Vertex Planning Partners, LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$458.1B
Holdings
180
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (180 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | STIPISHARES TR | 4,953 | $512.5M | 0.11% | |
| 102 | CATCATERPILLAR INC | 1,553 | $512.2M | 0.11% | |
| 103 | PSNPARSONS CORP DEL | 8,635 | $511.3M | 0.11% | |
| 104 | IJTISHARES TR | 4,095 | $509.8M | 0.11% | |
| 105 | BACVERIZON COMMUNICATIONS INC | 10,764 | $488.3M | 0.11% | |
| 106 | AMGNAMGEN INC | 1,562 | $486.7M | 0.11% | |
| 107 | MAINMAIN STR CAP CORP | 8,583 | $485.5M | 0.11% | |
| 108 | VIGVANGUARD SPECIALIZED FUNDS | 2,478 | $480.7M | 0.10% | |
| 109 | MDYSPDR S&P MIDCAP 400 ETF TR | 900 | $480.2M | 0.10% | |
| 110 | SPSKTIDAL ETF TR | 26,226 | $472.6M | 0.10% | |
| 111 | DONWISDOMTREE TR | 9,486 | $469.8M | 0.10% | |
| 112 | VOTVANGUARD INDEX FDS | 1,896 | $463.8M | 0.10% | |
| 113 | ISRGINTUITIVE SURGICAL INC | 896 | $443.8M | 0.10% | |
| 114 | AQLTISHARES TR | 5,728 | $433.3M | 0.09% | |
| 115 | VOEVANGUARD INDEX FDS | 2,663 | $427.5M | 0.09% | |
| 116 | VDCVANGUARD WORLD FD | 1,950 | $426.7M | 0.09% | |
| 117 | VOVANGUARD INDEX FDS | 1,616 | $417.9M | 0.09% | |
| 118 | ORCLORACLE CORP | 2,907 | $406.4M | 0.09% | |
| 119 | BXBLACKSTONE INC | 2,880 | $402.6M | 0.09% | |
| 120 | STPZPIMCO ETF TR | 7,405 | $400.0M | 0.09% | |
| 121 | QYLDGLOBAL X FDS | 23,452 | $390.0M | 0.09% | |
| 122 | XOMEXXON MOBIL CORP | 3,221 | $383.1M | 0.08% | |
| 123 | SHYMBLACKROCK ETF TRUST II | 16,459 | $373.1M | 0.08% | |
| 124 | SPSMSPDR SER TR | 9,114 | $371.5M | 0.08% | |
| 125 | LOWLOWES COS INC | 1,582 | $369.0M | 0.08% | |
| 126 | TAT&T INC | 12,863 | $363.8M | 0.08% | |
| 127 | IYFISHARES TR | 3,200 | $361.1M | 0.08% | |
| 128 | IJKISHARES TR | 4,272 | $355.8M | 0.08% | |
| 129 | BRK/BBERKSHIRE HATHAWAY INC DEL | 667 | $355.2M | 0.08% | |
| 130 | IBMINTERNATIONAL BUSINESS MACHS | 1,413 | $351.4M | 0.08% | |
| 131 | VHTVANGUARD WORLD FD | 1,299 | $343.9M | 0.08% | |
| 132 | MEARISHARES U S ETF TR | 6,829 | $343.1M | 0.07% | |
| 133 | HDHOME DEPOT INC | 933 | $341.9M | 0.07% | |
| 134 | SDYSPDR SER TR | 2,496 | $338.7M | 0.07% | |
| 135 | VVISA INC | 957 | $335.4M | 0.07% | |
| 136 | EFAISHARES TR | 4,071 | $332.7M | 0.07% | |
| 137 | HDVISHARES TR | 2,683 | $325.0M | 0.07% | |
| 138 | MCKMCKESSON CORP | 478 | $321.7M | 0.07% | |
| 139 | PXFINVESCO EXCH TRADED FD TR II | 5,896 | $306.5M | 0.07% | |
| 140 | DEWWISDOMTREE TR | 5,458 | $306.3M | 0.07% | |
| 141 | MGKVANGUARD WORLD FD | 980 | $302.7M | 0.07% | |
| 142 | KOCOCA COLA CO | 4,129 | $295.7M | 0.06% | |
| 143 | DBEFDBX ETF TR | 6,799 | $294.4M | 0.06% | |
| 144 | SPMDSPDR SER TR | 5,673 | $290.3M | 0.06% | |
| 145 | ECLECOLAB INC | 1,145 | $290.3M | 0.06% | |
| 146 | VOOVANGUARD INDEX FDS | 563 | $289.5M | 0.06% | |
| 147 | IWFISHARES TR | 800 | $288.9M | 0.06% | |
| 148 | PRFZINVESCO EXCHANGE TRADED FD T | 7,614 | $288.3M | 0.06% | |
| 149 | IVOOVANGUARD ADMIRAL FDS INC | 2,900 | $286.2M | 0.06% | |
| 150 | VGTVANGUARD WORLD FD | 521 | $282.4M | 0.06% | |
| 151 | TXNTEXAS INSTRS INC | 1,563 | $280.9M | 0.06% | |
| 152 | MMITNEW YORK LIFE INVTS ACTIVE E | 11,335 | $271.7M | 0.06% | |
| 153 | NEENEXTERA ENERGY INC | 3,789 | $268.6M | 0.06% | |
| 154 | AVGOBROADCOM INC | 1,602 | $268.2M | 0.06% | |
| 155 | GWWGRAINGER W W INC | 268 | $264.3M | 0.06% | |
| 156 | CSCOCISCO SYS INC | 4,258 | $262.8M | 0.06% | |
| 157 | GLTRABRDN PRECIOUS METALS BASKET | 1,931 | $250.0M | 0.05% | |
| 158 | WMWASTE MGMT INC DEL | 1,069 | $247.5M | 0.05% | |
| 159 | ADPAUTOMATIC DATA PROCESSING IN | 808 | $246.9M | 0.05% | |
| 160 | TGRTT ROWE PRICE ETF INC | 7,180 | $246.3M | 0.05% | |
| 161 | VYMVANGUARD WHITEHALL FDS | 1,907 | $245.9M | 0.05% | |
| 162 | MUSTCOLUMBIA ETF TR I | 12,119 | $244.0M | 0.05% | |
| 163 | IYKISHARES TR | 3,368 | $241.0M | 0.05% | |
| 164 | IDUISHARES TR | 2,376 | $240.9M | 0.05% | |
| 165 | JPSTJ P MORGAN EXCHANGE TRADED F | 4,714 | $238.7M | 0.05% | |
| 166 | EPDENTERPRISE PRODS PARTNERS L | 6,925 | $236.4M | 0.05% | |
| 167 | UNHUNITEDHEALTH GROUP INC | 447 | $234.1M | 0.05% | |
| 168 | ESGUISHARES TR | 1,912 | $233.1M | 0.05% | |
| 169 | CMCSACOMCAST CORP NEW | 6,263 | $231.1M | 0.05% | |
| 170 | BILSSPDR SER TR | 2,311 | $229.9M | 0.05% | |
| 171 | MOALTRIA GROUP INC | 3,825 | $229.5M | 0.05% | |
| 172 | PAYXPAYCHEX INC | 1,473 | $227.3M | 0.05% | |
| 173 | CAHCARDINAL HEALTH INC | 1,642 | $226.2M | 0.05% | |
| 174 | IWMISHARES TR | 1,115 | $222.5M | 0.05% | |
| 175 | HSYHERSHEY CO | 1,254 | $214.5M | 0.05% | |
| 176 | DFATDIMENSIONAL ETF TRUST | 3,969 | $204.4M | 0.04% | |
| 177 | IXUSISHARES TR | 2,920 | $203.8M | 0.04% | |
| 178 | DLNWISDOMTREE TR | 2,530 | $200.8M | 0.04% | |
| 179 | DNLWISDOMTREE TR | 5,627 | $200.7M | 0.04% | |
| 180 | GOVZISHARES TR | 13,159 | $135.1M | 0.03% |
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