Veridan Wealth LLC Portfolio Holdings by Sector

Veridan Wealth LLC

$213 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IUSB IWY OEF DBEF HFXI IWX IWL IMTM 57 stocks	$135 Million 63.3% of portfolio	57	-	57	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services COOP 1 stocks	$56.2 Million 26.42% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services WFC JPM 2 stocks	$11 Million 5.17% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PANW 2 stocks	$1.64 Million 0.77% of portfolio	2	-	2	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$1.47 Million 0.69% of portfolio	2	-	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.44 Million 0.68% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG GOOGL 3 stocks	$1.39 Million 0.65% of portfolio	3	-	3	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$841,654 0.4% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SPG 1 stocks	$818,842 0.38% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$661,946 0.31% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$542,664 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$386,311 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$385,597 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$299,680 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$273,948 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$264,039 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology NOW 1 stocks	$231,753 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$224,479 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts

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