Verity Wealth Advisors Portfolio Holdings by Sector

Verity Wealth Advisors

$142 Million
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV VEU VWO VEA ACWX SCHX HEFA SUSA 48 stocks	$83,267 60.12% of portfolio	15	4	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$37,889 27.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$4,020 2.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ GILD 2 stocks	$1,591 1.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$1,533 1.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology QCOM 1 stocks	$1,325 0.96% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$1,215 0.88% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$1,162 0.84% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CPNG AMZN 2 stocks	$1,061 0.77% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities LNT 1 stocks	$997 0.72% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$955 0.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$703 0.51% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$587 0.42% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$539 0.39% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T 2 stocks	$476 0.34% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services STT 1 stocks	$459 0.33% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$443 0.32% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate LAND 1 stocks	$278 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive VWE 1 stocks	$0 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts

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