Verity Wealth Advisors Portfolio Holdings by Sector

Verity Wealth Advisors

$135 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV VEU VWO VEA ACWX SCHX SUSA HEFA 49 stocks	$78,896 60.07% of portfolio	9	10	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$36,785 28.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$3,431 2.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ GILD 2 stocks	$1,769 1.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology QCOM 1 stocks	$1,197 0.91% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$1,180 0.9% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities LNT 1 stocks	$1,058 0.81% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$1,025 0.78% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$977 0.74% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$944 0.72% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CPNG AMZN 2 stocks	$917 0.7% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$747 0.57% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ 2 stocks	$540 0.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$514 0.39% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$472 0.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$445 0.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services STT 1 stocks	$444 0.34% of portfolio	-	1	-	-	0 Calls 0 Puts

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