Verity Wealth Advisors has filed its 13F form on October 02, 2024 for Q3 2024 where it was disclosed a total value porftolio of $142 Million distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $37.9M, Ishares Core S&P 500 ETF with a value of $21.9M, Vanguard Ftse All World Ex Us with a value of $9.7M, Vanguard Ftse Emerging Mkts Et with a value of $4.07M, and Microsoft Corp with a value of $4.02M.

Examining the 13F form we can see an increase of $8.42M in the current position value, from $133M to 142M.

Below you can find more details about Verity Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $142 Million
ETFs: $121 Million
Technology: $5.88 Million
Healthcare: $2.18 Million
Industrials: $1.92 Million
Consumer Defensive: $1.61 Million
Energy: $1.53 Million
Financial Services: $1.41 Million
Consumer Cyclical: $1.06 Million
Other: $1.75 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $142 Million
  • Prior Value $133 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 02, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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