Verus Wealth Management, LLC Portfolio Holdings
Verus Wealth Management, LLC
- $89.2 Billion
- Q4 2024
Verus Wealth Management, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $89.2 Billion distributed in 67 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares National Muni Bond ETF with a value of $11.5B, Vanguard Index Fds S&P 500 ETF with a value of $9.53B, Vanguard Intermediate Term Cor with a value of $6.03B, Vanguard Ftse Developed Market with a value of $5.96B, and Vanguard Bd Index Fd Inc Total with a value of $5.12B.
Verus Wealth Management, LLC is based out at De Pere, WI
Below you can find more details about Verus Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$89.2 Billion
ETFs: $78.8 Billion
Technology: $4.25 Billion
Communication Services: $1.7 Billion
Financial Services: $1.4 Billion
Consumer Cyclical: $1.04 Billion
Utilities: $719 Million
Healthcare: $268 Million
Consumer Defensive: $236 Million
Other: $0
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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