News + Filings Holdings
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Vertex Planning Partners, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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PIMCO ETF TR TTL RTN ACTV
| BOND | STOCK | 104,303 | 104,303 | 9,556,204,000 | 9,556,204,000 | 3.25 | |
Hist
| 06/30/2023 |
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CATERPILLAR INC
| CAT | Common | 1,630 | 1,630 | 401,062,000 | 401,062,000 | 0.14 | |
Hist
| 06/30/2023 |
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AMGEN INC
| AMGN | Common | 1,470 | 1,470 | 326,415,000 | 326,415,000 | 0.11 | 0.00 |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| JPM | Common | 2,000 | 2,000 | 290,880,000 | 290,880,000 | 0.10 | |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 2,184 | 2,184 | 284,706,000 | 284,706,000 | 0.10 | |
Hist
| 06/30/2023 |
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INTUITIVE SURGICAL INC
| ISRG | Common | 801 | 801 | 273,894,000 | 273,894,000 | 0.09 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| UAE | Common | 2,680 | 2,680 | 269,688,000 | 269,688,000 | 0.09 | |
Hist
| 06/30/2023 |
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GLOBAL MOAT FUND, LP
| MOAT | ETF | 3,243 | 3,243 | 258,759,000 | 258,759,000 | 0.09 | |
Hist
| 06/30/2023 |
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ELI LILLY & Co
| LLY | Common | 492 | 492 | 230,738,000 | 230,738,000 | 0.08 | 0.00 |
Hist
| 06/30/2023 |
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TEXAS INSTRUMENTS INC
| TXN | Common | 1,237 | 1,237 | 222,685,000 | 222,685,000 | 0.08 | |
Hist
| 06/30/2023 |
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MCKESSON CORP
| MCK | Common | 512 | 512 | 218,783,000 | 218,783,000 | 0.07 | |
Hist
| 06/30/2023 |
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COCA COLA CO
| KO | Common | 3,585 | 3,585 | 215,894,000 | 215,894,000 | 0.07 | |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| VIS | Common | 1,045 | 1,045 | 214,779,000 | 214,779,000 | 0.07 | |
Hist
| 06/30/2023 |
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ECOLAB INC.
| ECL | Common | 1,112 | 1,112 | 207,621,000 | 207,621,000 | 0.07 | 0.00 |
Hist
| 06/30/2023 |
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W.W. GRAINGER, INC.
| GWW | Common | 254 | 254 | 200,302,000 | 200,302,000 | 0.07 | |
Hist
| 06/30/2023 |
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Global X Funds
| QYLD | Common | 10,775 | 10,775 | 191,263,000 | 191,263,000 | 0.07 | |
Hist
| 06/30/2023 |
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