Vertex Planning Partners, LLC Sells in Q3 2025

Vertex Planning Partners, LLC

  • $521 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-30.8K
- 80.51%
$106.99 - $114.46 $3.3M - $3.53M
7.46K $850M
USFR
Wisdomtree Floating Rate Treas

ETFs
-67.2K
- 11.09%
$50.23 - $50.48 $3.37M - $3.39M
538K $27.1B
EFV
Msci Eafe Value ETF

ETFs
-42.7K
- 26.22%
$62.79 - $68.42 $2.68M - $2.92M
120K $8.15B
XLK
Technology Sector Spdr

ETFs
-7.68K
- 62.31%
$250.97 - $282.66 $1.93M - $2.17M
4.64K $1.31B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-33K
- 23.75%
$45.6 - $46.92 $1.5M - $1.55M
106K $4.95B
TFLO
Ishares Treasury Floating Rate

ETFs
-24.4K
- 8.33%
$50.45 - $50.65 $1.23M - $1.24M
269K $13.6B
IYW
Ishares Dj Us Tech ETF

ETFs
-5.19K
- 39.06%
$171.38 - $197.01 $889K - $1.02M
8.09K $1.58B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-3.77K
- 17.51%
$91.44 - $91.77 $345K - $346K
17.8K $1.63B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-14.9K
- 15.19%
$42.67 - $46.91 $635K - $698K
83.1K $3.89B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-2.65K
- 23.24%
$99.12 - $99.52 $263K - $264K
8.75K $871M
ISRG
Intuitive Surgical Inc

Healthcare
-30
- 3.27%
$433.66 - $544.47 $13K - $16.3K
887 $397M
ABT
Abbott Laboratories

Healthcare
-642
- 8.78%
$120.51 - $136.62 $77.4K - $87.7K
6.67K $893M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-1.74K
- 27.77%
$56.98 - $61.66 $99.4K - $108K
4.54K $277M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.57K
- 14.6%
$50.53 - $50.82 $79.2K - $79.7K
9.17K $466M
PSN
Parsons Corp

Industrials
-1.5K
- 19.65%
$72.77 - $82.92 $109K - $124K
6.14K $509M
TXN
Texas Instruments Inc

Technology
-7
- 0.45%
N/A
1.56K $286M
DTH
Wisdomtree Tr

ETFs
-1.04K
- 9.97%
$46.13 - $49.9 $48.2K - $52.1K
9.43K $463M
LLY
Eli Lilly & CO

Healthcare
-14
- 2.13%
$625.65 - $812.69 $8.76K - $11.4K
643 $491M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.09K
- 9.41%
$74.93 - $80.73 $81.7K - $88.1K
10.5K $847M
IBM
International Business Machines Corp

Technology
-1
- 0.07%
$234.77 - $292.47 $235 - $292
1.36K $385M
IYK
Ishares U.S. Consumer Staples

ETFs
-86
- 2.55%
$67.65 - $71.68 $5.82K - $6.16K
3.28K $224M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-342
- 1.53%
$16.46 - $17.1 $5.63K - $5.85K
21.9K $373M
HDV
Ishares Core High Dividend ETF

ETFs
-101
- 3.89%
$118.16 - $123.66 $11.9K - $12.5K
2.5K $306M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
-595
- 1.5%
$22.83 - $23.85 $13.6K - $14.2K
39.2K $932M
EMB
Ishares Tr

ETFs
-126
- 1.77%
$91.52 - $95.59 $11.5K - $12K
7.01K $667M
VIG
Vanguard Dividend Appreciation

ETFs
-83
- 3.35%
N/A
2.4K $517M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-169
- 2.35%
$43.65 - $46.42 $7.38K - $7.84K
7.03K $326M
DEW
Wisdomtree Tr Global High Divi

ETFs
-35
- 0.69%
$57.31 - $60.64 $2.01K - $2.12K
5.03K $303M
IEMG
Ishares Inc

ETFs
-4.32K
- 8.53%
N/A
46.3K $3.05B
PEP
Pepsico Inc

Consumer Defensive
-89
- 2.56%
$133.81 - $152.16 $11.9K - $13.5K
3.38K $475M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-7
- 0.21%
$67.21 - $72.65 $470 - $509
3.29K $239M
NEE
Nextera Energy Inc

Utilities
-84
- 2.09%
$69.77 - $77.54 $5.86K - $6.51K
3.94K $298M
MCD
Mcdonalds Corp

Consumer Cyclical
-40
- 1.55%
$291.67 - $316.99 $11.7K - $12.7K
2.53K $770M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2
- 0.1%
$134.94 - $145.86 $270 - $292
1.92K $279M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-9
- 1.0%
$567.09 - $607.37 $5.1K - $5.47K
891 $531M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-170
- 1.24%
$55.15 - $58.11 $9.38K - $9.88K
13.6K $781M
BP
Bp PLC

Energy
-2.36K
- 10.01%
$30.25 - $35.69 $71.2K - $84K
21.2K $729M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-210
- 2.85%
$40.68 - $46.33 $8.54K - $9.73K
7.16K $325M
HSY
Hershey CO

Consumer Defensive
-1
- 0.08%
$161.95 - $193.45 $162 - $193
1.26K $235M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-193
- 0.55%
$98.52 - $103.93 $19K - $20.1K
34.7K $3.57B
VTI
Vanguard Total Stock Market Et

ETFs
-6
- 0.33%
$303.93 - $329.86 $1.82K - $1.98K
1.79K $587M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-34
- 0.5%
$135.0 - $146.02 $4.59K - $4.96K
6.74K $982M
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
-677
- 2.98%
$44.23 - $49.41 $29.9K - $33.5K
22K $1.09B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-822
- 2.91%
$182.33 - $194.5 $150K - $160K
27.4K $5.34B
IVV
Ishares Core S&P 500 ETF

ETFs
-50
- 0.56%
$620.67 - $670.08 $31K - $33.5K
8.83K $5.91B
SPY
Spdr S&P 500 ETF Trust

ETFs
-559
- 2.75%
$617.65 - $666.84 $345K - $373K
19.8K $13.2B
ABBV
Abb Vie Inc.

Healthcare
-139
- 0.87%
$184.85 - $231.54 $25.7K - $32.2K
15.9K $3.68B
IVW
Ishares S&P 500 Growth ETF

ETFs
-934
- 1.05%
$108.97 - $121.65 $102K - $114K
88K $10.6B
AAPL
Apple Inc.

Technology
-65
- 0.07%
$202.38 - $256.87 $13.2K - $16.7K
90.4K $23B
Activity Summary
Buys All Purchases 120 New Holdings 16 Increased Positions 104 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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