Veridan Wealth LLC Portfolio Holdings

Veridan Wealth LLC

  • $213 Billion
  • Q4 2024

Veridan Wealth LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $213 Billion distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mr. Cooper Group Inc. with a value of $56.2B, Wells Fargo & Company with a value of $10.7B, Ishares Core Total Usd Bond Ma with a value of $8.48B, Ishares Tr Russell 200 Growth with a value of $6.83B, and Ishares S&P 100 ETF with a value of $5.16B.

Examining the 13F form we can see an increase of $213B in the current position value.

Veridan Wealth LLC is based out at West Linn, OR

Below you can find more details about Veridan Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $213 Billion
ETFs: $135 Billion
Financial Services: $68 Billion
Technology: $5.17 Billion
Communication Services: $1.39 Billion
Consumer Cyclical: $1.12 Billion
Consumer Defensive: $1.05 Billion
Real Estate: $819 Million
Energy: $300 Million
Other: $224 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $213 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 82 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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