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CIK: 0001844375
Total reported value
$375.3M
$375.3M
94 檔
38.2%
During the Q2 2025 filing period, Veery Capital, LLC (CIK: 0001844375) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $375.3M across 94 reported positions.
Veery Capital, LLC executed strategic sector rebalancing during Q2 2025, establishing 5 new positions while fully exiting 3 holdings and trimming 37 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 13.16% | +0.76% | +5.45% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 10.50% | -0.39% | +5.96% | |
| 3 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 9.70% | +0.12% | +5.88% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 8.27% | +0.39% | +2.98% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 7.73% | -0.08% | +4.65% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 6.40% | +0.05% | +4.47% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.65% | -0.05% | +4.37% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.18% | -0.01% | +0.11% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 3.79% | -0.41% | -3.32% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.64% | -0.29% | +6.28% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.50% | -0.13% | +6.26% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.39% | — | +1.77% | |
| 13 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.77% | -0.15% | -2.81% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.54% | +0.03% | +3.83% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.89% | +0.11% | +7.80% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | +0.12% | +6.77% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.02% | +9.57% | |
| 18 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.86% | +0.01% | +4.92% | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.77% | +0.05% | +1.46% | |
| 20 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 0.72% | -0.01% | -0.57% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | -0.01% | +26.84% | |
| 22 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.67% | -0.01% | +0.11% | |
| 23 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 0.65% | -0.09% | +16.19% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | +0.02% | +0.50% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.46% | +0.01% | -1.02% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | +0.06% | +5.97% | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.42% | — | -0.08% | |
| 28 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.41% | -0.05% | +3.22% | |
| 29 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.40% | -0.05% | -0.05% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | -0.03% | -0.39% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.36% | -0.07% | +33.35% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.34% | +0.01% | +3.57% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.33% | -0.01% | +11.65% | |
| 34 | CEG | Constellation Energy | Stock-Utilities | 0.31% | — | -19.19% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.31% | +0.05% | -2.51% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | +0.01% | +0.15% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.27% | +0.02% | — | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.27% | +0.01% | +0.14% | |
| 39 | APH | Amphenol Corp-cl A | Stock-Tech | 0.26% | -0.02% | -1.33% | |
| 40 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.24% | +0.01% | -0.03% | |
| 41 | BPOP | Popular Inc | Stock-Financials | 0.23% | -0.01% | — | |
| 42 | INTU | Intuit Inc | Stock-Tech | 0.23% | +0.06% | NEW | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.23% | -0.07% | +22.03% | |
| 44 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.22% | — | -1.18% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | -0.01% | +0.87% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.17% | -0.02% | +5.71% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | -0.17% | EXIT | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.15% | +0.04% | -1.74% | |
| 49 | AMD | Advanced Micro Devices | Stock-Tech | 0.15% | +0.01% | -3.27% | |
| 50 | ZTS | Zoetis Inc | Stock-Healthcare | 0.13% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | +1.1% | +5.45% | Add |
| 2 | VUG | Vanguard Growth ETF | +0.6% | +2.98% | Add |
| 3 | IDEV | Ishares Core Msci Dev Mkts | +0.3% | +5.88% | Add |
| 4 | MSFT | Microsoft CORP | +0.2% | +6.77% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +26.84% | Add |
| 6 | DKNG | Draftkings Inc-cl A | +0.2% | +16.19% | Add |
| 7 | IEMG | Ishares Core Msci Emerging | +0.1% | +4.37% | Add |
| 8 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +6.28% | Add |
| 9 | NVDA | Nvidia CORP | +0.1% | +5.97% | Add |
| 10 | TSLA | Tesla Inc | +0.1% | +33.35% | Add |
| 11 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 12 | KBDC | Kayne Anderson Bdc Inc | +0.1% | NEW | New buy |
| 13 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 14 | WMT | Walmart Inc | +0.1% | NEW | New buy |
| 15 | GE | General Electric | +0.1% | NEW | New buy |
| 16 | VOO | Vanguard S&p 500 ETF | +0.1% | +9.57% | Add |
| 17 | APH | Amphenol Corp-cl A | +0.1% | -1.33% | Trim |
| 18 | AVGO | Broadcom Inc | +0.1% | +5.71% | Add |
| 19 | CEG | Constellation Energy | 0% | -19.19% | Trim |
| 20 | INTU | Intuit Inc | 0% | +6.42% | Add |
| 21 | META | Meta Platforms Inc-class A | 0% | -2.51% | Trim |
| 22 | AXP | American Express Co | 0% | +38.65% | Add |
| 23 | VEA | Vanguard Ftse Developed ETF | 0% | +1.77% | Add |
| 24 | JPM | Jpmorgan Chase & Co | 0% | +0.15% | Add |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +22.03% | Add |
| 26 | AMD | Advanced Micro Devices | 0% | -3.27% | Trim |
| 27 | TSM | Taiwan Semiconductor-sp Adr | 0% | +1.10% | Add |
| 28 | AMZN | Amazon.com Inc | 0% | +0.50% | Add |
| 29 | COST | Costco Wholesale CORP | 0% | +11.65% | Add |
| 30 | BPOP | Popular Inc | 0% | — | Unchanged |
| 31 | DXCM | Dexcom Inc | 0% | +0.62% | Add |
| 32 | BTC | Grayscale Bitcoin Mini ETF | 0% | +0.07% | Add |
| 33 | UBER | Uber Technologies Inc | 0% | -0.14% | Trim |
| 34 | WFC | Wells Fargo & Co | 0% | +10.27% | Add |
| 35 | GOOG | Alphabet Inc-cl C | — | -0.39% | Trim |
| 36 | IWO | Ishares Russell 2000 Growth | — | -0.05% | Trim |
| 37 | VWO | Vanguard Ftse Emerging Marke | — | +3.57% | Add |
| 38 | GOOGL | Alphabet Inc-cl A | — | +0.87% | Add |
| 39 | IVW | Ishares S&p 500 Growth ETF | — | — | Unchanged |
| 40 | ADI | Analog Devices Inc | — | -0.79% | Trim |
| 41 | PM | Philip Morris International | — | -2.61% | Trim |
| 42 | MPC | Marathon Petroleum CORP | — | -0.31% | Trim |
| 43 | SLM | Slm CORP | — | — | Unchanged |
| 44 | HYMB | Ss Spdr N Ice Hy Muni ETF | — | +13.66% | Add |
| 45 | EFAV | Ishares Msci Eafe Min Vol Fa | — | -0.18% | Trim |
| 46 | SMLR | Semler Scientific Inc | — | — | Unchanged |
| 47 | KR | Kroger Co | — | -0.55% | Trim |
| 48 | SCHX | Schwab US Large-cap ETF | 0% | -1.02% | Trim |
| 49 | ISRG | Intuitive Surgical Inc | 0% | -1.18% | Trim |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | -2.82% | Trim |
According to official SEC Form 13F filings, Veery Capital, LLC reported a total U.S. public equity portfolio value of $375.3M across 94 disclosed positions in Q2 2025.
During Q2 2025, Veery Capital, LLC's top holdings by market value included SCHG (13.2%)、SCHV (10.5%)、IDEV (9.7%). The largest single position, SCHG, represented 13.2% 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 38.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
ORCL
市值: $231.5K
Top Position Liquidated / Trimmed
TMO
前期市值: $212.0K
In Q2 2025, Veery Capital, LLC made 85 total portfolio adjustments, initiating 5 new buys, adding to 40 positions, trimming 37 holdings, and fully liquidating 3 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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