Veridan Wealth LLC Purchases and Sells in Q3 2025

Veridan Wealth LLC

$290 Billion
Q3 2025

Top Buys

Incresed Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIV	28.4K + 46.33%	$76.16 - $78.59 $2.16M - $2.23M	89.7K $7.01B
IEF	19.7K + 99.13%	$93.91 - $97.26 $1.85M - $1.92M	39.6K $3.82B
VO	277 + 1.68%	$279.83 - $293.74 $77.5K - $81.4K	16.8K $4.94B
SCHE	8.51K + 19.01%	$30.13 - $33.37 $256K - $284K	53.3K $1.78B
MSFT	20 + 0.57%	$491.09 - $535.64 $9.82K - $10.7K	3.51K $1.82B
VOE	883 + 4.29%	$164.63 - $174.58 $145K - $154K	21.5K $3.75B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FIDELITY COVINGTON TRUST	143K New	N/A	143K $5.06B
VB	17.5K New	$237.58 - $259.17 $4.15M - $4.53M	17.5K $4.44B
IAU	41.7K New	$61.62 - $72.77 $2.57M - $3.03M	41.7K $3.03B
TLH	22.9K New	$98.52 - $103.93 $2.25M - $2.38M	22.9K $2.36B
IEI	19K New	$117.65 - $120.08 $2.24M - $2.29M	19K $2.27B
SCHP	83.3K New	$26.44 - $27.1 $2.2M - $2.26M	83.3K $2.25B

Top Sells

Reduced Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XMMO	-10.4K - 80.79%	$128.6 - $136.01 $1.33M - $1.41M	2.47K $334M
BRK-B	-65 - 4.78%	$459.11 - $506.91 $29.8K - $32.9K	1.3K $651M
VYM	-729 - 21.43%	$132.9 - $142.03 $96.9K - $104K	2.67K $377M
XOM	-392 - 13.76%	$105.83 - $117.22 $41.5K - $46K	2.46K $277M
PG	-68 - 2.92%	$150.47 - $161.22 $10.2K - $11K	2.26K $347M
V	-95 - 12.67%	$332.09 - $358.86 $31.5K - $34.1K	655 $224M

Activity Summary All Purchases 23 New Holdings 8 Increased Positions 15 All Sells 56 Reductions 56 Sold out 0 Calls 0 Puts 0

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