Vertex Planning Partners, LLC Incresed Positions in Q2 2025

Vertex Planning Partners, LLC

  • $479 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
633
+ 15.95%
$44.8 - $53.97 $28.4K - $34.2K
4.6K $248M
SUB
Ishares Short Term National Mu

ETFs
303
+ 2.85%
$104.77 - $106.34 $31.7K - $32.2K
10.9K $1.16B
VO
Vanguard Mid Cap ETF

ETFs
19
+ 1.18%
$228.54 - $279.83 $4.34K - $5.32K
1.64K $458M
EFA
Ishares Tr Msci Eafe ETF

ETFs
57
+ 1.4%
$72.96 - $90.39 $4.16K - $5.15K
4.13K $369M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
911
+ 2.31%
$28.21 - $28.85 $25.7K - $26.3K
40.4K $1.16B
SPMD
Spdr Portfolio

ETFs
253
+ 4.46%
$44.89 - $54.38 $11.4K - $13.8K
5.93K $322M
MCK
Mckesson Corp

Healthcare
4
+ 0.84%
$652.83 - $732.78 $2.61K - $2.93K
482 $353M
MEAR
Blackrock Short Maturity Munic

ETFs
576
+ 8.43%
$49.74 - $50.27 $28.7K - $29K
7.41K $372M
BX
Blackstone Inc.

Financial Services
1
+ 0.03%
$120.07 - $151.11 $120 - $151
2.88K $431M
ABT
Abbott Laboratories

Healthcare
18
+ 0.25%
$123.95 - $138.08 $2.23K - $2.49K
7.31K $994M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
430
+ 3.26%
$43.65 - $45.44 $18.8K - $19.5K
13.6K $618M
HYMU
Blackrock ETF Tr Ii High Yield
1.24K
+ 7.56%
N/A
17.7K $395M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
398
+ 5.85%
$38.18 - $45.52 $15.2K - $18.1K
7.2K $315M
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.18%
$174.82 - $215.79 $350 - $432
1.12K $241M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
391
+ 3.35%
$50.34 - $51.86 $19.7K - $20.3K
12.1K $620M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
18
+ 0.2%
$35.35 - $42.68 $636 - $768
9.13K $389M
NEE
Nextera Energy Inc

Utilities
237
+ 6.25%
$64.11 - $75.0 $15.2K - $17.8K
4.03K $279M
T
At&T Inc.

Communication Services
4
+ 0.03%
$26.33 - $28.94 $105 - $116
12.9K $372M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3
+ 0.12%
$70.7 - $82.14 $212 - $246
2.53K $208M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
24
+ 0.17%
$47.46 - $55.3 $1.14K - $1.33K
13.8K $758M
ADP
Automatic Data Processing Inc

Industrials
4
+ 0.5%
$276.76 - $326.81 $1.11K - $1.31K
812 $250M
MUST
Columbia ETF Tr I Multi Sector

ETFs
175
+ 1.44%
$19.47 - $20.4 $3.41K - $3.57K
12.3K $247M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
9
+ 0.36%
$121.58 - $136.74 $1.09K - $1.23K
2.51K $340M
WM
Waste Management Inc

Industrials
8
+ 0.75%
$216.47 - $242.1 $1.73K - $1.94K
1.08K $246M
MO
Altria Group, Inc.

Consumer Defensive
3
+ 0.08%
$55.56 - $60.91 $167 - $183
3.83K $224M
HSY
Hershey CO

Consumer Defensive
3
+ 0.24%
$151.29 - $173.13 $454 - $519
1.26K $209M
LLY
Eli Lilly & CO

Healthcare
25
+ 3.96%
$713.71 - $898.95 $17.8K - $22.5K
657 $512M
LOW
Lowes Companies Inc

Consumer Cyclical
12
+ 0.76%
$210.83 - $235.28 $2.53K - $2.82K
1.59K $354M
VZ
Verizon Communications Inc

Communication Services
21
+ 0.2%
$41.67 - $45.62 $875 - $958
10.8K $467M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9
+ 1.35%
$483.48 - $539.8 $4.35K - $4.86K
676 $328M
MCD
Mcdonalds Corp

Consumer Cyclical
32
+ 1.26%
$285.55 - $321.23 $9.14K - $10.3K
2.57K $752M
ABBV
Abb Vie Inc.

Healthcare
23
+ 0.14%
$170.16 - $206.27 $3.91K - $4.74K
16K $2.98B
AAPL
Apple Inc.

Technology
795
+ 0.89%
$172.42 - $223.89 $137K - $178K
90.5K $18.6B
Activity Summary
Buys All Purchases 99 New Holdings 15 Increased Positions 84 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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