Vertex Planning Partners, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$453M
Signature - Title
Greg P. Benner - Chief Compliance Officer
Location
Downers Grove, IL
Summary
This page shows a list of all the recent 13F filings made by Vertex Planning Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Vertex Planning Partners, LLC reported 181 stock holdings with total value $453M as of Q4 2024. Top holdings included SPLG, JQUA, USFR, AAPL, and HELO.
Holdings Value

List of Other Managers Reporting for Vertex Planning Partners, LLC:

Name Holdings Value Location File Number
Nuveen Asset Management, LLC $354B Chicago, IL 028-14498
ALLIANCEBERNSTEIN L.P. $295B Nashville, TN 028-10562
LPL Financial LLC $246B San Diego, CA 028-12526
Clearbridge Investments, LLC $123B New York, NY 028-11611
LAZARD ASSET MANAGEMENT LLC $68.4B New York, NY 028-10469
NATIXIS ADVISORS, LLC $53.5B Boston, MA 028-05788
FEDERATED HERMES, INC. $45.7B Pittsburgh, PA 028-04375
BAHL & GAYNOR INC $18.9B Cincinnati, OH 028-02825
ZACKS INVESTMENT MANAGEMENT $10.8B Chicago, IL 028-04587
KAYNE ANDERSON CAPITAL ADVISORS LP $4.24B Los Angeles, CA 028-05066
TODD ASSET MANAGEMENT LLC $4.17B Louisville, KY 028-04171
TRILLIUM ASSET MANAGEMENT, LLC $3.86B Boston, MA 028-03125
Capital Group Companies, Inc. Los Angeles, CA 028-00218