Veery Capital, LLC Top Holdings and 13F Report (2024) About Veery Capital, LLCInvestment ActivityVeery Capital, LLC has $266.55 million in total holdings as of September 30, 2024.Veery Capital, LLC owns shares of 94 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 27.26% of the portfolio was purchased this quarter.About 25.00% of the portfolio was sold this quarter.This quarter, Veery Capital, LLC has purchased 96 new stocks and bought additional shares in 28 stocks.Veery Capital, LLC sold shares of 41 stocks and completely divested from 10 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $26,728,157Schwab U.S. Large-Cap Value ETF $22,993,553Vanguard Value ETF $20,183,403iShares Core MSCI International Developed Markets ETF $20,014,514Vanguard Growth ETF $19,772,246 Largest New Holdings this Quarter SPDR Portfolio High Yield Bond ETF $2,018,843 HoldingInternational Business Machines $241,419 HoldingPhilip Morris International $238,915 HoldingiShares MSCI EAFE Min Vol Factor ETF $210,772 HoldingBroadcom $210,623 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 173,255 shares (about $18.05M)Schwab U.S. Large-Cap Value ETF 223,046 shares (about $17.93M)iShares Core MSCI International Developed Markets ETF 182,039 shares (about $12.89M)iShares Core MSCI Emerging Markets ETF 95,891 shares (about $5.51M)Vanguard Small-Cap Value ETF 15,703 shares (about $3.15M) Largest Sales this Quarter Schwab US Large-Cap ETF 348,687 shares (about $23.66M)Vanguard FTSE Developed Markets ETF 332,511 shares (about $17.56M)Vanguard FTSE Emerging Markets ETF 113,181 shares (about $5.42M)Schwab US Small-Cap ETF 93,425 shares (about $4.81M)Xtrackers USD High Yield Corporate Bond ETF 112,964 shares (about $4.17M) Sector Allocation Over TimeMap of 500 Largest Holdings ofVeery Capital, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHGSchwab U.S. Large-Cap Growth ETF$26,728,157$18,049,739 ▲208.0%256,55710.0%ETFSCHVSchwab U.S. Large-Cap Value ETF$22,993,553$17,926,221 ▲353.8%286,0968.6%ETFVTVVanguard Value ETF$20,183,403$84,841 ▲0.4%115,6187.6%ETFIDEViShares Core MSCI International Developed Markets ETF$20,014,514$12,893,829 ▲181.1%282,5717.5%ETFVUGVanguard Growth ETF$19,772,246$185,437 ▼-0.9%51,5007.4%ETFBNDVanguard Total Bond Market ETF$18,022,871$3,036,097 ▲20.3%239,9536.8%ETFVEAVanguard FTSE Developed Markets ETF$14,051,633$17,559,907 ▼-55.5%266,0795.3%ETFIEFAiShares Core MSCI EAFE ETF$12,305,139$103,338 ▲0.8%157,6574.6%ETFMUBiShares National Muni Bond ETF$11,179,532$881,314 ▲8.6%102,9144.2%ETFSCHXSchwab US Large-Cap ETF$10,854,060$23,658,473 ▼-68.6%159,9714.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$10,761,999$5,505,091 ▲104.7%187,4594.0%ETFVBRVanguard Small-Cap Value ETF$7,785,687$3,152,865 ▲68.1%38,7772.9%ETFVBKVanguard Small-Cap Growth ETF$7,663,945$3,077,449 ▲67.1%28,6642.9%ETFHYDVanEck High Yield Muni ETF$4,984,681$357,159 ▲7.7%93,9271.9%ETFBNDXVanguard Total International Bond ETF$3,768,812$2,758,982 ▲273.2%74,9561.4%ETFVWOVanguard FTSE Emerging Markets ETF$3,326,077$5,415,749 ▼-62.0%69,5101.2%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$2,606,985$1,199,492 ▼-31.5%102,6371.0%ETFSCHASchwab US Small-Cap ETF$2,446,541$4,811,352 ▼-66.3%47,5060.9%ETFAAPLApple$2,426,507$2,796 ▼-0.1%10,4140.9%Computer and TechnologyVWOBVanguard Emerging Markets Government Bond ETF$2,360,231$1,178,788 ▼-33.3%35,5620.9%ETFVOOVanguard S&P 500 ETF$2,252,671$51,185 ▲2.3%4,2690.8%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,224,468$102,565 ▲4.8%45,1120.8%ManufacturingSPHYSPDR Portfolio High Yield Bond ETF$2,018,843$2,018,843 ▲New Holding83,9440.8%ETFMSFTMicrosoft$1,800,006$13,770 ▼-0.8%4,1830.7%Computer and TechnologyQQQInvesco QQQ$1,492,402$25,866 ▲1.8%3,0580.6%FinanceSCHOSchwab Short-Term U.S. Treasury ETF$1,438,914$831,473 ▲136.9%29,3780.5%ETFDKNGDraftKings$1,241,033$220,539 ▲21.6%31,6590.5%Consumer DiscretionaryIWNiShares Russell 2000 Value ETF$1,215,254$85,243 ▼-6.6%7,2850.5%ETFHYLBXtrackers USD High Yield Corporate Bond ETF$1,207,360$4,170,638 ▼-77.6%32,7020.5%ETFIWOiShares Russell 2000 Growth ETF$1,139,030$1,988 ▼-0.2%4,0110.4%ETFAMZNAmazon.com$1,111,458$5,963 ▲0.5%5,9650.4%Retail/WholesaleGOOGAlphabet$1,038,694$1,672 ▼-0.2%6,2130.4%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,018,020$1,993,399 ▼-66.2%5,6820.4%ETFNVDANVIDIA$916,751$15,787 ▲1.8%7,5490.3%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$773,122$9,131 ▲1.2%8,4670.3%ETFCOSTCostco Wholesale$713,649$3,546 ▼-0.5%8050.3%Retail/WholesaleCEGConstellation Energy$694,253$1,300 ▼-0.2%2,6700.3%Oils/EnergyMETAMeta Platforms$680,445$14,879 ▼-2.1%1,1890.3%Computer and TechnologyADBEAdobe$668,4540.0%1,2910.3%Computer and TechnologyMAMastercard$662,680$494 ▼-0.1%1,3420.2%Business ServicesVTEBVanguard Tax-Exempt Bond ETF$641,031$665 ▲0.1%12,5400.2%ETFBPOPPopular$616,4600.0%6,1480.2%FinanceXOMExxon Mobil$587,272$13,949 ▲2.4%5,0100.2%Oils/EnergyISRGIntuitive Surgical$584,1200.0%1,1890.2%MedicalVVisa$569,9710.0%2,0730.2%Business ServicesJPMJPMorgan Chase & Co.$565,482$6,114 ▲1.1%2,6820.2%FinanceBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$534,317$1,206,398 ▼-69.3%26,1410.2%ETFAMDAdvanced Micro Devices$526,369$8,368 ▼-1.6%3,2080.2%Computer and TechnologyAPHAmphenol$508,1180.0%7,7980.2%Computer and TechnologyINTUIntuit$493,074$621 ▼-0.1%7940.2%Computer and TechnologyUNHUnitedHealth Group$478,8530.0%8190.2%MedicalGOOGLAlphabet$476,653$17,083 ▼-3.5%2,8740.2%Computer and TechnologyZTSZoetis$468,326$195 ▼0.0%2,3970.2%MedicalDHRDanaher$459,289$8,341 ▲1.8%1,6520.2%Multi-Sector ConglomeratesCRMSalesforce$386,206$8,211 ▲2.2%1,4110.1%Computer and TechnologyACWViShares MSCI Global Min Vol Factor ETF$377,262$74,674 ▼-16.5%3,2940.1%ETFKMBKimberly-Clark$343,6060.0%2,4150.1%Consumer StaplesMRKMerck & Co., Inc.$342,497$1,363 ▼-0.4%3,0160.1%MedicalTSLATesla$341,950$55,465 ▼-14.0%1,3070.1%Auto/Tires/TrucksSPDWSPDR Portfolio Developed World ex-US ETF$339,1670.0%9,0300.1%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$335,319$241,078 ▼-41.8%3,5830.1%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$329,386$58,584 ▼-15.1%12,5380.1%ETFEXCExelon$319,2100.0%7,8720.1%UtilitiesAMPAmeriprise Financial$300,209$1,409 ▼-0.5%6390.1%FinanceBACBank of America$295,473$3,254 ▼-1.1%7,4460.1%FinanceABBVAbbVie$291,283$23,698 ▼-7.5%1,4750.1%MedicalLLYEli Lilly and Company$286,159$11,517 ▼-3.9%3230.1%MedicalAMATApplied Materials$276,606$6,466 ▼-2.3%1,3690.1%Computer and TechnologyVYMVanguard High Dividend Yield ETF$275,245$258,323 ▼-48.4%2,1470.1%ETFIVWiShares S&P 500 Growth ETF$274,803$8,426 ▲3.2%2,8700.1%ETFTMOThermo Fisher Scientific$269,0780.0%4350.1%MedicalDXCMDexCom$268,4280.0%4,0040.1%MedicalHCAHCA Healthcare$265,805$23,573 ▼-8.1%6540.1%MedicalTSMTaiwan Semiconductor Manufacturing$263,805$521 ▲0.2%1,5190.1%Computer and TechnologyAZNAstraZeneca$260,687$3,818 ▼-1.4%3,3460.1%MedicalADIAnalog Devices$260,322$3,222 ▲1.3%1,1310.1%Computer and TechnologyMPCMarathon Petroleum$259,027$3,910 ▼-1.5%1,5900.1%Oils/EnergySLMSLM$246,3100.0%10,7700.1%FinanceVIGVanguard Dividend Appreciation ETF$242,0290.0%1,2220.1%ETFIBMInternational Business Machines$241,419$241,419 ▲New Holding1,0920.1%Computer and TechnologyPMPhilip Morris International$238,915$238,915 ▲New Holding1,9680.1%Consumer StaplesBRK.BBerkshire Hathaway$238,875$460 ▼-0.2%5190.1%FinanceVZVerizon Communications$238,203$7,455 ▼-3.0%5,3040.1%Computer and TechnologyUSDUWisdomTree Bloomberg U.S. Dollar Bullish Fund$212,380$632,762 ▼-74.9%8,0050.1%FinanceEFAViShares MSCI EAFE Min Vol Factor ETF$210,772$210,772 ▲New Holding2,7480.1%ETFAVGOBroadcom$210,623$210,623 ▲New Holding1,2210.1%Computer and TechnologyNXPINXP Semiconductors$208,3290.0%8680.1%Computer and TechnologyROPRoper Technologies$208,1090.0%3740.1%Computer and TechnologyPAYXPaychex$207,055$207,055 ▲New Holding1,5430.1%Business ServicesKRKroger$202,556$202,556 ▲New Holding3,5350.1%Retail/WholesaleSAPSAP$202,066$202,066 ▲New Holding8820.1%Computer and TechnologyJNJJohnson & Johnson$200,144$156,712 ▼-43.9%1,2350.1%MedicalETEnergy Transfer$184,5750.0%11,5000.1%Oils/EnergyXERSXeris Biopharma$40,3650.0%14,1630.0%MedicalBSVVanguard Short-Term Bond ETF$0$586,775 ▼-100.0%00.0%ETFJNKSPDR Bloomberg High Yield Bond ETF$0$577,944 ▼-100.0%00.0%FinanceVMBSVanguard Mortgage-Backed Securities ETF$0$491,992 ▼-100.0%00.0%ETFBKLNInvesco Senior Loan ETF$0$405,387 ▼-100.0%00.0%ETFVBVanguard Small-Cap ETF$0$306,390 ▼-100.0%00.0%ETFBIVVanguard Intermediate-Term Bond ETF$0$276,325 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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