Verity Asset Management, Inc. has filed its 13F form on May 28, 2024 for Q1 2024 where it was disclosed a total value porftolio of $179 Billion distributed in 205 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $19B, J P Morgan Exchange Traded Fd with a value of $11.6B, Ishares Core S&P 500 ETF with a value of $4.88B, Vanguard Star Fd Vanguard Tota with a value of $4.85B, and Invesco Et Self Idxd Fd Tr Bul with a value of $3.65B.

Examining the 13F form we can see an increase of $22.5B in the current position value, from $157B to 179B.

Verity Asset Management, Inc. is based out at Durham, NC

Below you can find more details about Verity Asset Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $179 Billion
ETFs: $82.6 Billion
Technology: $21.3 Billion
Industrials: $12.1 Billion
Healthcare: $11.6 Billion
Financial Services: $10.9 Billion
Energy: $8.63 Billion
Consumer Cyclical: $7.97 Billion
Consumer Defensive: $7.03 Billion
Other: $13.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 205
  • Current Value $179 Billion
  • Prior Value $157 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 28, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 37 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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