Verity Asset Management, Inc. has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $177 Billion distributed in 184 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $18B, Invesco Et Sf Idxd Fd Tr Bulle with a value of $10.3B, J P Morgan Exchange Traded Fd with a value of $7.41B, Ishares Core S&P 500 ETF with a value of $6.22B, and Apple Inc. with a value of $4.54B.

Examining the 13F form we can see an decrease of $88.1B in the current position value, from $266B to 177B.

Verity Asset Management, Inc. is based out at Durham, NC

Below you can find more details about Verity Asset Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $177 Billion
ETFs: $76.3 Billion
Technology: $19.6 Billion
Industrials: $13.4 Billion
Financial Services: $12.3 Billion
Healthcare: $10.5 Billion
Consumer Defensive: $7.55 Billion
Energy: $7.51 Billion
Basic Materials: $7.13 Billion
Other: $14.6 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 184
  • Current Value $177 Billion
  • Prior Value $266 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 29 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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