Verity Asset Management, Inc. has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $266 Billion distributed in 259 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 $19.6B, Ishares Core S&P 500 ETF with a value of $12.2B, J P Morgan Exchange Traded Fd with a value of $9.83B, Invesco Et Sf Idxd Fd Tr Bulle with a value of $8.77B, and Apple Inc. with a value of $8.77B.

Examining the 13F form we can see an increase of $10.6B in the current position value, from $255B to 266B.

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 $266 Billion
ETFs: $116 Billion
Technology: $36.4 Billion
Industrials: $21 Billion
Healthcare: $16.6 Billion
Financial Services: $16.1 Billion
Consumer Defensive: $14.9 Billion
Consumer Cyclical: $10.1 Billion
Energy: $9.67 Billion
Other: $18.4 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

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

Summary

  • Portfolio
  • No. of Stocks 259
  • Current Value $266 Billion
  • Prior Value $255 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 36 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 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.