Veridan Wealth LLC Portfolio Holdings by Sector

Veridan Wealth LLC

$290 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IUSB IWY BIV IWL OEF IWX MGV HFXI 55 stocks	$147 Million 51.6% of portfolio	19	36	6	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services COOP 1 stocks	$114 Million 39.94% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services WFC JPM 2 stocks	$11.8 Million 4.13% of portfolio	-	2	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$2.14 Million 0.75% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PANW 2 stocks	$2.04 Million 0.72% of portfolio	1	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.72 Million 0.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG META 3 stocks	$1.49 Million 0.52% of portfolio	-	3	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$938,930 0.33% of portfolio	-	2	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SPG 1 stocks	$846,449 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts

Internet Retail \| Consumer Cyclical AMZN 1 stocks	$745,221 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$651,048 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$421,456 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$346,868 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$277,046 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$264,608 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$233,405 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$223,621 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts

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