Verus Financial Partners, Inc. Portfolio Holdings

Verus Financial Partners, Inc.

  • $896 Million
  • Q4 2024

Verus Financial Partners, Inc. has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $896 Million distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $214M, Vanguard Bd Index Fd Inc Total with a value of $109M, American Centy ETF Tr Avantis with a value of $66M, Vanguard Star Fd Vanguard Tota with a value of $65.4M, and Vanguard Small Cap Value ETF with a value of $57.8M.

Examining the 13F form we can see an decrease of $18.1M in the current position value, from $914M to 896M.

Below you can find more details about Verus Financial Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $896 Million
ETFs: $861 Million
Technology: $7.64 Million
Consumer Defensive: $7.56 Million
Healthcare: $4.44 Million
Industrials: $3.08 Million
Consumer Cyclical: $2.87 Million
Financial Services: $2.73 Million
Utilities: $1.73 Million
Other: $3.67 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $896 Million
  • Prior Value $914 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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