Vertex Planning Partners, LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $361 Billion distributed in 153 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan ETF Tr U S Quality with a value of $38.7B, Wisdomtree Floating Rate Treas with a value of $37.1B, Spdr Portfolio S&P 500 ETF (Ma with a value of $32.4B, Ishares Core S&P 500 ETF with a value of $27.9B, and Spdr S&P 500 ETF Trust with a value of $18.7B.
Examining the 13F form we can see an increase of $23.9B in the current position value, from $338B to 361B.
Vertex Planning Partners, LLC is based out at Downers Grove, IL
Below you can find more details about Vertex Planning Partners, LLC portfolio as well as his latest detailed transactions.
