Veery Capital, LLC Top Holdings and 13F Report (2024) About Veery Capital, LLCInvestment ActivityVeery Capital, LLC has $257.08 million in total holdings as of September 30, 2024.Veery Capital, LLC owns shares of 92 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 2.56% of the portfolio was purchased this quarter.About 2.18% of the portfolio was sold this quarter.This quarter, Veery Capital, LLC has purchased 91 new stocks and bought additional shares in 39 stocks.Veery Capital, LLC sold shares of 34 stocks and completely divested from 6 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $31,109,375Schwab U.S. Large-Cap Value ETF $27,678,554iShares Core MSCI International Developed Markets ETF $24,137,959Vanguard Value ETF $20,984,420Vanguard Growth ETF $19,752,057 Largest New Holdings this Quarter 375558103 - Gilead Sciences $280,239 Holding464287408 - iShares S&P 500 Value ETF $246,801 Holding478160104 - Johnson & Johnson $241,131 Holding776696106 - Roper Technologies $220,503 Holding46429B689 - iShares MSCI EAFE Min Vol Factor ETF $213,890 Holding Largest Purchases this Quarter iShares Core MSCI International Developed Markets ETF 14,830 shares (about $1.02M)Vanguard Value ETF 4,296 shares (about $742.09K)Vanguard Growth ETF 1,655 shares (about $613.71K)Vanguard Small-Cap Value ETF 2,320 shares (about $432.19K)Vanguard Small-Cap Growth ETF 1,686 shares (about $424.49K) Largest Sales this Quarter iShares Core MSCI EAFE ETF 12,880 shares (about $974.37K)Vanguard S&P 500 ETF 1,203 shares (about $618.22K)Vanguard FTSE Developed Markets ETF 11,512 shares (about $585.15K)Schwab US Large-Cap ETF 23,757 shares (about $524.55K)UnitedHealth Group 442 shares (about $231.50K) 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$31,109,375$193,384 ▼-0.6%1,242,38712.1%ETFSCHVSchwab U.S. Large-Cap Value ETF$27,678,554$85,003 ▲0.3%1,041,33010.8%ETFIDEViShares Core MSCI International Developed Markets ETF$24,137,959$1,021,639 ▲4.4%350,3849.4%ETFVTVVanguard Value ETF$20,984,420$742,090 ▲3.7%121,4808.2%ETFVUGVanguard Growth ETF$19,752,057$613,706 ▲3.2%53,2667.7%ETFBNDVanguard Total Bond Market ETF$17,777,801$36,211 ▲0.2%242,0396.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$11,641,846$260,351 ▲2.3%215,7104.5%ETFMUBiShares National Muni Bond ETF$11,514,623$19,928 ▲0.2%109,2054.5%ETFIEFAiShares Core MSCI EAFE ETF$11,002,263$974,375 ▼-8.1%145,4364.3%ETFVBRVanguard Small-Cap Value ETF$9,154,839$432,192 ▲5.0%49,1433.6%ETFVBKVanguard Small-Cap Growth ETF$9,053,210$424,487 ▲4.9%35,9583.5%ETFVEAVanguard FTSE Developed Markets ETF$6,098,621$585,154 ▼-8.8%119,9812.4%ETFHYDVanEck High Yield Muni ETF$5,409,858$340,909 ▲6.7%105,7032.1%ETFBNDXVanguard Total International Bond ETF$4,262,418$66,395 ▲1.6%87,3091.7%ETFAAPLApple$2,612,629$221,458 ▲9.3%11,7621.0%Computer and TechnologySPHYSPDR Portfolio High Yield Bond ETF$2,334,786$16,839 ▲0.7%99,6920.9%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,191,395$11,477 ▼-0.5%43,9160.9%ManufacturingVOOVanguard S&P 500 ETF$2,056,093$618,215 ▼-23.1%4,0010.8%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$1,975,668$95,917 ▼-4.6%82,8030.8%ETFVWOBVanguard Emerging Markets Government Bond ETF$1,905,404$88,725 ▼-4.4%29,6790.7%ETFMSFTMicrosoft$1,767,779$90,097 ▲5.4%4,7090.7%Computer and TechnologyQQQInvesco QQQ$1,369,548$469 ▲0.0%2,9210.5%FinanceDKNGDraftKings$1,266,629$35,701 ▲2.9%38,1400.5%Consumer DiscretionaryAMZNAmazon.com$1,227,748$2,473 ▲0.2%6,4530.5%Retail/WholesaleSCHOSchwab Short-Term U.S. Treasury ETF$1,221,148$47,536 ▲4.1%50,1700.5%ETFSCHXSchwab US Large-Cap ETF$1,209,318$524,553 ▼-30.3%54,7700.5%ETFIWNiShares Russell 2000 Value ETF$1,093,633$25,514 ▼-2.3%7,2440.4%ETFIWOiShares Russell 2000 Growth ETF$1,027,769$18,143 ▼-1.7%4,0220.4%ETFGOOGAlphabet$1,014,186$17,341 ▲1.7%6,4920.4%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$865,056$187,513 ▼-17.8%19,1130.3%ETFNVDANVIDIA$824,232$3,468 ▼-0.4%7,6050.3%Computer and TechnologyCOSTCostco Wholesale$811,479$54,855 ▲7.3%8580.3%Retail/WholesaleMAMastercard$777,782$1,096 ▼-0.1%1,4190.3%Business ServicesVVisa$772,063$3,154 ▼-0.4%2,2030.3%Business ServicesMETAMeta Platforms$711,288$2,306 ▲0.3%1,2340.3%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$705,915$187 ▼0.0%7,5370.3%ETFCEGConstellation Energy$705,912$31,051 ▲4.6%3,5010.3%EnergyJPMJPMorgan Chase & Co.$675,605$19,135 ▲2.9%2,7540.3%FinanceTSLATesla$635,719$3,110 ▲0.5%2,4530.2%Auto/Tires/TrucksISRGIntuitive Surgical$586,8950.0%1,1850.2%MedicalBPOPPopular$567,8910.0%6,1480.2%FinanceVTEBVanguard Tax-Exempt Bond ETF$549,268$1,588 ▲0.3%11,0690.2%ETFGOOGLAlphabet$531,501$94,486 ▲21.6%3,4370.2%Computer and TechnologyXOMExxon Mobil$530,666$47,929 ▼-8.3%4,4620.2%EnergyAPHAmphenol$504,781$4,854 ▼-1.0%7,6960.2%Computer and TechnologyINTUIntuit$487,5080.0%7940.2%Computer and TechnologyCRMSalesforce$446,017$50,184 ▲12.7%1,6620.2%Computer and TechnologyZTSZoetis$407,673$1,811 ▲0.4%2,4760.2%MedicalEXCExelon$385,782$23,040 ▲6.4%8,3720.2%UtilitiesBACBank of America$350,998$43,108 ▲14.0%8,4110.1%FinanceDHRDanaher$328,205$15,785 ▼-4.6%1,6010.1%MedicalSPDWSPDR Portfolio Developed World ex-US ETF$326,3060.0%8,9620.1%ETFAMDAdvanced Micro Devices$323,631$5,342 ▼-1.6%3,1500.1%Computer and TechnologyADBEAdobe$315,262$189,080 ▼-37.5%8220.1%Computer and TechnologyPMPhilip Morris International$304,444$9,048 ▼-2.9%1,9180.1%Consumer StaplesIVWiShares S&P 500 Growth ETF$298,727$35,090 ▲13.3%3,2180.1%ETFSCHASchwab US Small-Cap ETF$287,058$127,691 ▼-30.8%12,2520.1%ETFTAT&T$286,646$21,125 ▲8.0%10,1360.1%Computer and TechnologyAMPAmeriprise Financial$282,720$5,325 ▼-1.8%5840.1%FinanceAZNAstraZeneca$281,652$24,182 ▲9.4%3,8320.1%MedicalGILDGilead Sciences$280,239$280,239 ▲New Holding2,5010.1%MedicalAVGOBroadcom$278,777$22,269 ▲8.7%1,6650.1%Computer and TechnologyBRK.BBerkshire Hathaway$278,0070.0%5220.1%FinanceDXCMDexCom$274,7310.0%4,0230.1%MedicalIBMInternational Business Machines$271,288$746 ▲0.3%1,0910.1%Computer and TechnologyLLYEli Lilly and Company$262,639$8,259 ▼-3.0%3180.1%MedicalVZVerizon Communications$253,472$25,901 ▲11.4%5,5880.1%Computer and TechnologyIVEiShares S&P 500 Value ETF$246,801$246,801 ▲New Holding1,2950.1%ETFHDHome Depot$245,786$2,564 ▼-1.0%6710.1%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$242,028$1,494 ▼-0.6%1,4580.1%Computer and TechnologyMRKMerck & Co., Inc.$241,813$11,938 ▼-4.7%2,6940.1%MedicalJNJJohnson & Johnson$241,131$241,131 ▲New Holding1,4540.1%MedicalPAYXPaychex$238,0540.0%1,5430.1%Business ServicesSLMSLM$235,988$80,327 ▼-25.4%8,0350.1%FinanceKRKroger$235,629$338 ▼-0.1%3,4810.1%Retail/WholesaleMPCMarathon Petroleum$233,541$437 ▼-0.2%1,6030.1%EnergyADIAnalog Devices$228,895$807 ▲0.4%1,1350.1%Computer and TechnologyHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$226,951$958 ▲0.4%8,9990.1%ETFROPRoper Technologies$220,503$220,503 ▲New Holding3740.1%Computer and TechnologySAPSAP$219,584$10,201 ▼-4.4%8180.1%Computer and TechnologyACWViShares MSCI Global Min Vol Factor ETF$219,4740.0%1,8860.1%ETFSMLRSemler Scientific$217,2000.0%6,0000.1%MedicalWFCWells Fargo & Company$216,662$861 ▼-0.4%3,0180.1%FinanceEFAViShares MSCI EAFE Min Vol Factor ETF$213,890$213,890 ▲New Holding2,7450.1%ETFUBERUber Technologies$213,844$213,844 ▲New Holding2,9350.1%Computer and TechnologyETEnergy Transfer$213,7850.0%11,5000.1%EnergyTMOThermo Fisher Scientific$211,9780.0%4260.1%MedicalGRAYSCALE BITCOIN MINI TR ET$210,219$210,219 ▲New Holding5,7610.1%SHS NEWUNHUnitedHealth Group$202,691$231,497 ▼-53.3%3870.1%MedicalAXPAmerican Express$202,595$16,950 ▲9.1%7530.1%FinanceEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$201,408$11,325 ▼-5.3%2,2230.1%ETFXERSXeris Biopharma$77,7550.0%14,1630.0%MedicalKMBKimberly-Clark$0$316,462 ▼-100.0%00.0%Consumer StaplesVYMVanguard High Dividend Yield ETF$0$273,936 ▼-100.0%00.0%ETFABBVAbbVie$0$251,623 ▼-100.0%00.0%MedicalVIGVanguard Dividend Appreciation ETF$0$239,304 ▼-100.0%00.0%ETFAMATApplied Materials$0$218,737 ▼-100.0%00.0%Computer and TechnologyHYLBXtrackers USD High Yield Corporate Bond ETF$0$207,487 ▼-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. 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