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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Verity-Wealth-Advisors
Data Enrichment
67% identified48 identified24 unidentified
Holdings
72 positions • $134.9M total value
Manager:
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464288158
Shares:2.6K
Value:$271.2K
% of Portfolio:0.2% ($271.2K/$134.9M)
25434V807
Shares:6.8K
Value:$266.5K
% of Portfolio:0.2% ($266.5K/$134.9M)
97717Y527
Shares:5.3K
Value:$265.1K
% of Portfolio:0.2% ($265.1K/$134.9M)
464286665
Shares:5.7K
Value:$253.1K
% of Portfolio:0.2% ($253.1K/$134.9M)
922020805
Shares:4.2K
Value:$211.5K
% of Portfolio:0.2% ($211.5K/$134.9M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 5.2K | QoQ NEW(+5.2K) YoY NEW(+5.2K) | All Managers (Combined) | $321.2K | 0.2% ($321.2K/$134.9M) | QoQ NEW(+$321.2K) YoY NEW(+$321.2K) | |
| 4.0K | All Managers (Combined) | $306.4K | 0.2% ($306.4K/$134.9M) | |||
| 6.0K | All Managers (Combined) | $293.8K | 0.2% ($293.8K/$134.9M) | |||
GE Vernova Inc.(GEVcusip36828A101) | 933 | QoQ 0.00% (-0)YoY NEW(+933) | All Managers (Combined) | $284.8K | 0.2% ($284.8K/$134.9M) | YoY NEW(+$284.8K) |
| 10.0K | QoQ 0.00% (+0)YoY NEW(+10.0K) | All Managers (Combined) | $281.7K | 0.2% ($281.7K/$134.9M) | YoY NEW(+$281.7K) | |
(cusip464288158)✕ | 2.6K | QoQ 0.00% (+0) | All Managers (Combined) | $271.2K | 0.2% ($271.2K/$134.9M) | |
(cusip25434V807)✕ | 6.8K | All Managers (Combined) | $266.5K | 0.2% ($266.5K/$134.9M) | ||
(cusip97717Y527)✕ | 5.3K | QoQ 0.00% (+0) | All Managers (Combined) | $265.1K | 0.2% ($265.1K/$134.9M) | |
| 5.7K | All Managers (Combined) | $259.7K | 0.2% ($259.7K/$134.9M) | |||
(cusip464286665)✕ | 5.7K | All Managers (Combined) | $253.1K | 0.2% ($253.1K/$134.9M) | ||
| 1.0K | All Managers (Combined) | $225.1K | 0.2% ($225.1K/$134.9M) | |||
(cusip922020805)✕ | 4.2K | All Managers (Combined) | $211.5K | 0.2% ($211.5K/$134.9M) |