Verus-Financial-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ABBV",
  "GOOGL",
  "VDE",
  "CAT",
  null,
  "LOW",
  "KMX",
  "COF",
  null,
  null,
  "DUK",
  "D",
  "HON",
  "HD",
  "MCD",
  null,
  "QCOM",
  "META",
  "IJH",
  null,
  null,
  null,
  null,
  "MSFT",
  "MDLZ",
  null,
  "NDAQ",
  "GE",
  "HIG",
  "IWD",
  null,
  null,
  "IWF",
  "PEP",
  "VGSH",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "IBM",
  "TJX",
  "BIV",
  "VO",
  "VV",
  null,
  null,
  null,
  null,
  "MGC",
  "MMS",
  "AEP",
  "AMZN",
  "HCA",
  null,
  "VEU",
  "VUG",
  "VXUS",
  "VBK",
  "VTEB",
  "BND",
  "VBR",
  null,
  "VT",
  "VB",
  "VOO",
  "VUSB",
  "VTV",
  "V",
  "WMT",
  null,
  null,
  "SCHD",
  "DVY",
  "NSC",
  "SO",
  "IXUS",
  "MCK",
  "GWW",
  "UDR",
  "BAC",
  "BRK-B",
  "BDN",
  "CVX",
  "KO",
  "CMCSA",
  "COST",
  null,
  null,
  null,
  "DFAX",
  "QQQ",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "PM",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 104
Total Value: 876745733
Accession Number: 0001481714-25-000005
Form Type: 13F-HR
CIK: verus-financial-partners
Manager Name: Verus-Financial-Partners

Data Enrichment

79% identified

82 identified22 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

104 positions • $876.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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ALTRIA GROUP, INC.

MO|02209S103

Shares:53.9K

Value:$3.1M

% of Portfolio:0.4% ($3.1M/$876.7M)

Apple Inc.

AAPL|037833100

Shares:15.0K

Value:$3.0M

% of Portfolio:0.3% ($3.0M/$876.7M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:4.9K

Value:$2.7M

% of Portfolio:0.3% ($2.7M/$876.7M)

922908363

VOO|922908363

Shares:4.9K

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$876.7M)

92206C599

Shares:8.3K

Value:$2.0M

% of Portfolio:0.2% ($2.0M/$876.7M)

464287598

IWD|464287598

Shares:10.7K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$876.7M)

92206C102

VGSH|92206C102

Shares:30.9K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$876.7M)

25434V872

Shares:42.9K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$876.7M)

HCA Healthcare, Inc.

HCA|40412C101

Shares:5.3K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$876.7M)

922042742

VT|922042742

Shares:14.6K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$876.7M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:6.6K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$876.7M)

92203C303

VUSB|92203C303

Shares:27.9K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$876.7M)

MICROSOFT CORP

MSFT|594918104

Shares:3.2K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$876.7M)

W.W. GRAINGER, INC.

GWW|384802104

Shares:1.2K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$876.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:10.1K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$876.7M)

25434V724

Shares:26.2K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$876.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.8K

Value:$968.1K

% of Portfolio:0.1% ($968.1K/$876.7M)

922908751

VB|922908751

Shares:4.2K

Value:$863.2K

% of Portfolio:0.1% ($863.2K/$876.7M)

DOMINION ENERGY, INC

D|25746U109

Shares:16.0K

Value:$857.9K

% of Portfolio:0.1% ($857.9K/$876.7M)

464287614

IWF|464287614

Shares:2.4K

Value:$831.9K

% of Portfolio:0.1% ($831.9K/$876.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ALTRIA GROUP, INC.(MOcusip02209S103)	53.9K	QoQ -0.50% (-275) YoY -2.56% (-1.4K)	All Managers (Combined)	$3.1M	0.4% ($3.1M/$876.7M)	QoQ +12.49% (-$344.4K) YoY +28.48% (-$687.3K)
Apple Inc.(AAPLcusip037833100)	15.0K	QoQ -4.05% (-633) YoY -11.34% (-1.9K)	All Managers (Combined)	$3.0M	0.3% ($3.0M/$876.7M)	QoQ -18.11% (-$669.4K) YoY +4.50% (-$130.6K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	4.9K	QoQ -3.28% (-168) YoY -7.74% (-415)	All Managers (Combined)	$2.7M	0.3% ($2.7M/$876.7M)	QoQ -10.43% (-$309.4K) YoY -5.18% (-$145.2K)
(VOOcusip922908363)	4.9K	QoQ +2.64% (-126) YoY +2.81% (+134)	All Managers (Combined)	$2.4M	0.3% ($2.4M/$876.7M)	QoQ -5.00% (-$127.5K) YoY +5.69% (+$130.2K)
(cusip92206C599)✕	8.3K	QoQ +24.49% (+1.6K) YoY +9.60% (+723)	All Managers (Combined)	$2.0M	0.2% ($2.0M/$876.7M)	QoQ +14.44% (+$246.2K) YoY +11.27% (+$197.7K)
(IWDcusip464287598)	10.7K	QoQ 0.00% (-1) YoY +0.04% (-5)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$876.7M)	QoQ -3.14% (-$62.0K) YoY -0.70% (-$13.5K)
(VGSHcusip92206C102)	30.9K	QoQ +5.80% (+1.7K) YoY -13.39% (-4.8K)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$876.7M)	QoQ +6.77% (+$114.7K) YoY -12.56% (-$260.1K)
(cusip25434V872)✕	42.9K	QoQ -1.72% (-752) YoY +5.97% (+2.4K)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$876.7M)	QoQ -0.11% (-$2.0K) YoY +4.91% (+$83.4K)
HCA Healthcare, Inc.(HCAcusip40412C101)	5.3K	QoQ 0.00% (+0) YoY -12.81% (-779)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$876.7M)	QoQ +10.80% (+$173.5K) YoY -12.28% (-$249.1K)
(VTcusip922042742)	14.6K	QoQ +6.14% (+846) YoY +96.13% (+7.2K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$876.7M)	QoQ +2.59% (+$41.4K) YoY +99.27% (+$816.8K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	6.6K	QoQ +55.09% (+2.4K) YoY +97.05% (+3.3K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$876.7M)	QoQ +69.88% (+$655.0K) YoY +148.37% (+$951.2K)
(VUSBcusip92203C303)	27.9K	QoQ -0.51% (-144) YoY -1.92% (-547)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$876.7M)	QoQ -0.63% (-$8.8K) YoY -1.84% (-$26.0K)
MICROSOFT CORP(MSFTcusip594918104)	3.2K	QoQ +3.87% (-121) YoY +5.29% (-163)	All Managers (Combined)	$1.3M	0.1% ($1.3M/$876.7M)	QoQ -4.36% (-$57.1K) YoY -3.45% (-$44.7K)
W.W. GRAINGER, INC.(GWWcusip384802104)	1.2K	QoQ +0.34% (-4) YoY +0.94% (-11)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$876.7M)	QoQ -4.65% (-$57.4K) YoY -0.75% (-$9.0K)
EXXON MOBIL CORP(XOMcusip30231G102)	10.1K	QoQ +8.28% (+770) YoY +6.36% (-602)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$876.7M)	QoQ +4.79% (+$47.4K) YoY -5.66% (-$62.3K)
(cusip25434V724)✕	26.2K	QoQ -0.77% (-205) YoY -6.05% (-1.7K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$876.7M)	QoQ -6.29% (-$67.6K) YoY -11.87% (-$135.5K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.8K	QoQ 0.00% (+0) YoY +0.05% (+1)	All Managers (Combined)	$968.1K	0.1% ($968.1K/$876.7M)	QoQ +19.31% (+$156.7K) YoY +25.66% (+$197.7K)
(VBcusip922908751)	4.2K	QoQ -3.21% (-138) YoY -15.90% (-786)	All Managers (Combined)	$863.2K	0.1% ($863.2K/$876.7M)	QoQ -15.56% (-$159.1K) YoY -23.57% (-$266.3K)
DOMINION ENERGY, INC(Dcusip25746U109)	16.0K	QoQ +0.18% (+29) YoY -4.82% (-810)	All Managers (Combined)	$857.9K	0.1% ($857.9K/$876.7M)	QoQ +0.70% (+$6.0K) YoY +3.84% (-$31.7K)
(IWFcusip464287614)	2.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$831.9K	0.1% ($831.9K/$876.7M)	QoQ -11.53% (-$108.5K) YoY +4.49% (+$35.8K)