Vertex Planning Partners, LLC Q4 2024 Filing
Filed February 12, 2025
Portfolio Value
$453.3B
Holdings
181
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (181 positions)
| Stock | Value |
|---|---|
SPYMSPDR SER TR | $63.0M |
JQUAJ P MORGAN EXCHANGE TRADED F | $35.4M |
USFRWISDOMTREE TR | $29.7M |
AAPLAPPLE INC | $22.5M |
HELOJ P MORGAN EXCHANGE TRADED F | $14.8M |
SPYSPDR S&P 500 ETF TR | $14.0M |
SPYGSPDR SER TR | $13.5M |
TFLOISHARES TR | $11.3M |
BIDDBLACKROCK ETF TRUST | $11.2M |
IVWISHARES TR | $10.6M |
JOYTJ P MORGAN EXCHANGE TRADED F | $10.0M |
DYNFBLACKROCK ETF TRUST | $8.7M |
HEFAISHARES TR | $7.8M |
PULSPGIM ETF TR | $7.4M |
IEIISHARES TR | $7.4M |
MBBISHARES TR | $7.3M |
DTDWISDOMTREE TR | $6.9M |
IVVISHARES TR | $5.7M |
SPABSPDR SER TR | $5.5M |
SCHZSCHWAB STRATEGIC TR | $5.1M |
IVEISHARES TR | $5.1M |
XCEMCOLUMBIA ETF TR II | $4.7M |
PXFINVESCO EXCH TRADED FD TR II | $4.6M |
DNLWISDOMTREE TR | $4.5M |
HEEMISHARES INC | $4.4M |
EMXCISHARES INC | $4.2M |
IJHISHARES TR | $4.1M |
QUALISHARES TR | $3.8M |
BMOBANK MONTREAL QUE | $3.7M |
SPDWSPDR INDEX SHS FDS | $3.7M |
XLKSELECT SECTOR SPDR TR | $3.4M |
SPMBSPDR SER TR | $3.0M |
ABBVABBVIE INC | $2.8M |
SPYVSPDR SER TR | $2.8M |
KLMNINVESCO EXCH TRADED FD TR II | $2.5M |
JMSTJ P MORGAN EXCHANGE TRADED F | $2.5M |
IYWISHARES TR | $2.4M |
EFVISHARES TR | $2.3M |
NDQINVESCO QQQ TR | $2.2M |
EFGISHARES TR | $2.2M |
IUSBISHARES TR | $2.1M |
IWBISHARES TR | $2.0M |
IWVISHARES TR | $2.0M |
MSFTMICROSOFT CORP | $1.9M |
BINCBLACKROCK ETF TRUST II | $1.7M |
BILSPDR SER TR | $1.7M |
CMECME GROUP INC | $1.6M |
VUGVANGUARD INDEX FDS | $1.5M |
SPTSSPDR SER TR | $1.5M |
JAAAJANUS DETROIT STR TR | $1.5M |
AQLTISHARES TR | $1.5M |
AMZNAMAZON COM INC | $1.4M |
RSPINVESCO EXCHANGE TRADED FD T | $1.3M |
SPTLSPDR SER TR | $1.2M |
SPEMSPDR INDEX SHS FDS | $1.2M |
MMINNEW YORK LIFE INVTS ACTIVE E | $1.2M |
SGOVISHARES TR | $1.1M |
SPUSTIDAL ETF TR | $1.1M |
IDHQINVESCO EXCH TRADED FD TR II | $1.1M |
MUBISHARES TR | $1.1M |
NVDANVIDIA CORPORATION | $1.0M |
SPTISPDR SER TR | $1.0M |
WFCWELLS FARGO CO NEW | $1.0M |
RPGINVESCO EXCHANGE TRADED FD T | $976K |
SUBISHARES TR | $961K |
PSNPARSONS CORP DEL | $935K |
ITOTISHARES TR | $925K |
WMTWALMART INC | $893K |
IJRISHARES TR | $872K |
DTHWISDOMTREE TR | $850K |
SPTMSPDR SER TR | $845K |
GLDMWORLD GOLD TR | $802K |
ABTABBOTT LABS | $798K |
JNJJOHNSON & JOHNSON | $780K |
MCDMCDONALDS CORP | $769K |
GOOGLALPHABET INC | $766K |
ACWVISHARES INC | $763K |
COWZPACER FDS TR | $734K |
IBTGISHARES TR | $721K |
IEMGISHARES INC | $716K |
BPBP PLC | $696K |
GQ9SPDR GOLD TR | $677K |
VGSHVANGUARD SCOTTSDALE FDS | $668K |
PGPROCTER AND GAMBLE CO | $664K |
GOOGALPHABET INC | $663K |
XLISELECT SECTOR SPDR TR | $653K |
GIISPDR INDEX SHS FDS | $651K |
USMVISHARES TR | $634K |
CPBTHE CAMPBELLS COMPANY | $621K |
IWRISHARES TR | $615K |
TFISPDR SER TR | $593K |
METAMETA PLATFORMS INC | $593K |
PEPPEPSICO INC | $589K |
SCHXSCHWAB STRATEGIC TR | $581K |
CATCATERPILLAR INC | $571K |
COSTCOSTCO WHSL CORP NEW | $570K |
IJTISHARES TR | $569K |
JPMJPMORGAN CHASE & CO. | $558K |
PAAAPGIM ETF TR | $541K |
SPSMSPDR SER TR | $531K |
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