Veridan Wealth LLC New Holdings in Q4 2024

Veridan Wealth LLC

  • $213 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COOP
Mr. Cooper Group Inc.

Financial Services
546K
New
$87.37 - $101.43 $47.7M - $55.4M
546K $56.2B
WFC
Wells Fargo & Company

Financial Services
137K
New
$54.98 - $77.35 $7.54M - $10.6M
137K $10.7B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
187K
New
$45.07 - $47.1 $8.44M - $8.82M
187K $8.48B
IWY
Ishares Tr Russell 200 Growth

ETFs
29K
New
$216.72 - $244.71 $6.28M - $7.09M
29K $6.83B
OEF
Ishares S&P 100 ETF

ETFs
17.6K
New
N/A
17.6K $5.16B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
109K
New
$40.97 - $42.66 $4.47M - $4.65M
109K $4.71B
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
174K
New
$25.79 - $27.56 $4.5M - $4.81M
174K $4.7B
IWX
Ishares Tr Russell 200 Value E

ETFs
56.4K
New
$78.25 - $85.17 $4.41M - $4.8M
56.4K $4.68B
IWL
Ishares Tr Russell 200 ETF

ETFs
31.4K
New
$138.92 - $149.97 $4.36M - $4.71M
31.4K $4.64B
IMTM
Ishares Msci Intl Momentum Fac

ETFs
118K
New
$37.33 - $40.39 $4.4M - $4.76M
118K $4.57B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
65.8K
New
$68.25 - $75.42 $4.49M - $4.97M
65.8K $4.53B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
86.7K
New
$51.33 - $53.74 $4.45M - $4.66M
86.7K $4.48B
VCIT
Vanguard Intermediate Term Cor

ETFs
55.6K
New
$80.13 - $83.77 $4.45M - $4.66M
55.6K $4.47B
MGV
Vanguard Mega Cap Value

ETFs
33.1K
New
$124.06 - $133.48 $4.1M - $4.41M
33.1K $4.31B
VO
Vanguard Mid Cap ETF

ETFs
15.7K
New
$261.5 - $284.63 $4.1M - $4.46M
15.7K $4.3B
VUG
Vanguard Growth ETF

ETFs
10K
New
$378.79 - $428.11 $3.8M - $4.3M
10K $4.16B
IQLT
Ishares Msci Intl Quality Fact

ETFs
92.9K
New
$37.12 - $41.23 $3.45M - $3.83M
92.9K $3.58B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
44.4K
New
$75.65 - $83.47 $3.36M - $3.71M
44.4K $3.49B
VOE
Vanguard Mid Cap Value Index F

ETFs
19.5K
New
$160.89 - $176.18 $3.14M - $3.44M
19.5K $3.22B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
166K
New
$18.41 - $40.87 $3.05M - $6.78M
166K $3.17B
FNDE
Schwab Fundamental Emerging Mk

ETFs
104K
New
$28.89 - $33.95 $3.02M - $3.54M
104K $3.08B
EMGF
Ishares Msci Emerging Markets

ETFs
67.6K
New
$45.23 - $51.49 $3.06M - $3.48M
67.6K $3.07B
SCHG
Schwab Strategic Tr Us Large C

ETFs
108K
New
$25.93 - $105.3 $2.8M - $11.4M
108K $3.04B
MGC
Vanguard Mega Cap ETF

ETFs
13.7K
New
$204.21 - $220.18 $2.8M - $3.02M
13.7K $2.97B
IWP
Ishares Russell Mid Cap Growth

ETFs
20K
New
$116.4 - $138.52 $2.33M - $2.78M
20K $2.69B
VTV
Vanguard Value ETF

ETFs
14.6K
New
$168.32 - $181.87 $2.46M - $2.66M
14.6K $2.58B
MGK
Vanguard Mega Cap Growth ETF

ETFs
6.7K
New
$316.94 - $357.88 $2.12M - $2.4M
6.7K $2.31B
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.44K
New
$481.22 - $538.17 $2.13M - $2.39M
4.44K $2.3B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
49.8K
New
$45.17 - $47.23 $2.25M - $2.35M
49.8K $2.26B
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
119K
New
$18.62 - $19.05 $2.22M - $2.27M
119K $2.23B
HYDB
Ishares Tr Edge High Yield Def

ETFs
47.1K
New
$46.68 - $47.95 $2.2M - $2.26M
47.1K $2.22B
IEF
Ishares Barclays

ETFs
19.5K
New
$92.08 - $98.18 $1.79M - $1.91M
19.5K $1.81B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
15.5K
New
$113.92 - $127.38 $1.76M - $1.97M
15.5K $1.81B
EWX
Spdr S&P Emerging Markets Smal

ETFs
27.1K
New
$58.61 - $64.79 $1.59M - $1.76M
27.1K $1.55B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
11.6K
New
$119.61 - $136.3 $1.38M - $1.58M
11.6K $1.5B
AAPL
Apple Inc.

Technology
6.31K
New
$221.69 - $259.02 $1.4M - $1.63M
6.31K $1.44B
MSFT
Microsoft Corp

Technology
3.42K
New
$406.35 - $454.46 $1.39M - $1.55M
3.42K $1.4B
ISCG
Ishares Morningstar Small Cap

ETFs
26.7K
New
$48.22 - $54.03 $1.29M - $1.44M
26.7K $1.36B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
15.5K
New
$84.34 - $95.14 $1.31M - $1.48M
15.5K $1.35B
NVDA
Nvidia Corp

Technology
10.1K
New
$117.0 - $148.88 $1.18M - $1.5M
10.1K $1.17B
AMZN
Amazon Com Inc

Consumer Cyclical
3.55K
New
$180.88 - $232.93 $641K - $826K
3.55K $842M
SPG
Simon Property Group Inc

Real Estate
4.72K
New
$167.23 - $183.84 $790K - $868K
4.72K $819M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
5.5K
New
$124.61 - $133.96 $686K - $737K
5.5K $723M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
13.5K
New
$43.67 - $47.04 $588K - $633K
13.5K $621M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
12.6K
New
$46.33 - $48.6 $586K - $614K
12.6K $589M
VXF
Vanguard Extended Market ETF

ETFs
2.89K
New
$179.17 - $207.15 $517K - $598K
2.89K $570M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.17K
New
$442.29 - $483.08 $517K - $564K
1.17K $543M
META
Meta Platforms, Inc.

Communication Services
752
New
$554.08 - $632.68 $417K - $476K
752 $525M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
9.52K
New
$51.94 - $55.55 $495K - $529K
9.52K $511M
Activity Summary
Buys All Purchases 82 New Holdings 82 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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