Verus Financial Partners, Inc. Portfolio Holdings

Verus Financial Partners, Inc.

  • $967 Million
  • Q2 2025

Verus Financial Partners, Inc. has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $967 Million distributed in 111 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 $231M, Vanguard Bd Index Fd Inc Total with a value of $117M, Vanguard Star Fd Vanguard Tota with a value of $74.4M, American Centy ETF Tr Avantis with a value of $70.7M, and American Centy ETF Tr Avantis with a value of $56.4M.

Examining the 13F form we can see an increase of $65.7M in the current position value, from $901M to 967M.

Below you can find more details about Verus Financial Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $967 Million
ETFs: $897 Million
Consumer Defensive: $9.48 Million
Technology: $8.15 Million
Healthcare: $5.12 Million
Financial Services: $4.12 Million
Industrials: $3.26 Million
Consumer Cyclical: $3.19 Million
Utilities: $2.28 Million
Other: $4.59 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$231 Million 23.92% of portfolio
760,857
Q2 2025 Added 1.98%
$0
$117 Million 12.1% of portfolio
1,588,404
Q2 2025 Added 3.27%
$0
$74.4 Million 7.69% of portfolio
1,076,225
Q2 2025 Reduced 1.27%
$0
$70.7 Million 7.31% of portfolio
1,502,977
Q2 2025 Added 2.92%
$0
$56.4 Million 5.83% of portfolio
1,354,347
Q2 2025 Added 3.22%
$0
$46.8 Million 4.84% of portfolio
208,041
Q2 2025 Reduced 0.79%
$0
$43.9 Million 4.54% of portfolio
653,201
Q2 2025 Reduced 1.03%
$0
$43.2 Million 4.46% of portfolio
558,110
Q2 2025 Added 2.79%
$0
$36.6 Million 3.78% of portfolio
854,083
Q2 2025 Added 2.64%
$0
$30.3 Million 3.13% of portfolio
48,758
Q2 2025 Reduced 0.16%
$0
$28.9 Million 2.99% of portfolio
148,415
Q2 2025 Reduced 49.31%
$0
$28.4 Million 2.94% of portfolio
416,887
Q2 2025 New
$0
$26.9 Million 2.79% of portfolio
1,016,613
Q2 2025 Added 2.75%
$0
$20.5 Million 2.12% of portfolio
71,721
Q2 2025 Reduced 0.57%
$0
$12.1 Million 1.25% of portfolio
156,155
Q2 2025 Reduced 1.41%
$0
$8.95 Million 0.93% of portfolio
182,517
Q2 2025 Reduced 30.5%
$0
$7.75 Million 0.8% of portfolio
58,321
Q2 2025 Added 0.23%
$0
$4.46 Million 0.46% of portfolio
94,002
Q2 2025 Added 10.87%
$256B
$4.44 Million 0.46% of portfolio
24,367
Q2 2025 Reduced 3.11%
$0
$3.88 Million 0.4% of portfolio
62,554
Q2 2025 Reduced 1.22%
$0
$3.16 Million 0.33% of portfolio
5,116
Q2 2025 Added 3.52%
$107B
$3.13 Million 0.32% of portfolio
53,468
Q2 2025 Reduced 0.8%
$3.45T
$2.98 Million 0.31% of portfolio
14,528
Q2 2025 Reduced 2.93%
$0
$2.78 Million 0.29% of portfolio
4,897
Q2 2025 Added 0.06%
$0
$2.28 Million 0.24% of portfolio
8,358
Q2 2025 Added 1.31%
$0
$2.08 Million 0.22% of portfolio
10,734
Q2 2025 Added 0.01%
$101B
$2.03 Million 0.21% of portfolio
5,300
Q3 2024 Reduced 12.81%
$253B
$1.91 Million 0.2% of portfolio
6,483
Q2 2025 Reduced 2.0%
$0
$1.89 Million 0.2% of portfolio
14,736
Q2 2025 Added 0.9%
$0
$1.8 Million 0.19% of portfolio
30,682
Q2 2025 Reduced 0.57%
$0
$1.82 Million 0.19% of portfolio
43,109
Q2 2025 Added 0.56%
$3.77T
$1.67 Million 0.17% of portfolio
3,349
Q2 2025 Added 3.24%
$52.3B
$1.22 Million 0.13% of portfolio
1,177
Q2 2025 Added 0.26%
$0
$1.11 Million 0.12% of portfolio
26,314
Q2 2025 Added 0.38%
$714M
$1.17 Million 0.12% of portfolio
273,349
Q2 2025 Added 28.78%
$452B
$1.03 Million 0.11% of portfolio
9,550
Q2 2025 Reduced 5.08%
$48.7B
$1.09 Million 0.11% of portfolio
19,323
Q2 2025 Added 20.88%
$0
$971,000 0.1% of portfolio
4,098
Q2 2025 Reduced 1.37%
$0
$996,000 0.1% of portfolio
2,362
Q4 2023 Reduced 2.72%
$855B
$885,000 0.09% of portfolio
3,054
Q2 2025 Added 38.82%
$622B
$907,000 0.09% of portfolio
1,868
Q2 2025 Added 1.91%
$177B
$876,000 0.09% of portfolio
5,504
Q1 2025 Reduced 28.04%
$0
$860,000 0.09% of portfolio
13,825
Q2 2025 Added 1.81%
$0
$893,000 0.09% of portfolio
14,020
Q2 2025 Added 0.27%
$141B
$771,000 0.08% of portfolio
3,476
Q2 2025 Added 0.03%
$43.7B
$639,000 0.07% of portfolio
7,150
Q2 2025 Reduced 3.26%
$67.5B
$648,000 0.07% of portfolio
1,667
Q2 2025 Added 0.06%
$439B
$636,000 0.07% of portfolio
4,168
Q2 2025 Reduced 2.53%
$0
$557,000 0.06% of portfolio
1,011
Q2 2025 Added 31.98%

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $967 Million
  • Prior Value $901 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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