Veridan Wealth LLC Sells in Q3 2025

Veridan Wealth LLC

  • $290 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-10.4K
- 80.79%
$128.6 - $136.01 $1.33M - $1.41M
2.47K $334M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-65
- 4.78%
$459.11 - $506.91 $29.8K - $32.9K
1.3K $651M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-729
- 21.43%
$132.9 - $142.03 $96.9K - $104K
2.67K $377M
XOM
Exxon Mobil Corp

Energy
-392
- 13.76%
$105.83 - $117.22 $41.5K - $46K
2.46K $277M
PG
Procter & Gamble CO

Consumer Defensive
-68
- 2.92%
$150.47 - $161.22 $10.2K - $11K
2.26K $347M
V
Visa Inc.

Financial Services
-95
- 12.67%
$332.09 - $358.86 $31.5K - $34.1K
655 $224M
COST
Costco Wholesale Corp

Consumer Defensive
-25
- 3.43%
$915.95 - $994.57 $22.9K - $24.9K
704 $652M
IVV
Ishares Core S&P 500 ETF

ETFs
-144
- 20.31%
$620.67 - $670.08 $89.4K - $96.5K
565 $378M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-199
- 6.84%
$136.48 - $142.97 $27.2K - $28.5K
2.71K $380M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.78K
- 1.48%
$45.6 - $46.92 $127K - $130K
185K $8.63B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-161
- 1.73%
$46.86 - $48.27 $7.54K - $7.77K
9.12K $438M
PANW
Palo Alto Networks Inc

Technology
-218
- 16.52%
$167.06 - $208.19 $36.4K - $45.4K
1.1K $224M
ACWI
Ishares Msci Acwi ETF

ETFs
-294
- 13.98%
$128.32 - $138.41 $37.7K - $40.7K
1.81K $250M
VXF
Vanguard Extended Market ETF

ETFs
-419
- 15.4%
$193.58 - $213.07 $81.1K - $89.3K
2.3K $482M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-403
- 0.81%
$45.72 - $47.27 $18.4K - $19K
49.6K $2.33B
JPM
Jpmorgan Chase & CO

Financial Services
-157
- 14.56%
$282.78 - $316.06 $44.4K - $49.6K
921 $290M
WMT
Walmart Inc.

Consumer Defensive
-149
- 5.08%
$94.4 - $104.27 $14.1K - $15.5K
2.78K $287M
VIG
Vanguard Dividend Appreciation

ETFs
-20
- 1.12%
N/A
1.77K $381M
NUDM
Nuveen Esg International Devel

ETFs
-4
- 0.06%
$34.72 - $37.63 $139 - $151
6.34K $239M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-110
- 2.95%
$68.27 - $75.58 $7.51K - $8.31K
3.62K $269M
META
Meta Platforms, Inc.

Communication Services
-109
- 14.12%
$695.21 - $791.73 $75.8K - $86.3K
663 $487M
AMZN
Amazon Com Inc

Consumer Cyclical
-286
- 7.77%
$211.65 - $238.24 $60.5K - $68.1K
3.39K $745M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.69K
- 1.91%
$52.55 - $54.37 $88.9K - $92K
86.8K $4.7B
SPG
Simon Property Group Inc

Real Estate
-274
- 5.73%
$159.93 - $187.67 $43.8K - $51.4K
4.51K $846M
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
-210
- 3.43%
$56.67 - $61.35 $11.9K - $12.9K
5.91K $363M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-1.21K
- 0.98%
$18.93 - $19.47 $22.9K - $23.6K
122K $2.36B
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-85
- 2.65%
$108.03 - $117.04 $9.18K - $9.95K
3.12K $365M
TSLA
Tesla, Inc.

Consumer Cyclical
-201
- 25.25%
$293.94 - $444.72 $59.1K - $89.4K
595 $265M
VCIT
Vanguard Intermediate Term Cor

ETFs
-792
- 1.39%
$81.75 - $84.54 $64.7K - $67K
56K $4.71B
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-261
- 2.4%
$47.64 - $51.71 $12.4K - $13.5K
10.6K $546M
AAPL
Apple Inc.

Technology
-568
- 7.74%
$202.38 - $256.87 $115K - $146K
6.77K $1.72B
AMAT
Applied Materials Inc

Technology
-136
- 6.2%
$156.25 - $204.95 $21.3K - $27.9K
2.06K $421M
GOOG
Alphabet Inc.

Communication Services
-239
- 10.58%
$175.16 - $255.24 $41.9K - $61K
2.02K $492M
VTV
Vanguard Value ETF

ETFs
-299
- 1.97%
$175.51 - $186.57 $52.5K - $55.8K
14.9K $2.78B
GOOGL
Alphabet Inc.

Communication Services
-150
- 6.65%
$174.36 - $254.72 $26.2K - $38.2K
2.1K $511M
AVGO
Broadcom Inc.

Technology
-106
- 7.51%
$264.74 - $369.57 $28.1K - $39.2K
1.31K $431M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-4.11K
- 4.68%
$41.43 - $44.2 $170K - $182K
83.6K $3.69B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-2.28K
- 5.45%
$87.05 - $93.19 $199K - $213K
39.6K $3.69B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-11.8K
- 7.33%
$21.69 - $23.34 $255K - $274K
149K $3.46B
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
-10.9K
- 6.07%
$29.19 - $31.2 $320K - $342K
169K $5.25B
EMGF
Ishares Msci Emerging Markets

ETFs
-6.67K
- 9.64%
$51.93 - $56.75 $346K - $378K
62.5K $3.54B
IWX
Ishares Tr Russell 200 Value E

ETFs
-760
- 1.13%
$83.04 - $87.88 $63.1K - $66.8K
66.4K $5.83B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-885
- 12.07%
$362.31 - $405.74 $321K - $359K
6.45K $2.59B
FNDE
Schwab Fundamental Emerging Mk

ETFs
-5.45K
- 5.3%
$33.13 - $36.31 $181K - $198K
97.3K $3.52B
IWP
Ishares Russell Mid Cap Growth

ETFs
-908
- 4.13%
$137.51 - $145.26 $125K - $132K
21.1K $3B
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-10.1K
- 8.58%
$44.58 - $48.01 $449K - $484K
107K $5.14B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-476
- 8.36%
$546.99 - $602.2 $260K - $287K
5.22K $3.13B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-11K
- 8.16%
$28.92 - $32.19 $317K - $353K
124K $3.94B
NVDA
Nvidia Corp

Technology
-977
- 9.66%
$153.3 - $186.58 $150K - $182K
9.14K $1.71B
Activity Summary
Buys All Purchases 23 New Holdings 8 Increased Positions 15 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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