Verity Asset Management, Inc. has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $246 Billion distributed in 247 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 $15.1B, Ishares Core S&P 500 ETF with a value of $11.6B, International Business Machines Corp with a value of $7.85B, J P Morgan Exchange Traded Fd with a value of $7.64B, and Invesco Et Sf Idxd Fd Tr Bulle with a value of $7.2B.

Examining the 13F form we can see an increase of $68.3B in the current position value, from $177B to 246B.

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 $246 Billion
ETFs: $109 Billion
Technology: $25.1 Billion
Healthcare: $19 Billion
Industrials: $17.5 Billion
Financial Services: $16.4 Billion
Consumer Defensive: $12.9 Billion
Energy: $11.8 Billion
Basic Materials: $8.57 Billion
Other: $19 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 247
  • Current Value $246 Billion
  • Prior Value $177 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 38 stocks
  • Additional Purchases 95 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
Track This Portfolio

Track Verity Asset Management, Inc. Portfolio

Follow Verity Asset Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Verity Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Verity Asset Management, Inc. with notifications on news.