Veery Capital, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $266 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 $26.7M, Schwab Strategic Tr Us Large C with a value of $23M, Vanguard Value ETF with a value of $20.2M, Ishares Core Msci Intl Develop with a value of $20M, and Vanguard Growth ETF with a value of $19.8M.

Examining the 13F form we can see an increase of $18.8M in the current position value, from $247M to 266M.

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

Portfolio value $266 Million
ETFs: $239 Million
Technology: $9.38 Million
Healthcare: $4.21 Million
Financial Services: $3.49 Million
Consumer Cyclical: $2.69 Million
Communication Services: $2.43 Million
Consumer Defensive: $1.5 Million
Energy: $1.03 Million
Other: $1.43 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $266 Million
  • Prior Value $247 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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