Vertex Planning Partners, LLC Reduced Holdings in Q1 2025

Vertex Planning Partners, LLC

  • $458 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-91.2K
- 93.93%
$47.39 - $54.26 $4.32M - $4.95M
5.9K $307M
DNL
Wiswisdomtree Tr

ETFs
-119K
- 95.48%
$35.56 - $38.21 $4.23M - $4.55M
5.63K $201M
AAPL
Apple Inc.

Technology
-116
- 0.13%
$209.68 - $247.1 $24.3K - $28.7K
89.7K $19.9B
XCEM
Columbia ETF Tr Ii

ETFs
-57.7K
- 36.58%
$29.18 - $30.72 $1.68M - $1.77M
100K $2.95B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.48K
- 6.18%
$551.42 - $612.93 $816K - $907K
22.4K $12.6B
BMO
Bank Of Montreal

Financial Services
-6.03K
- 15.88%
$94.92 - $104.14 $572K - $628K
32K $3.05B
XLK
Technology Sector Spdr

ETFs
-774
- 5.25%
$206.38 - $242.18 $160K - $187K
14K $2.88B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-9.67K
- 32.63%
$50.48 - $51.04 $488K - $493K
20K $1.01B
PSN
Parsons Corp

Industrials
-1.5K
- 14.8%
$55.35 - $96.44 $83K - $145K
8.64K $511M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-22.3K
- 15.88%
$21.23 - $22.14 $473K - $493K
118K $2.6B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.87K
- 15.32%
$91.45 - $91.75 $262K - $263K
15.9K $1.46B
DTH
Wisdomtree Tr

ETFs
-8.45K
- 37.56%
$37.33 - $43.33 $316K - $366K
14.1K $597M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-153
- 3.57%
$468.34 - $539.52 $71.7K - $82.5K
4.14K $1.94B
NVDA
Nvidia Corp

Technology
-282
- 3.65%
$106.98 - $149.43 $30.2K - $42.1K
7.45K $807M
MSFT
Microsoft Corp

Technology
-38
- 0.84%
$375.39 - $447.2 $14.3K - $17K
4.46K $1.68B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.71K
- 22.93%
$40.03 - $46.81 $109K - $127K
9.11K $371M
ORCL
Oracle Corp

Technology
-277
- 8.7%
$139.81 - $186.47 $38.7K - $51.7K
2.91K $406M
IWV
Ishares Russell 3000 ETF

ETFs
-70
- 1.19%
$313.1 - $349.83 $21.9K - $24.5K
5.79K $1.84B
AVGO
Broadcom Inc.

Technology
-61
- 3.67%
$167.43 - $244.7 $10.2K - $14.9K
1.6K $268M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-233
- 3.08%
$102.49 - $119.96 $23.9K - $28K
7.34K $767M
BX
Blackstone Inc.

Financial Services
-18
- 0.62%
$136.53 - $186.74 $2.46K - $3.36K
2.88K $403M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
-3.64K
- 7.48%
$23.43 - $24.23 $85.3K - $88.2K
45.1K $1.06B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-696
- 5.88%
$67.03 - $74.61 $46.7K - $51.9K
11.1K $758M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-229
- 3.18%
$120.29 - $134.6 $27.5K - $30.8K
6.96K $849M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-107
- 2.55%
$121.0 - $142.28 $12.9K - $15.2K
4.1K $510M
CAT
Caterpillar Inc

Industrials
-20
- 1.27%
$326.75 - $407.63 $6.54K - $8.15K
1.55K $512M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-213
- 2.86%
$169.43 - $182.84 $36.1K - $38.9K
7.24K $1.25B
WMT
Walmart Inc.

Consumer Defensive
-248
- 2.51%
$84.5 - $105.05 $21K - $26.1K
9.64K $846M
VOT
Vanguard Mid Cap Growth Index

ETFs
-117
- 5.81%
$237.72 - $276.98 $27.8K - $32.4K
1.9K $464M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-36
- 4.31%
$360.07 - $417.26 $13K - $15K
800 $289M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-8
- 0.81%
$307.43 - $357.48 $2.46K - $2.86K
980 $303M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-177
- 8.47%
$120.24 - $134.3 $21.3K - $23.8K
1.91K $233M
IWM
Ishares Russell 2000 ETF

ETFs
-43
- 3.71%
$198.1 - $229.79 $8.52K - $9.88K
1.12K $223M
PEP
Pepsico Inc

Consumer Defensive
-165
- 4.26%
$142.64 - $156.42 $23.5K - $25.8K
3.71K $556M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-867
- 10.48%
$52.31 - $54.02 $45.4K - $46.8K
7.41K $400M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-81
- 1.05%
$37.35 - $43.35 $3.03K - $3.51K
7.61K $288M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-263
- 10.22%
$99.16 - $99.52 $26.1K - $26.2K
2.31K $230M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-189
- 9.02%
$126.11 - $135.06 $23.8K - $25.5K
1.91K $246M
SPMD
Spdr Portfolio

ETFs
-13
- 0.23%
$50.21 - $57.73 $653 - $750
5.67K $290M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-310
- 0.58%
$49.78 - $53.19 $15.4K - $16.5K
53.6K $2.74B
NEE
Nextera Energy Inc

Utilities
-213
- 5.32%
$66.96 - $76.16 $14.3K - $16.2K
3.79K $269M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-44
- 0.46%
$48.02 - $53.02 $2.11K - $2.33K
9.49K $470M
XLI
Industrial Sector Spdr

ETFs
-47
- 0.95%
$128.78 - $141.67 $6.05K - $6.66K
4.91K $644M
VOE
Vanguard Mid Cap Value Index F

ETFs
-34
- 1.26%
$156.61 - $168.02 $5.32K - $5.71K
2.66K $428M
ADP
Automatic Data Processing Inc

Industrials
-63
- 7.23%
$286.85 - $318.64 $18.1K - $20.1K
808 $247M
HSY
Hershey CO

Consumer Defensive
-49
- 3.76%
$144.74 - $186.36 $7.09K - $9.13K
1.25K $215M
JPM
Jpmorgan Chase & CO

Financial Services
-57
- 2.45%
$225.19 - $279.95 $12.8K - $16K
2.27K $557M
HYMU
Blackrock ETF Tr Ii High Yield
-43
- 0.26%
$22.43 - $23.19 $964 - $997
16.5K $373M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-50
- 1.96%
$128.74 - $138.67 $6.44K - $6.93K
2.5K $339M
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
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