Verus Wealth Management, LLC Portfolio Holdings

Verus Wealth Management, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $91.3 Billion distributed in 68 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 $11.4B, Vanguard Index Fds S&P 500 ETF with a value of $9.96B, Vanguard Intermediate Term Cor with a value of $6.58B, Vanguard Ftse Developed Market with a value of $6.35B, and Vanguard Bd Index Fd Inc Total with a value of $5.73B.

Examining the 13F form we can see an increase of $2.1B in the current position value, from $89.2B to 91.3B.

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.