Verity Wealth Advisors Portfolio Holdings
Verity Wealth Advisors
- $133 Million
- Q2 2024
Verity Wealth Advisors has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $133 Million distributed in 74 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 $35.6M, Ishares Core S&P 500 ETF with a value of $20.8M, Vanguard Ftse All World Ex Us with a value of $9.01M, Microsoft Corp with a value of $4.09M, and Vanguard Ftse Emerging Mkts Et with a value of $3.7M.
Examining the 13F form we can see an increase of $3.15M in the current position value, from $130M to 133M.
Below you can find more details about Verity Wealth Advisors portfolio as well as his latest detailed transactions.