Verdence Capital Advisors LLC Purchases in Q3 2025

Verdence Capital Advisors LLC

  • $1.66 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
109K
+ 24.92%
$91.44 - $91.77 $9.96M - $9.99M
546K $50.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
95K
+ 41.55%
$97.75 - $100.75 $9.29M - $9.57M
324K $32.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
10K
+ 18.44%
$617.65 - $666.84 $6.19M - $6.68M
64.4K $42.9M
GOOGL
Alphabet Inc.

Communication Services
3.23K
+ 4.21%
$174.36 - $254.72 $562K - $822K
79.8K $19.4M
QAI
Iq Hedge Multi Strategy Compos

ETFs
155K
+ 40.78%
$32.26 - $33.68 $5M - $5.22M
535K $18M
TSLA
Tesla, Inc.

Consumer Cyclical
7.41K
+ 45.59%
$293.94 - $444.72 $2.18M - $3.3M
23.7K $10.5M
NVDA
Nvidia Corp

Technology
15.7K
+ 18.88%
$153.3 - $186.58 $2.4M - $2.92M
98.6K $18.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
25.7K
+ 283.6%
$181.56 - $190.33 $4.67M - $4.89M
34.8K $6.59M
EFA
Ishares Tr Msci Eafe ETF

ETFs
35K
+ 16.09%
$87.29 - $93.61 $3.06M - $3.28M
253K $23.6M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
33.3K
New
$117.65 - $120.08 $3.92M - $4M
33.3K $3.98M
VONV
Vanguard Russell 1000 Value Et

ETFs
33.8K
+ 15.44%
$84.55 - $89.54 $2.86M - $3.03M
253K $22.6M
JPM
Jpmorgan Chase & CO

Financial Services
5.49K
+ 6.64%
$282.78 - $316.06 $1.55M - $1.73M
88.1K $27.8M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
75.5K
New
$50.53 - $50.82 $3.81M - $3.83M
75.5K $3.83M
SF
Stifel Financial Corp

Financial Services
33.8K
New
$105.26 - $116.4 $3.55M - $3.93M
33.8K $3.83M
SCHG
Schwab Strategic Tr Us Large C

ETFs
65.9K
+ 12.97%
$28.92 - $32.19 $1.91M - $2.12M
574K $18.3M
IWR
Ishares Russell Mid Cap ETF

ETFs
29.1K
+ 24.0%
$92.26 - $97.51 $2.68M - $2.83M
150K $14.5M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
63.7K
New
$45.72 - $47.27 $2.91M - $3.01M
63.7K $2.99M
EEM
Ishares Msci Emerging Markets

ETFs
31K
+ 12.91%
$48.07 - $53.4 $1.49M - $1.66M
271K $14.5M
VEA
Vanguard Ftse Developed Market

ETFs
47.9K
New
$56.02 - $60.3 $2.68M - $2.89M
47.9K $2.87M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
20.4K
+ 127.66%
$108.46 - $120.63 $2.21M - $2.46M
36.4K $4.32M
IQV
Iqvia Holdings Inc.

Healthcare
9.54K
+ 41.62%
$157.68 - $200.82 $1.5M - $1.92M
32.5K $6.17M
MSFT
Microsoft Corp

Technology
1.26K
+ 1.38%
$491.09 - $535.64 $620K - $676K
92.8K $48.1M
EFV
Msci Eafe Value ETF

ETFs
22.5K
+ 9.8%
$62.79 - $68.42 $1.41M - $1.54M
252K $17.1M
VRIG
Invesco Actively Managed ETF F

ETFs
97.8K
New
$25.04 - $25.16 $2.45M - $2.46M
97.8K $2.45M
HYG
Ishares Tr

ETFs
27K
+ 94.89%
$79.85 - $81.32 $2.16M - $2.19M
55.4K $4.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
3.75K
+ 83.71%
$404.94 - $499.99 $1.52M - $1.88M
8.23K $3.99M
WRB
Berkley W R Corp

Financial Services
24.2K
+ 31.15%
$67.78 - $76.62 $1.64M - $1.85M
102K $7.79M
VNQ
Vanguard Specialized Funds Van

ETFs
20K
+ 39.69%
$88.47 - $93.24 $1.77M - $1.86M
70.4K $6.43M
XOM
Exxon Mobil Corp

Energy
11.8K
+ 9.85%
$105.83 - $117.22 $1.25M - $1.38M
131K $14.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
27.2K
+ 79.76%
$62.09 - $66.51 $1.69M - $1.81M
61.2K $4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
193
+ 0.49%
$567.77 - $614.76 $110K - $119K
39.7K $24.3M
IBM
International Business Machines Corp

Technology
7.09K
+ 37.71%
$234.77 - $292.47 $1.67M - $2.07M
25.9K $7.31M
CAT
Caterpillar Inc

Industrials
1.65K
+ 16.62%
$390.92 - $477.15 $644K - $786K
11.6K $5.52M
PAYX
Paychex Inc

Industrials
14K
+ 179.61%
$126.69 - $147.99 $1.77M - $2.07M
21.8K $2.76M
WFC
Wells Fargo & Company

Financial Services
17.1K
+ 32.91%
$77.05 - $85.16 $1.32M - $1.46M
69K $5.78M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.42K
+ 6.19%
$224.68 - $282.71 $319K - $402K
24.4K $6.81M
DLR
Digital Realty Trust, Inc.

Real Estate
9.26K
New
$161.21 - $180.02 $1.49M - $1.67M
9.26K $1.6M
WD
Walker & Dunlop, Inc.

Financial Services
12.4K
+ 29.87%
$72.06 - $87.6 $894K - $1.09M
53.9K $4.51M
MDT
Medtronic PLC

Healthcare
14.1K
+ 47.98%
$87.67 - $95.74 $1.24M - $1.35M
43.5K $4.14M
BND
Vanguard Bd Index Fd Inc Total

ETFs
20.8K
+ 650.94%
$72.57 - $74.72 $1.51M - $1.55M
24K $1.78M
KMI
Kinder Morgan, Inc.

Energy
53.9K
New
$26.23 - $28.5 $1.41M - $1.54M
53.9K $1.53M
FSLR
First Solar, Inc.

Technology
6.89K
New
$160.84 - $223.53 $1.11M - $1.54M
6.89K $1.52M
ONTO
Onto Innovation Inc.

Technology
5.38K
+ 18.61%
$90.0 - $136.73 $484K - $736K
34.3K $4.43M
EQIX
Equinix Inc

Real Estate
1.91K
New
$756.7 - $811.13 $1.45M - $1.55M
1.91K $1.5M
RTX
Raytheon Technologies Corp

Industrials
4.67K
+ 13.91%
$144.19 - $167.33 $673K - $781K
38.2K $6.39M
IRM
Iron Mountain Inc

Real Estate
14K
+ 208.65%
$89.46 - $104.46 $1.25M - $1.46M
20.7K $2.11M
TPR
Tapestry, Inc.

Consumer Cyclical
9.06K
+ 68.37%
$86.48 - $116.14 $783K - $1.05M
22.3K $2.52M
WMT
Walmart Inc.

Consumer Defensive
11.4K
+ 32.13%
$94.4 - $104.27 $1.07M - $1.19M
46.8K $4.82M
GD
General Dynamics Corp

Industrials
2.71K
+ 32.28%
$293.92 - $341.0 $796K - $923K
11.1K $3.78M
Activity Summary
Buys All Purchases 477 New Holdings 70 Increased Positions 407 Sells All Sells 200 Reductions 200 Sold out 0 Options Calls 3 Puts 0
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