Verity-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "T",
  "GILD",
  "QCOM",
  "HEFA",
  null,
  "ICF",
  null,
  "MSFT",
  "GE",
  null,
  "PEP",
  "VGSH",
  "IEMG",
  null,
  "IVV",
  "AAPL",
  "VZ",
  null,
  "IEFA",
  "SCHX",
  null,
  "TMO",
  "VNQ",
  "VO",
  null,
  "VWO",
  null,
  "IWV",
  null,
  null,
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  "ESGD",
  null,
  null,
  "VEU",
  "VGT",
  "VEA",
  null,
  "VXUS",
  "BNDX",
  "BND",
  "BSV",
  "VB",
  "VOO",
  null,
  "LNT",
  null,
  null,
  "SCHF",
  "IXUS",
  null,
  "GEV",
  null,
  null,
  "BRK-B",
  "CTAS",
  "COST",
  "CPNG",
  null,
  "DFAX",
  null,
  "USMV",
  "STT",
  "XOM",
  "JNJ",
  "XLK",
  "ITOT",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 72
Total Value: 134929278
Accession Number: 0001763138-25-000004
Form Type: 13F-HR
CIK: verity-wealth-advisors
Manager Name: Verity-Wealth-Advisors

Data Enrichment

67% identified

48 identified24 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

72 positions • $134.9M total value

72 positions • $134.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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921937827

Shares:14.7K

Value:$1.1M

% of Portfolio:0.9% ($1.1M/$134.9M)

25434V880

Shares:43.7K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$134.9M)

464287556

Shares:8.9K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$134.9M)

46429B697

Shares:12.0K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$134.9M)

92206C409

Shares:13.5K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$134.9M)

ALLIANT ENERGY CORP

Shares:16.4K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$134.9M)

PEPSICO INC

Shares:6.8K

Value:$1.0M

% of Portfolio:0.8% ($1.0M/$134.9M)

922908363

Shares:2.0K

Value:$1.0M

% of Portfolio:0.8% ($1.0M/$134.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.8K

Value:$977.3K

% of Portfolio:0.7% ($977.3K/$134.9M)

EXXON MOBIL CORP

Shares:7.9K

Value:$944.3K

% of Portfolio:0.7% ($944.3K/$134.9M)

46436E759

Shares:13.3K

Value:$893.3K

% of Portfolio:0.7% ($893.3K/$134.9M)

808524839

Shares:38.3K

Value:$887.5K

% of Portfolio:0.7% ($887.5K/$134.9M)

464287101

Shares:3.1K

Value:$843.5K

% of Portfolio:0.6% ($843.5K/$134.9M)

464287564

Shares:13.1K

Value:$805.5K

% of Portfolio:0.6% ($805.5K/$134.9M)

464288570

Shares:7.3K

Value:$747.5K

% of Portfolio:0.6% ($747.5K/$134.9M)

GENERAL ELECTRIC CO

Shares:3.7K

Value:$747.2K

% of Portfolio:0.6% ($747.2K/$134.9M)

46432F834

Shares:9.7K

Value:$679.5K

% of Portfolio:0.5% ($679.5K/$134.9M)

46434V381

Shares:11.8K

Value:$678.1K

% of Portfolio:0.5% ($678.1K/$134.9M)

46435G243

Shares:26.3K

Value:$657.8K

% of Portfolio:0.5% ($657.8K/$134.9M)

46434G103

Shares:11.9K

Value:$642.5K

% of Portfolio:0.5% ($642.5K/$134.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(BSVcusip921937827)	14.7K	QoQ -5.31% (-823) YoY +16.10% (+2.0K)	All Managers (Combined)	$1.1M	0.9% ($1.1M/$134.9M)	QoQ -4.07% (-$48.8K) YoY +18.54% (+$179.6K)
(DFAXcusip25434V880)	43.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$134.9M)	QoQ +5.39% (+$58.6K) YoY +2.98% (+$33.2K)
(cusip464287556)✕	8.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$134.9M)	QoQ -3.26% (-$38.4K) YoY -6.79% (-$82.9K)
(USMVcusip46429B697)	12.0K	QoQ -37.61% (-7.2K) YoY -47.16% (-10.7K)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$134.9M)	QoQ -34.19% (-$584.6K) YoY -40.79% (-$775.1K)
(cusip92206C409)✕	13.5K	QoQ +0.15% (+21) YoY -0.69% (-95)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$134.9M)	QoQ +1.34% (+$14.2K) YoY +1.39% (-$14.6K)
ALLIANT ENERGY CORP(LNTcusip018802108)	16.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$134.9M)	QoQ +8.80% (+$85.7K) YoY +27.67% (+$229.4K)
PEPSICO INC(PEPcusip713448108)	6.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.0M	0.8% ($1.0M/$134.9M)	QoQ -1.39% (-$14.5K) YoY -14.32% (-$171.4K)
(VOOcusip922908363)	2.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.0M	0.8% ($1.0M/$134.9M)	QoQ -4.62% (-$49.4K) YoY +6.90% (+$65.9K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.8K	QoQ -11.56% (-240) YoY -2.13% (-40)	All Managers (Combined)	$977.3K	0.7% ($977.3K/$134.9M)	QoQ +3.90% (-$36.7K) YoY +23.94% (-$188.8K)
EXXON MOBIL CORP(XOMcusip30231G102)	7.9K	QoQ -39.30% (-5.1K) YoY 0.00% (+0)	All Managers (Combined)	$944.3K	0.7% ($944.3K/$134.9M)	QoQ -32.89% (-$462.8K) YoY +2.31% (+$21.4K)
(cusip46436E759)✕	13.3K	QoQ +3.31% (+426) YoY +3.31% (+426)	All Managers (Combined)	$893.3K	0.7% ($893.3K/$134.9M)	QoQ +7.66% (+$63.6K) YoY +2.11% (+$18.5K)
(cusip808524839)✕	38.3K	QoQ -16.46% (-7.6K) YoY +70.30% (-15.8K)	All Managers (Combined)	$887.5K	0.7% ($887.5K/$134.9M)	QoQ -14.77% (-$153.8K) YoY -14.25% (-$147.5K)
(cusip464287101)✕	3.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$843.5K	0.6% ($843.5K/$134.9M)	QoQ -6.23% (-$56.1K) YoY +9.46% (+$72.9K)
(ICFcusip464287564)	13.1K	QoQ +0.99% (+129) YoY +2.17% (+279)	All Managers (Combined)	$805.5K	0.6% ($805.5K/$134.9M)	QoQ +3.12% (+$24.4K) YoY +8.96% (+$66.3K)
(cusip464288570)✕	7.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$747.5K	0.6% ($747.5K/$134.9M)	QoQ -7.11% (-$57.2K) YoY +1.58% (+$11.7K)
GENERAL ELECTRIC CO(GEcusip369604301)	3.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$747.2K	0.6% ($747.2K/$134.9M)	QoQ +20.00% (+$124.5K) YoY +14.02% (+$91.9K)
(IXUScusip46432F834)	9.7K	QoQ -4.60% (-470) YoY -5.44% (-560)	All Managers (Combined)	$679.5K	0.5% ($679.5K/$134.9M)	QoQ +0.68% (-$4.6K) YoY -2.72% (-$19.0K)
(cusip46434V381)✕	11.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$678.1K	0.5% ($678.1K/$134.9M)	QoQ -3.51% (-$24.7K) YoY -3.45% (-$24.3K)
(cusip46435G243)✕	26.3K	QoQ +2.35% (+606) YoY +2.35% (+606)	All Managers (Combined)	$657.8K	0.5% ($657.8K/$134.9M)	QoQ +3.55% (+$22.6K) YoY +4.48% (+$28.3K)
(IEMGcusip46434G103)	11.9K	QoQ 0.00% (+0) YoY +2.31% (+269)	All Managers (Combined)	$642.5K	0.5% ($642.5K/$134.9M)	QoQ +3.35% (+$20.8K) YoY +7.00% (+$42.1K)