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CIK: 0001844375
Total reported value
$372.3M
$372.3M
91 檔
33.5%
According to the latest 13F quarterly dataset, Veery Capital, LLC managed an equity portfolio of $372.3M at the end of Q4 2024, spanning 91 distinct U.S. exchange-listed positions.
In Q4 2024, Veery Capital, LLC displayed an active expansion posture, initiating 5 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 13.33% | +0.49% | +387.26% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 10.36% | +0.25% | +262.86% | |
| 3 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 8.28% | -0.37% | +18.75% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 8.11% | +0.25% | +0.22% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 7.59% | -0.13% | +1.35% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 6.65% | -0.57% | +0.66% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 4.45% | -0.23% | +5.93% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.26% | -0.36% | +0.42% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.21% | +0.29% | +12.50% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.67% | +0.27% | +19.56% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.55% | +0.01% | +20.75% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.41% | -0.03% | -50.58% | |
| 13 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.97% | -0.13% | +5.45% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.61% | -0.13% | +14.67% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | +0.03% | +21.90% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.03% | — | +3.37% | |
| 17 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.89% | -0.07% | +17.90% | |
| 18 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.82% | -0.07% | -2.14% | |
| 19 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 0.77% | -0.05% | -15.41% | |
| 20 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.75% | -0.04% | -12.66% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | -0.07% | +6.84% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.70% | +0.01% | -50.91% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.57% | +0.08% | -4.51% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.54% | — | +7.96% | |
| 25 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 0.53% | +0.01% | +17.08% | |
| 26 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.47% | +0.01% | +1.76% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.04% | +2.70% | |
| 28 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.45% | +0.03% | +2.04% | |
| 29 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.44% | -0.06% | +64.13% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | +0.01% | +1.17% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.39% | — | -66.54% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | — | +86.76% | |
| 33 | CEG | Constellation Energy | Stock-Utilities | 0.29% | -0.05% | +25.36% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.29% | -0.03% | +5.89% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.28% | -0.05% | -0.62% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.28% | -0.03% | +3.45% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.27% | — | +6.71% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.26% | +0.01% | -10.96% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.25% | -0.02% | -0.22% | |
| 40 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.24% | -0.04% | -0.34% | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.22% | -0.06% | EXIT | |
| 42 | BPOP | Popular Inc | Stock-Financials | 0.22% | +0.01% | — | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.21% | -0.02% | -11.99% | |
| 44 | APH | Amphenol Corp-cl A | Stock-Tech | 0.21% | +0.06% | -0.36% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +0.05% | -1.67% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.20% | -0.08% | -2.89% | |
| 47 | INTU | Intuit Inc | Stock-Tech | 0.19% | -0.11% | EXIT | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.19% | -0.03% | +4.54% | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.18% | +0.01% | -62.74% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.16% | — | +1.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | +3.3% | +387.26% | Add |
| 2 | SCHV | Schwab US Large-cap Value | +1.7% | +262.86% | Add |
| 3 | VBK | Vanguard Small-cap Grwth ETF | +0.8% | +19.56% | Add |
| 4 | IDEV | Ishares Core Msci Dev Mkts | +0.8% | +18.75% | Add |
| 5 | VUG | Vanguard Growth ETF | +0.7% | +0.22% | Add |
| 6 | VBR | Vanguard Small-cap Value ETF | +0.6% | +20.75% | Add |
| 7 | MUB | Ishares National Muni Bond E | +0.3% | +5.93% | Add |
| 8 | TSLA | Tesla Inc | +0.3% | +86.76% | Add |
| 9 | VOO | Vanguard S&p 500 ETF | +0.2% | +21.90% | Add |
| 10 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +14.67% | Add |
| 11 | IEMG | Ishares Core Msci Emerging | +0.2% | +12.50% | Add |
| 12 | SPHY | Ss Spdr P High Yield ETF | +0.1% | +17.90% | Add |
| 13 | SMLR | Semler Scientific Inc | +0.1% | NEW | New buy |
| 14 | AMZN | Amazon.com Inc | +0.1% | +7.96% | Add |
| 15 | AAPL | Apple Inc | +0.1% | +3.37% | Add |
| 16 | HD | Home Depot Inc | +0.1% | NEW | New buy |
| 17 | HYD | Vaneck High Yield Muni ETF | +0.1% | +5.45% | Add |
| 18 | T | At&t Inc | +0.1% | NEW | New buy |
| 19 | WFC | Wells Fargo & Co | +0.1% | NEW | New buy |
| 20 | AXP | American Express Co | +0.1% | NEW | New buy |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | +2.70% | Add |
| 22 | AVGO | Broadcom Inc | +0.1% | +25.47% | Add |
| 23 | DKNG | Draftkings Inc-cl A | +0.1% | +17.08% | Add |
| 24 | V | Visa Inc-class A Shares | +0.1% | +6.71% | Add |
| 25 | NVDA | Nvidia CORP | +0.1% | +1.17% | Add |
| 26 | CRM | Salesforce Inc | +0.1% | +4.54% | Add |
| 27 | VTV | Vanguard Value ETF | 0% | +1.35% | Add |
| 28 | USMV | Ishares Msci USA Min Vol Fac | 0% | -10.96% | Trim |
| 29 | HYMB | Ss Spdr N Ice Hy Muni ETF | 0% | -28.53% | Trim |
| 30 | AMD | Advanced Micro Devices | -0.1% | -0.19% | Trim |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | -0.1% | -34.47% | Trim |
| 32 | ACWV | Ishares Msci Global Min Vol | -0.1% | -42.74% | Trim |
| 33 | USDU | Wisdomtree Bbg Usd Bullish | -0.1% | EXIT | Sold out |
| 34 | EFAV | Ishares Msci Eafe Min Vol Fa | -0.1% | EXIT | Sold out |
| 35 | NXPI | NXP Semiconductors N.V. | -0.1% | EXIT | Sold out |
| 36 | ROP | Roper Technologies Inc | -0.1% | EXIT | Sold out |
| 37 | JNJ | Johnson & Johnson | -0.1% | EXIT | Sold out |
| 38 | SCHO | Schwab Short-term US Treas | -0.1% | +64.13% | Add |
| 39 | HCA | Hca Healthcare Inc | -0.1% | EXIT | Sold out |
| 40 | BND | Vanguard Total Bond Market | -0.1% | +0.66% | Add |
| 41 | VWOB | Vanguard Emerg Mkts Gov Bnd | -0.1% | -12.66% | Trim |
| 42 | BCI | Abrdn Bloomberg All Commodit | -0.2% | EXIT | Sold out |
| 43 | EMLC | Vaneck JPM Em Local Curr Bnd | -0.2% | -15.41% | Trim |
| 44 | IEFA | Ishares Core Msci Eafe ETF | -0.4% | +0.42% | Add |
| 45 | HYLB | Xtrackers Usd High Yield Cor | -0.4% | -82.41% | Trim |
| 46 | RSP | Invesco S&p 500 Equal Weight | -0.4% | EXIT | Sold out |
| 47 | SCHA | Schwab US Small-cap ETF | -0.7% | -62.74% | Trim |
| 48 | VWO | Vanguard Ftse Emerging Marke | -0.9% | -66.54% | Trim |
| 49 | VEA | Vanguard Ftse Developed ETF | -2.9% | -50.58% | Trim |
| 50 | SCHX | Schwab US Large-cap ETF | -3.4% | -50.91% | Trim |
According to official SEC Form 13F filings, Veery Capital, LLC reported a total U.S. public equity portfolio value of $372.3M across 91 disclosed positions in Q4 2024.
During Q4 2024, Veery Capital, LLC's top holdings by market value included SCHG (13.3%)、SCHV (10.4%)、IDEV (8.3%). The largest single position, SCHG, represented 13.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHG, SCHV, IDEV) accounted for 33.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
SMLR
市值: $324.0K
Top Position Liquidated / Trimmed
RSP
前期市值: $1.0M
In Q4 2024, Veery Capital, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 25 positions, trimming 12 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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