Vertex Planning Partners, LLC Incresed Positions in Q4 2024

Vertex Planning Partners, LLC

  • $453 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
432K
+ 89.67%
$66.77 - $71.52 $28.8M - $30.9M
914K $63B
MBB
Ishares Tr

ETFs
69.4K
+ 661.14%
$91.26 - $95.82 $6.33M - $6.65M
79.9K $7.32B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
61.7K
+ 1266.23%
$61.68 - $67.87 $3.8M - $4.19M
66.5K $4.15B
J P Morgan Exchange Traded F
23.6K
+ 21.65%
N/A
133K $10B
TFLO
Ishares Treasury Floating Rate

ETFs
28.8K
+ 14.71%
$50.37 - $50.63 $1.45M - $1.46M
224K $11.3B
ABBV
Abb Vie Inc.

Healthcare
5.72K
+ 55.98%
$164.99 - $203.87 $944K - $1.17M
15.9K $2.83B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
8.21K
+ 78.04%
$91.29 - $91.8 $750K - $754K
18.7K $1.71B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.41K
+ 91.12%
$100.16 - $100.7 $542K - $545K
11.3K $1.14B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.94K
+ 1.16%
$49.03 - $53.35 $95.3K - $104K
169K $8.65B
AMZN
Amazon Com Inc

Consumer Cyclical
271
+ 4.61%
$180.88 - $232.93 $49K - $63.1K
6.15K $1.35B
MAIN
Main Street Capital Corp

Financial Services
3.38K
+ 65.06%
$49.95 - $58.58 $169K - $198K
8.58K $503M
WFC
Wells Fargo & Company

Financial Services
596
+ 4.35%
$54.98 - $77.35 $32.8K - $46.1K
14.3K $1B
IYW
Ishares Dj Us Tech ETF

ETFs
618
+ 4.36%
$148.14 - $166.23 $91.6K - $103K
14.8K $2.36B
NVDA
Nvidia Corp

Technology
851
+ 12.37%
$117.0 - $148.88 $99.6K - $127K
7.73K $1.04B
MSFT
Microsoft Corp

Technology
559
+ 14.18%
$406.35 - $454.46 $227K - $254K
4.5K $1.9B
ABT
Abbott Laboratories

Healthcare
1.71K
+ 31.88%
$111.93 - $119.39 $191K - $204K
7.05K $798M
AVGO
Broadcom Inc.

Technology
475
+ 39.98%
$159.67 - $250.0 $75.8K - $119K
1.66K $386M
GOOGL
Alphabet Inc.

Communication Services
486
+ 13.64%
$161.86 - $196.66 $78.7K - $95.6K
4.05K $766M
QQQ
Invesco Qqq Trust, Series 1

ETFs
146
+ 3.52%
$481.22 - $538.17 $70.3K - $78.6K
4.29K $2.19B
BX
Blackstone Inc.

Financial Services
688
+ 31.13%
$148.45 - $199.05 $102K - $137K
2.9K $500M
IWV
Ishares Russell 3000 ETF

ETFs
356
+ 6.47%
$323.08 - $349.08 $115K - $124K
5.86K $1.96B
MUB
Ishares National Muni Bond ETF

ETFs
1.55K
+ 18.26%
$105.78 - $108.7 $164K - $168K
10K $1.07B
VZ
Verizon Communications Inc

Communication Services
4.3K
+ 66.78%
$39.6 - $45.21 $170K - $194K
10.7K $429M
SUB
Ishares Short Term National Mu

ETFs
1.31K
+ 16.8%
$104.94 - $106.2 $137K - $139K
9.11K $961M
GOOG
Alphabet Inc.

Communication Services
169
+ 5.1%
$163.08 - $198.16 $27.6K - $33.5K
3.48K $663M
WMT
Walmart Inc.

Consumer Defensive
146
+ 1.5%
$79.1 - $95.7 $11.5K - $14K
9.88K $893M
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
ADP
Automatic Data Processing Inc

Industrials
102
+ 13.26%
$280.08 - $307.97 $28.6K - $31.4K
871 $255M
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
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
Track This Portfolio

Track Vertex Planning Partners, LLC Portfolio

Follow Vertex Planning Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email