Vertex Planning Partners, LLC Incresed Positions in Q3 2024

Vertex Planning Partners, LLC

  • $418 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
97
+ 1.03%
$46.17 - $51.13 $4.48K - $4.96K
9.51K $486M
IEFA
Ishares Tr

ETFs
232
+ 4.69%
$70.09 - $78.74 $16.3K - $18.3K
5.18K $404M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
548
+ 6.07%
$43.99 - $46.63 $24.1K - $25.6K
9.58K $445M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
19
+ 3.35%
$405.19 - $478.57 $7.7K - $9.09K
587 $270M
ISRG
Intuitive Surgical Inc

Healthcare
2
+ 0.24%
$416.14 - $494.01 $832 - $988
821 $403M
XLV
Select Sector Spdr Fund Health

ETFs
59
+ 1.67%
$143.3 - $157.24 $8.45K - $9.28K
3.59K $553M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
178
+ 9.28%
$113.45 - $126.18 $20.2K - $22.5K
2.1K $264M
PG
Procter & Gamble CO

Consumer Defensive
7
+ 0.19%
$160.76 - $177.82 $1.13K - $1.24K
3.7K $642M
KO
Coca Cola CO

Consumer Defensive
16
+ 0.48%
$62.69 - $73.01 $1K - $1.17K
3.38K $243M
VZ
Verizon Communications Inc

Communication Services
124
+ 1.97%
$38.89 - $45.0 $4.82K - $5.58K
6.43K $289M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
254
+ 7.53%
$56.29 - $62.74 $14.3K - $15.9K
3.63K $228M
DEW
Wisdomtree Tr Global High Divi

ETFs
1
+ 0.02%
$50.05 - $55.83 $50.1 - $55.8
5.62K $308M
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.48%
$801.83 - $917.05 $2.41K - $2.75K
622 $551M
ECL
Ecolab Inc.

Basic Materials
13
+ 1.16%
$228.86 - $255.76 $2.98K - $3.32K
1.13K $289M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
30
+ 1.6%
$117.9 - $128.2 $3.54K - $3.85K
1.91K $244M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
11
+ 0.19%
$37.68 - $42.0 $414 - $462
5.95K $247M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.04%
$194.9 - $224.8 $195 - $225
2.28K $481M
TXN
Texas Instruments Inc

Technology
28
+ 2.5%
$194.6 - $194.6 $5.45K - $5.45K
1.15K $237M
XOM
Exxon Mobil Corp

Energy
83
+ 3.08%
$109.72 - $119.0 $9.11K - $9.88K
2.78K $326M
AMGN
Amgen Inc

Healthcare
2
+ 0.14%
$309.38 - $337.38 $619 - $675
1.45K $468M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
327
+ 1.41%
$16.42 - $18.12 $5.37K - $5.93K
23.5K $424M
HSY
Hershey CO

Consumer Defensive
2
+ 0.16%
$182.45 - $203.25 $365 - $407
1.25K $240M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
104
+ 3.06%
$49.83 - $62.75 $5.18K - $6.53K
3.5K $202M
AMZN
Amazon Com Inc

Consumer Cyclical
133
+ 2.31%
$161.02 - $200.0 $21.4K - $26.6K
5.88K $1.1B
MCK
Mckesson Corp

Healthcare
2
+ 0.42%
$479.06 - $630.38 $958 - $1.26K
483 $239M
Activity Summary
Buys All Purchases 85 New Holdings 9 Increased Positions 76 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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