Vertex Planning Partners, LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$458.1M
Holdings
180
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (180 positions)
| Stock | Value |
|---|---|
SPYMSPDR SER TR | $61.4M |
JQUAJ P MORGAN EXCHANGE TRADED F | $35.7M |
USFRWISDOMTREE TR | $31.8M |
AAPLAPPLE INC | $19.9M |
HELOJ P MORGAN EXCHANGE TRADED F | $15.1M |
TFLOISHARES TR | $14.3M |
SPYGSPDR SER TR | $12.6M |
SPYSPDR S&P 500 ETF TR | $12.6M |
BIDDBLACKROCK ETF TRUST | $12.2M |
IVWISHARES TR | $10.0M |
HEFAISHARES TR | $10.0M |
JOYTJ P MORGAN EXCHANGE TRADED F | $9.4M |
DYNFBLACKROCK ETF TRUST | $8.6M |
IEIISHARES TR | $8.1M |
PULSPGIM ETF TR | $7.9M |
MBBISHARES TR | $7.8M |
IUSBISHARES TR | $7.6M |
IVEISHARES TR | $7.3M |
DTDWISDOMTREE TR | $7.2M |
EFVISHARES TR | $6.0M |
EMXCISHARES INC | $5.5M |
IVVISHARES TR | $5.5M |
SCHZSCHWAB STRATEGIC TR | $5.3M |
HEEMISHARES INC | $4.9M |
QUALISHARES TR | $4.2M |
SPDWSPDR INDEX SHS FDS | $4.1M |
IJHISHARES TR | $4.1M |
EFGISHARES TR | $3.7M |
ABBVABBVIE INC | $3.4M |
BMOBANK MONTREAL QUE | $3.1M |
XCEMCOLUMBIA ETF TR II | $3.0M |
XLKSELECT SECTOR SPDR TR | $2.9M |
SPYVSPDR SER TR | $2.7M |
SPMBSPDR SER TR | $2.6M |
JMSTJ P MORGAN EXCHANGE TRADED F | $2.6M |
KLMNINVESCO EXCH TRADED FD TR II | $2.6M |
XLGINVESCO EXCHANGE TRADED FD T | $2.5M |
ICSHISHARES TR | $2.3M |
IYWISHARES TR | $2.2M |
SPEMSPDR INDEX SHS FDS | $2.0M |
IWBISHARES TR | $1.9M |
NDQINVESCO QQQ TR | $1.9M |
GLDMWORLD GOLD TR | $1.9M |
CMECME GROUP INC | $1.8M |
IWVISHARES TR | $1.8M |
BINCBLACKROCK ETF TRUST II | $1.8M |
TLHISHARES TR | $1.7M |
MSFTMICROSOFT CORP | $1.7M |
VUGVANGUARD INDEX FDS | $1.5M |
AQLTISHARES TR | $1.5M |
BILSPDR SER TR | $1.5M |
IEMGISHARES INC | $1.4M |
RSPINVESCO EXCHANGE TRADED FD T | $1.3M |
AMZNAMAZON COM INC | $1.2M |
IDHQINVESCO EXCH TRADED FD TR II | $1.1M |
SPTISPDR SER TR | $1.1M |
SUBISHARES TR | $1.1M |
MMINNEW YORK LIFE INVTS ACTIVE E | $1.1M |
MUBISHARES TR | $1.1M |
WFCWELLS FARGO CO NEW | $1.0M |
JAAAJANUS DETROIT STR TR | $1.0M |
SPUSTIDAL ETF TR | $988K |
ABTABBOTT LABS | $967K |
RPGINVESCO EXCHANGE TRADED FD T | $906K |
JNJJOHNSON & JOHNSON | $884K |
SGOVISHARES TR | $860K |
ITOTISHARES TR | $849K |
WMTWALMART INC | $846K |
GQ9SPDR GOLD TR | $836K |
ACWVISHARES INC | $828K |
NVDANVIDIA CORPORATION | $807K |
IWRISHARES TR | $801K |
BPBP PLC | $795K |
MCDMCDONALDS CORP | $794K |
IJRISHARES TR | $767K |
SPTMSPDR SER TR | $758K |
COWZPACER FDS TR | $752K |
PGPROCTER AND GAMBLE CO | $682K |
XTENBONDBLOXX ETF TRUST | $681K |
XLISELECT SECTOR SPDR TR | $644K |
USMVISHARES TR | $641K |
GOOGLALPHABET INC | $626K |
EMBISHARES TR | $617K |
MUNIPIMCO ETF TR | $602K |
CVXCHEVRON CORP NEW | $600K |
DTHWISDOMTREE TR | $597K |
METAMETA PLATFORMS INC | $595K |
IGEBISHARES TR | $593K |
CPBTHE CAMPBELLS COMPANY | $592K |
COSTCOSTCO WHSL CORP NEW | $589K |
TFISPDR SER TR | $586K |
GOOGALPHABET INC | $580K |
VTIVANGUARD INDEX FDS | $574K |
JPMJPMORGAN CHASE & CO. | $557K |
PEPPEPSICO INC | $556K |
SCHXSCHWAB STRATEGIC TR | $553K |
PAAAPGIM ETF TR | $547K |
XLVSELECT SECTOR SPDR TR | $541K |
DFAUDIMENSIONAL ETF TRUST | $538K |
LLYELI LILLY & CO | $522K |
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