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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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