Veridan Wealth LLC Portfolio Holdings

Veridan Wealth LLC

  • $221 Billion
  • Q1 2025

Veridan Wealth LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $221 Billion distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mr. Cooper Group Inc. with a value of $65.2B, Wells Fargo & Company with a value of $9.84B, Ishares Core Total Usd Bond Ma with a value of $8.64B, Ishares Tr Russell 200 Growth with a value of $6.92B, and Ishares Tr Russell 200 Value E with a value of $5.52B.

Examining the 13F form we can see an increase of $7.83B in the current position value, from $213B to 221B.

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 $221 Billion
ETFs: $135 Billion
Financial Services: $76.5 Billion
Technology: $4.82 Billion
Consumer Defensive: $1.34 Billion
Communication Services: $1.15 Billion
Consumer Cyclical: $906 Million
Real Estate: $795 Million
Energy: $339 Million
Other: $234 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.25T
$445 Million 0.2% of portfolio
772
Q1 2025 Added 2.66%
$0
$398 Million 0.18% of portfolio
709
Q1 2025 Added 0.14%
$0
$395 Million 0.18% of portfolio
2,911
Q1 2025 Reduced 0.24%
$0
$405 Million 0.18% of portfolio
3,385
Q1 2025 Reduced 2.93%
$376B
$396 Million 0.18% of portfolio
2,326
Q1 2025 Added 1.62%
$0
$389 Million 0.18% of portfolio
7,723
Q1 2025 Reduced 18.88%
$0
$346 Million 0.16% of portfolio
1,786
Q1 2025 Reduced 0.45%
$1.01T
$353 Million 0.16% of portfolio
2,259
Q1 2025 Added 4.49%
$957B
$349 Million 0.16% of portfolio
2,254
Q1 2025 Added 5.33%
$0
$337 Million 0.15% of portfolio
13,479
Q1 2025 Reduced 25.13%
$430B
$339 Million 0.15% of portfolio
2,849
Q1 2025 Added 1.82%
$0
$308 Million 0.14% of portfolio
6,122
Q1 2025 Reduced 18.12%
$0
$311 Million 0.14% of portfolio
5,819
Q1 2025 Reduced 18.94%
$0
$307 Million 0.14% of portfolio
3,203
Q1 2025 Reduced 16.93%
$133B
$318 Million 0.14% of portfolio
2,194
Q1 2025 Added 1.72%
$570B
$263 Million 0.12% of portfolio
750
Q1 2025 Reduced 1.83%
$741B
$264 Million 0.12% of portfolio
1,078
Q1 2025 Added 1.22%
$81.3B
$236 Million 0.11% of portfolio
1,412
Q1 2025 Added 2.54%
$0
$245 Million 0.11% of portfolio
2,103
Q1 2025 Reduced 2.28%
$781B
$234 Million 0.11% of portfolio
283
Q1 2025 Added 2.17%
$0
$230 Million 0.1% of portfolio
2,314
Q1 2025 Reduced 0.13%
$0
$232 Million 0.1% of portfolio
3,726
Q1 2025 Reduced 16.98%
$0
$218 Million 0.1% of portfolio
22,076
Q1 2025 New
$0
$229 Million 0.1% of portfolio
9,938
Q1 2025 Reduced 25.37%
$56.3B
$225 Million 0.1% of portfolio
1,320
Q1 2025 Added 1.46%
$885B
$206 Million 0.09% of portfolio
796
Q1 2025 Added 11.48%
$0
$203 Million 0.09% of portfolio
6,600
Q1 2025 Reduced 28.14%
$0
$205 Million 0.09% of portfolio
5,866
Q1 2025 Reduced 27.53%
$0
$202 Million 0.09% of portfolio
6,348
Q1 2025 Reduced 28.77%

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $221 Billion
  • Prior Value $213 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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