Vera Bank, N.A. Portfolio Holdings

Vera Bank, N.A.

  • $329 Million
  • Q3 2024

Vera Bank, N.A. has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $329 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 $29.4M, Vanguard Whitehall Fds Intl Di with a value of $25.6M, Dimensional ETF Tr with a value of $18.7M, Ishares Core S&P 500 ETF with a value of $15.2M, and Apple Inc. with a value of $14.3M.

Examining the 13F form we can see an increase of $18.6M in the current position value, from $310M to 329M.

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

Portfolio value $329 Million
ETFs: $187 Million
Technology: $38.6 Million
Healthcare: $20.8 Million
Financial Services: $18 Million
Consumer Cyclical: $13.3 Million
Consumer Defensive: $12.6 Million
Energy: $12 Million
Industrials: $11.1 Million
Other: $16 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$960M
$1.48 Million 0.45% of portfolio
24,024
Q3 2022 Reduced 2.04%

Summary

  • Portfolio
  • No. of Stocks 226
  • Current Value $329 Million
  • Prior Value $310 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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