VERTEX PLANNING PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 90K | $23.02M |
 | BMO | 32K | $4.16M |
 | BP | 21K | $729.45K |
 | ABBV | 16K | $3.68M |
 | CPB | 15K | $467.64K |
 | WFC | 14K | $1.19M |
 | T | 13K | $379.07K |
 | VZ | 11K | $503.18K |
 | WMT | 10K | $1.03M |
 | NVDA | 10K | $1.86M |
 | MAIN | 9K | $545.80K |
 | CME | 7K | $1.88M |
 | EPD | 7K | $216.54K |
 | AMZN | 7K | $1.51M |
 | ABT | 7K | $893.25K |
 | PSN | 6K | $508.71K |
 | JNJ | 6K | $1.02M |
 | MSFT | 5K | $2.47M |
 | USB | 4K | $213.23K |
 | CSCO | 4K | $298.11K |
Apple Inc.
AAPL
Shares Held
90K
Value
$23.02M
Bank of Montreal
BMO
Shares Held
32K
Value
$4.16M
BP p.l.c.
BP
Shares Held
21K
Value
$729.45K
AbbVie Inc.
ABBV
Shares Held
16K
Value
$3.68M
Campbell Soup Company
CPB
Shares Held
15K
Value
$467.64K
Wells Fargo & Company
WFC
Shares Held
14K
Value
$1.19M
AT&T Inc.
T
Shares Held
13K
Value
$379.07K
Verizon Communications Inc.
VZ
Shares Held
11K
Value
$503.18K
Walmart Inc.
WMT
Shares Held
10K
Value
$1.03M
NVIDIA Corporation
NVDA
Shares Held
10K
Value
$1.86M
Main Street Capital Corporation
MAIN
Shares Held
9K
Value
$545.80K
CME Group Inc.
CME
Shares Held
7K
Value
$1.88M
Enterprise Products Partners L.P.
EPD
Shares Held
7K
Value
$216.54K
Amazon.com, Inc.
AMZN
Shares Held
7K
Value
$1.51M
Abbott Laboratories
ABT
Shares Held
7K
Value
$893.25K
Parsons Corporation
PSN
Shares Held
6K
Value
$508.71K
Johnson & Johnson
JNJ
Shares Held
6K
Value
$1.02M
Microsoft Corporation
MSFT
Shares Held
5K
Value
$2.47M
U.S. Bancorp
USB
Shares Held
4K
Value
$213.23K
Cisco Systems, Inc.
CSCO
Shares Held
4K
Value
$298.11K