Verity Wealth Advisors Portfolio Holdings by Sector

Verity Wealth Advisors

$148 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV VEU VWO VEA ACWX SCHX SUSA HEFA 52 stocks	$87,729 60.73% of portfolio	17	4	3	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$40,305 27.9% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$4,093 2.83% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ GILD 2 stocks	$1,670 1.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$1,253 0.87% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology QCOM 1 stocks	$1,241 0.86% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CPNG AMZN 2 stocks	$1,181 0.82% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities LNT 1 stocks	$994 0.69% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$960 0.66% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$902 0.62% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$891 0.62% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$855 0.59% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ 2 stocks	$535 0.37% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services STT 1 stocks	$527 0.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$494 0.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$475 0.33% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$363 0.25% of portfolio	-	-	-	-	0 Calls 0 Puts

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