Verity Wealth Advisors Portfolio Holdings

Verity Wealth Advisors

  • $133 Million
  • Q2 2024

Verity Wealth Advisors has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $133 Million distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $35.6M, Ishares Core S&P 500 ETF with a value of $20.8M, Vanguard Ftse All World Ex Us with a value of $9.01M, Microsoft Corp with a value of $4.09M, and Vanguard Ftse Emerging Mkts Et with a value of $3.7M.

Examining the 13F form we can see an increase of $3.15M in the current position value, from $130M to 133M.

Below you can find more details about Verity Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $133 Million
ETFs: $114 Million
Technology: $6.39 Million
Healthcare: $2.12 Million
Industrials: $1.66 Million
Consumer Defensive: $1.55 Million
Financial Services: $1.15 Million
Energy: $1.13 Million
Consumer Cyclical: $982,000
Other: $1.35 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$501,000 0.38% of portfolio
12,775
Q3 2022 New
$3.74T
$488,000 0.37% of portfolio
2,318
Q1 2024 Added 31.56%
$0
$455,000 0.34% of portfolio
790
Q2 2020 New
$0
$434,000 0.33% of portfolio
9,069
Q1 2024 New
$392B
$424,000 0.32% of portfolio
500
Q3 2021 New
$1.9T
$429,000 0.32% of portfolio
2,220
Q1 2024 Added 15.63%
$0
$423,000 0.32% of portfolio
8,425
Q2 2024 Reduced 8.19%
$32.5B
$384,000 0.29% of portfolio
5,194
Q1 2024 Reduced 6.26%
$0
$356,000 0.27% of portfolio
1,575
Q1 2024 New
$105B
$366,000 0.27% of portfolio
5,338
Q1 2024 Reduced 4.85%
$0
$360,000 0.27% of portfolio
1,487
Q1 2024 Reduced 13.55%
$0
$321,000 0.24% of portfolio
5,996
Q1 2024 Added 57.91%
$0
$294,000 0.22% of portfolio
4,050
Q1 2024 New
$96.3B
$261,000 0.2% of portfolio
8,448
Q1 2024 Added 3.83%
$476M
$273,000 0.2% of portfolio
20,000
Q2 2023 Reduced 34.26%
$0
$253,000 0.19% of portfolio
5,218
Q2 2024 Added 1.4%
$0
$243,000 0.18% of portfolio
6,771
Q4 2022 New
$0
$246,000 0.18% of portfolio
5,740
Q2 2020 New
$0
$221,000 0.17% of portfolio
1,015
Q4 2023 New
$59.5B
$217,000 0.16% of portfolio
4,601
Q4 2022 New
$288B
$200,000 0.15% of portfolio
1,622
Q1 2024 New
$0
$205,000 0.15% of portfolio
4,239
Q4 2023 Reduced 46.67%
$0
$1,000 0.0% of portfolio
10,000
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $133 Million
  • Prior Value $130 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 02, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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