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CIK: 0001481714
Total reported value
$1.2B
$1.2B
97 檔
43.4%
At the close of Q4 2024, Verus Financial Partners, Inc. disclosed equity holdings valued at approximately $1.2B, spread across 97 reported holdings.
In Q4 2024, Verus Financial Partners, Inc. adopted a defensive or profit-taking posture, trimming 22 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 23.80% | +0.81% | -0.86% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 12.13% | -0.31% | +2.25% | |
| 3 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 7.38% | -0.28% | +2.78% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 7.25% | +0.01% | +2.10% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 6.40% | -0.01% | -0.29% | |
| 6 | AVIG | Avantis Core Fixed Income | ETF-Other | 5.75% | -0.22% | +1.90% | |
| 7 | MGC | Vanguard Mega Cap ETF | ETF-Other | 5.10% | +0.08% | -3.40% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-Other | 4.41% | -0.02% | +1.10% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.30% | -0.04% | -2.16% | |
| 10 | DFIV | Dimensional International Va | ETF-Other | 3.22% | -0.22% | +1.31% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.15% | +0.02% | -2.00% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.94% | -0.02% | +202.23% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-Other | 2.26% | +0.03% | -0.52% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.33% | -0.03% | +3.39% | |
| 15 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.24% | -0.01% | -5.11% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.91% | — | -4.53% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.86% | -0.04% | -4.68% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.46% | — | -1.65% | |
| 19 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.43% | +0.03% | +1.61% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.41% | +0.01% | -7.95% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.33% | — | +0.04% | |
| 22 | PM | Philip Morris International | Stock-Consumer Staples | 0.33% | +0.04% | +0.02% | |
| 23 | MO | Altria Group Inc | Stock-Consumer Staples | 0.31% | +0.02% | +0.00% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | — | +0.06% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.22% | — | +0.01% | |
| 26 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.20% | -0.04% | +22.51% | |
| 27 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.19% | — | -7.18% | |
| 28 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.19% | -0.02% | -7.15% | |
| 29 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.18% | -0.05% | — | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.18% | — | +1.75% | |
| 31 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.16% | — | +5.03% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | -0.01% | -0.64% | |
| 33 | GWW | Ww Grainger Inc | Stock-Industrials | 0.14% | +0.01% | — | |
| 34 | QCOM | Qualcomm Inc | Stock-Tech | 0.13% | +0.01% | — | |
| 35 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.12% | +0.52% | -5.97% | |
| 36 | BDN | Brandywine Realty Trust | Stock-Other | 0.12% | — | — | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.11% | — | -3.48% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.11% | -0.03% | -0.15% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.11% | — | — | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.11% | +0.01% | +26.75% | |
| 41 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.10% | — | +0.27% | |
| 42 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.10% | -0.01% | +2.87% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.10% | — | -9.62% | |
| 44 | D | Dominion Energy Inc | Stock-Utilities | 0.10% | +0.02% | +5.61% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.09% | — | — | |
| 46 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.08% | -0.01% | +1.26% | |
| 47 | ELV | Elevance Health Inc | Stock-Healthcare | 0.07% | +0.01% | -2.80% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.07% | — | +0.17% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.06% | — | -7.64% | |
| 50 | NDAQ | Nasdaq Inc | Stock-Financials | 0.06% | -0.01% | — |
According to official SEC Form 13F filings, Verus Financial Partners, Inc. reported a total U.S. public equity portfolio value of $1.2B across 97 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, AVSF) accounted for 43.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
QCOM
市值: $1.2M
Top Position Liquidated / Trimmed
BN
前期市值: $318.9K
During Q4 2024, Verus Financial Partners, Inc.'s top holdings by market value included VTI (23.8%)、BND (12.1%)、AVSF (7.4%). The largest single position, VTI, represented 23.8% of total portfolio value.
In Q4 2024, Verus Financial Partners, Inc. made 46 total portfolio adjustments, initiating 3 new buys, adding to 17 positions, trimming 22 holdings, and fully liquidating 4 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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