Verity Wealth Advisors Portfolio Holdings
Verity Wealth Advisors
- $142 Million
- Q3 2024
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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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