Vertex Planning Partners, LLC Reduced Holdings in Q3 2024

Vertex Planning Partners, LLC

  • $418 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-111K
- 28.73%
$24.86 - $26.33 $2.76M - $2.92M
275K $7.19B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-22.4K
- 42.41%
$36.02 - $41.68 $807K - $934K
30.4K $1.26B
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.66K
- 6.49%
$517.38 - $573.86 $1.37M - $1.52M
38.2K $21.9B
SPTL
Spdr Portfolio Long Term Treas

ETFs
-14.2K
- 24.67%
$26.69 - $29.87 $379K - $424K
43.3K $1.26B
IEMG
Ishares Inc

ETFs
-6.22K
- 31.26%
$53.64 - $53.64 $334K - $334K
13.7K $786M
XLK
Technology Sector Spdr

ETFs
-499
- 1.24%
$197.34 - $237.68 $98.5K - $119K
39.9K $9B
BP
Bp PLC

Energy
-20
- 0.09%
$30.78 - $37.05 $616 - $741
23.5K $737M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.27K
- 21.76%
$89.91 - $101.33 $114K - $129K
4.57K $449M
DNL
Wiswisdomtree Tr

ETFs
-3.08K
- 2.52%
$36.65 - $40.81 $113K - $126K
119K $4.7B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-805
- 20.47%
$98.97 - $99.59 $79.7K - $80.2K
3.13K $311M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.04K
- 12.75%
$113.41 - $125.62 $118K - $131K
7.11K $894M
MSFT
Microsoft Corp

Technology
-12
- 0.3%
$395.15 - $467.56 $4.74K - $5.61K
3.94K $1.7B
GOOGL
Alphabet Inc.

Communication Services
-25
- 0.7%
$148.65 - $191.18 $3.72K - $4.78K
3.56K $591M
GOOG
Alphabet Inc.

Communication Services
-28
- 0.84%
$149.54 - $192.66 $4.19K - $5.39K
3.31K $554M
NVDA
Nvidia Corp

Technology
-265
- 3.71%
$98.91 - $134.91 $26.2K - $35.8K
6.88K $836M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-171
- 3.96%
$434.77 - $502.96 $74.3K - $86K
4.14K $2.02B
WFC
Wells Fargo & Company

Financial Services
-21
- 0.15%
$51.58 - $60.97 $1.08K - $1.28K
13.7K $774M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-967
- 10.28%
$51.45 - $52.96 $49.8K - $51.2K
8.44K $446M
CVX
Chevron Corp

Energy
-42
- 1.22%
$137.88 - $161.97 $5.79K - $6.8K
3.41K $502M
SPMD
Spdr Portfolio

ETFs
-996
- 14.16%
$50.29 - $54.92 $50.1K - $54.7K
6.04K $330M
UPS
United Parcel Service Inc

Industrials
-162
- 7.54%
$123.32 - $147.38 $20K - $23.9K
1.99K $271M
IYW
Ishares Dj Us Tech ETF

ETFs
-247
- 1.71%
$133.16 - $158.73 $32.9K - $39.2K
14.2K $2.15B
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-752
- 5.47%
$45.6 - $46.83 $34.3K - $35.2K
13K $609M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-217
- 7.97%
$98.99 - $101.51 $21.5K - $22K
2.51K $254M
LLY
Eli Lilly & CO

Healthcare
-6
- 1.21%
$772.14 - $960.02 $4.63K - $5.76K
491 $435M
VGT
Vanguard Information Technolog

ETFs
-25
- 4.59%
$514.43 - $606.85 $12.9K - $15.2K
520 $305M
EMTL
Spdr Doubleline Emerging Marke

ETFs
-397
- 4.6%
$41.96 - $43.49 $16.7K - $17.3K
8.24K $358M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-158
- 5.37%
$71.19 - $76.59 $11.2K - $12.1K
2.78K $213M
ADP
Automatic Data Processing Inc

Industrials
-96
- 11.1%
$233.44 - $279.45 $22.4K - $26.8K
769 $213M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-102
- 2.47%
$75.32 - $84.37 $7.68K - $8.61K
4.03K $337M
PEP
Pepsico Inc

Consumer Defensive
-25
- 0.68%
$161.9 - $179.3 $4.05K - $4.48K
3.67K $624M
IWM
Ishares Russell 2000 ETF

ETFs
-6
- 0.59%
$200.87 - $224.6 $1.21K - $1.35K
1.01K $224M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-142
- 4.43%
$85.84 - $85.84 $12.2K - $12.2K
3.06K $297M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-80
- 0.17%
$28.75 - $29.46 $2.3K - $2.36K
47.8K $1.41B
GII
Spdr S&P Global Infrasture ETF

ETFs
-595
- 5.2%
$54.45 - $61.92 $32.4K - $36.8K
10.8K $669M
IWR
Ishares Russell Mid Cap ETF

ETFs
-46
- 0.65%
$79.92 - $88.19 $3.68K - $4.06K
7.05K $622M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-5
- 0.08%
$83.76 - $91.82 $419 - $459
6.41K $585M
HD
Home Depot, Inc.

Consumer Cyclical
-12
- 1.37%
$333.64 - $405.2 $4K - $4.86K
861 $349M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-35
- 0.47%
$105.53 - $118.34 $3.69K - $4.14K
7.46K $873M
MCD
Mcdonalds Corp

Consumer Cyclical
-136
- 5.29%
$245.82 - $304.51 $33.4K - $41.4K
2.44K $742M
IWV
Ishares Russell 3000 ETF

ETFs
-36
- 0.65%
$294.75 - $326.73 $10.6K - $11.8K
5.5K $1.8B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-125
- 1.56%
$162.83 - $179.16 $20.4K - $22.4K
7.9K $1.42B
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-1.53K
- 1.1%
$21.35 - $22.73 $32.7K - $34.8K
137K $3.09B
DVY
Ishares Tr

ETFs
-367
- 3.2%
$119.99 - $135.74 $44K - $49.8K
11.1K $1.5B
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.65K
- 1.53%
$84.77 - $97.13 $140K - $160K
107K $10.2B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-17.4K
- 3.49%
$60.84 - $67.51 $1.06M - $1.18M
482K $32.5B
IVV
Ishares Core S&P 500 ETF

ETFs
-303
- 0.57%
$520.18 - $576.82 $158K - $175K
53.1K $30.6B
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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