Verus Financial Partners, Inc. Portfolio Holdings by Sector
Verus Financial Partners, Inc.
- $967 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BND VXUS AVSF AVIG MGC VEU BIV DFIV 41 stocks |
$665,316
71.0% of portfolio
|
  23  
|
  14  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$231,247
24.68% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$7,571
0.81% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,980
0.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
D SO DUK AEP 4 stocks |
$2,278
0.24% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$2,030
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$1,911
0.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,665
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ ABBV MRK PFE 4 stocks |
$1,624
0.17% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC WFC 3 stocks |
$1,599
0.17% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
QCOM NVDA AVGO 3 stocks |
$1,597
0.17% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$1,282
0.14% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1,269
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
GWW 1 stocks |
$1,224
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$1,194
0.13% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Office | Real Estate
BDN 1 stocks |
$1,172
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B HIG 2 stocks |
$1,130
0.12% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
COF V 2 stocks |
$754
0.08% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
ELV 1 stocks |
$648
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
NDAQ 1 stocks |
$639
0.07% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$631
0.07% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ CMCSA 2 stocks |
$602
0.06% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD YUM 2 stocks |
$585
0.06% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Distribution | Healthcare
MCK 1 stocks |
$578
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$528
0.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$519
0.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Railroads | Industrials
NSC 1 stocks |
$510
0.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$469
0.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$447
0.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
KMX 1 stocks |
$434
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$433
0.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$354
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$330
0.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
ILF 1 stocks |
$313
0.03% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON 1 stocks |
$262
0.03% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Residential | Real Estate
UDR 1 stocks |
$260
0.03% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT 1 stocks |
$242
0.03% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
MMS 1 stocks |
$237
0.03% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$200
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|