Vertex Planning Partners, LLC Portfolio Holdings

Vertex Planning Partners, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $418 Billion distributed in 160 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan ETF Tr U S Quality with a value of $40.5B, Wisdomtree Floating Rate Treas with a value of $34.8B, Spdr Portfolio S&P 500 ETF (Ma with a value of $32.5B, Ishares Core S&P 500 ETF with a value of $30.6B, and Spdr S&P 500 ETF Trust with a value of $21.9B.

Examining the 13F form we can see an increase of $32.9B in the current position value, from $385B to 418B.

Vertex Planning Partners, LLC is based out at Downers Grove, IL

Below you can find more details about Vertex Planning Partners, LLC portfolio as well as his latest detailed transactions.