VERTEX PLANNING PARTNERS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 88K | $23.85M |
 | BMO | 32K | $4.15M |
 | BP | 21K | $732.07K |
 | ABBV | 14K | $3.23M |
 | ABT | 12K | $1.50M |
 | T | 11K | $261.84K |
 | VZ | 10K | $402.66K |
 | MAIN | 9K | $518.34K |
 | CME | 7K | $1.85M |
 | PSN | 6K | $348.24K |
 | AMZN | 5K | $1.09M |
 | NVDA | 4K | $737.82K |
 | MO | 4K | $210.43K |
 | NEE | 3K | $276.89K |
 | JPM | 3K | $959.25K |
 | CSCO | 3K | $224.85K |
 | BX | 3K | $440.22K |
 | GOOGL | 3K | $869.83K |
 | XOM | 3K | $319.86K |
 | GOOG | 3K | $798.70K |
Apple Inc.
AAPL
Shares Held
88K
Value
$23.85M
Bank of Montreal
BMO
Shares Held
32K
Value
$4.15M
BP p.l.c.
BP
Shares Held
21K
Value
$732.07K
AbbVie Inc.
ABBV
Shares Held
14K
Value
$3.23M
Abbott Laboratories
ABT
Shares Held
12K
Value
$1.50M
AT&T Inc.
T
Shares Held
11K
Value
$261.84K
Verizon Communications Inc.
VZ
Shares Held
10K
Value
$402.66K
Main Street Capital Corporation
MAIN
Shares Held
9K
Value
$518.34K
CME Group Inc.
CME
Shares Held
7K
Value
$1.85M
Parsons Corporation
PSN
Shares Held
6K
Value
$348.24K
Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$1.09M
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$737.82K
Altria Group, Inc.
MO
Shares Held
4K
Value
$210.43K
NextEra Energy, Inc.
NEE
Shares Held
3K
Value
$276.89K
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$959.25K
Cisco Systems, Inc.
CSCO
Shares Held
3K
Value
$224.85K
Blackstone Inc.
BX
Shares Held
3K
Value
$440.22K
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$869.83K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$319.86K
Alphabet Inc.
GOOG
Shares Held
3K
Value
$798.70K