Holdings
Vertrix Wealth Management, LLC
As of Sep 30, 2026, Vertrix Wealth Management, LLC reported 62 positions worth US$178M. Largest: Apple Inc, Microsoft Corp. and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 30,897 | US$10.3M | −215 | Sep 30, 2026 |
| Microsoft Corp. | 15,400 | US$7.9M | −473 | Sep 30, 2026 |
| Nvidia Corporation | 29,229 | US$6.68M | +1,744 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 19,001 | US$6.53M | +3,660 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 18,675 | US$6.18M | −2,409 | Sep 30, 2026 |
| Amgen Inc. | 14,241 | US$6M | −1,791 | Sep 30, 2026 |
| Walmart Inc. | 56,381 | US$5.86M | +3,197 | Sep 30, 2026 |
| American Express Company | 18,130 | US$5.51M | +32 | Sep 30, 2026 |
| Amazon.com, Inc. | 21,378 | US$5.33M | +3,744 | Sep 30, 2026 |
| Broadcom Inc. | 14,179 | US$4.98M | +68 | Sep 30, 2026 |