Verity Wealth Advisors Portfolio Holdings by Sector

Verity Wealth Advisors

$157 Million
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV VEU VWO VEA ACWX SCHX SUSA HEFA 51 stocks	$91,323 59.7% of portfolio	9	9	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$43,518 28.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$4,262 2.79% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ GILD ABBV 3 stocks	$2,102 1.37% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology QCOM INTC 2 stocks	$1,579 1.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CPNG AMZN 2 stocks	$1,240 0.81% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$1,154 0.75% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$1,122 0.73% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities LNT 1 stocks	$1,108 0.72% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$960 0.63% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$922 0.6% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$895 0.59% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$590 0.39% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services STT 1 stocks	$575 0.38% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ 2 stocks	$532 0.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$462 0.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$434 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$204 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts

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