Verus Financial Partners, Inc. Portfolio Holdings

Verus Financial Partners, Inc.

  • $914 Million
  • Q3 2024

Verus Financial Partners, Inc. has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $914 Million distributed in 98 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 $211M, Vanguard Bd Index Fd Inc Total with a value of $111M, Vanguard Star Fd Vanguard Tota with a value of $70.4M, American Centy ETF Tr Avantis with a value of $65.5M, and Vanguard Small Cap Value ETF with a value of $58.8M.

Examining the 13F form we can see an increase of $56.1M in the current position value, from $858M to 914M.

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

Portfolio value $914 Million
ETFs: $879 Million
Consumer Defensive: $7.55 Million
Technology: $6.04 Million
Healthcare: $5.55 Million
Industrials: $3.36 Million
Consumer Cyclical: $2.99 Million
Financial Services: $2.84 Million
Utilities: $2.03 Million
Other: $3.99 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$103B
$2.76 Million 0.3% of portfolio
54,170
Q3 2024 Reduced 3.44%
$94.4B
$2.15 Million 0.24% of portfolio
5,300
Q3 2024 Reduced 12.81%
$61.5B
$1.22 Million 0.13% of portfolio
1,170
Q3 2024 Added 0.34%
$170B
$1.04 Million 0.11% of portfolio
3,835
Q3 2024 Added 0.26%
$96.4B
$891,000 0.1% of portfolio
1,714
Q3 2024 Added 0.06%
$49.2B
$873,000 0.1% of portfolio
15,108
Q3 2024 Reduced 2.08%
$13.4B
$520,000 0.06% of portfolio
6,733
Q4 2023 Reduced 55.75%
$40.6B
$539,000 0.06% of portfolio
7,391
Q3 2024 Reduced 2.72%
$97.3B
$536,000 0.06% of portfolio
5,950
Q1 2024 Reduced 4.16%
$89.8B
$445,000 0.05% of portfolio
901
Q3 2024 Reduced 9.81%
$73.5B
$414,000 0.05% of portfolio
2,771
Q3 2024 Added 0.14%
$63.9B
$492,000 0.05% of portfolio
1,984
Q3 2024 Added 0.2%
$88.9B
$377,000 0.04% of portfolio
5,121
Q3 2024 Added 0.41%
$147B
$377,000 0.04% of portfolio
3,208
Q3 2024 Added 0.41%
$90.1B
$405,000 0.04% of portfolio
3,519
Q3 2024 Added 0.06%
$77.1B
$282,000 0.03% of portfolio
8,192
Q4 2023 Reduced 45.72%
$145B
$275,000 0.03% of portfolio
9,517
Q2 2024 Reduced 6.73%
$155B
$210,000 0.02% of portfolio
1,017
Q3 2024 Added 0.59%
$39B
$204,000 0.02% of portfolio
1,741
Q3 2024 New
$188B
$222,000 0.02% of portfolio
5,316
Q3 2024 New
$51B
$211,000 0.02% of portfolio
2,059
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $914 Million
  • Prior Value $858 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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