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
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
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
GII
Spdr S&P Global Infrasture ETF

ETFs
166
+ 1.53%
$57.64 - $63.28 $9.57K - $10.5K
11K $651M
HSY
Hershey CO

Consumer Defensive
53
+ 4.24%
$168.67 - $193.65 $8.94K - $10.3K
1.3K $221M
ECL
Ecolab Inc.

Basic Materials
9
+ 0.8%
$234.32 - $261.43 $2.11K - $2.35K
1.14K $267M
EFA
Ishares Tr Msci Eafe ETF

ETFs
53
+ 1.32%
$75.1 - $82.99 $3.98K - $4.4K
4.08K $308M
IEFA
Ishares Tr

ETFs
125
+ 2.41%
$70.06 - $77.43 $8.76K - $9.68K
5.31K $373M
PEP
Pepsico Inc

Consumer Defensive
200
+ 5.45%
$151.29 - $176.1 $30.3K - $35.2K
3.87K $589M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
11
+ 0.16%
$108.6 - $115.42 $1.19K - $1.27K
6.98K $763M
CAT
Caterpillar Inc

Industrials
16
+ 1.03%
$360.37 - $416.88 $5.77K - $6.67K
1.57K $571M
BP
Bp PLC

Energy
43
+ 0.18%
$28.16 - $33.14 $1.21K - $1.43K
23.5K $696M
TLT
Ishares Barclays 20+ Year Trea

ETFs
17
+ 0.37%
$87.1 - $98.49 $1.48K - $1.67K
4.59K $401M
AMGN
Amgen Inc

Healthcare
144
+ 9.92%
$258.78 - $328.31 $37.3K - $47.3K
1.6K $416M
JNJ
Johnson & Johnson

Healthcare
179
+ 3.44%
$143.34 - $165.86 $25.7K - $29.7K
5.39K $780M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
3.13K
+ 2.28%
$21.43 - $22.55 $67.2K - $70.7K
140K $3.02B
IEMG
Ishares Inc

ETFs
17
+ 0.12%
N/A
13.7K $716M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
342
+ 0.64%
$51.09 - $55.27 $17.5K - $18.9K
53.9K $2.76B
IVE
Ishares S&P 500 Value ETF

ETFs
444
+ 1.69%
$189.5 - $206.17 $84.1K - $91.5K
26.7K $5.09B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
149
+ 0.49%
$38.37 - $42.82 $5.72K - $6.38K
30.6K $1.17B
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.52K
+ 3.51%
$26.05 - $29.17 $39.6K - $44.3K
44.9K $1.17B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
116K
+ 105.45%
$22.63 - $47.53 $2.62M - $5.5M
226K $5.12B
EFG
Msci Eafe Growth ETF

ETFs
717
+ 3.31%
$96.83 - $106.88 $69.4K - $76.6K
22.4K $2.17B
EFV
Msci Eafe Value ETF

ETFs
538
+ 1.24%
$51.78 - $57.15 $27.9K - $30.7K
44K $2.31B
DNL
Wiswisdomtree Tr

ETFs
5.41K
+ 4.54%
$35.98 - $39.39 $195K - $213K
125K $4.48B
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
3.69K
+ 3.95%
$47.66 - $51.84 $176K - $191K
97.1K $4.65B
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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