Vertex Planning Partners, LLC Portfolio Holdings
Vertex Planning Partners, LLC
- $453 Billion
- Q4 2024
Vertex Planning Partners, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $453 Billion distributed in 181 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $63B, J P Morgan ETF Tr U S Quality with a value of $35.4B, Wisdomtree Floating Rate Treas with a value of $29.7B, Apple Inc. with a value of $22.5B, and J P Morgan Exchange Traded F with a value of $14.8B.
Examining the 13F form we can see an increase of $35B in the current position value, from $418B to 453B.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 181
- Current Value $453 Billion
- Prior Value $418 Billion
- Filing
- Period Q4 2024
- Filing Date February 12, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 23 stocks
- Additional Purchases 102 stocks
- Sold out of 0 stocks
- Reduced holdings in 36 stocks