Veery Capital, LLC has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $256 Million distributed in 92 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 $31.1M, Schwab Strategic Tr Us Large C with a value of $27.4M, Ishares Core Msci Intl Develop with a value of $24.3M, Vanguard Value ETF with a value of $20.8M, and Vanguard Growth ETF with a value of $19.7M.

Examining the 13F form we can see an decrease of $5.03M in the current position value, from $262M to 256M.

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

Portfolio value $256 Million
ETFs: $230 Million
Technology: $8.73 Million
Financial Services: $4.35 Million
Healthcare: $3.61 Million
Consumer Cyclical: $3.45 Million
Communication Services: $2.79 Million
Consumer Defensive: $1.35 Million
Utilities: $1.1 Million
Other: $1.43 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $256 Million
  • Prior Value $262 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
Track This Portfolio

Track Veery Capital, LLC Portfolio

Follow Veery Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Veery Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Veery Capital, LLC with notifications on news.