Verus Wealth Management, LLC Portfolio Holdings by Sector

Verus Wealth Management, LLC

$89.2 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs MUB VOO VCIT VEA BND VONV IJR SPHY 32 stocks	$78.8 Million 89.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.65 Million 1.86% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$1.35 Million 1.53% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.25 Million 1.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$1.17 Million 1.32% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$680,328 0.77% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services NIC 1 stocks	$550,778 0.62% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities WTRG 1 stocks	$361,258 0.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$357,852 0.4% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$355,379 0.4% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$334,156 0.38% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ 1 stocks	$309,398 0.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$267,884 0.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$263,356 0.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$247,143 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$236,398 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$220,156 0.25% of portfolio	-	-	-	-	0 Calls 0 Puts

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