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CIK: 0001542108
Total reported value
$1.5B
$1.5B
131 檔
13.7%
As reported in its official Q4 2024 Form 13F filing, Verity & Verity, LLC's tracked investment portfolio stood at $1.5B with 131 total positions.
In Q4 2024, Verity & Verity, LLC displayed an active expansion posture, initiating 22 new positions and adding to 85 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 6.37% | +0.49% | +5.40% | |
| 2 | GILD | Gilead Sciences Inc | Stock-Healthcare | 3.19% | -0.46% | +2.93% | |
| 3 | GLW | Corning Inc | Stock-Tech | 2.88% | +0.26% | +2.75% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.88% | -0.15% | +11.17% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.87% | +0.10% | +4.69% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 2.79% | +0.23% | +5.23% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.75% | +0.05% | +10.50% | |
| 8 | RTX | Rtx CORP | Stock-Industrials | 2.54% | -0.26% | +6.72% | |
| 9 | OKE | Oneok Inc | Stock-Energy | 2.53% | -0.23% | +5.81% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 2.51% | -0.71% | +7.13% | |
| 11 | STT | State Street CORP | Stock-Financials | 2.25% | +0.63% | +4.91% | |
| 12 | AMGN | Amgen Inc | Stock-Healthcare | 2.20% | -0.11% | +5.59% | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 2.17% | +0.12% | +4.95% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 2.14% | -0.12% | +12.04% | |
| 15 | ENB | Enbridge Inc | Stock-Energy | 2.08% | -0.20% | +8.39% | |
| 16 | PRU | Prudential Financial Inc | Stock-Financials | 1.98% | -0.21% | +5.05% | |
| 17 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.91% | +0.02% | +27.90% | |
| 18 | TXN | Texas Instruments Inc | Stock-Tech | 1.83% | -0.09% | +11.20% | |
| 19 | OGE | Oge Energy CORP | Stock-Utilities | 1.79% | -0.03% | -7.74% | |
| 20 | MET | Metlife Inc | Stock-Financials | 1.78% | +0.15% | +4.42% | |
| 21 | TFC | Truist Financial CORP | Stock-Financials | 1.68% | -0.01% | +9.63% | |
| 22 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 1.59% | — | +74.36% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.55% | -0.37% | +8.74% | |
| 24 | TGT | Target CORP | Stock-Consumer Disc | 1.53% | — | +7.84% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.53% | -0.02% | +207.53% | |
| 26 | SO | Southern Co/the | Stock-Utilities | 1.52% | -0.07% | +2.76% | |
| 27 | PFE | Pfizer Inc | Stock-Healthcare | 1.48% | -0.55% | -8.69% | |
| 28 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.45% | -0.34% | +10.66% | |
| 29 | MO | Altria Group Inc | Stock-Consumer Staples | 1.43% | +0.01% | +9.53% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.40% | -0.09% | +10.46% | |
| 31 | VICI | Vici Properties Inc | Stock-Real Estate | 1.33% | -0.20% | +16.83% | |
| 32 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.32% | -0.16% | +11.80% | |
| 33 | MDT | Medtronic plc | Stock-Healthcare | 1.30% | -0.17% | +1.52% | |
| 34 | CINF | Cincinnati Financial CORP | Stock-Financials | 1.29% | +0.67% | +7.89% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 1.28% | -0.26% | +6.13% | |
| 36 | FNF | Fidelity National Financial | Stock-Financials | 1.23% | -0.06% | +4.41% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.23% | -0.05% | +13.28% | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.18% | -0.45% | +12.81% | |
| 39 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.17% | -0.04% | +2.82% | |
| 40 | CMI | Cummins Inc | Stock-Industrials | 1.12% | +0.29% | +1.59% | |
| 41 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.11% | +0.07% | +9.66% | |
| 42 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.08% | -0.01% | +3.92% | |
| 43 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.99% | +0.07% | +8.80% | |
| 44 | NNN | Nnn Reit Inc | Stock-Real Estate | 0.99% | +0.04% | +8.74% | |
| 45 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.95% | -0.02% | -10.23% | |
| 46 | PSX | Phillips 66 | Stock-Energy | 0.94% | -0.23% | +33.64% | |
| 47 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.94% | +0.57% | — | |
| 48 | PLD | Prologis Inc | Stock-Real Estate | 0.92% | -0.10% | -8.08% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.89% | -0.46% | +4.93% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.88% | +0.53% | +28.41% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.6% | +5.40% | Add |
| 2 | VYM | Vanguard High Dvd Yield ETF | +1% | +207.53% | Add |
| 3 | WEC | Wec Energy Group Inc | +0.9% | NEW | New buy |
| 4 | IYZ | Ishares US Telecommunication | +0.6% | NEW | New buy |
| 5 | JPM | Jpmorgan Chase & Co | +0.4% | +10.50% | Add |
| 6 | LYB | LyondellBasell Industries N.V. | +0.3% | +74.36% | Add |
| 7 | CSCO | Cisco Systems Inc | +0.3% | +12.04% | Add |
| 8 | OKE | Oneok Inc | +0.2% | +5.81% | Add |
| 9 | UPS | United Parcel Service-cl B | +0.2% | +27.90% | Add |
| 10 | BX | Blackstone Inc | +0.2% | NEW | New buy |
| 11 | PH | Parker Hannifin CORP | +0.2% | +836.22% | Add |
| 12 | GILD | Gilead Sciences Inc | +0.2% | +2.93% | Add |
| 13 | STT | State Street CORP | +0.2% | +4.91% | Add |
| 14 | ORCL | Oracle CORP | +0.1% | +260.36% | Add |
| 15 | AAPL | Apple Inc | +0.1% | +4.69% | Add |
| 16 | HD | Home Depot Inc | +0.1% | +28.41% | Add |
| 17 | PM | Philip Morris International | +0.1% | +72.89% | Add |
| 18 | CPSS | Consumer Portfolio Services | +0.1% | NEW | New buy |
| 19 | ENB | Enbridge Inc | +0.1% | +8.39% | Add |
| 20 | WMT | Walmart Inc | +0.1% | +90.40% | Add |
| 21 | MS | Morgan Stanley | +0.1% | NEW | New buy |
| 22 | MCD | Mcdonald's CORP | +0.1% | NEW | New buy |
| 23 | AMP | Ameriprise Financial Inc | +0.1% | +2.82% | Add |
| 24 | ACN | Accenture plc | +0.1% | +62.71% | Add |
| 25 | V | Visa Inc-class A Shares | +0.1% | +137.69% | Add |
| 26 | FIS | Fidelity National Info Serv | +0.1% | +35.87% | Add |
| 27 | KO | Coca-cola Co/the | +0.1% | +59.61% | Add |
| 28 | EPD | Enterprise Products Partners | +0.1% | +30.76% | Add |
| 29 | CINF | Cincinnati Financial CORP | +0.1% | +7.89% | Add |
| 30 | PSX | Phillips 66 | +0.1% | +33.64% | Add |
| 31 | ES | Eversource Energy | +0.1% | NEW | New buy |
| 32 | MO | Altria Group Inc | +0.1% | +9.53% | Add |
| 33 | ABT | Abbott Laboratories | +0.1% | +18.16% | Add |
| 34 | WSO | Watsco Inc | +0.1% | NEW | New buy |
| 35 | ITW | Illinois Tool Works | +0.1% | +307.51% | Add |
| 36 | HBAN | Huntington Bancshares Inc | +0.1% | NEW | New buy |
| 37 | DUK | Duke Energy CORP | +0.1% | NEW | New buy |
| 38 | MSFT | Microsoft CORP | +0.1% | +11.17% | Add |
| 39 | TFC | Truist Financial CORP | +0.1% | +9.63% | Add |
| 40 | AXP | American Express Co | 0% | +75.36% | Add |
| 41 | OMC | Omnicom Group | 0% | NEW | New buy |
| 42 | FAST | Fastenal Co | 0% | NEW | New buy |
| 43 | NKE | Nike Inc -cl B | 0% | NEW | New buy |
| 44 | PG | Procter & Gamble Co/the | 0% | +13.28% | Add |
| 45 | KVUE | Kenvue Inc | 0% | +112.61% | Add |
| 46 | BF-B | Brown-forman Corp-class B | 0% | NEW | New buy |
| 47 | GOOGL | Alphabet Inc-cl A | 0% | NEW | New buy |
| 48 | TSLA | Tesla Inc | 0% | NEW | New buy |
| 49 | CFG | Citizens Financial Group | 0% | NEW | New buy |
| 50 | ROK | Rockwell Automation Inc | 0% | NEW | New buy |
According to official SEC Form 13F filings, Verity & Verity, LLC reported a total U.S. public equity portfolio value of $1.5B across 131 disclosed positions in Q4 2024.
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 AVGO, GILD, GLW) accounted for 13.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
WEC
市值: $10.3M
Top Position Liquidated / Trimmed
SWKS
前期市值: $8.1M
During Q4 2024, Verity & Verity, LLC's top holdings by market value included AVGO (6.4%)、GILD (3.2%)、GLW (2.9%). The largest single position, AVGO, represented 6.4% of total portfolio value.
In Q4 2024, Verity & Verity, LLC made 125 total portfolio adjustments, initiating 22 new buys, adding to 85 positions, trimming 11 holdings, and fully liquidating 7 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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