Verus Capital Partners, LLC Incresed Positions in Q4 2024

Verus Capital Partners, LLC

  • $1.09 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MTD
Mettler Toledo International Inc

Healthcare
80
+ 36.7%
$1160.67 - $1498.12 $92.9K - $120K
298 $364K
CASY
Caseys General Stores Inc

Consumer Cyclical
45
+ 4.54%
$366.65 - $427.88 $16.5K - $19.3K
1.04K $410K
VTI
Vanguard Total Stock Market Et

ETFs
4
+ 0.07%
$280.04 - $302.45 $1.12K - $1.21K
5.65K $1.64M
XRX
Xerox Holdings Corp

Technology
22.2K
+ 28.95%
$8.17 - $11.07 $181K - $246K
98.9K $833K
EW
Edwards Lifesciences Corp

Healthcare
7
+ 0.16%
$64.54 - $75.92 $452 - $531
4.31K $318K
DVA
Davita Inc.

Healthcare
341
+ 26.27%
$139.81 - $167.96 $47.7K - $57.3K
1.64K $245K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
36
+ 4.17%
$340.59 - $380.5 $12.3K - $13.7K
900 $329K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.19K
+ 9.53%
$46.33 - $48.6 $54.9K - $57.6K
13.6K $632K
CVX
Chevron Corp

Energy
538
+ 2.57%
$141.15 - $162.53 $75.9K - $87.4K
21.5K $3.12M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
436
+ 2.72%
$61.68 - $67.87 $26.9K - $29.6K
16.5K $1.03M
OGN
Organon & Co.

Healthcare
12.8K
+ 32.53%
$14.44 - $18.83 $184K - $240K
51.9K $774K
LCID
Lucid Group, Inc.

Consumer Cyclical
21.6K
+ 26.88%
$2.01 - $3.44 $43.4K - $74.2K
102K $307K
VV
Vanguard Large Cap ETF

ETFs
32
+ 1.86%
$260.27 - $280.65 $8.33K - $8.98K
1.75K $472K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
144
+ 1.78%
$53.94 - $58.15 $7.77K - $8.37K
8.22K $463K
EMLP
First Tr Exchange Traded Iv

ETFs
39
+ 0.42%
$33.69 - $38.24 $1.31K - $1.49K
9.26K $329K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
354
+ 4.66%
$33.92 - $36.6 $12K - $13K
7.95K $275K
PG
Procter & Gamble CO

Consumer Defensive
343
+ 4.36%
$161.05 - $179.7 $55.2K - $61.6K
8.2K $1.38M
TXN
Texas Instruments Inc

Technology
75
+ 5.35%
N/A
1.48K $287K
AZO
Autozone Inc

Consumer Cyclical
2
+ 1.52%
$2981.19 - $3370.27 $5.96K - $6.74K
134 $429K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
201
+ 5.86%
N/A
3.63K $226K
DGRO
Ishares Core Dividend Growth E

ETFs
4.19K
+ 2.31%
$60.73 - $64.94 $254K - $272K
186K $11.4M
DSI
Ishares Msci Kld 400 Social Et

ETFs
64
+ 1.94%
$107.41 - $115.71 $6.87K - $7.41K
3.36K $369K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.54K
+ 2.94%
$36.54 - $37.53 $56.3K - $57.9K
54K $1.99M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
264
+ 5.23%
$91.94 - $100.02 $24.3K - $26.4K
5.32K $492K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
710
+ 8.56%
$23.7 - $24.51 $16.8K - $17.4K
9.01K $213K
SO
Southern CO

Utilities
354
+ 13.7%
$81.5 - $94.15 $28.9K - $33.3K
2.94K $241K
OC
Owens Corning

Industrials
162
+ 5.31%
$169.41 - $210.81 $27.4K - $34.2K
3.21K $546K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
45
+ 1.95%
$89.88 - $101.38 $4.04K - $4.56K
2.35K $219K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
492
+ 11.23%
$99.04 - $109.59 $48.7K - $53.9K
4.88K $485K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
164
+ 0.76%
$14.28 - $14.81 $2.34K - $2.43K
21.8K $313K
VT
Vanguard Total World Stk Index

ETFs
83
+ 2.17%
$117.09 - $123.07 $9.72K - $10.2K
3.9K $458K
SNPS
Synopsys Inc

Technology
28
+ 4.86%
$485.36 - $588.0 $13.6K - $16.5K
604 $293K
RVT
Royce Value Trust, Inc.

Financial Services
1
+ 0.01%
$15.15 - $16.9 $15.2 - $16.9
16.2K $255K
BRSP
Bright Spire Capital, Inc.

Real Estate
90
+ 0.88%
$5.25 - $6.43 $473 - $579
10.4K $58K
Tidal Trust Iii
1.55K
+ 10.97%
N/A
15.6K $0
Direxion Shs ETF Tr
6
+ 0.24%
N/A
2.54K $0
Southland Hldgs Inc
534K
+ 573.85%
N/A
627K $0
Amplify ETF Tr
1.5K
+ 1.52%
N/A
99.9K $0
Pacer Fds Tr
52.9K
+ 50.14%
N/A
158K $0
NULV
Nuveen Esg Large Cap Value ETF

ETFs
362
+ 5.5%
$38.96 - $43.28 $14.1K - $15.7K
6.94K $273K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
188
+ 3.55%
$51.33 - $53.74 $9.65K - $10.1K
5.48K $282K
DUK
Duke Energy Corp

Utilities
162
+ 5.88%
$105.76 - $120.76 $17.1K - $19.6K
2.92K $314K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
254
+ 9.36%
$75.65 - $83.47 $19.2K - $21.2K
2.97K $225K
MGV
Vanguard Mega Cap Value

ETFs
10
+ 0.58%
$124.06 - $133.48 $1.24K - $1.33K
1.72K $215K
VLUE
Ishares Msci Usa Value Factor

ETFs
17
+ 0.69%
$104.01 - $115.38 $1.77K - $1.96K
2.49K $263K
ABEV
Ambev S.A.

Consumer Defensive
13.8K
+ 24.56%
$1.85 - $2.56 $25.5K - $35.3K
70K $129K
BW
Babcock & Wilcox Enterprises, Inc.

Industrials
3K
+ 8.33%
$1.58 - $2.93 $4.74K - $8.79K
39K $63K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
175
+ 0.89%
$8.21 - $8.88 $1.44K - $1.55K
19.8K $163K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
2K
+ 4.17%
$9.99 - $10.92 $20K - $21.8K
50K $509K
Activity Summary
Buys All Purchases 212 New Holdings 34 Increased Positions 178 Sells All Sells 168 Reductions 168 Sold out 0 Options Calls 4 Puts 0
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