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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$3.95 Million 0.43% of portfolio
16,947
Q3 2024 Added 0.11%
$202B
$3.02 Million 0.33% of portfolio
24,919
Q3 2024 Reduced 5.72%
$3.11T
$1.35 Million 0.15% of portfolio
3,143
Q3 2024 Added 1.49%
$508B
$1.09 Million 0.12% of portfolio
9,305
Q3 2024 Reduced 1.64%
$620B
$843,000 0.09% of portfolio
1,833
Q3 2024 Added 0.05%
$406B
$702,000 0.08% of portfolio
4,332
Q3 2024 Reduced 4.12%
$313B
$687,000 0.08% of portfolio
3,479
Q3 2024 Reduced 0.37%
$430B
$500,000 0.05% of portfolio
1,236
Q3 2024 Added 1.73%
$377B
$434,000 0.05% of portfolio
10,940
Q3 2024 Reduced 2.23%
$418B
$493,000 0.05% of portfolio
2,851
Q3 2024 Added 0.39%
$1.26T
$357,000 0.04% of portfolio
625
Q3 2024 Added 2.12%
$251B
$398,000 0.04% of portfolio
3,513
Q3 2024 Added 0.75%
$984B
$366,000 0.04% of portfolio
2,208
Q3 2024 Reduced 0.05%
$210B
$357,000 0.04% of portfolio
914
Q3 2023 Added 15.11%
$729B
$401,000 0.04% of portfolio
1,907
Q3 2024 Reduced 7.02%
$427B
$306,000 0.03% of portfolio
346
Q3 2024 Added 1.47%
$1.01T
$240,000 0.03% of portfolio
1,441
Q3 2024 Added 3.08%
$318B
$251,000 0.03% of portfolio
1,710
Q3 2024 Reduced 2.79%
$214B
$292,000 0.03% of portfolio
959
Q3 2024 Reduced 13.21%
$223B
$301,000 0.03% of portfolio
1,775
Q3 2024 Added 0.4%
$2.01T
$261,000 0.03% of portfolio
1,403
Q3 2024 Added 1.23%

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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