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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$952M
$1.15 Million 0.13% of portfolio
212,255
Q2 2024 Added 28.62%

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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