Verity Asset Management, Inc. Purchases in Q1 2025

Verity Asset Management, Inc.

  • $246 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
272K
New
$23.19 - $23.5 $6.32M - $6.4M
272K $6.32B
IVV
Ishares Core S&P 500 ETF

ETFs
10K
+ 94.63%
$554.06 - $615.85 $5.54M - $6.16M
20.6K $11.6B
IBM
International Business Machines Corp

Technology
15.8K
+ 100.48%
$217.4 - $264.74 $3.44M - $4.19M
31.6K $7.85B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
46.9K
+ 108.05%
$58.01 - $64.46 $2.72M - $3.03M
90.4K $5.61B
EPD
Enterprise Products Partners L.P.

Energy
82K
+ 97.95%
$31.75 - $34.14 $2.6M - $2.8M
166K $5.66B
IAU
Ishares Gold Trust

ETFs
50.5K
+ 286.46%
$49.74 - $58.96 $2.51M - $2.98M
68.2K $4.02B
EFA
Ishares Tr Msci Eafe ETF

ETFs
34.2K
New
$74.85 - $84.89 $2.56M - $2.9M
34.2K $2.79B
PM
Philip Morris International Inc.

Consumer Defensive
12.6K
+ 97.91%
$117.15 - $158.79 $1.47M - $2M
25.4K $4.04B
VBR
Vanguard Small Cap Value ETF

ETFs
14.8K
+ 102.48%
$183.02 - $207.75 $2.71M - $3.07M
29.2K $5.45B
MSFT
Microsoft Corp

Technology
7.01K
+ 83.15%
$375.39 - $447.2 $2.63M - $3.13M
15.4K $5.79B
Eldridge Bbb B Clo ETF
68K
New
N/A
68K $1.81B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
17.9K
New
$90.0 - $96.32 $1.61M - $1.72M
17.9K $1.65B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.95K
+ 91.79%
$102.49 - $119.96 $917K - $1.07M
18.7K $1.95B
VTV
Vanguard Value ETF

ETFs
5.9K
+ 122.74%
$167.73 - $179.21 $989K - $1.06M
10.7K $1.85B
GILD
Gilead Sciences, Inc.

Healthcare
12.4K
+ 104.44%
$89.14 - $117.41 $1.1M - $1.45M
24.2K $2.72B
IVW
Ishares S&P 500 Growth ETF

ETFs
19K
+ 98.23%
$92.45 - $106.69 $1.75M - $2.03M
38.3K $3.56B
AMGN
Amgen Inc

Healthcare
3.82K
+ 100.26%
$258.59 - $327.36 $988K - $1.25M
7.63K $2.38B
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
64.9K
New
$19.66 - $21.64 $1.28M - $1.4M
64.9K $1.39B
BMY
Bristol Myers Squibb CO

Healthcare
18.9K
+ 103.98%
$53.9 - $63.11 $1.02M - $1.19M
37.1K $2.27B
AMZN
Amazon Com Inc

Consumer Cyclical
6.97K
+ 73.42%
$190.26 - $242.06 $1.33M - $1.69M
16.5K $3.13B
EIC
Eagle Point Income CO Inc.

N/A
76.8K
New
$14.65 - $16.36 $1.13M - $1.26M
76.8K $1.15B
VUG
Vanguard Growth ETF

ETFs
2.93K
New
$369.1 - $427.61 $1.08M - $1.25M
2.93K $1.09B
JNJ
Johnson & Johnson

Healthcare
5.33K
+ 99.44%
$142.06 - $167.7 $758K - $895K
10.7K $1.77B
JBBB
Janus Detroit Str Tr Henderson

ETFs
21.1K
New
$48.34 - $49.66 $1.02M - $1.05M
21.1K $1.03B
PDI
Pimco Dynamic Income Fund

Financial Services
50.2K
New
$18.51 - $20.05 $930K - $1.01M
50.2K $994M
PFE
Pfizer Inc

Healthcare
39.6K
+ 108.02%
$25.01 - $27.13 $991K - $1.07M
76.3K $1.93B
SO
Southern CO

Utilities
9.11K
+ 100.02%
$80.96 - $92.96 $737K - $847K
18.2K $1.67B
OXY
Occidental Petroleum Corp

Energy
18.4K
+ 92.48%
$45.45 - $52.7 $837K - $970K
38.3K $1.89B
UBSI
United Bankshares Inc

Financial Services
28.3K
+ 100.85%
$34.03 - $39.27 $964K - $1.11M
56.4K $1.96B
VBK
Vanguard Small Cap Growth ETF

ETFs
3.52K
New
$247.97 - $296.33 $874K - $1.04M
3.52K $888M
UAA
Under Armour, Inc.

Consumer Cyclical
141K
New
$6.25 - $8.66 $880K - $1.22M
141K $880M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.1K
+ 100.0%
$507.05 - $563.67 $556K - $618K
2.19K $1.13B
AMD
Advanced Micro Devices Inc

Technology
10.1K
+ 99.55%
$96.63 - $129.55 $980K - $1.31M
20.3K $2.09B
MCD
Mcdonalds Corp

Consumer Cyclical
2.45K
+ 95.7%
$279.74 - $321.29 $685K - $786K
5K $1.56B
KO
Coca Cola CO

Consumer Defensive
7.12K
+ 82.69%
$60.81 - $72.32 $433K - $515K
15.7K $1.13B
VTI
Vanguard Total Stock Market Et

ETFs
2.43K
+ 69.34%
$271.18 - $303.12 $659K - $736K
5.93K $1.63B
LMT
Lockheed Martin Corp

Industrials
1.33K
+ 58.14%
$423.19 - $506.29 $561K - $671K
3.6K $1.61B
CAT
Caterpillar Inc

Industrials
2.18K
New
$326.75 - $407.63 $713K - $889K
2.18K $719M
PHYS
Sprott Physical Gold Trust

Financial Services
10.7K
+ 25.92%
$20.25 - $24.06 $216K - $256K
51.8K $1.25B
PFF
Ishares Trust Ishares Pfd And

ETFs
23K
+ 100.85%
$30.73 - $32.26 $706K - $741K
45.7K $1.41B
LLY
Eli Lilly & CO

Healthcare
630
+ 91.04%
$725.72 - $929.72 $457K - $586K
1.32K $1.09B
MDLZ
Mondelez International, Inc.

Consumer Defensive
8.53K
+ 113.95%
$56.12 - $68.15 $479K - $581K
16K $1.09B
SCHW
Schwab Charles Corp

Financial Services
7.76K
+ 108.32%
$71.24 - $83.64 $553K - $649K
14.9K $1.17B
CVX
Chevron Corp

Energy
3.24K
+ 79.82%
$146.71 - $167.97 $476K - $545K
7.31K $1.22B
CLX
Clorox CO

Consumer Defensive
4.23K
+ 135.88%
$141.76 - $162.89 $599K - $688K
7.34K $1.08B
PEP
Pepsico Inc

Consumer Defensive
3.71K
+ 101.2%
$142.64 - $156.42 $530K - $581K
7.38K $1.11B
EMR
Emerson Electric CO

Industrials
5.35K
+ 100.0%
$108.64 - $131.17 $582K - $702K
10.7K $1.17B
TXN
Texas Instruments Inc

Technology
2.55K
+ 83.36%
N/A
5.6K $1.01B
GD
General Dynamics Corp

Industrials
1.53K
+ 84.41%
$241.94 - $272.58 $369K - $416K
3.34K $909M
Activity Summary
Buys All Purchases 133 New Holdings 38 Increased Positions 95 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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