Veridan Wealth LLC Incresed Positions in Q1 2025

Veridan Wealth LLC

  • $221 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MGV
Vanguard Mega Cap Value

ETFs
8.77K
+ 26.53%
$123.61 - $133.01 $1.08M - $1.17M
41.8K $5.39B
IWX
Ishares Tr Russell 200 Value E

ETFs
10.8K
+ 19.15%
$78.54 - $84.86 $848K - $916K
67.1K $5.52B
IWL
Ishares Tr Russell 200 ETF

ETFs
6.49K
+ 20.66%
$135.83 - $151.73 $882K - $985K
37.9K $5.21B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.26K
+ 28.32%
$468.34 - $539.52 $588K - $678K
5.69K $2.67B
SCHG
Schwab Strategic Tr Us Large C

ETFs
26.4K
+ 24.46%
$24.91 - $29.02 $659K - $767K
135K $3.37B
COST
Costco Wholesale Corp

Consumer Defensive
355
+ 94.92%
$890.62 - $1076.86 $316K - $382K
729 $690M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
5.79K
+ 3.32%
$25.98 - $28.41 $150K - $164K
180K $4.96B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
5.5K
+ 5.04%
$41.61 - $44.72 $229K - $246K
115K $4.96B
AAPL
Apple Inc.

Technology
1.03K
+ 16.39%
$209.68 - $247.1 $217K - $256K
7.34K $1.63B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
192
+ 16.44%
$442.66 - $534.52 $85K - $103K
1.36K $724M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.82K
+ 2.1%
$50.82 - $52.7 $92.6K - $96.1K
88.5K $4.65B
EMGF
Ishares Msci Emerging Markets

ETFs
1.62K
+ 2.4%
$44.18 - $48.23 $71.7K - $78.3K
69.2K $3.24B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
817
+ 1.35%
$73.78 - $76.59 $60.3K - $62.6K
61.3K $4.7B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
283
+ 0.15%
$44.72 - $46.25 $12.7K - $13.1K
187K $8.64B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.2K
+ 54.71%
$126.11 - $135.06 $152K - $162K
3.4K $439M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
194
+ 0.29%
$66.9 - $71.57 $13K - $13.9K
66K $4.65B
IEF
Ishares Barclays

ETFs
398
+ 2.04%
$91.17 - $95.39 $36.3K - $38K
19.9K $1.89B
IWY
Ishares Tr Russell 200 Growth

ETFs
3.81K
+ 13.14%
$210.19 - $243.33 $801K - $927K
32.8K $6.92B
VOE
Vanguard Mid Cap Value Index F

ETFs
1.06K
+ 5.43%
$156.61 - $168.02 $166K - $178K
20.6K $3.3B
HYDB
Ishares Tr Edge High Yield Def

ETFs
1.7K
+ 3.6%
$46.82 - $47.8 $79.4K - $81.1K
48.8K $2.3B
OEF
Ishares S&P 100 ETF

ETFs
1.66K
+ 9.43%
N/A
19.3K $5.23B
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
3.82K
+ 3.2%
$18.54 - $18.88 $70.8K - $72.1K
123K $2.3B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
264
+ 0.53%
$44.68 - $46.49 $11.8K - $12.3K
50K $2.32B
VTV
Vanguard Value ETF

ETFs
578
+ 3.95%
$167.73 - $179.21 $96.9K - $104K
15.2K $2.62B
XOM
Exxon Mobil Corp

Energy
51
+ 1.82%
$105.44 - $118.93 $5.38K - $6.07K
2.85K $339M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.08K
+ 13.37%
$77.33 - $90.16 $161K - $187K
17.6K $1.38B
PG
Procter & Gamble CO

Consumer Defensive
37
+ 1.62%
$158.56 - $176.26 $5.87K - $6.52K
2.33K $396M
LLY
Eli Lilly & CO

Healthcare
6
+ 2.17%
$725.72 - $929.72 $4.35K - $5.58K
283 $234M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.84K
+ 11.91%
$102.49 - $119.96 $189K - $221K
17.3K $1.81B
PANW
Palo Alto Networks Inc

Technology
19
+ 1.46%
$167.82 - $208.28 $3.19K - $3.96K
1.32K $225M
ISCG
Ishares Morningstar Small Cap

ETFs
3.04K
+ 11.4%
$44.44 - $52.05 $135K - $158K
29.7K $1.34B
JPM
Jpmorgan Chase & CO

Financial Services
13
+ 1.22%
$225.19 - $279.95 $2.93K - $3.64K
1.08K $264M
QUAL
Ishares Msci Usa Quality Facto

ETFs
58
+ 2.14%
$168.16 - $186.21 $9.75K - $10.8K
2.76K $472M
SPG
Simon Property Group Inc

Real Estate
62
+ 1.31%
$159.48 - $187.78 $9.89K - $11.6K
4.78K $795M
VO
Vanguard Mid Cap ETF

ETFs
871
+ 5.56%
$251.87 - $277.95 $219K - $242K
16.5K $4.28B
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.14%
$554.06 - $615.85 $554 - $616
709 $398M
WMT
Walmart Inc.

Consumer Defensive
59
+ 2.05%
$84.5 - $105.05 $4.99K - $6.2K
2.93K $257M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.28K
+ 11.07%
$110.9 - $132.93 $142K - $170K
12.8K $1.46B
MGK
Vanguard Mega Cap Growth ETF

ETFs
630
+ 9.4%
$307.43 - $357.48 $194K - $225K
7.33K $2.27B
AVGO
Broadcom Inc.

Technology
35
+ 2.54%
$167.43 - $244.7 $5.86K - $8.56K
1.41K $236M
AMAT
Applied Materials Inc

Technology
37
+ 1.72%
$145.06 - $195.51 $5.37K - $7.23K
2.19K $318M
TSLA
Tesla, Inc.

Consumer Cyclical
82
+ 11.48%
$222.15 - $428.22 $18.2K - $35.1K
796 $206M
NVDA
Nvidia Corp

Technology
61
+ 0.61%
$106.98 - $149.43 $6.53K - $9.12K
10.1K $1.1B
META
Meta Platforms, Inc.

Communication Services
20
+ 2.66%
$576.36 - $736.67 $11.5K - $14.7K
772 $445M
GOOGL
Alphabet Inc.

Communication Services
114
+ 5.33%
$154.33 - $206.19 $17.6K - $23.5K
2.25K $349M
GOOG
Alphabet Inc.

Communication Services
97
+ 4.49%
$156.06 - $207.71 $15.1K - $20.1K
2.26K $353M
MSFT
Microsoft Corp

Technology
70
+ 2.05%
$375.39 - $447.2 $26.3K - $31.3K
3.49K $1.31B
IWP
Ishares Russell Mid Cap Growth

ETFs
1.96K
+ 9.79%
$114.9 - $139.6 $225K - $274K
22K $2.58B
AMZN
Amazon Com Inc

Consumer Cyclical
135
+ 3.81%
$190.26 - $242.06 $25.7K - $32.7K
3.68K $700M
Activity Summary
Buys All Purchases 53 New Holdings 2 Increased Positions 51 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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