Vera Bank, N.A. Portfolio Holdings

Vera Bank, N.A.

  • $339 Million
  • Q4 2024

Vera Bank, N.A. has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $339 Million distributed in 226 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Flexshares Quality Dividend In with a value of $30.3M, Vanguard Whitehall Fds Intl Di with a value of $25.2M, Dimensional ETF Tr with a value of $23.4M, Ishares Core S&P 500 ETF with a value of $18.9M, and Apple Inc. with a value of $15.3M.

Examining the 13F form we can see an increase of $10.6M in the current position value, from $329M to 339M.

Below you can find more details about Vera Bank, N.A. portfolio as well as his latest detailed transactions.

Portfolio value $339 Million
ETFs: $201 Million
Technology: $39.2 Million
Healthcare: $18.2 Million
Financial Services: $18.1 Million
Consumer Cyclical: $13 Million
Communication Services: $11.9 Million
Consumer Defensive: $11.7 Million
Energy: $11.2 Million
Other: $15.4 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$107,000 0.03% of portfolio
13,658
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 226
  • Current Value $339 Million
  • Prior Value $329 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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