Veridan-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "GOOGL",
  null,
  "AVGO",
  null,
  null,
  null,
  "DBEF",
  null,
  null,
  "COOP",
  null,
  null,
  null,
  null,
  "AMAT",
  "META",
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "IJR",
  "PANW",
  "DNP",
  "IVV",
  null,
  "AAPL",
  "NVDA",
  null,
  "PG",
  null,
  null,
  null,
  "SPG",
  "BIV",
  "VO",
  "VXF",
  "VOE",
  null,
  null,
  null,
  "VCIT",
  null,
  "VIG",
  "IEF",
  null,
  "VYM",
  null,
  "SDY",
  "IWP",
  null,
  "AMZN",
  "ESGD",
  "VUG",
  "BLV",
  "MGK",
  "MGV",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "SCHG",
  "SCHF",
  null,
  null,
  null,
  "ESGU",
  "BRK-B",
  "COST",
  null,
  "IJJ",
  "QQQ",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 80
Total Value: 221319211
Accession Number: 0001951757-25-000411
Form Type: 13F-HR
CIK: veridan-wealth
Manager Name: Veridan-Wealth

Data Enrichment

60% identified

48 identified32 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

80 positions • $221.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46435G243

Shares:13.5K

Value:$336.8K

% of Portfolio:0.2% ($336.8K/$221.3M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:2.2K

Value:$318.4K

% of Portfolio:0.1% ($318.4K/$221.3M)

78468R531

Shares:5.8K

Value:$311.3K

% of Portfolio:0.1% ($311.3K/$221.3M)

233051150

Shares:6.1K

Value:$308.4K

% of Portfolio:0.1% ($308.4K/$221.3M)

46435U218

Shares:3.2K

Value:$306.9K

% of Portfolio:0.1% ($306.9K/$221.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.1K

Value:$264.4K

% of Portfolio:0.1% ($264.4K/$221.3M)

VISA INC.

V|92826C839

Shares:750

Value:$263.0K

% of Portfolio:0.1% ($263.0K/$221.3M)

Walmart Inc.

WMT|931142103

Shares:2.9K

Value:$257.5K

% of Portfolio:0.1% ($257.5K/$221.3M)

464288257

Shares:2.1K

Value:$244.8K

% of Portfolio:0.1% ($244.8K/$221.3M)

Broadcom Inc.

AVGO|11135F101

Shares:1.4K

Value:$236.5K

% of Portfolio:0.1% ($236.5K/$221.3M)

ELI LILLY & Co

LLY|532457108

Shares:283

Value:$233.6K

% of Portfolio:0.1% ($233.6K/$221.3M)

46434V290

Shares:3.7K

Value:$231.6K

% of Portfolio:0.1% ($231.6K/$221.3M)

46138G698

Shares:2.3K

Value:$229.9K

% of Portfolio:0.1% ($229.9K/$221.3M)

46435G193

Shares:9.9K

Value:$229.2K

% of Portfolio:0.1% ($229.2K/$221.3M)

Palo Alto Networks Inc

PANW|697435105

Shares:1.3K

Value:$225.2K

% of Portfolio:0.1% ($225.2K/$221.3M)

DNP SELECT INCOME FUND INC

DNP|23325P104

Shares:22.1K

Value:$218.3K

% of Portfolio:0.1% ($218.3K/$221.3M)

Tesla, Inc.

TSLA|88160R101

Shares:796

Value:$206.3K

% of Portfolio:0.1% ($206.3K/$221.3M)

46434G863

Shares:5.9K

Value:$205.0K

% of Portfolio:0.1% ($205.0K/$221.3M)

233051218

Shares:6.6K

Value:$202.9K

% of Portfolio:0.1% ($202.9K/$221.3M)

67092P805

Shares:6.3K

Value:$202.2K

% of Portfolio:0.1% ($202.2K/$221.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46435G243)✕	13.5K	QoQ -25.13% (-4.5K) YoY-	All Managers (Combined)	$336.8K	0.2% ($336.8K/$221.3M)	QoQ -24.37% (-$108.6K) YoY-
APPLIED MATERIALS INC /DE(AMATcusip038222105)	2.2K	QoQ +1.71% (-37) YoY-	All Managers (Combined)	$318.4K	0.1% ($318.4K/$221.3M)	QoQ -17.41% (-$67.2K) YoY-
(cusip78468R531)✕	5.8K	QoQ -18.94% (-1.4K) YoY-	All Managers (Combined)	$311.3K	0.1% ($311.3K/$221.3M)	QoQ -23.71% (-$96.8K) YoY-
(cusip233051150)✕	6.1K	QoQ -18.12% (-1.4K) YoY-	All Managers (Combined)	$308.4K	0.1% ($308.4K/$221.3M)	QoQ -24.28% (-$98.9K) YoY-
(cusip46435U218)✕	3.2K	QoQ -16.93% (-653) YoY-	All Managers (Combined)	$306.9K	0.1% ($306.9K/$221.3M)	QoQ -23.24% (-$92.9K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.1K	QoQ +1.22% (-13) YoY-	All Managers (Combined)	$264.4K	0.1% ($264.4K/$221.3M)	QoQ -6.93% (-$19.7K) YoY-
VISA INC.(Vcusip92826C839)	750	QoQ -1.83% (-14) YoY-	All Managers (Combined)	$263.0K	0.1% ($263.0K/$221.3M)	QoQ -0.39% (-$1.0K) YoY-
Walmart Inc.(WMTcusip931142103)	2.9K	QoQ +2.05% (-59) YoY-	All Managers (Combined)	$257.5K	0.1% ($257.5K/$221.3M)	QoQ -9.99% (-$28.6K) YoY-
(cusip464288257)✕	2.1K	QoQ -2.27% (-49) YoY-	All Managers (Combined)	$244.8K	0.1% ($244.8K/$221.3M)	QoQ -5.38% (-$13.9K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	1.4K	QoQ +2.54% (-35) YoY-	All Managers (Combined)	$236.5K	0.1% ($236.5K/$221.3M)	QoQ -21.13% (-$63.4K) YoY-
ELI LILLY & Co(LLYcusip532457108)	283	QoQ +2.16% (+6) YoY-	All Managers (Combined)	$233.6K	0.1% ($233.6K/$221.3M)	QoQ +4.04% (+$9.1K) YoY-
(cusip46434V290)✕	3.7K	QoQ -16.97% (-762) YoY-	All Managers (Combined)	$231.6K	0.1% ($231.6K/$221.3M)	QoQ -25.74% (-$80.3K) YoY-
(cusip46138G698)✕	2.3K	QoQ -0.12% (-3) YoY-	All Managers (Combined)	$229.9K	0.1% ($229.9K/$221.3M)	QoQ -3.17% (-$7.5K) YoY-
(cusip46435G193)✕	9.9K	QoQ -25.36% (-3.4K) YoY-	All Managers (Combined)	$229.2K	0.1% ($229.2K/$221.3M)	QoQ -24.44% (-$74.2K) YoY-
Palo Alto Networks Inc(PANWcusip697435105)	1.3K	QoQ +1.46% (-19) YoY-	All Managers (Combined)	$225.2K	0.1% ($225.2K/$221.3M)	QoQ -5.28% (-$12.6K) YoY-
DNP SELECT INCOME FUND INC(DNPcusip23325P104)	22.1K	QoQ NEW(+22.1K) YoY-	All Managers (Combined)	$218.3K	0.1% ($218.3K/$221.3M)	QoQ NEW(+$218.3K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	796	QoQ +11.48% (-82) YoY-	All Managers (Combined)	$206.3K	0.1% ($206.3K/$221.3M)	QoQ -24.69% (-$67.7K) YoY-
(cusip46434G863)✕	5.9K	QoQ -27.52% (-2.2K) YoY-	All Managers (Combined)	$205.0K	0.1% ($205.0K/$221.3M)	QoQ -25.87% (-$71.6K) YoY-
(cusip233051218)✕	6.6K	QoQ -28.14% (-2.6K) YoY-	All Managers (Combined)	$202.9K	0.1% ($202.9K/$221.3M)	QoQ -26.69% (-$73.9K) YoY-
(cusip67092P805)✕	6.3K	QoQ -28.77% (-2.6K) YoY-	All Managers (Combined)	$202.2K	0.1% ($202.2K/$221.3M)	QoQ -26.93% (-$74.5K) YoY-