Veridan Wealth LLC Portfolio Holdings

Veridan Wealth LLC

  • $221 Billion
  • Q1 2025

Veridan Wealth LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $221 Billion distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mr. Cooper Group Inc. with a value of $65.2B, Wells Fargo & Company with a value of $9.84B, Ishares Core Total Usd Bond Ma with a value of $8.64B, Ishares Tr Russell 200 Growth with a value of $6.92B, and Ishares Tr Russell 200 Value E with a value of $5.52B.

Examining the 13F form we can see an increase of $7.83B in the current position value, from $213B to 221B.

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 $221 Billion
ETFs: $135 Billion
Financial Services: $76.5 Billion
Technology: $4.82 Billion
Consumer Defensive: $1.34 Billion
Communication Services: $1.15 Billion
Consumer Cyclical: $906 Million
Real Estate: $795 Million
Energy: $339 Million
Other: $234 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.9B
$65.2 Billion 29.46% of portfolio
545,219
Q2 2024 Reduced 0.06%
$313B
$9.84 Billion 4.45% of portfolio
137,072
Q2 2024 Reduced 0.01%
$0
$8.64 Billion 3.9% of portfolio
187,459
Q2 2024 Reduced 0.9%
$0
$6.92 Billion 3.13% of portfolio
32,797
Q2 2024 Reduced 9.42%
$0
$5.52 Billion 2.49% of portfolio
67,148
Q2 2024 Reduced 3.14%
$0
$5.39 Billion 2.44% of portfolio
41,834
Q2 2024 Reduced 1.23%
$0
$5.23 Billion 2.36% of portfolio
19,305
Q2 2024 Reduced 7.06%
$0
$5.21 Billion 2.35% of portfolio
37,911
Q2 2024 Reduced 5.5%
$0
$4.96 Billion 2.24% of portfolio
114,605
Q1 2025 Added 5.04%
$0
$4.96 Billion 2.24% of portfolio
180,255
Q2 2024 Reduced 4.53%
$0
$4.7 Billion 2.12% of portfolio
61,329
Q2 2024 Added 48.04%
$0
$4.69 Billion 2.12% of portfolio
117,386
Q2 2024 Reduced 8.11%
$0
$4.65 Billion 2.1% of portfolio
56,815
Q2 2024 Reduced 1.07%
$0
$4.65 Billion 2.1% of portfolio
66,030
Q1 2025 Added 0.29%
$0
$4.65 Billion 2.1% of portfolio
88,535
Q2 2024 Reduced 1.02%
$0
$4.28 Billion 1.93% of portfolio
16,537
Q2 2024 Reduced 0.55%
$0
$3.48 Billion 1.57% of portfolio
87,705
Q2 2024 Reduced 4.34%
$0
$3.42 Billion 1.55% of portfolio
41,926
Q2 2024 Reduced 5.32%
$0
$3.37 Billion 1.52% of portfolio
134,542
Q2 2024 Reduced 9.56%
$0
$3.3 Billion 1.49% of portfolio
20,575
Q2 2024 Added 1.64%
$0
$3.24 Billion 1.46% of portfolio
69,177
Q2 2024 Reduced 8.36%
$0
$3.17 Billion 1.43% of portfolio
160,379
Q2 2024 Reduced 6.87%
$0
$3.17 Billion 1.43% of portfolio
102,798
Q2 2024 Reduced 4.9%
$0
$2.67 Billion 1.21% of portfolio
5,691
Q2 2024 Reduced 9.17%
$0
$2.62 Billion 1.19% of portfolio
15,195
Q2 2024 Reduced 3.88%
$0
$2.58 Billion 1.17% of portfolio
21,998
Q2 2024 Reduced 6.0%
$0
$2.32 Billion 1.05% of portfolio
50,039
Q2 2024 Added 0.04%
$0
$2.3 Billion 1.04% of portfolio
48,822
Q1 2025 Added 3.6%
$0
$2.3 Billion 1.04% of portfolio
123,022
Q2 2024 Reduced 0.97%
$0
$2.27 Billion 1.02% of portfolio
7,333
Q2 2024 Reduced 12.07%
$0
$1.89 Billion 0.86% of portfolio
19,863
Q2 2024 Added 98.42%
$0
$1.81 Billion 0.82% of portfolio
17,293
Q1 2025 Added 11.91%
$3.45T
$1.63 Billion 0.74% of portfolio
7,342
Q2 2024 Reduced 6.39%
$0
$1.46 Billion 0.66% of portfolio
12,848
Q2 2024 Reduced 79.47%
$0
$1.38 Billion 0.62% of portfolio
17,609
Q1 2025 Added 13.37%
$0
$1.34 Billion 0.6% of portfolio
29,689
Q1 2025 Added 11.4%
$3.77T
$1.31 Billion 0.59% of portfolio
3,489
Q2 2024 Added 4.61%
$0
$1.23 Billion 0.56% of portfolio
44,762
Q2 2024 Added 19.18%
$416B
$1.1 Billion 0.5% of portfolio
10,116
Q2 2024 Reduced 3.78%
$54.2B
$795 Million 0.36% of portfolio
4,784
Q2 2024 Reduced 6.79%
$622B
$724 Million 0.33% of portfolio
1,360
Q2 2024 Reduced 1.4%
$2.32T
$700 Million 0.32% of portfolio
3,680
Q2 2024 Added 3.26%
$417B
$690 Million 0.31% of portfolio
729
Q2 2024 Reduced 0.69%
$0
$543 Million 0.25% of portfolio
4,453
Q2 2024 Added 0.97%
$0
$472 Million 0.21% of portfolio
2,763
Q2 2024 Reduced 8.76%
$0
$469 Million 0.21% of portfolio
2,721
Q2 2024 Reduced 14.22%
$0
$465 Million 0.21% of portfolio
10,861
Q2 2024 Reduced 2.44%
$0
$441 Million 0.2% of portfolio
9,284
Q2 2024 Reduced 2.76%
$0
$439 Million 0.2% of portfolio
3,402
Q2 2024 Reduced 21.11%

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $221 Billion
  • Prior Value $213 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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