Verity Wealth Advisors Portfolio Holdings

Verity Wealth Advisors

  • $138 Million
  • Q4 2024

Verity Wealth Advisors has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $138 Million distributed in 72 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 $38.7M, Ishares Core S&P 500 ETF with a value of $22.3M, Vanguard Ftse All World Ex Us with a value of $8.84M, Microsoft Corp with a value of $3.94M, and Vanguard Ftse Emerging Mkts Et with a value of $3.74M.

Examining the 13F form we can see an decrease of $3.73M in the current position value, from $142M to 138M.

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

Portfolio value $138 Million
ETFs: $119 Million
Technology: $5.72 Million
Healthcare: $2.01 Million
Industrials: $1.7 Million
Consumer Defensive: $1.5 Million
Financial Services: $1.45 Million
Energy: $1.41 Million
Utilities: $972,000
Other: $1.64 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$38.7 Million 28.04% of portfolio
133,687
Q4 2024 Reduced 0.09%
$0
$22.3 Million 16.14% of portfolio
37,884
Q3 2024 Reduced 0.17%
$0
$8.84 Million 6.4% of portfolio
153,907
Q4 2024 Reduced -0.0%
$0
$3.74 Million 2.71% of portfolio
85,007
Q3 2024 Added 0.49%
$0
$3.21 Million 2.32% of portfolio
67,157
Q4 2024 Added 2.23%
$0
$3.12 Million 2.26% of portfolio
134,751
Q4 2024 Added 200.0%
$0
$2.92 Million 2.11% of portfolio
55,903
Q4 2024 Added 0.38%
$0
$2.86 Million 2.07% of portfolio
23,554
Q2 2023 Added 4.51%
$0
$2.83 Million 2.05% of portfolio
81,445
Q4 2024 Added 0.52%
$0
$2.1 Million 1.52% of portfolio
23,576
Q4 2024 Added 0.56%
$0
$2.06 Million 1.49% of portfolio
111,125
Q4 2024 Added 100.16%
$0
$1.71 Million 1.24% of portfolio
19,253
Q4 2024 Reduced 8.19%
$0
$1.39 Million 1.01% of portfolio
13,841
Q4 2023 Added 90.7%
$0
$1.29 Million 0.94% of portfolio
26,031
Q1 2024 Added 12.01%
$0
$1.27 Million 0.92% of portfolio
56,088
Q4 2024 Added 200.0%
$0
$1.23 Million 0.89% of portfolio
21,109
Q4 2024 Added 3.94%
$0
$1.18 Million 0.85% of portfolio
8,898
Q2 2023 Reduced 18.58%
$0
$1.13 Million 0.82% of portfolio
15,762
Q4 2024 Added 0.9%
$0
$1.09 Million 0.79% of portfolio
43,719
Q3 2021 New
$0
$1.07 Million 0.77% of portfolio
1,985
Q1 2024 Added 44.89%
$0
$1.05 Million 0.76% of portfolio
13,482
Q4 2024 Added 0.31%
$0
$1.04 Million 0.75% of portfolio
45,874
Q4 2024 Added 100.39%
$0
$829,000 0.6% of portfolio
12,840
Q1 2024 Added 27.52%
$0
$828,000 0.6% of portfolio
3,114
Q1 2024 Reduced 1.67%
$0
$804,000 0.58% of portfolio
7,299
Q3 2023 Reduced 0.22%
$0
$781,000 0.57% of portfolio
12,962
Q4 2024 Added 0.46%
$0
$703,000 0.51% of portfolio
11,780
Q1 2024 Added 123.61%
$0
$674,000 0.49% of portfolio
10,204
Q4 2024 Reduced 0.87%
$0
$635,000 0.46% of portfolio
25,716
Q4 2023 Reduced 7.15%
$0
$638,000 0.46% of portfolio
11,905
Q4 2024 Added 1.38%
$0
$625,000 0.45% of portfolio
10,915
Q1 2024 Reduced 41.9%
$0
$577,000 0.42% of portfolio
18,378
Q1 2024 Added 108.37%
$0
$567,000 0.41% of portfolio
4,412
Q4 2024 Reduced 4.46%
$0
$570,000 0.41% of portfolio
11,425
Q2 2024 Reduced 25.91%
$0
$551,000 0.4% of portfolio
1,651
Q2 2024 Reduced 6.62%
$0
$558,000 0.4% of portfolio
7,335
Q3 2023 Added 8.39%
$0
$522,000 0.38% of portfolio
12,775
Q3 2022 New
$0
$491,000 0.36% of portfolio
790
Q2 2020 New
$0
$474,000 0.34% of portfolio
9,069
Q1 2024 New
$0
$447,000 0.32% of portfolio
39,334
Q1 2024 Added 99.31%
$0
$395,000 0.29% of portfolio
1,499
Q4 2024 Added 0.33%
$0
$366,000 0.26% of portfolio
1,575
Q1 2024 New
$0
$343,000 0.25% of portfolio
5,996
Q1 2024 Added 57.91%
$0
$284,000 0.21% of portfolio
4,050
Q1 2024 New
$0
$270,000 0.2% of portfolio
2,568
Q4 2024 Reduced 75.14%
$0
$265,000 0.19% of portfolio
5,267
Q4 2024 Reduced 37.79%
$0
$258,000 0.19% of portfolio
5,268
Q4 2024 Added 0.59%
$0
$251,000 0.18% of portfolio
5,740
Q2 2020 New
$0
$243,000 0.18% of portfolio
1,015
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $138 Million
  • Prior Value $142 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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