Veery Capital, LLC has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $244 Million distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $34.1M, Vanguard Ftse Developed Market with a value of $30.6M, Vanguard Value ETF with a value of $19.2M, Vanguard Growth ETF with a value of $18.9M, and Vanguard Bd Index Fd Inc Total with a value of $13.8M.

Examining the 13F form we can see an increase of $20.9M in the current position value, from $223M to 244M.

Below you can find more details about Veery Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $244 Million
ETFs: $221 Million
Technology: $8.01 Million
Healthcare: $4.3 Million
Financial Services: $3.32 Million
Consumer Cyclical: $2.31 Million
Communication Services: $2.21 Million
Consumer Defensive: $1.1 Million
Energy: $1.06 Million
Other: $998,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 96
  • Current Value $244 Million
  • Prior Value $223 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 19, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 8 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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