Veery-Capital

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ADBE",
  null,
  "GOOGL",
  "AXP",
  "T",
  "AVGO",
  null,
  "GILD",
  "HD",
  "AZN",
  "INTU",
  "ISRG",
  null,
  "MUB",
  "META",
  "IVW",
  "SMLR",
  "MPC",
  "MA",
  "MSFT",
  "EXC",
  "AMP",
  "KR",
  "PAYX",
  "IEMG",
  "UNH",
  "AAPL",
  "EFAV",
  null,
  "NVDA",
  "MRK",
  "VZ",
  "IEFA",
  "SCHX",
  "ROP",
  "SPDW",
  "SAP",
  "IBM",
  "TMO",
  "UBER",
  "ACWV",
  "VWO",
  "IWO",
  "IWN",
  "TSM",
  "SLM",
  "APH",
  "AMD",
  null,
  "AMZN",
  null,
  null,
  "IVE",
  null,
  null,
  "DKNG",
  "VUG",
  "VEA",
  null,
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VOO",
  "VTV",
  "V",
  "WFC",
  "XERS",
  null,
  "ET",
  "SCHG",
  "SCHA",
  "BPOP",
  "CRM",
  "BAC",
  "BRK-B",
  "CEG",
  "COST",
  "DHR",
  "DXCM",
  "ADI",
  "USMV",
  "QQQ",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-08
Total Holdings: 92
Total Value: 257077617
Accession Number: 0001667731-25-000384
Form Type: 13F-HR
CIK: veery-capital
Manager Name: Veery-Capital

Data Enrichment

88% identified

81 identified11 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

92 positions • $257.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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POPULAR, INC.

BPOP|733174700

Shares:6.1K

Value:$567.9K

% of Portfolio:0.2% ($567.9K/$257.1M)

922907746

VTEB|922907746

Shares:11.1K

Value:$549.3K

% of Portfolio:0.2% ($549.3K/$257.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:3.4K

Value:$531.5K

% of Portfolio:0.2% ($531.5K/$257.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:4.5K

Value:$530.7K

% of Portfolio:0.2% ($530.7K/$257.1M)

AMPHENOL CORP /DE/

APH|032095101

Shares:7.7K

Value:$504.8K

% of Portfolio:0.2% ($504.8K/$257.1M)

INTUIT INC.

INTU|461202103

Shares:794

Value:$487.5K

% of Portfolio:0.2% ($487.5K/$257.1M)

Salesforce, Inc.

CRM|79466L302

Shares:1.7K

Value:$446.0K

% of Portfolio:0.2% ($446.0K/$257.1M)

Zoetis Inc.

ZTS|98978V103

Shares:2.5K

Value:$407.7K

% of Portfolio:0.2% ($407.7K/$257.1M)

EXELON CORP

EXC|30161N101

Shares:8.4K

Value:$385.8K

% of Portfolio:0.2% ($385.8K/$257.1M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:8.4K

Value:$351.0K

% of Portfolio:0.1% ($351.0K/$257.1M)

DANAHER CORP /DE/

DHR|235851102

Shares:1.6K

Value:$328.2K

% of Portfolio:0.1% ($328.2K/$257.1M)

78463X889

SPDW|78463X889

Shares:9.0K

Value:$326.3K

% of Portfolio:0.1% ($326.3K/$257.1M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:3.1K

Value:$323.6K

% of Portfolio:0.1% ($323.6K/$257.1M)

ADOBE INC.

ADBE|00724F101

Shares:822

Value:$315.3K

% of Portfolio:0.1% ($315.3K/$257.1M)

Philip Morris International Inc.

PM|718172109

Shares:1.9K

Value:$304.4K

% of Portfolio:0.1% ($304.4K/$257.1M)

464287309

IVW|464287309

Shares:3.2K

Value:$298.7K

% of Portfolio:0.1% ($298.7K/$257.1M)

808524607

SCHA|808524607

Shares:12.3K

Value:$287.1K

% of Portfolio:0.1% ($287.1K/$257.1M)

AT&T INC.

T|00206R102

Shares:10.1K

Value:$286.6K

% of Portfolio:0.1% ($286.6K/$257.1M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:584

Value:$282.7K

% of Portfolio:0.1% ($282.7K/$257.1M)

ASTRAZENECA PLC

AZN|046353108

Shares:3.8K

Value:$281.7K

% of Portfolio:0.1% ($281.7K/$257.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
POPULAR, INC.(BPOPcusip733174700)	6.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$567.9K	0.2% ($567.9K/$257.1M)	QoQ -1.79% (-$10.4K) YoY +4.85% (+$26.3K)
(VTEBcusip922907746)	11.1K	QoQ +0.28% (-32) YoY -25.91% (-3.9K)	All Managers (Combined)	$549.3K	0.2% ($549.3K/$257.1M)	QoQ -0.72% (-$4.0K) YoY -27.34% (-$206.7K)
Alphabet Inc.(GOOGLcusip02079K305)	3.4K	QoQ +21.62% (-611) YoY +18.06% (+526)	All Managers (Combined)	$531.5K	0.2% ($531.5K/$257.1M)	QoQ -0.64% (-$3.5K) YoY +20.97% (+$92.1K)
EXXON MOBIL CORP(XOMcusip30231G102)	4.5K	QoQ -8.28% (-403) YoY -6.08% (-289)	All Managers (Combined)	$530.7K	0.2% ($530.7K/$257.1M)	QoQ +1.40% (-$7.3K) YoY -3.90% (-$21.6K)
AMPHENOL CORP /DE/(APHcusip032095101)	7.7K	QoQ -0.95% (-74) YoY +94.14% (+3.7K)	All Managers (Combined)	$504.8K	0.2% ($504.8K/$257.1M)	QoQ -6.45% (-$34.8K) YoY +10.39% (+$47.5K)
INTUIT INC.(INTUcusip461202103)	794	QoQ 0.00% (-0) YoY -0.12% (-1)	All Managers (Combined)	$487.5K	0.2% ($487.5K/$257.1M)	QoQ -2.30% (-$11.5K) YoY -5.65% (-$29.2K)
Salesforce, Inc.(CRMcusip79466L302)	1.7K	QoQ +12.67% (-187) YoY +20.96% (+288)	All Managers (Combined)	$446.0K	0.2% ($446.0K/$257.1M)	QoQ -9.55% (-$47.1K) YoY +7.78% (+$32.2K)
Zoetis Inc.(ZTScusip98978V103)	2.5K	QoQ +0.44% (+11) YoY +3.25% (+78)	All Managers (Combined)	$407.7K	0.2% ($407.7K/$257.1M)	QoQ +1.50% (+$6.1K) YoY +0.46% (+$1.9K)
EXELON CORP(EXCcusip30161N101)	8.4K	QoQ +6.35% (+500) YoY +5.93% (+469)	All Managers (Combined)	$385.8K	0.2% ($385.8K/$257.1M)	QoQ +30.19% (+$89.5K) YoY +29.92% (+$88.9K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	8.4K	QoQ +14.00% (+1.0K) YoY +12.29% (+921)	All Managers (Combined)	$351.0K	0.1% ($351.0K/$257.1M)	QoQ +8.24% (+$26.7K) YoY +23.58% (+$67.0K)
DANAHER CORP /DE/(DHRcusip235851102)	1.6K	QoQ -4.58% (-77) YoY 0.00% (-0)	All Managers (Combined)	$328.2K	0.1% ($328.2K/$257.1M)	QoQ -14.79% (-$57.0K) YoY -17.90% (-$71.6K)
(SPDWcusip78463X889)	9.0K	QoQ 0.00% (+0) YoY -0.75% (-68)	All Managers (Combined)	$326.3K	0.1% ($326.3K/$257.1M)	QoQ +6.68% (+$20.4K) YoY +0.82% (-$2.7K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	3.1K	QoQ -1.62% (-52) YoY -3.75% (-123)	All Managers (Combined)	$323.6K	0.1% ($323.6K/$257.1M)	QoQ -16.32% (-$63.1K) YoY -45.21% (-$267.1K)
ADOBE INC.(ADBEcusip00724F101)	822	QoQ -37.49% (-493) YoY -36.32% (-469)	All Managers (Combined)	$315.3K	0.1% ($315.3K/$257.1M)	QoQ -46.08% (-$269.5K) YoY -51.60% (-$336.2K)
Philip Morris International Inc.(PMcusip718172109)	1.9K	QoQ -2.88% (-57) YoY NEW(+1.9K)	All Managers (Combined)	$304.4K	0.1% ($304.4K/$257.1M)	QoQ +28.08% (-$66.8K) YoY NEW(+$304.4K)
(IVWcusip464287309)	3.2K	QoQ +13.30% (+378) YoY +19.58% (+527)	All Managers (Combined)	$298.7K	0.1% ($298.7K/$257.1M)	QoQ +3.60% (+$10.4K) YoY +31.46% (+$71.5K)
(SCHAcusip808524607)	12.3K	QoQ -30.78% (-5.5K) YoY -91.52% (-132.3K)	All Managers (Combined)	$287.1K	0.1% ($287.1K/$257.1M)	QoQ -37.29% (-$170.7K) YoY -95.96% (-$6.8M)
AT&T INC.(Tcusip00206R102)	10.1K	QoQ +7.95% (+747) YoY NEW(+10.1K)	All Managers (Combined)	$286.6K	0.1% ($286.6K/$257.1M)	QoQ +34.07% (+$72.9K) YoY NEW(+$286.6K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	584	QoQ -1.84% (-11) YoY -10.83% (-71)	All Managers (Combined)	$282.7K	0.1% ($282.7K/$257.1M)	QoQ -10.75% (-$34.1K) YoY -1.55% (-$4.5K)
ASTRAZENECA PLC(AZNcusip046353108)	3.8K	QoQ +9.39% (+329) YoY +8.37% (+296)	All Managers (Combined)	$281.7K	0.1% ($281.7K/$257.1M)	QoQ +22.71% (+$52.1K) YoY +17.56% (+$42.1K)