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CIK: 0002052405
Total reported value
$294.0M
$294.0M
82 檔
29.7%
As reported in its official Q4 2024 Form 13F filing, Veridan Wealth LLC's tracked investment portfolio stood at $294.0M with 82 total positions.
During Q4 2024, Veridan Wealth LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including 07WA, WFC, IUSB) accounted for 29.7% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | 07WA | Mr Cooper Group Inc | Stock-Other | 26.34% | — | +0.19% | |
| 2 | WFC | Wells Fargo & Co | Stock-Financials | 5.02% | -0.17% | +0.03% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.97% | -3.01% | +0.75% | |
| 4 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.20% | +0.22% | -2.42% | |
| 5 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.41% | +0.05% | -1.68% | |
| 6 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 2.20% | — | — | |
| 7 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 2.20% | +0.04% | +1.39% | |
| 8 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 2.19% | -0.01% | -13.35% | |
| 9 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 2.17% | +0.07% | -12.30% | |
| 10 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 2.14% | +0.13% | +9.24% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.12% | -2.54% | -33.35% | |
| 12 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 2.12% | — | — | |
| 13 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.10% | -1.76% | EXIT | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.10% | +0.02% | -1.10% | |
| 15 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 2.02% | +0.05% | -19.98% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.02% | +0.16% | -4.74% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 1.95% | +0.08% | +6.11% | |
| 18 | IQLT | Ishares Msci International Q | ETF-Other | 1.68% | +0.05% | +10.73% | |
| 19 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.63% | +0.07% | +11.88% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.51% | -0.12% | -6.68% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.48% | +0.02% | +11.02% | |
| 22 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.44% | -0.09% | +6.79% | |
| 23 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 1.44% | +0.05% | +6.56% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.43% | +0.10% | -11.16% | |
| 25 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.39% | — | — | |
| 26 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.26% | +0.27% | -3.11% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 1.21% | -0.02% | +0.08% | |
| 28 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.08% | +0.03% | +3.95% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.08% | +0.11% | -14.20% | |
| 30 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.06% | -0.15% | -0.57% | |
| 31 | FPEI | First Trust Institutional Pr | ETF-Other | 1.04% | -0.13% | -2.16% | |
| 32 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 1.04% | — | — | |
| 33 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.85% | +0.01% | -50.61% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.85% | — | — | |
| 35 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.73% | — | — | |
| 36 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.70% | +0.01% | +338.51% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.67% | — | -8.22% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.66% | -0.05% | -6.33% | |
| 39 | ISCG | Ishares Morningstar Small-ca | ETF-Other | 0.64% | — | — | |
| 40 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.63% | — | — | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | +0.07% | +3.30% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | +0.02% | -6.71% | |
| 43 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.38% | +0.03% | +5.90% | |
| 44 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.34% | — | +22.40% | |
| 45 | XVV | Ishares Esg Select Screened | ETF-Other | 0.29% | +0.01% | +27.01% | |
| 46 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.28% | -0.01% | +40.04% | |
| 47 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.27% | -0.01% | +23.69% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | — | -12.90% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | -0.01% | -4.08% | |
| 50 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 0.24% | — | +21.58% |
According to official SEC Form 13F filings, Veridan Wealth LLC reported a total U.S. public equity portfolio value of $294.0M across 82 disclosed positions in Q4 2024.
During Q4 2024, Veridan Wealth LLC's top holdings by market value included 07WA (26.3%)、WFC (5.0%)、IUSB (4.0%). The largest single position, 07WA, represented 26.3% of total portfolio value.
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In Q4 2024, Veridan Wealth LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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