Vertex Planning Partners, LLC
Q4 2024 13F Holdings
- Locationdowners grove, IL
- Num holdings
181
- Value ($000)
$453,259
- Date Filed02/12/2025
- Form type13F-HR
- CIK0001942341
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $63.00M | 14 % | 913,782 | ||
JQUA J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $35.44M | 8 % | 618,834 | ||
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $29.71M | 7 % | 590,520 | ||
AAPL APPLE INC | COM | 037833100 | $22.48M | 5 % | 89,778 | ||
HELO J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 46654Q724 | $14.77M | 3 % | 238,146 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $14.02M | 3 % | 23,917 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $13.47M | 3 % | 153,233 | ||
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $11.32M | 3 % | 224,207 | ||
BLACKROCK ETF TRUST | INT DIVIDEND ETF | 09290C848 | $11.20M | 3 % | 453,937 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $10.58M | 2 % | 104,255 |
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