MondegarAI
Vertex Planning Partners, LLC

Q4 2024 · 13F-HR

Vertex Planning Partners, LLCholdings as filed

Filed 2025-02-12 · accession 0001667731-25-000244

$453.3M
Reported value
181
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78464A854SPYMSPDR SER TR$63.0M13.9%913,782CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$35.4M7.82%618,834CommonNONE
97717Y527USFRWISDOMTREE TR$29.7M6.56%590,520CommonNONE
037833100AAPLAPPLE INC$22.5M4.96%89,778CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$14.8M3.26%238,146CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$14.0M3.09%23,917CommonNONE
78464A409SPYGSPDR SER TR$13.5M2.97%153,233CommonNONE
46434V860TFLOISHARES TR$11.3M2.50%224,207CommonNONE
09290C848BIDDBLACKROCK ETF TRUST$11.2M2.47%453,937CommonNONE
464287309IVWISHARES TR$10.6M2.34%104,255CommonNONE
46654Q732JTEKJ P MORGAN EXCHANGE TRADED F$10.0M2.21%132,633CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$8.7M1.91%168,856CommonNONE
46434V803HEFAISHARES TR$7.8M1.73%225,220CommonNONE
69344A107PULSPGIM ETF TR$7.4M1.64%150,300CommonNONE
464288661IEIISHARES TR$7.4M1.64%64,266CommonNONE
464288588MBBISHARES TR$7.3M1.62%79,882CommonNONE
97717W109DTDWISDOMTREE TR$6.9M1.52%91,083CommonNONE
464287200IVVISHARES TR$5.7M1.25%9,645CommonNONE
78464A649SPABSPDR SER TR$5.5M1.22%221,941CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$5.1M1.13%225,616CommonNONE
464287408IVEISHARES TR$5.1M1.12%26,664CommonNONE
19762B202XCEMCOLUMBIA ETF TR II$4.7M1.03%157,736CommonNONE
46138E743PXFINVESCO EXCH TRADED FD TR II$4.6M1.03%97,054CommonNONE
97717W844DNLWISDOMTREE TR$4.5M0.99%124,609CommonNONE
46434G509HEEMISHARES INC$4.4M0.98%164,629CommonNONE
46434G764EMXCISHARES INC$4.2M0.92%75,307CommonNONE
464287507IJHISHARES TR$4.1M0.91%66,549CommonNONE
46432F339QUALISHARES TR$3.8M0.84%21,503CommonNONE
063671101BMOBANK MONTREAL QUE$3.7M0.81%37,990CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$3.7M0.81%107,096CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$3.4M0.76%14,733CommonNONE
78464A383SPMBSPDR SER TR$3.0M0.67%140,335CommonNONE
00287Y109ABBVABBVIE INC$2.8M0.62%15,941CommonNONE
78464A508SPYVSPDR SER TR$2.8M0.61%53,875CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$2.5M0.56%26,519CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$2.5M0.54%48,525CommonNONE
464287721IYWISHARES TR$2.4M0.52%14,777CommonNONE
464288877EFVISHARES TR$2.3M0.51%44,029CommonNONE
46090E103QQQINVESCO QQQ TR$2.2M0.48%4,289CommonNONE
464288885EFGISHARES TR$2.2M0.48%22,402CommonNONE
46434V613IUSBISHARES TR$2.1M0.45%45,569CommonNONE
464287622IWBISHARES TR$2.0M0.45%6,325CommonNONE
464287689IWVISHARES TR$2.0M0.43%5,860CommonNONE
594918104MSFTMICROSOFT CORP$1.9M0.42%4,501CommonNONE
092528603BINCBLACKROCK ETF TRUST II$1.7M0.38%33,546CommonNONE
78468R663BILSPDR SER TR$1.7M0.38%18,737CommonNONE
12572Q105CMECME GROUP INC$1.6M0.35%6,878CommonNONE
922908736VUGVANGUARD INDEX FDS$1.5M0.34%3,748CommonNONE
78468R101SPTSSPDR SER TR$1.5M0.33%51,913CommonNONE
47103U845JAAAJANUS DETROIT STR TR$1.5M0.33%29,626CommonNONE
464287168DVYISHARES TR$1.5M0.32%11,059CommonNONE
023135106AMZNAMAZON COM INC$1.4M0.30%6,154CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.3M0.29%7,452CommonNONE
78464A664SPTLSPDR SER TR$1.2M0.26%44,855CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$1.2M0.26%30,575CommonNONE
45409F843MMINNEW YORK LIFE INVTS ACTIVE E$1.2M0.26%48,692CommonNONE
46436E718SGOVISHARES TR$1.1M0.25%11,345CommonNONE
886364801SPUSTIDAL ETF TR$1.1M0.24%25,369CommonNONE
46138E214IDHQINVESCO EXCH TRADED FD TR II$1.1M0.24%38,108CommonNONE
464288414MUBISHARES TR$1.1M0.24%10,013CommonNONE
67066G104NVDANVIDIA CORPORATION$1.0M0.23%7,732CommonNONE
78464A672SPTISPDR SER TR$1.0M0.22%36,222CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.0M0.22%14,289CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$975,7160.22%23,648CommonNONE
464288158SUBISHARES TR$960,8450.21%9,109CommonNONE
70202L102PSNPARSONS CORP DEL$934,9540.21%10,135CommonNONE
464287150ITOTISHARES TR$924,9030.20%7,191CommonNONE
931142103WMTWALMART INC$892,9290.20%9,883CommonNONE
464287804IJRISHARES TR$872,0990.19%7,569CommonNONE
97717W802DTHWISDOMTREE TR$850,2640.19%22,506CommonNONE
78464A805SPTMSPDR SER TR$845,4600.19%11,836CommonNONE
98149E303GLDMWORLD GOLD TR$801,7380.18%15,421CommonNONE
002824100ABTABBOTT LABS$797,7650.18%7,053CommonNONE
478160104JNJJOHNSON & JOHNSON$779,5380.17%5,390CommonNONE
580135101MCDMCDONALDS CORP$769,3970.17%2,654CommonNONE
02079K305GOOGLALPHABET INC$766,2860.17%4,048CommonNONE
464286525ACWVISHARES INC$762,5310.17%6,983CommonNONE
69374H881COWZPACER FDS TR$733,9020.16%12,994CommonNONE
46436E858IBTGISHARES TR$721,2750.16%31,621CommonNONE
46434G103IEMGISHARES INC$715,6340.16%13,704CommonNONE
055622104BPBP PLC$695,5760.15%23,531CommonNONE
78463V107GLDSPDR GOLD TR$677,2380.15%2,797CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$668,1470.15%11,484CommonNONE
742718109PGPROCTER AND GAMBLE CO$664,3970.15%3,963CommonNONE
02079K107GOOGALPHABET INC$663,3480.15%3,483CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$653,1340.14%4,957CommonNONE
78463X855GIISPDR INDEX SHS FDS$651,2170.14%11,006CommonNONE
46429B697USMVISHARES TR$633,7830.14%7,138CommonNONE
134429109CPBTHE CAMPBELLS COMPANY$621,1220.14%14,831CommonNONE
464287499IWRISHARES TR$614,7900.14%6,955CommonNONE
78468R721TFISPDR SER TR$593,1970.13%13,003CommonNONE
30303M102METAMETA PLATFORMS INC$592,5360.13%1,012CommonNONE
713448108PEPPEPSICO INC$588,6880.13%3,871CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$580,6590.13%25,050CommonNONE
149123101CATCATERPILLAR INC$570,6210.13%1,573CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$569,9200.13%622CommonNONE
464287887IJTISHARES TR$568,8630.13%4,202CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$557,5650.12%2,326CommonNONE
69344A834PAAAPGIM ETF TR$540,5700.12%10,558CommonNONE
78468R853SPSMSPDR SER TR$531,2430.12%11,826CommonNONE
68389X105ORCLORACLE CORP$530,5820.12%3,184CommonNONE
166764100CVXCHEVRON CORP NEW$513,7470.11%3,547CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$512,7380.11%900CommonNONE
922908538VOTVANGUARD INDEX FDS$510,7990.11%2,013CommonNONE
56035L104MAINMAIN STR CAP CORP$502,7990.11%8,583CommonNONE
09260D107BXBLACKSTONE INC$499,6730.11%2,898CommonNONE
46429B747STIPISHARES TR$498,2720.11%4,953CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$493,6040.11%3,588CommonNONE
97717W505DONWISDOMTREE TR$485,7440.11%9,530CommonNONE
72201R866MUNIPIMCO ETF TR$485,2270.11%9,380CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$483,5040.11%2,469CommonNONE
886364702SPSKTIDAL ETF TR$467,6100.10%26,226CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$462,0310.10%11,411CommonNONE
532457108LLYELI LILLY & CO$460,8840.10%597CommonNONE
922908769VTIVANGUARD INDEX FDS$455,4820.10%1,572CommonNONE
46435G219IGEBISHARES TR$447,2460.10%10,082CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$444,1880.10%851CommonNONE
922908512VOEVANGUARD INDEX FDS$436,2960.10%2,697CommonNONE
72201R205STPZPIMCO ETF TR$432,6190.10%8,272CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$429,0530.09%10,729CommonNONE
37954Y483QYLDGLOBAL X FDS$420,1360.09%23,059CommonNONE
031162100AMGNAMGEN INC$415,8070.09%1,595CommonNONE
92204A207VDCVANGUARD WORLD FD$412,1910.09%1,950CommonNONE
922908629VOVANGUARD INDEX FDS$412,0430.09%1,560CommonNONE
464287432TLTISHARES TR$400,8450.09%4,590CommonNONE
464287606IJKISHARES TR$388,4530.09%4,272CommonNONE
11135F101AVGOBROADCOM INC$385,5500.09%1,663CommonNONE
548661107LOWLOWES COS INC$379,5780.08%1,538CommonNONE
46435U713IFRAISHARES TR$377,1690.08%8,148CommonNONE
092528108SHYMBLACKROCK ETF TRUST II$373,9350.08%16,502CommonNONE
46432F842IEFAISHARES TR$372,8210.08%5,305CommonNONE
437076102HDHOME DEPOT INC$362,1500.08%931CommonNONE
464287788IYFISHARES TR$353,8560.08%3,200CommonNONE
78470P309EMTLSSGA ACTIVE TR$352,8300.08%8,380CommonNONE
88160R101TSLATESLA INC$346,9060.08%859CommonNONE
921910816MGKVANGUARD WORLD FD$339,4510.07%988CommonNONE
30231G102XOMEXXON MOBIL CORP$338,2050.07%3,144CommonNONE
78464A763SDYSPDR SER TR$336,3270.07%2,546CommonNONE
464287614IWFISHARES TR$335,7960.07%836CommonNONE
92204A504VHTVANGUARD WORLD FD$330,6920.07%1,304CommonNONE
92204A702VGTVANGUARD WORLD FD$323,6480.07%521CommonNONE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$320,1730.07%7,695CommonNONE
78464A847SPMDSPDR SER TR$310,9670.07%5,686CommonNONE
464287465EFAISHARES TR$308,3240.07%4,078CommonNONE
46429B663HDVISHARES TR$306,5820.07%2,731CommonNONE
921932885IVOOVANGUARD ADMIRAL FDS INC$305,9500.07%2,900CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$299,6280.07%1,363CommonNONE
00206R102TAT&T INC$290,3720.06%12,752CommonNONE
65339F101NEENEXTERA ENERGY INC$286,9030.06%4,002CommonNONE
97717W877DEWWISDOMTREE TR$285,5610.06%5,458CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$282,3930.06%623CommonNONE
58155Q103MCKMCKESSON CORP$271,8470.06%477CommonNONE
46435G425ESGUISHARES TR$269,1050.06%2,089CommonNONE
384802104GWWGRAINGER W W INC$267,7290.06%254CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$267,3930.06%2,096CommonNONE
278865100ECLECOLAB INC$267,3860.06%1,141CommonNONE
78464A359CWBSPDR SER TR$257,7770.06%3,309CommonNONE
464287655IWMISHARES TR$255,9610.06%1,158CommonNONE
78468R523BILSSPDR SER TR$255,2120.06%2,574CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$254,9680.06%871CommonNONE
92826C839VVISA INC$251,8840.06%797CommonNONE
45409F827MMITNEW YORK LIFE INVTS ACTIVE E$251,0730.06%10,457CommonNONE
882508104TXNTEXAS INSTRS INC$250,7010.06%1,337CommonNONE
19761L607MUSTCOLUMBIA ETF TR I$245,3240.05%12,079CommonNONE
191216100KOCOCA COLA CO$244,0730.05%3,920CommonNONE
17275R102CSCOCISCO SYS INC$243,3120.05%4,110CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$237,4440.05%4,714CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$234,2940.05%1,858CommonNONE
20030N101CMCSACOMCAST CORP NEW$232,8360.05%6,204CommonNONE
09290C509LCTUBLACKROCK ETF TRUST$232,6300.05%3,632CommonNONE
464287697IDUISHARES TR$228,1220.05%2,371CommonNONE
464287812IYKISHARES TR$225,2360.05%3,434CommonNONE
427866108HSYHERSHEY CO$220,7370.05%1,303CommonNONE
92204A603VISVANGUARD WORLD FD$220,0480.05%865CommonNONE
902973304USBUS BANCORP DEL$219,7790.05%4,595CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$217,1640.05%6,925CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$215,4520.05%3,573CommonNONE
94106L109WMWASTE MGMT INC DEL$212,5100.05%1,053CommonNONE
704326107PAYXPAYCHEX INC$210,4700.05%1,501CommonNONE
003263100GLTRABRDN PRECIOUS METALS BASKET$208,1810.05%1,896CommonNONE
02209S103MOALTRIA GROUP INC$200,5060.04%3,835CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.