Vertex Planning Partners, LLC Purchases in Q4 2024

Vertex Planning Partners, LLC

  • $453 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPTS
Spdr Portfolio Short Term Trea

ETFs
4.13K
+ 8.63%
$28.88 - $29.33 $119K - $121K
51.9K $1.51B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
934
+ 8.57%
$69.3 - $74.3 $64.7K - $69.4K
11.8K $845M
JPM
Jpmorgan Chase & CO

Financial Services
46
+ 2.02%
$205.18 - $250.29 $9.44K - $11.5K
2.33K $558M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
1.75K
+ 29.41%
$40.82 - $45.39 $71.4K - $79.4K
7.7K $320M
META
Meta Platforms, Inc.

Communication Services
103
+ 11.33%
$554.08 - $632.68 $57.1K - $65.2K
1.01K $593M
GLD
Spdr Gold Trust

ETFs
222
+ 8.62%
$236.59 - $257.5 $52.5K - $57.2K
2.8K $677M
DFAU
Dimensional ETF Tr

ETFs
1.01K
+ 9.66%
$39.27 - $42.38 $39.5K - $42.6K
11.4K $462M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
728
+ 11.36%
$88.59 - $94.57 $64.5K - $68.8K
7.14K $634M
T
At&T Inc.

Communication Services
1.73K
+ 15.69%
$21.22 - $23.88 $36.7K - $41.3K
12.8K $290M
CWB
Spdr Bloomberg Convertible Sec

ETFs
525
+ 18.86%
$76.21 - $82.24 $40K - $43.2K
3.31K $258M
ISRG
Intuitive Surgical Inc

Healthcare
30
+ 3.65%
$471.27 - $550.62 $14.1K - $16.5K
851 $444M
IWF
Ishares Russell 1000 Gr ETF

ETFs
36
+ 4.5%
$370.24 - $418.94 $13.3K - $15.1K
836 $336M
IWM
Ishares Russell 2000 ETF

ETFs
145
+ 14.31%
$216.13 - $242.4 $31.3K - $35.1K
1.16K $256M
HYMU
Blackrock ETF Tr Ii High Yield
1.75K
+ 11.85%
$22.59 - $23.2 $39.5K - $40.6K
16.5K $374M
ITOT
Ishares Core S&P Total U.S. St

ETFs
78
+ 1.1%
$124.26 - $134.12 $9.69K - $10.5K
7.19K $925M
MCD
Mcdonalds Corp

Consumer Cyclical
218
+ 8.95%
$288.47 - $316.54 $62.9K - $69K
2.65K $769M
LLY
Eli Lilly & CO

Healthcare
106
+ 21.59%
$727.2 - $932.06 $77.1K - $98.8K
597 $461M
MGK
Vanguard Mega Cap Growth ETF

ETFs
8
+ 0.82%
$316.94 - $357.88 $2.54K - $2.86K
988 $339M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
189
+ 9.91%
$126.68 - $134.74 $23.9K - $25.5K
2.1K $267M
PG
Procter & Gamble CO

Consumer Defensive
259
+ 6.99%
$161.05 - $179.7 $41.7K - $46.5K
3.96K $664M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
619
+ 7.07%
$51.58 - $52.91 $31.9K - $32.8K
9.38K $485M
MUST
Columbia ETF Tr I Multi Sector

ETFs
1.27K
+ 11.71%
$20.25 - $20.87 $25.6K - $26.4K
12.1K $245M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.19%
$571.78 - $647.97 $572 - $648
521 $324M
IDU
Ishares Tr U S Utils ETF

ETFs
306
+ 14.82%
$94.65 - $105.73 $29K - $32.4K
2.37K $228M
USB
Us Bancorp \De\

Financial Services
147
+ 3.3%
$43.98 - $53.66 $6.47K - $7.89K
4.6K $220M
XLI
Industrial Sector Spdr

ETFs
250
+ 5.31%
$131.76 - $143.99 $32.9K - $36K
4.96K $653M
SCHX
Schwab Strategic Tr Us Large C

ETFs
16.7K
+ 200.0%
$22.4 - $68.28 $374K - $1.14M
25.1K $581M
TXN
Texas Instruments Inc

Technology
189
+ 16.46%
N/A
1.34K $251M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
69
+ 1.97%
$55.73 - $66.16 $3.85K - $4.57K
3.57K $215M
HD
Home Depot, Inc.

Consumer Cyclical
70
+ 8.13%
$385.02 - $431.37 $27K - $30.2K
931 $362M
XOM
Exxon Mobil Corp

Energy
366
+ 13.17%
$105.51 - $125.37 $38.6K - $45.9K
3.14K $338M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
36
+ 6.13%
$442.29 - $483.08 $15.9K - $17.4K
623 $282M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
416
+ 3.65%
$44.33 - $49.55 $18.4K - $20.6K
11.8K $531M
CVX
Chevron Corp

Energy
135
+ 3.96%
$141.15 - $162.53 $19.1K - $21.9K
3.55K $514M
VGSH
Vanguard

ETFs
320
+ 2.87%
$58.02 - $58.88 $18.6K - $18.8K
11.5K $668M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
4
+ 0.11%
$62.07 - $66.61 $248 - $266
3.63K $233M
LOW
Lowes Companies Inc

Consumer Cyclical
145
+ 10.41%
$244.52 - $284.07 $35.5K - $41.2K
1.54K $380M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
504
+ 5.26%
$44.21 - $46.46 $22.3K - $23.4K
10.1K $447M
IBM
International Business Machines Corp

Technology
17
+ 1.26%
$204.9 - $238.04 $3.48K - $4.05K
1.36K $300M
KO
Coca Cola CO

Consumer Defensive
541
+ 16.01%
$61.74 - $71.71 $33.4K - $38.8K
3.92K $244M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
19
+ 0.2%
$50.53 - $55.55 $960 - $1.06K
9.53K $486M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
105
+ 1.41%
$113.92 - $127.38 $12K - $13.4K
7.57K $872M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
149
+ 6.22%
$131.66 - $144.0 $19.6K - $21.5K
2.55K $336M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.31K
+ 3.76%
$27.8 - $29.05 $36.5K - $38.1K
36.2K $1.01B
EMTL
Spdr Doubleline Emerging Marke

ETFs
141
+ 1.71%
$42.03 - $43.34 $5.93K - $6.11K
8.38K $353M
VOE
Vanguard Mid Cap Value Index F

ETFs
22
+ 0.82%
$160.89 - $176.18 $3.54K - $3.88K
2.7K $436M
Blackrock ETF Trust Ii
684
+ 2.08%
N/A
33.5K $1.75B
NEE
Nextera Energy Inc

Utilities
414
+ 11.54%
$69.77 - $85.43 $28.9K - $35.4K
4K $287M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6
+ 0.05%
$56.06 - $61.35 $336 - $368
13K $734M
Activity Summary
Buys All Purchases 125 New Holdings 23 Increased Positions 102 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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