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CIK: 0002042938
Total reported value
$121.3M
$121.3M
53 檔
31.4%
During the Q4 2024 filing period, Verus Wealth Management, LLC (CIK: 0002042938) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $121.3M across 53 reported positions.
During Q4 2024, Verus Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MUB | Ishares National Muni Bond E | ETF-Other | 12.89% | -1.43% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.69% | +0.96% | — | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 6.77% | -0.73% | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.68% | -0.05% | — | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 5.74% | -0.49% | — | |
| 6 | VONV | Vanguard Russell 1000 Value | ETF-Other | 4.36% | +0.06% | — | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.18% | +0.46% | — | |
| 8 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 4.03% | -0.16% | — | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.84% | +0.35% | — | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.64% | -0.04% | — | |
| 11 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.58% | -0.07% | — | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.53% | +0.12% | — | |
| 13 | DFAT | Dimensional US Target Value | ETF-Other | 2.09% | -0.40% | — | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.85% | +0.01% | — | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.60% | -0.36% | — | |
| 16 | PWZ | Invesco California Amt-free | ETF-Other | 1.57% | — | — | |
| 17 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.54% | -0.10% | — | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.41% | +0.04% | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.40% | -0.08% | — | |
| 20 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.39% | +0.01% | — | |
| 21 | DFIV | Dimensional International Va | ETF-Other | 1.38% | -0.16% | — | |
| 22 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.35% | -0.06% | — | |
| 23 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.28% | +0.03% | — | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.26% | -0.01% | — | |
| 25 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.12% | -0.13% | — | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.05% | +0.02% | — | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.84% | +0.07% | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | +0.01% | — | |
| 29 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.75% | -0.07% | — | |
| 30 | VONE | Vanguard Russell 1000 | ETF-Other | 0.72% | +0.02% | — | |
| 31 | NIC | Nicolet Bankshares Inc | Stock-Other | 0.62% | — | — | |
| 32 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.59% | -0.04% | — | |
| 33 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 0.56% | -0.06% | — | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | -0.05% | — | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.05% | — | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.46% | +0.03% | — | |
| 37 | WTRG | Essential Utilities Inc | Stock-Utilities | 0.41% | — | — | |
| 38 | CEG | Constellation Energy | Stock-Utilities | 0.40% | — | — | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | — | — | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.39% | -0.05% | — | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | — | — | |
| 42 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.36% | — | — | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.35% | — | — | |
| 44 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.31% | -0.02% | — | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.30% | +0.05% | — | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.30% | — | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | -0.01% | — | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | +0.03% | — | |
| 49 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.28% | — | — | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.28% | +0.17% | NEW |
According to official SEC Form 13F filings, Verus Wealth Management, LLC reported a total U.S. public equity portfolio value of $121.3M across 53 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 MUB, VOO, VCIT) accounted for 31.4% of total reported equity market value during Q4 2024.
During Q4 2024, Verus Wealth Management, LLC's top holdings by market value included MUB (12.9%)、VOO (10.7%)、VCIT (6.8%). The largest single position, MUB, represented 12.9% of total portfolio value.
In Q4 2024, Verus Wealth Management, 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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