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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.34B
$237,000 0.02% of portfolio
3,387
Q2 2025 Added 6.74%

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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