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CIK: 0001481714
Total reported value
$1.2B
$1.2B
104 檔
42.5%
During the Q1 2025 filing period, Verus Financial Partners, Inc. (CIK: 0001481714) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.2B across 104 reported positions.
In Q1 2025, Verus Financial Partners, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 22.44% | +0.81% | +1.11% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 12.74% | -0.31% | +1.39% | |
| 3 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 7.74% | -0.28% | +2.16% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 7.59% | +0.01% | -1.78% | |
| 5 | AVIG | Avantis Core Fixed Income | ETF-Other | 6.11% | -0.22% | +2.94% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 5.79% | -0.01% | +0.33% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-Other | 4.69% | -0.02% | +2.27% | |
| 8 | MGC | Vanguard Mega Cap ETF | ETF-Other | 4.65% | +0.08% | -2.80% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.48% | -0.04% | -2.43% | |
| 10 | DFIV | Dimensional International Va | ETF-Other | 3.63% | -0.22% | +2.57% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.01% | +0.02% | +1.60% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.87% | -0.02% | +2.11% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-Other | 2.03% | +0.03% | -4.18% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.46% | -0.03% | +10.56% | |
| 15 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.24% | -0.01% | -6.58% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.85% | — | -1.88% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.84% | -0.04% | -2.85% | |
| 18 | PM | Philip Morris International | Stock-Consumer Staples | 0.46% | +0.04% | +0.89% | |
| 19 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.45% | +0.03% | +5.08% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.40% | — | -3.70% | |
| 21 | MO | Altria Group Inc | Stock-Consumer Staples | 0.35% | +0.02% | -0.51% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.35% | +0.01% | -4.06% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.30% | — | -3.29% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | — | +2.64% | |
| 25 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.22% | — | +24.49% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.22% | — | +0.01% | |
| 27 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.21% | -0.02% | +5.81% | |
| 28 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.20% | -0.04% | -1.72% | |
| 29 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.20% | -0.05% | — | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.19% | — | +6.15% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.18% | +0.01% | +55.10% | |
| 32 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.16% | — | -0.51% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.14% | -0.01% | +3.87% | |
| 34 | GWW | Ww Grainger Inc | Stock-Industrials | 0.13% | +0.01% | +0.34% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.12% | -0.03% | +8.29% | |
| 36 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.11% | +0.52% | -0.78% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.11% | — | — | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.10% | — | -3.21% | |
| 39 | D | Dominion Energy Inc | Stock-Utilities | 0.10% | +0.02% | +0.18% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.09% | — | — | |
| 41 | BDN | Brandywine Realty Trust | Stock-Other | 0.09% | — | — | |
| 42 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.09% | — | +0.21% | |
| 43 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.09% | -0.01% | — | |
| 44 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.09% | — | +0.26% | |
| 45 | QCOM | Qualcomm Inc | Stock-Tech | 0.09% | +0.01% | -28.04% | |
| 46 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.09% | -0.01% | — | |
| 47 | ELV | Elevance Health Inc | Stock-Healthcare | 0.08% | +0.01% | — | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.07% | — | +6.87% | |
| 49 | MCK | Mckesson CORP | Stock-Healthcare | 0.06% | -0.01% | — | |
| 50 | SO | Southern Co/the | Stock-Utilities | 0.06% | — | — |
According to official SEC Form 13F filings, Verus Financial Partners, Inc. reported a total U.S. public equity portfolio value of $1.2B across 104 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, AVSF) accounted for 42.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTI
市值: $196.7M
During Q1 2025, Verus Financial Partners, Inc.'s top holdings by market value included VTI (22.4%)、BND (12.7%)、AVSF (7.7%). The largest single position, VTI, represented 22.4% of total portfolio value.
In Q1 2025, Verus Financial Partners, Inc. made 50 total portfolio adjustments, initiating 50 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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