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CIK: 0001796874
Total reported value
$1.8B
$1.8B
344 檔
21.6%
At the close of Q2 2024, Verus Capital Partners, LLC disclosed equity holdings valued at approximately $1.8B, spread across 344 reported holdings.
During Q2 2024, Verus Capital Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 344 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 14.48% | -1.47% | -1.49% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.09% | -0.68% | -1.05% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.91% | -0.81% | +1.09% | |
| 4 | AMD | Advanced Micro Devices | Stock-Tech | 5.96% | +4.91% | +1.82% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.72% | -1.20% | +966.61% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.11% | -0.17% | -8.89% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.51% | -0.06% | -2.56% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.36% | +0.08% | +11.09% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.31% | -0.17% | -6.52% | |
| 10 | GTO | Invesco Total Return Bond Et | ETF-Other | 1.77% | -0.15% | -7.63% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.73% | -0.02% | +2.29% | |
| 12 | IQLT | Ishares Msci International Q | ETF-Other | 1.40% | -0.10% | +2.31% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.27% | +0.12% | -1.39% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.17% | -0.14% | +2.54% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.11% | -0.14% | -3.15% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.05% | -0.13% | +1.40% | |
| 17 | FMB | First Trust Managed Municipa | ETF-Other | 1.00% | -0.03% | -13.23% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.00% | -0.12% | -2.08% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.87% | -0.10% | +3.04% | |
| 20 | GOF | Guggenheim Strategic Opport | Stock-Other | 0.82% | -0.45% | +20.13% | |
| 21 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.78% | -0.09% | -5.28% | |
| 22 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.73% | -0.24% | -0.17% | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.73% | -0.01% | +7.05% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.15% | -4.98% | |
| 25 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.58% | -0.16% | +11.96% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.52% | -0.20% | +9.63% | |
| 27 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.51% | -0.02% | EXIT | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | +0.09% | +0.14% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.01% | +6.37% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.46% | -0.01% | +92.05% | |
| 31 | BP | Bp Plc-spons Adr | Stock-Energy | 0.42% | -0.04% | -5.06% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.15% | -4.08% | |
| 33 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.39% | -0.06% | -3.46% | |
| 34 | TPC | Tutor Perini CORP | Stock-Other | 0.39% | -0.06% | -20.19% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.38% | -0.01% | +0.08% | |
| 36 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.37% | -0.02% | +36.08% | |
| 37 | SCTXX | Schwab Amt Tax Fr Mny-ultra | Stock-Other | 0.36% | — | — | |
| 38 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.35% | -0.03% | +35.97% | |
| 39 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.35% | -0.19% | +75.27% | |
| 40 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.33% | -0.01% | -2.37% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | -0.04% | -0.49% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.32% | +0.09% | +26.45% | |
| 43 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.32% | -0.01% | +11.59% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.31% | -0.03% | +1.84% | |
| 45 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.31% | -0.06% | +0.43% | |
| 46 | BA | Boeing Co/the | Stock-Industrials | 0.31% | -0.02% | -0.81% | |
| 47 | GLD | Spdr Gold Shares | ETF-Commodities | 0.30% | -0.09% | +1.27% | |
| 48 | XLV | Ss Health Care Select Sector | ETF-Other | 0.30% | +0.06% | -1.60% | |
| 49 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.30% | -0.04% | +4.88% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.30% | -0.02% | -4.45% |
According to official SEC Form 13F filings, Verus Capital Partners, LLC reported a total U.S. public equity portfolio value of $1.8B across 344 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, MSFT) accounted for 21.6% of total reported equity market value during Q2 2024.
During Q2 2024, Verus Capital Partners, LLC's top holdings by market value included AAPL (14.5%)、AMZN (8.1%)、MSFT (7.9%). The largest single position, AAPL, represented 14.5% of total portfolio value.
In Q2 2024, Verus Capital Partners, 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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