Vertex Planning Partners, LLC Incresed Positions in Q1 2025

Vertex Planning Partners, LLC

  • $458 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
120K
+ 263.38%
$44.72 - $46.25 $5.37M - $5.55M
166K $7.63B
EFV
Msci Eafe Value ETF

ETFs
57.5K
+ 130.56%
$51.88 - $60.73 $2.98M - $3.49M
102K $5.98B
TFLO
Ishares Treasury Floating Rate

ETFs
58K
+ 25.89%
$50.48 - $50.68 $2.93M - $2.94M
282K $14.3B
IVE
Ishares S&P 500 Value ETF

ETFs
11.9K
+ 44.6%
$185.78 - $198.58 $2.21M - $2.36M
38.6K $7.35B
HEFA
Ishares Currency Hedged Msci E

ETFs
50.1K
+ 22.24%
$34.83 - $37.52 $1.74M - $1.88M
275K $9.99B
USFR
Wisdomtree Floating Rate Treas

ETFs
41.7K
+ 7.06%
$50.29 - $50.5 $2.1M - $2.11M
632K $31.8B
EFG
Msci Eafe Growth ETF

ETFs
14.8K
+ 66.26%
$96.1 - $106.37 $1.43M - $1.58M
37.2K $3.72B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
25.4K
+ 33.76%
$54.25 - $57.64 $1.38M - $1.47M
101K $5.55B
GLDM
World Gold Trust

ETFs
15.4K
+ 99.86%
$52.19 - $61.89 $804K - $953K
30.8K $1.91B
Blackrock ETF Trust
19.2K
+ 4.23%
N/A
473K $12.2B
IEMG
Ishares Inc

ETFs
12.4K
+ 90.33%
N/A
26.1K $1.41B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.02K
+ 6.25%
$114.57 - $118.14 $460K - $474K
68.3K $8.07B
ABBV
Abb Vie Inc.

Healthcare
77
+ 0.48%
$169.2 - $216.66 $13K - $16.7K
16K $3.36B
PULS
Pgim ETF Tr

ETFs
9.5K
+ 6.32%
$49.56 - $49.78 $471K - $473K
160K $7.95B
MBB
Ishares Tr

ETFs
3.4K
+ 4.26%
$90.37 - $94.08 $308K - $320K
83.3K $7.81B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.6K
+ 5.22%
$33.84 - $37.77 $189K - $211K
113K $4.1B
HEEM
Ishares Currency Hedged Msci E

ETFs
9.08K
+ 5.52%
$26.44 - $29.01 $240K - $264K
174K $4.88B
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.14K
+ 14.62%
$168.16 - $186.21 $529K - $585K
24.6K $4.21B
J P Morgan Exchange Traded F
14.1K
+ 5.92%
N/A
252K $15.1B
DTD
Wisdomtree Tr U.S Total Divide

ETFs
2.3K
+ 2.53%
$74.87 - $79.99 $172K - $184K
93.4K $7.19B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
13.6K
+ 2.2%
$55.41 - $60.74 $755K - $827K
632K $35.7B
CME
Cme Group Inc.

Financial Services
63
+ 0.92%
$225.82 - $266.54 $14.2K - $16.8K
6.94K $1.84B
IWR
Ishares Russell Mid Cap ETF

ETFs
2.46K
+ 35.33%
$82.81 - $92.93 $203K - $228K
9.41K $801M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3.02K
+ 1.34%
$22.46 - $23.26 $67.9K - $70.3K
229K $5.3B
ABT
Abbott Laboratories

Healthcare
240
+ 3.4%
$111.1 - $140.22 $26.7K - $33.7K
7.29K $967M
SUB
Ishares Short Term National Mu

ETFs
1.54K
+ 16.87%
$105.3 - $106.24 $162K - $163K
10.6K $1.12B
GLD
Spdr Gold Trust

ETFs
106
+ 3.79%
$243.19 - $288.14 $25.8K - $30.5K
2.9K $836M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
3.09K
+ 30.64%
$43.76 - $45.31 $135K - $140K
13.2K $593M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.48K
+ 5.12%
$50.72 - $50.92 $126K - $126K
51K $2.59B
VTI
Vanguard Total Stock Market Et

ETFs
516
+ 32.82%
$271.18 - $303.12 $140K - $156K
2.09K $574M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
3.25K
+ 8.96%
$27.64 - $28.58 $89.7K - $92.8K
39.5K $1.13B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
2.31K
+ 24.59%
$51.26 - $52.53 $118K - $121K
11.7K $602M
CVX
Chevron Corp

Energy
40
+ 1.13%
$146.71 - $167.97 $5.87K - $6.72K
3.59K $600M
V
Visa Inc.

Financial Services
160
+ 20.08%
$306.92 - $362.71 $49.1K - $58K
957 $335M
DFAU
Dimensional ETF Tr

ETFs
2.58K
+ 22.57%
$37.84 - $42.29 $97.5K - $109K
14K $538M
T
At&T Inc.

Communication Services
111
+ 0.87%
$21.56 - $28.28 $2.39K - $3.14K
12.9K $364M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
44
+ 7.06%
$442.66 - $534.52 $19.5K - $23.5K
667 $355M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
131
+ 1.88%
$107.24 - $116.37 $14K - $15.2K
7.11K $828M
LLY
Eli Lilly & CO

Healthcare
35
+ 5.86%
$725.72 - $929.72 $25.4K - $32.5K
632 $522M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.37K
+ 5.16%
$91.76 - $103.26 $126K - $141K
27.9K $2.58B
IEFA
Ishares Tr

ETFs
423
+ 7.97%
$69.57 - $78.65 $29.4K - $33.3K
5.73K $433M
VZ
Verizon Communications Inc

Communication Services
35
+ 0.33%
$37.81 - $46.49 $1.32K - $1.63K
10.8K $488M
IBM
International Business Machines Corp

Technology
50
+ 3.67%
$217.4 - $264.74 $10.9K - $13.2K
1.41K $351M
KO
Coca Cola CO

Consumer Defensive
209
+ 5.33%
$60.81 - $72.32 $12.7K - $15.1K
4.13K $296M
MCK
Mckesson Corp

Healthcare
1
+ 0.21%
$566.21 - $672.99 $566 - $673
478 $322M
XLV
Select Sector Spdr Fund Health

ETFs
114
+ 3.18%
$137.61 - $149.68 $15.7K - $17.1K
3.7K $541M
XOM
Exxon Mobil Corp

Energy
77
+ 2.45%
$105.44 - $118.93 $8.12K - $9.16K
3.22K $383M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
35
+ 1.85%
$111.19 - $129.47 $3.89K - $4.53K
1.93K $250M
WM
Waste Management Inc

Industrials
16
+ 1.52%
$200.54 - $233.78 $3.21K - $3.74K
1.07K $248M
Activity Summary
Buys All Purchases 100 New Holdings 15 Increased Positions 85 Sells All Sells 63 Reductions 63 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