Veridan Wealth LLC Purchases in Q4 2024

Veridan Wealth LLC

  • $213 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.71K
New
$176.42 - $186.91 $477K - $506K
2.71K $494M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3.49K
New
$121.89 - $135.52 $425K - $473K
3.49K $446M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
18K
New
$24.61 - $25.12 $443K - $452K
18K $445M
GOOG
Alphabet Inc.

Communication Services
2.16K
New
$163.08 - $198.16 $353K - $428K
2.16K $438M
GOOGL
Alphabet Inc.

Communication Services
2.14K
New
$161.86 - $196.66 $346K - $421K
2.14K $431M
IVV
Ishares Core S&P 500 ETF

ETFs
708
New
$570.51 - $610.59 $404K - $432K
708 $425M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
7.18K
New
$55.05 - $58.86 $395K - $423K
7.18K $408M
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
7.48K
New
$52.71 - $56.65 $394K - $424K
7.48K $407M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
3.86K
New
$100.38 - $107.86 $387K - $416K
3.86K $400M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.92K
New
$131.66 - $144.0 $384K - $420K
2.92K $391M
AMAT
Applied Materials Inc

Technology
2.16K
New
$161.44 - $213.89 $348K - $461K
2.16K $386M
COST
Costco Wholesale Corp

Consumer Defensive
374
New
$873.59 - $994.69 $327K - $372K
374 $376M
VIG
Vanguard Dividend Appreciation

ETFs
1.79K
New
N/A
1.79K $362M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
4.49K
New
$65.31 - $74.15 $293K - $333K
4.49K $312M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
13.3K
New
$22.65 - $23.8 $302K - $317K
13.3K $303M
AVGO
Broadcom Inc.

Technology
1.38K
New
$159.67 - $250.0 $220K - $344K
1.38K $300M
XOM
Exxon Mobil Corp

Energy
2.8K
New
$105.51 - $125.37 $295K - $351K
2.8K $300M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.2K
New
$126.68 - $134.74 $279K - $296K
2.2K $290M
WMT
Walmart Inc.

Consumer Defensive
2.87K
New
$79.1 - $95.7 $227K - $275K
2.87K $286M
JPM
Jpmorgan Chase & CO

Financial Services
1.07K
New
$205.18 - $250.29 $219K - $267K
1.07K $284M
EASG
Dbx ETF Tr Xtrackers Msci Eafe

ETFs
9.19K
New
$29.18 - $32.74 $268K - $301K
9.19K $277M
NUDM
Nuveen Esg International Devel

ETFs
8.91K
New
$30.06 - $33.38 $268K - $297K
8.91K $277M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
8.09K
New
$33.39 - $37.66 $270K - $305K
8.09K $277M
TSLA
Tesla, Inc.

Consumer Cyclical
714
New
$213.65 - $479.86 $153K - $343K
714 $274M
V
Visa Inc.

Financial Services
764
New
$273.87 - $320.91 $209K - $245K
764 $264M
ACWI
Ishares Msci Acwi ETF

ETFs
2.15K
New
$117.05 - $123.03 $252K - $265K
2.15K $259M
PANW
Palo Alto Networks Inc

Technology
1.3K
New
$181.96 - $405.9 $237K - $528K
1.3K $238M
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.32K
New
$97.11 - $104.1 $225K - $241K
2.32K $237M
NOW
Service Now, Inc.

Technology
227
New
$867.18 - $1148.42 $197K - $261K
227 $232M
LLY
Eli Lilly & CO

Healthcare
277
New
$727.2 - $932.06 $201K - $258K
277 $224M
Fidelity Covington Trust
6.14K
New
N/A
6.14K $210M
Activity Summary
Buys All Purchases 82 New Holdings 82 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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