Veridan Wealth LLC Reduced Holdings in Q1 2025

Veridan Wealth LLC

  • $221 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WFC
Wells Fargo & Company

Financial Services
-32
- 0.02%
$66.78 - $81.42 $2.14K - $2.61K
137K $9.84B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.05K
- 19.08%
$120.24 - $134.3 $126K - $141K
4.45K $543M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-2.6K
- 19.3%
$42.24 - $47.29 $110K - $123K
10.9K $465M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-3.36K
- 26.57%
$45.92 - $47.58 $154K - $160K
9.28K $441M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-1.8K
- 18.88%
$49.54 - $55.15 $89.1K - $99.2K
7.72K $389M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-4.53K
- 25.13%
$24.6 - $24.99 $111K - $113K
13.5K $337M
VXF
Vanguard Extended Market ETF

ETFs
-166
- 5.75%
$170.36 - $201.04 $28.3K - $33.4K
2.72K $469M
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
-1.36K
- 18.12%
$49.93 - $56.52 $67.7K - $76.6K
6.12K $308M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-1.36K
- 18.94%
$52.53 - $58.51 $71.4K - $79.6K
5.82K $311M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-5.2K
- 5.59%
$36.91 - $41.03 $192K - $213K
87.7K $3.48B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-762
- 16.98%
$60.91 - $71.4 $46.4K - $54.4K
3.73K $232M
NUDM
Nuveen Esg International Devel

ETFs
-2.56K
- 28.77%
$29.75 - $33.12 $76.3K - $84.9K
6.35K $202M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-3.38K
- 25.37%
$22.42 - $23.22 $75.7K - $78.4K
9.94K $229M
EASG
Dbx ETF Tr Xtrackers Msci Eafe

ETFs
-2.59K
- 28.14%
$28.88 - $31.92 $74.7K - $82.5K
6.6K $203M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.23K
- 27.53%
$32.74 - $36.2 $72.9K - $80.7K
5.87K $205M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-2.49K
- 5.6%
$75.32 - $84.77 $187K - $211K
41.9K $3.42B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-102
- 2.93%
$117.4 - $131.02 $12K - $13.4K
3.39K $405M
VIG
Vanguard Dividend Appreciation

ETFs
-8
- 0.45%
N/A
1.79K $346M
ACWI
Ishares Msci Acwi ETF

ETFs
-49
- 2.28%
$115.16 - $124.13 $5.64K - $6.08K
2.1K $245M
RWL
Invesco Exchange Traded Fd Tr

ETFs
-3
- 0.13%
$96.9 - $104.39 $291 - $313
2.31K $230M
V
Visa Inc.

Financial Services
-14
- 1.83%
$306.92 - $362.71 $4.3K - $5.08K
750 $263M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-5.43K
- 3.28%
$18.36 - $20.51 $99.7K - $111K
160K $3.17B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-7
- 0.24%
$128.74 - $138.67 $901 - $971
2.91K $395M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-1.6K
- 1.53%
$28.11 - $32.0 $44.9K - $51.1K
103K $3.17B
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-453
- 0.38%
$37.06 - $41.11 $16.8K - $18.6K
117K $4.69B
COOP
Mr. Cooper Group Inc.

Financial Services
-681
- 0.12%
$91.4 - $119.6 $62.2K - $81.4K
545K $65.2B
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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