Verus Financial Partners, Inc. Q4 2024 Filing

Filed January 24, 2025

Portfolio Value

$890.8B

Holdings

97

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (97 positions)

#StockSharesValue% PortfolioType
1
VTIVANGUARD INDEX FDS
737,905$212.0B23.80%
2
BNDVANGUARD BD INDEX FDS
1,517,000$108.1B12.13%
3
AVSFAMERICAN CENTY ETF TR
1,429,467$65.7B7.38%
4
VXUSVANGUARD STAR FDS
1,109,780$64.6B7.25%
5
VBRVANGUARD INDEX FDS
291,822$57.0B6.40%
6
AVIGAMERICAN CENTY ETF TR
1,274,559$51.2B5.75%
7
MGCVANGUARD WORLD FD
215,745$45.5B5.10%
8
BIVVANGUARD BD INDEX FDS
530,891$39.2B4.41%
9
VEUVANGUARD INTL EQUITY INDEX F
676,428$38.3B4.30%
10
DFIVDIMENSIONAL ETF TRUST
811,296$28.7B3.22%
11
IVVISHARES TR
48,066$28.0B3.15%
12
SCHDSCHWAB STRATEGIC TR
968,987$26.2B2.94%
13
VVVANGUARD INDEX FDS
75,280$20.1B2.26%
14
VTEBVANGUARD MUN BD FDS
237,545$11.8B1.33%
15
IXUSISHARES TR
169,537$11.1B1.24%
16
VOVANGUARD INDEX FDS
30,756$8.1B0.91%
17
AQLTISHARES TR
59,893$7.7B0.86%
18
IJHISHARES TR
65,764$4.1B0.46%
19
DFNMDIMENSIONAL ETF TRUST
80,692$3.8B0.43%
20
AAPLAPPLE INC
15,599$3.7B0.41%
21
SPYSPDR S&P 500 ETF TR
5,110$3.0B0.33%
22
4I1PHILIP MORRIS INTL INC
24,925$2.9B0.33%
23
MOALTRIA GROUP INC
54,172$2.8B0.31%
24
VOOVANGUARD INDEX FDS
4,768$2.5B0.29%
25
IWDISHARES TR
10,732$2.0B0.22%
26
DFCFDIMENSIONAL ETF TRUST
43,622$1.8B0.20%
27
VTHRVANGUARD SCOTTSDALE FDS
6,627$1.7B0.19%
28
VGSHVANGUARD SCOTTSDALE FDS
29,164$1.7B0.19%
29
HCAHCA HEALTHCARE INC
5,300$1.6B0.18%
30
VTVANGUARD INTL EQUITY INDEX F
13,758$1.6B0.18%
31
VUSBVANGUARD BD INDEX FDS
28,065$1.4B0.16%
32
MSFTMICROSOFT CORP
3,123$1.3B0.15%
33
GWWGRAINGER W W INC
1,170$1.2B0.14%
34
QCOMQUALCOMM INC
7,649$1.2B0.13%
35
DFUVDIMENSIONAL ETF TRUST
26,420$1.1B0.12%
36
BDNBRANDYWINE RLTY TR
212,255$1.0B0.12%
37
VBVANGUARD INDEX FDS
4,293$1.0B0.11%
38
XOMEXXON MOBIL CORP
9,291$989.8M0.11%
39
IWFISHARES TR
2,362$940.4M0.11%
40
IBMINTERNATIONAL BUSINESS MACHS
4,265$937.2M0.11%
41
DFASDIMENSIONAL ETF TRUST
13,952$894.6M0.10%
42
FBTCFIDELITY WISE ORIGIN BITCOIN
10,447$863.9M0.10%
43
LOWLOWES COS INC
3,466$859.2M0.10%
44
DDOMINION ENERGY INC
15,956$851.9M0.10%
45
BRK/BBERKSHIRE HATHAWAY INC DEL
1,833$811.4M0.09%
46
AVIVAMERICAN CENTY ETF TR
13,579$699.7M0.08%
47
ELVELEVANCE HEALTH INC
1,666$634.9M0.07%
48
ABBVABBVIE INC
3,485$610.4M0.07%
49
JNJJOHNSON & JOHNSON
4,001$568.3M0.06%
50
NDAQNASDAQ INC
7,391$560.8M0.06%
51
KMXCARMAX INC
6,733$527.5M0.06%
52
BACBANK AMERICA CORP
10,935$493.3M0.06%
53
HDHOME DEPOT INC
1,242$484.2M0.05%
54
SOSOUTHERN CO
5,950$483.9M0.05%
55
VUGVANGUARD INDEX FDS
1,154$470.3M0.05%
56
NSCNORFOLK SOUTHN CORP
1,987$464.9M0.05%
57
MCKMCKESSON CORP
790$459.6M0.05%
58
JPMJPMORGAN CHASE & CO.
1,909$457.8M0.05%
59
GOOGLALPHABET INC
2,216$425.6M0.05%
60
VDEVANGUARD WORLD FD
3,320$415.1M0.05%
61
DFAXDIMENSIONAL ETF TRUST
16,687$409.5M0.05%
62
COFCAPITAL ONE FINL CORP
2,219$389.0M0.04%
63
PGPROCTER AND GAMBLE CO
2,451$388.6M0.04%
64
NDQINVESCO QQQ TR
760$385.6M0.04%
65
TJXTJX COS INC NEW
3,196$383.7M0.04%
66
IBITISHARES BITCOIN TRUST ETF
7,122$383.4M0.04%
67
DUKDUKE ENERGY CORP NEW
3,521$372.8M0.04%
68
DFATDIMENSIONAL ETF TRUST
6,767$369.7M0.04%
69
METAMETA PLATFORMS INC
584$359.9M0.04%
70
DFUSDIMENSIONAL ETF TRUST
5,410$342.0M0.04%
71
MRKMERCK & CO INC
3,442$341.6M0.04%
72
DFSDDIMENSIONAL ETF TRUST
7,308$341.6M0.04%
73
VBKVANGUARD INDEX FDS
1,217$340.7M0.04%
74
AMZNAMAZON COM INC
1,475$322.9M0.04%
75
CATCATERPILLAR INC
914$321.0M0.04%
76
COSTCOSTCO WHSL CORP NEW
338$316.8M0.04%
77
DISVDIMENSIONAL ETF TRUST
11,986$312.9M0.04%
78
GEGE AEROSPACE
1,799$308.8M0.03%
79
NVDANVIDIA CORPORATION
2,270$308.5M0.03%
80
AVXCAMERICAN CENTY ETF TR
5,651$278.5M0.03%
81
MDLZMONDELEZ INTL INC
4,888$275.0M0.03%
82
MCDMCDONALDS CORP
955$269.7M0.03%
83
AVIEAMERICAN CENTY ETF TR
4,447$267.6M0.03%
84
INDAISHARES TR
5,199$266.3M0.03%
85
MMSMAXIMUS INC
3,442$264.4M0.03%
86
CSXCSX CORP
8,192$260.3M0.03%
87
UDRUDR INC
6,320$253.4M0.03%
88
PEPPEPSICO INC
1,768$252.2M0.03%
89
ILFISHARES TR
11,774$248.9M0.03%
90
PFEPFIZER INC
9,292$248.3M0.03%
91
GOOGALPHABET INC
1,266$244.6M0.03%
92
KOCOCA COLA CO
3,993$243.9M0.03%
93
GUNRFLEXSHARES TR
6,353$233.7M0.03%
94
HONHONEYWELL INTL INC
1,011$220.7M0.02%
95
CVXCHEVRON CORP NEW
1,405$215.2M0.02%
96
WMTWALMART INC
2,235$207.8M0.02%
97
XBILRBB FD INC
4,100$205.3M0.02%