Veery Capital, LLC has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $289 Million distributed in 94 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 $38.3M, Schwab Strategic Tr Us Large C with a value of $30.5M, Ishares Core Msci Intl Develop with a value of $28.2M, Vanguard Growth ETF with a value of $24M, and Vanguard Value ETF with a value of $22.5M.

Examining the 13F form we can see an increase of $32.2M in the current position value, from $256M to 289M.

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

Portfolio value $289 Million
ETFs: $257 Million
Technology: $11.3 Million
Financial Services: $4.81 Million
Consumer Cyclical: $4.6 Million
Healthcare: $3.17 Million
Communication Services: $3.15 Million
Consumer Defensive: $1.76 Million
Utilities: $1.25 Million
Other: $1.59 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $289 Million
  • Prior Value $256 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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