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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$189B
$1.2 Million 0.87% of portfolio
7,795
Q1 2024 Added 0.83%
$20.5B
$1.08 Million 0.78% of portfolio
5,904
Q3 2024 Added 285.88%
$199B
$1.04 Million 0.75% of portfolio
6,837
Q1 2024 Added 0.75%
$14.9B
$972,000 0.7% of portfolio
16,443
Q4 2018 New
$37.6B
$580,000 0.42% of portfolio
26,425
Q3 2022 Reduced 19.8%
$36.5B
$509,000 0.37% of portfolio
5,194
Q1 2024 Reduced 6.26%
$120B
$493,000 0.36% of portfolio
5,338
Q1 2024 Reduced 4.85%
$167B
$228,000 0.17% of portfolio
5,726
Q1 2024 Reduced 6.64%
$175B
$226,000 0.16% of portfolio
9,962
Q3 2024 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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