Vertex Planning Partners, LLC Sells in Q2 2025

Vertex Planning Partners, LLC

  • $479 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-52.2K
- 51.86%
$50.08 - $63.14 $2.62M - $3.3M
48.5K $3.06B
USFR
Wisdomtree Floating Rate Treas

ETFs
-26.6K
- 4.21%
$50.28 - $50.47 $1.34M - $1.34M
606K $30.5B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-26.7K
- 16.14%
$45.12 - $46.23 $1.21M - $1.24M
139K $6.42B
HEFA
Ishares Currency Hedged Msci E

ETFs
-35.5K
- 12.88%
$32.11 - $38.21 $1.14M - $1.36M
240K $9.1B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-9.22K
- 46.18%
$49.79 - $50.75 $459K - $468K
10.7K $545M
GLDM
World Gold Trust

ETFs
-7.46K
- 24.2%
$58.96 - $67.97 $440K - $507K
23.4K $1.53B
IVW
Ishares S&P 500 Growth ETF

ETFs
-18.7K
- 17.37%
$82.96 - $110.1 $1.55M - $2.06M
88.9K $9.79B
XLV
Select Sector Spdr Fund Health

ETFs
-766
- 20.69%
$128.77 - $144.3 $98.6K - $111K
2.94K $396M
CPB
Campbell Soup CO

Consumer Defensive
-23
- 0.16%
$30.65 - $39.9 $705 - $918
14.8K $454M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
-5.3K
- 11.77%
$22.81 - $23.8 $121K - $126K
39.7K $927M
CVX
Chevron Corp

Energy
-123
- 3.43%
$133.73 - $168.51 $16.4K - $20.7K
3.46K $496M
PEP
Pepsico Inc

Consumer Defensive
-235
- 6.34%
$128.02 - $151.37 $30.1K - $35.6K
3.47K $458M
BP
Bp PLC

Energy
-8
- 0.03%
$26.11 - $33.81 $209 - $270
23.5K $704M
DVY
Ishares Tr

ETFs
-474
- 4.36%
$118.37 - $134.86 $56.1K - $63.9K
10.4K $1.38B
JNJ
Johnson & Johnson

Healthcare
-31
- 0.58%
$146.36 - $159.82 $4.54K - $4.95K
5.3K $810M
AMGN
Amgen Inc

Healthcare
-7
- 0.45%
$262.28 - $309.85 $1.84K - $2.17K
1.56K $434M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-525
- 7.67%
$85.42 - $94.39 $44.8K - $49.6K
6.32K $593M
PG
Procter & Gamble CO

Consumer Defensive
-9
- 0.23%
$157.66 - $172.39 $1.42K - $1.55K
3.99K $636M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-134
- 23.8%
$456.74 - $568.03 $61.2K - $76.1K
429 $244M
XOM
Exxon Mobil Corp

Energy
-26
- 0.81%
$99.93 - $119.04 $2.6K - $3.1K
3.2K $344M
VTI
Vanguard Total Stock Market Et

ETFs
-293
- 14.03%
$243.75 - $303.93 $71.4K - $89.1K
1.8K $546M
IDU
Ishares Tr U S Utils ETF

ETFs
-295
- 12.42%
$93.98 - $106.11 $27.7K - $31.3K
2.08K $218M
HDV
Ishares Core High Dividend ETF

ETFs
-85
- 3.17%
$108.41 - $120.51 $9.21K - $10.2K
2.6K $304M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-1.17K
- 4.98%
$14.97 - $16.79 $17.5K - $19.6K
22.3K $373M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-141
- 2.85%
$102.02 - $103.5 $14.4K - $14.6K
4.81K $495M
DEW
Wisdomtree Tr Global High Divi

ETFs
-389
- 7.13%
$49.61 - $57.63 $19.3K - $22.4K
5.07K $290M
V
Visa Inc.

Financial Services
-53
- 5.54%
$308.27 - $373.31 $16.3K - $19.8K
904 $321M
HD
Home Depot, Inc.

Consumer Cyclical
-37
- 3.97%
$335.24 - $380.78 $12.4K - $14.1K
896 $329M
CMCSA
Comcast Corp

Communication Services
-156
- 2.49%
$32.84 - $36.72 $5.12K - $5.73K
6.11K $218M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-340
- 8.3%
$108.87 - $133.04 $37K - $45.2K
3.76K $500M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-218
- 3.06%
$107.61 - $119.09 $23.5K - $26K
6.9K $818M
GLD
Spdr Gold Trust

ETFs
-192
- 6.61%
$273.71 - $316.29 $52.6K - $60.7K
2.71K $826M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-173
- 8.96%
$120.49 - $141.16 $20.8K - $24.4K
1.76K $243M
KO
Coca Cola CO

Consumer Defensive
-15
- 0.36%
$68.37 - $73.9 $1.03K - $1.11K
4.11K $291M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-51
- 0.54%
$43.28 - $50.37 $2.21K - $2.57K
9.44K $473M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-292
- 4.03%
$152.93 - $181.74 $44.7K - $53.1K
6.95K $1.26B
GWW
W.W. Grainger, Inc.

Industrials
-3
- 1.12%
$919.93 - $1101.66 $2.76K - $3.3K
265 $275M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-243
- 3.19%
$33.13 - $40.67 $8.05K - $9.88K
7.37K $300M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.1K
- 9.37%
$496.48 - $617.85 $1.04M - $1.3M
20.3K $12.6B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-143
- 0.06%
$22.68 - $23.28 $3.24K - $3.33K
228K $5.31B
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
-2.64K
- 10.42%
$34.38 - $44.36 $90.9K - $117K
22.7K $1.01B
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.32%
$908.13 - $1056.85 $1.82K - $2.11K
621 $615M
CSCO
Cisco Systems, Inc.

Technology
-54
- 1.27%
$53.19 - $69.38 $2.87K - $3.75K
4.2K $292M
XLI
Industrial Sector Spdr

ETFs
-325
- 6.62%
$116.42 - $147.52 $37.8K - $47.9K
4.59K $676M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5
- 0.07%
$90.56 - $109.49 $453 - $547
7.33K $801M
PSN
Parsons Corp

Industrials
-1K
- 11.58%
$58.88 - $71.77 $58.9K - $71.8K
7.64K $548M
VOT
Vanguard Mid Cap Growth Index

ETFs
-130
- 6.86%
$216.28 - $284.39 $28.1K - $37K
1.77K $502M
VGT
Vanguard Information Technolog

ETFs
-36
- 6.91%
$470.37 - $663.28 $16.9K - $23.9K
485 $322M
IVV
Ishares Core S&P 500 ETF

ETFs
-862
- 8.85%
$498.8 - $620.9 $430K - $535K
8.88K $5.52B
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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