Verity Wealth Advisors Portfolio Holdings by Sector

Verity Wealth Advisors

$138 Million
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV VEU VWO VEA SCHX ACWX SUSA HEFA 48 stocks	$79,810 59.14% of portfolio	15	6	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$38,743 28.71% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$3,938 2.92% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ GILD 2 stocks	$1,514 1.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$1,407 1.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology QCOM 1 stocks	$1,197 0.89% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$1,078 0.8% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$1,039 0.77% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities LNT 1 stocks	$972 0.72% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CPNG AMZN 2 stocks	$970 0.72% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$940 0.7% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$622 0.46% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$580 0.43% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services STT 1 stocks	$509 0.38% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$494 0.37% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$458 0.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T 2 stocks	$454 0.34% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate LAND 1 stocks	$217 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts

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