Veridan Wealth LLC Portfolio Holdings

Veridan Wealth LLC

  • $213 Billion
  • Q4 2024

Veridan Wealth LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $213 Billion distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mr. Cooper Group Inc. with a value of $56.2B, Wells Fargo & Company with a value of $10.7B, Ishares Core Total Usd Bond Ma with a value of $8.48B, Ishares Tr Russell 200 Growth with a value of $6.83B, and Ishares S&P 100 ETF with a value of $5.16B.

Examining the 13F form we can see an increase of $213B in the current position value.

Veridan Wealth LLC is based out at West Linn, OR

Below you can find more details about Veridan Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $213 Billion
ETFs: $135 Billion
Financial Services: $68 Billion
Technology: $5.17 Billion
Communication Services: $1.39 Billion
Consumer Cyclical: $1.12 Billion
Consumer Defensive: $1.05 Billion
Real Estate: $819 Million
Energy: $300 Million
Other: $224 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.37B
$56.2 Billion 26.34% of portfolio
545,900
Q4 2024 New
$272B
$10.7 Billion 5.02% of portfolio
137,104
Q4 2024 New
$0
$8.48 Billion 3.97% of portfolio
187,176
Q4 2024 New
$0
$6.83 Billion 3.2% of portfolio
28,987
Q4 2024 New
$0
$5.16 Billion 2.41% of portfolio
17,642
Q4 2024 New
$0
$4.7 Billion 2.2% of portfolio
174,470
Q4 2024 New
$0
$4.71 Billion 2.2% of portfolio
109,107
Q4 2024 New
$0
$4.68 Billion 2.19% of portfolio
56,356
Q4 2024 New
$0
$4.64 Billion 2.17% of portfolio
31,420
Q4 2024 New
$0
$4.57 Billion 2.14% of portfolio
117,839
Q4 2024 New
$0
$4.53 Billion 2.12% of portfolio
65,836
Q4 2024 New
$0
$4.54 Billion 2.12% of portfolio
60,512
Q4 2024 New
$0
$4.47 Billion 2.1% of portfolio
55,592
Q4 2024 New
$0
$4.48 Billion 2.1% of portfolio
86,712
Q4 2024 New
$0
$4.3 Billion 2.02% of portfolio
15,666
Q4 2024 New
$0
$4.31 Billion 2.02% of portfolio
33,063
Q4 2024 New
$0
$3.58 Billion 1.68% of portfolio
92,902
Q4 2024 New
$0
$3.49 Billion 1.63% of portfolio
44,413
Q4 2024 New
$0
$3.22 Billion 1.51% of portfolio
19,515
Q4 2024 New
$0
$3.17 Billion 1.48% of portfolio
165,812
Q4 2024 New
$0
$3.08 Billion 1.44% of portfolio
104,394
Q4 2024 New
$0
$3.07 Billion 1.44% of portfolio
67,553
Q4 2024 New
$0
$3.04 Billion 1.43% of portfolio
108,103
Q4 2024 New
$0
$2.97 Billion 1.39% of portfolio
13,700
Q4 2024 New
$0
$2.69 Billion 1.26% of portfolio
20,036
Q4 2024 New
$0
$2.58 Billion 1.21% of portfolio
14,617
Q4 2024 New
$0
$2.31 Billion 1.08% of portfolio
6,703
Q4 2024 New
$0
$2.3 Billion 1.08% of portfolio
4,435
Q4 2024 New
$0
$2.26 Billion 1.06% of portfolio
49,775
Q4 2024 New
$0
$2.22 Billion 1.04% of portfolio
47,126
Q4 2024 New
$0
$2.23 Billion 1.04% of portfolio
119,204
Q4 2024 New
$0
$1.81 Billion 0.85% of portfolio
19,465
Q4 2024 New
$0
$1.81 Billion 0.85% of portfolio
15,452
Q4 2024 New
$0
$1.55 Billion 0.73% of portfolio
27,136
Q4 2024 New
$0
$1.5 Billion 0.7% of portfolio
11,568
Q4 2024 New
$3.57T
$1.44 Billion 0.67% of portfolio
6,308
Q4 2024 New
$2.8T
$1.4 Billion 0.66% of portfolio
3,419
Q4 2024 New
$0
$1.36 Billion 0.64% of portfolio
26,652
Q4 2024 New
$0
$1.35 Billion 0.63% of portfolio
15,532
Q4 2024 New
$270B
$1.17 Billion 0.55% of portfolio
10,055
Q4 2024 New
$1.94T
$842 Million 0.39% of portfolio
3,545
Q4 2024 New
$54.4B
$819 Million 0.38% of portfolio
4,722
Q4 2024 New
$0
$723 Million 0.34% of portfolio
5,503
Q4 2024 New
$0
$621 Million 0.29% of portfolio
13,458
Q4 2024 New
$0
$589 Million 0.28% of portfolio
12,643
Q4 2024 New
$0
$570 Million 0.27% of portfolio
2,887
Q4 2024 New
$683B
$543 Million 0.25% of portfolio
1,168
Q4 2024 New
$1.3T
$525 Million 0.25% of portfolio
752
Q4 2024 New
$0
$511 Million 0.24% of portfolio
9,521
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $213 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 82 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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