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

Page 5 of 6

Sort by:

922908595

VBK|922908595

Shares:1.2K

Value:$290.2K

% of Portfolio:0.0% ($290.2K/$876.7M)

COCA COLA CO

KO|191216100

Shares:4.0K

Value:$287.0K

% of Portfolio:0.0% ($287.0K/$876.7M)

02507A101

Shares:5.7K

Value:$270.3K

% of Portfolio:0.0% ($270.3K/$876.7M)

464287390

Shares:11.8K

Value:$269.5K

% of Portfolio:0.0% ($269.5K/$876.7M)

CATERPILLAR INC

CAT|149123101

Shares:914

Value:$268.3K

% of Portfolio:0.0% ($268.3K/$876.7M)

025072240

Shares:4.4K

Value:$267.4K

% of Portfolio:0.0% ($267.4K/$876.7M)

46429B598

Shares:5.2K

Value:$265.8K

% of Portfolio:0.0% ($265.8K/$876.7M)

Merck & Co., Inc.

MRK|58933Y105

Shares:3.4K

Value:$264.0K

% of Portfolio:0.0% ($264.0K/$876.7M)

Walmart Inc.

WMT|931142103

Shares:2.8K

Value:$261.4K

% of Portfolio:0.0% ($261.4K/$876.7M)

UDR, Inc.

UDR|902653104

Shares:6.3K

Value:$260.6K

% of Portfolio:0.0% ($260.6K/$876.7M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:2.2K

Value:$239.9K

% of Portfolio:0.0% ($239.9K/$876.7M)

ABBOTT LABORATORIES

ABT|002824100

Shares:1.9K

Value:$235.2K

% of Portfolio:0.0% ($235.2K/$876.7M)

33939L407

Shares:6.4K

Value:$235.1K

% of Portfolio:0.0% ($235.1K/$876.7M)

CHEVRON CORP

CVX|166764100

Shares:1.7K

Value:$225.8K

% of Portfolio:0.0% ($225.8K/$876.7M)

NVIDIA CORP

NVDA|67066G104

Shares:2.0K

Value:$221.6K

% of Portfolio:0.0% ($221.6K/$876.7M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:4.9K

Value:$218.9K

% of Portfolio:0.0% ($218.9K/$876.7M)

MAXIMUS, INC.

MMS|577933104

Shares:3.2K

Value:$216.1K

% of Portfolio:0.0% ($216.1K/$876.7M)

Alphabet Inc.

GOOG|02079K107

Shares:1.4K

Value:$214.7K

% of Portfolio:0.0% ($214.7K/$876.7M)

VISA INC.

V|92826C839

Shares:631

Value:$211.8K

% of Portfolio:0.0% ($211.8K/$876.7M)

PFIZER INC

PFE|717081103

Shares:9.3K

Value:$208.5K

% of Portfolio:0.0% ($208.5K/$876.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VBKcusip922908595)	1.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$290.2K	0.0% ($290.2K/$876.7M)	QoQ -14.81% (-$50.5K) YoY -8.53% (-$27.1K)
COCA COLA CO(KOcusip191216100)	4.0K	QoQ 0.00% (+0) YoY -4.76% (-200)	All Managers (Combined)	$287.0K	0.0% ($287.0K/$876.7M)	QoQ +17.66% (+$43.1K) YoY +11.85% (-$30.4K)
(cusip02507A101)✕	5.7K	QoQ 0.00% (-0) YoY NEW(+5.7K)	All Managers (Combined)	$270.3K	0.0% ($270.3K/$876.7M)	QoQ -2.94% (-$8.2K) YoY NEW(+$270.3K)
(cusip464287390)✕	11.8K	QoQ 0.00% (+0) YoY NEW(+11.8K)	All Managers (Combined)	$269.5K	0.0% ($269.5K/$876.7M)	QoQ +8.27% (+$20.6K) YoY NEW(+$269.5K)
CATERPILLAR INC(CATcusip149123101)	914	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$268.3K	0.0% ($268.3K/$876.7M)	QoQ -16.40% (-$52.6K) YoY -19.92% (-$66.8K)
(cusip025072240)✕	4.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$267.4K	0.0% ($267.4K/$876.7M)	QoQ -0.05% (-$150) YoY -4.91% (-$13.8K)
(cusip46429B598)✕	5.2K	QoQ 0.00% (-0) YoY NEW(+5.2K)	All Managers (Combined)	$265.8K	0.0% ($265.8K/$876.7M)	QoQ -0.15% (-$416) YoY NEW(+$265.8K)
Merck & Co., Inc.(MRKcusip58933Y105)	3.4K	QoQ -2.14% (-74) YoY -3.41% (-119)	All Managers (Combined)	$264.0K	0.0% ($264.0K/$876.7M)	QoQ -22.71% (-$77.6K) YoY -42.61% (-$196.0K)
Walmart Inc.(WMTcusip931142103)	2.8K	QoQ +24.47% (+547) YoY NEW(+2.8K)	All Managers (Combined)	$261.4K	0.0% ($261.4K/$876.7M)	QoQ +25.76% (+$53.6K) YoY NEW(+$261.4K)
UDR, Inc.(UDRcusip902653104)	6.3K	QoQ +0.39% (+25) YoY -5.91% (-399)	All Managers (Combined)	$260.6K	0.0% ($260.6K/$876.7M)	QoQ +2.85% (+$7.2K) YoY +3.28% (-$8.3K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$239.9K	0.0% ($239.9K/$876.7M)	QoQ NEW(+$239.9K) YoY NEW(+$239.9K)
ABBOTT LABORATORIES(ABTcusip002824100)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$235.2K	0.0% ($235.2K/$876.7M)	QoQ NEW(+$235.2K) YoY NEW(+$235.2K)
(cusip33939L407)✕	6.4K	QoQ +0.69% (+44) YoY +3.46% (-214)	All Managers (Combined)	$235.1K	0.0% ($235.1K/$876.7M)	QoQ +0.59% (+$1.4K) YoY -7.40% (-$18.8K)
CHEVRON CORP(CVXcusip166764100)	1.7K	QoQ +19.43% (+273) YoY -4.55% (-80)	All Managers (Combined)	$225.8K	0.0% ($225.8K/$876.7M)	QoQ +4.91% (+$10.6K) YoY -18.59% (-$51.6K)
NVIDIA CORP(NVDAcusip67066G104)	2.0K	QoQ -12.99% (-295) YoY NEW(+2.0K)	All Managers (Combined)	$221.6K	0.0% ($221.6K/$876.7M)	QoQ -28.17% (-$86.9K) YoY NEW(+$221.6K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	4.9K	QoQ NEW(+4.9K) YoY NEW(+4.9K)	All Managers (Combined)	$218.9K	0.0% ($218.9K/$876.7M)	QoQ NEW(+$218.9K) YoY NEW(+$218.9K)
MAXIMUS, INC.(MMScusip577933104)	3.2K	QoQ -7.81% (-269) YoY -45.19% (-2.6K)	All Managers (Combined)	$216.1K	0.0% ($216.1K/$876.7M)	QoQ -18.28% (-$48.3K) YoY -55.52% (-$269.7K)
Alphabet Inc.(GOOGcusip02079K107)	1.4K	QoQ +6.87% (-87) YoY -3.21% (-45)	All Managers (Combined)	$214.7K	0.0% ($214.7K/$876.7M)	QoQ -12.20% (-$29.9K) YoY +0.86% (-$1.8K)
VISA INC.(Vcusip92826C839)	631	QoQ NEW(+631) YoY NEW(+631)	All Managers (Combined)	$211.8K	0.0% ($211.8K/$876.7M)	QoQ NEW(+$211.8K) YoY NEW(+$211.8K)
PFIZER INC(PFEcusip717081103)	9.3K	QoQ 0.00% (-0) YoY -8.93% (-912)	All Managers (Combined)	$208.5K	0.0% ($208.5K/$876.7M)	QoQ -16.01% (-$39.8K) YoY -26.36% (-$74.6K)