Veridan Wealth LLC Q4 2024 Filing
Filed February 5, 2025
Portfolio Value
$213.5B
Holdings
82
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (82 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | 07WAMR COOPER GROUP INC | 545,900 | $56.2B | 26.34% | |
| 2 | WFCWELLS FARGO CO NEW | 137,104 | $10.7B | 5.02% | |
| 3 | IUSBISHARES TR | 187,176 | $8.5B | 3.97% | |
| 4 | IWYISHARES TR | 28,987 | $6.8B | 3.20% | |
| 5 | OEFISHARES TR | 17,642 | $5.2B | 2.41% | |
| 6 | DBEFDBX ETF TR | 109,107 | $4.7B | 2.20% | |
| 7 | HFXINEW YORK LIFE INVESTMENTS ET | 174,470 | $4.7B | 2.20% | |
| 8 | IWXISHARES TR | 56,356 | $4.7B | 2.19% | |
| 9 | AQLTISHARES TR | 31,420 | $4.6B | 2.17% | |
| 10 | IMTMISHARES TR | 117,839 | $4.6B | 2.14% | |
| 11 | BIVVANGUARD BD INDEX FDS | 60,512 | $4.5B | 2.12% | |
| 12 | BLVVANGUARD BD INDEX FDS | 65,836 | $4.5B | 2.12% | |
| 13 | IGIBISHARES TR | 86,712 | $4.5B | 2.10% | |
| 14 | VCITVANGUARD SCOTTSDALE FDS | 55,592 | $4.5B | 2.10% | |
| 15 | MGVVANGUARD WORLD FD | 33,063 | $4.3B | 2.02% | |
| 16 | VOVANGUARD INDEX FDS | 15,666 | $4.3B | 2.02% | |
| 17 | VUGVANGUARD INDEX FDS | 10,038 | $4.2B | 1.95% | |
| 18 | IQLTISHARES TR | 92,902 | $3.6B | 1.68% | |
| 19 | ESGDISHARES TR | 44,413 | $3.5B | 1.63% | |
| 20 | VOEVANGUARD INDEX FDS | 19,515 | $3.2B | 1.51% | |
| 21 | SCHFSCHWAB STRATEGIC TR | 165,812 | $3.2B | 1.48% | |
| 22 | FNDESCHWAB STRATEGIC TR | 104,394 | $3.1B | 1.44% | |
| 23 | EMGFISHARES INC | 67,553 | $3.1B | 1.44% | |
| 24 | SCHGSCHWAB STRATEGIC TR | 108,103 | $3.0B | 1.43% | |
| 25 | MGCVANGUARD WORLD FD | 13,700 | $3.0B | 1.39% | |
| 26 | IWPISHARES TR | 20,036 | $2.7B | 1.26% | |
| 27 | VTVVANGUARD INDEX FDS | 14,617 | $2.6B | 1.21% | |
| 28 | MGKVANGUARD WORLD FD | 6,703 | $2.3B | 1.08% | |
| 29 | NDQINVESCO QQQ TR | 4,435 | $2.3B | 1.08% | |
| 30 | VMBSVANGUARD SCOTTSDALE FDS | 49,775 | $2.3B | 1.06% | |
| 31 | FPEIFIRST TR EXCH TRADED FD III | 119,204 | $2.2B | 1.04% | |
| 32 | HYDBISHARES TR | 47,126 | $2.2B | 1.04% | |
| 33 | IEFISHARES TR | 19,465 | $1.8B | 0.85% | |
| 34 | IJRISHARES TR | 15,452 | $1.8B | 0.85% | |
| 35 | EWXSPDR INDEX SHS FDS | 27,136 | $1.5B | 0.73% | |
| 36 | XMMOINVESCO EXCHANGE TRADED FD T | 11,568 | $1.5B | 0.70% | |
| 37 | AAPLAPPLE INC | 6,308 | $1.4B | 0.67% | |
| 38 | MSFTMICROSOFT CORP | 3,419 | $1.4B | 0.66% | |
| 39 | ISCGISHARES TR | 26,652 | $1.4B | 0.64% | |
| 40 | SLYVSPDR SER TR | 15,532 | $1.4B | 0.63% | |
| 41 | NVDANVIDIA CORPORATION | 10,055 | $1.2B | 0.55% | |
| 42 | AMZNAMAZON COM INC | 3,545 | $841.7M | 0.39% | |
| 43 | SPGSIMON PPTY GROUP INC NEW | 4,722 | $818.8M | 0.38% | |
| 44 | ESGUISHARES TR | 5,503 | $723.0M | 0.34% | |
| 45 | XVVISHARES TR | 13,458 | $621.2M | 0.29% | |
| 46 | EAGGISHARES TR | 12,643 | $589.2M | 0.28% | |
| 47 | VXFVANGUARD INDEX FDS | 2,887 | $569.6M | 0.27% | |
| 48 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,168 | $542.7M | 0.25% | |
| 49 | METAMETA PLATFORMS INC | 752 | $524.7M | 0.25% | |
| 50 | SNPEDBX ETF TR | 9,521 | $510.6M | 0.24% | |
| 51 | QUALISHARES TR | 2,705 | $493.6M | 0.23% | |
| 52 | IJJISHARES TR | 3,487 | $445.9M | 0.21% | |
| 53 | SUSBISHARES TR | 18,004 | $445.4M | 0.21% | |
| 54 | GOOGALPHABET INC | 2,162 | $438.0M | 0.21% | |
| 55 | GOOGLALPHABET INC | 2,140 | $430.6M | 0.20% | |
| 56 | IVVISHARES TR | 708 | $425.5M | 0.20% | |
| 57 | EFIVSPDR SER TR | 7,179 | $408.1M | 0.19% | |
| 58 | USSGDBX ETF TR | 7,477 | $407.3M | 0.19% | |
| 59 | SUSLISHARES TR | 3,856 | $399.8M | 0.19% | |
| 60 | SDYSPDR SER TR | 2,918 | $391.1M | 0.18% | |
| 61 | PGPROCTER AND GAMBLE CO | 2,289 | $386.3M | 0.18% | |
| 62 | AMATAPPLIED MATLS INC | 2,157 | $385.6M | 0.18% | |
| 63 | COSTCOSTCO WHSL CORP NEW | 374 | $375.9M | 0.18% | |
| 64 | VIGVANGUARD SPECIALIZED FUNDS | 1,794 | $361.8M | 0.17% | |
| 65 | SMLFISHARES TR | 4,488 | $311.9M | 0.15% | |
| 66 | SUSCISHARES TR | 13,316 | $303.3M | 0.14% | |
| 67 | AVGOBROADCOM INC | 1,377 | $299.9M | 0.14% | |
| 68 | XOMEXXON MOBIL CORP | 2,798 | $299.7M | 0.14% | |
| 69 | VYMVANGUARD WHITEHALL FDS | 2,199 | $290.0M | 0.14% | |
| 70 | WMTWALMART INC | 2,874 | $286.1M | 0.13% | |
| 71 | JPMJPMORGAN CHASE & CO. | 1,065 | $284.2M | 0.13% | |
| 72 | EASGDBX ETF TR | 9,185 | $276.8M | 0.13% | |
| 73 | NUDMNUSHARES ETF TR | 8,912 | $276.7M | 0.13% | |
| 74 | ESGEISHARES INC | 8,094 | $276.6M | 0.13% | |
| 75 | TSLATESLA INC | 714 | $273.9M | 0.13% | |
| 76 | VVISA INC | 764 | $264.0M | 0.12% | |
| 77 | ACWIISHARES TR | 2,152 | $258.7M | 0.12% | |
| 78 | PANWPALO ALTO NETWORKS INC | 1,301 | $237.8M | 0.11% | |
| 79 | RWLINVESCO EXCH TRADED FD TR II | 2,317 | $237.4M | 0.11% | |
| 80 | NOWSERVICENOW INC | 227 | $231.8M | 0.11% | |
| 81 | LLYELI LILLY & CO | 277 | $224.5M | 0.11% | |
| 82 | FMDEFIDELITY COVINGTON TRUST | 6,140 | $209.6M | 0.10% |