
+ 2.31%
$80.05 - $92.39 $283K - $327K
157K $12.6B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
19.6K
+ 2.14%
$64.88 - $72.1 $1.27M - $1.41M
933K $61.4B
Activity Summary
Buys All Purchases 100 New Holdings 15 Increased Positions 85 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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