Vertex Planning Partners, LLC
CIK Number: 0001942341
453.26M
Market Value
180
# of Holdings
6 months
Avg. Holding Period
31.32%
Win Rate
30.36%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR Portfolio ... | 61.73 | -3.44% | 913.78K | +89.67% | 63M | 58.94 | 13.90% |
| 2 | JQUA | JPMorgan U.S. Q... | 52.92 | -3% | 618.83K | -13.46% | 35.44M | 44.6 | 7.82% |
| 3 | USFR | WisdomTree Floa... | 50.36 | 0.00% | 590.52K | -14.77% | 29.71M | 50.27 | 6.56% |
| 4 | AAPL | Apple Inc. | 190.86 | -4.02% | 89.78K | -0.65% | 22.48M | 174.56 | 4.96% |
| 5 | HELO | J.P. Morgan Exc... | 57.93 | -1.61% | 238.15K | +100.00% | 14.77M | 62.04 | 3.26% |
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