Veery Capital, LLC Top Holdings and 13F Report (2024) About Veery Capital, LLCInvestment ActivityVeery Capital, LLC has $261.30 million in total holdings as of September 30, 2024.Veery Capital, LLC owns shares of 91 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 23.35% of the portfolio was purchased this quarter.About 6.27% of the portfolio was sold this quarter.This quarter, Veery Capital, LLC has purchased 94 new stocks and bought additional shares in 41 stocks.Veery Capital, LLC sold shares of 34 stocks and completely divested from 8 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $34,840,576Schwab U.S. Large-Cap Value ETF $27,064,099iShares Core MSCI International Developed Markets ETF $21,633,171Vanguard Growth ETF $21,183,157Vanguard Value ETF $19,839,283 Largest New Holdings this Quarter Semler Scientific $324,000 HoldingHome Depot $263,821 HoldingAT&T $213,788 HoldingWells Fargo & Company $212,827 HoldingAmerican Express $204,785 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 993,553 shares (about $27.69M)Schwab U.S. Large-Cap Value ETF 752,036 shares (about $19.61M)iShares Core MSCI International Developed Markets ETF 52,983 shares (about $3.42M)Vanguard Small-Cap Value ETF 8,046 shares (about $1.59M)Vanguard Small-Cap Growth ETF 5,608 shares (about $1.57M) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 134,586 shares (about $6.44M)Vanguard FTSE Emerging Markets ETF 46,254 shares (about $2.04M)Schwab US Large-Cap ETF 81,444 shares (about $1.89M)Xtrackers USD High Yield Corporate Bond ETF 26,951 shares (about $972.35K)Schwab US Small-Cap ETF 29,804 shares (about $770.74K) 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$34,840,576$27,690,330 ▲387.3%1,250,11013.3%ETFSCHVSchwab U.S. Large-Cap Value ETF$27,064,099$19,605,577 ▲262.9%1,038,13210.4%ETFIDEViShares Core MSCI International Developed Markets ETF$21,633,171$3,415,815 ▲18.8%335,5548.3%ETFVUGVanguard Growth ETF$21,183,157$45,559 ▲0.2%51,6118.1%ETFVTVVanguard Value ETF$19,839,283$265,124 ▲1.4%117,1847.6%ETFBNDVanguard Total Bond Market ETF$17,369,608$114,553 ▲0.7%241,5466.6%ETFMUBiShares National Muni Bond ETF$11,615,675$650,169 ▲5.9%109,0164.4%ETFIEFAiShares Core MSCI EAFE ETF$11,126,441$46,314 ▲0.4%158,3164.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$11,012,479$1,223,359 ▲12.5%210,8864.2%ETFVBKVanguard Small-Cap Growth ETF$9,598,230$1,570,579 ▲19.6%34,2723.7%ETFVBRVanguard Small-Cap Value ETF$9,279,401$1,594,560 ▲20.7%46,8233.6%ETFVEAVanguard FTSE Developed Markets ETF$6,288,018$6,435,926 ▼-50.6%131,4932.4%ETFHYDVanEck High Yield Muni ETF$5,141,293$265,521 ▲5.4%99,0422.0%ETFBNDXVanguard Total International Bond ETF$4,215,776$539,204 ▲14.7%85,9491.6%ETFVOOVanguard S&P 500 ETF$2,804,227$503,834 ▲21.9%5,2041.1%ETFAAPLApple$2,695,648$87,893 ▲3.4%10,7651.0%Computer and TechnologySPHYSPDR Portfolio High Yield Bond ETF$2,322,896$352,731 ▲17.9%98,9730.9%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,137,539$46,773 ▼-2.1%44,1460.8%ManufacturingEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$2,006,484$365,462 ▼-15.4%86,8230.8%ETFVWOBVanguard Emerging Markets Government Bond ETF$1,961,528$284,242 ▼-12.7%31,0610.8%ETFMSFTMicrosoft$1,883,677$120,549 ▲6.8%4,4690.7%Computer and TechnologySCHXSchwab US Large-Cap ETF$1,820,260$1,887,876 ▼-50.9%78,5270.7%ETFQQQInvesco QQQ$1,492,609$70,541 ▼-4.5%2,9200.6%FinanceAMZNAmazon.com$1,412,872$104,210 ▲8.0%6,4400.5%Retail/WholesaleDKNGDraftKings$1,378,818$201,103 ▲17.1%37,0650.5%Consumer DiscretionaryIWNiShares Russell 2000 Value ETF$1,216,923$21,013 ▲1.8%7,4130.5%ETFGOOGAlphabet$1,215,285$31,996 ▲2.7%6,3810.5%Computer and TechnologyIWOiShares Russell 2000 Growth ETF$1,178,081$23,602 ▲2.0%4,0930.5%ETFSCHOSchwab Short-Term U.S. Treasury ETF$1,160,110$453,270 ▲64.1%48,2170.4%ETFNVDANVIDIA$1,025,575$11,818 ▲1.2%7,6370.4%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$1,024,203$2,037,044 ▼-66.5%23,2560.4%ETFTSLATesla$985,773$457,954 ▲86.8%2,4410.4%Auto/Tires/TrucksCEGConstellation Energy$748,757$151,452 ▲25.4%3,3470.3%Oils/EnergyMAMastercard$748,256$41,599 ▲5.9%1,4210.3%Business ServicesCOSTCostco Wholesale$733,016$4,581 ▼-0.6%8000.3%Retail/WholesaleMETAMeta Platforms$720,104$24,003 ▲3.4%1,2300.3%Computer and TechnologyVVisa$699,080$43,930 ▲6.7%2,2120.3%Business ServicesUSMViShares MSCI USA Min Vol Factor ETF$669,388$82,397 ▼-11.0%7,5390.3%ETFJPMJPMorgan Chase & Co.$641,358$1,438 ▼-0.2%2,6760.2%FinanceISRGIntuitive Surgical$618,523$2,088 ▼-0.3%1,1850.2%MedicalADBEAdobe$584,754$10,672 ▲1.9%1,3150.2%Computer and TechnologyBPOPPopular$578,2810.0%6,1480.2%FinanceVTEBVanguard Tax-Exempt Bond ETF$553,273$75,344 ▼-12.0%11,0370.2%ETFAPHAmphenol$539,627$1,945 ▼-0.4%7,7700.2%Computer and TechnologyGOOGLAlphabet$534,964$9,086 ▼-1.7%2,8260.2%Computer and TechnologyXOMExxon Mobil$523,328$15,598 ▼-2.9%4,8650.2%Oils/EnergyINTUIntuit$499,0290.0%7940.2%Computer and TechnologyCRMSalesforce$493,140$21,397 ▲4.5%1,4750.2%Computer and TechnologySCHASchwab US Small-Cap ETF$457,779$770,740 ▼-62.7%17,7020.2%ETFUNHUnitedHealth Group$419,358$5,059 ▲1.2%8290.2%MedicalZTSZoetis$401,622$11,079 ▲2.8%2,4650.2%MedicalAMDAdvanced Micro Devices$386,770$725 ▼-0.2%3,2020.1%Computer and TechnologyDHRDanaher$385,185$5,968 ▲1.6%1,6780.1%Multi-Sector ConglomeratesAVGOBroadcom$355,179$72,102 ▲25.5%1,5320.1%Computer and TechnologyBACBank of America$324,256$2,989 ▼-0.9%7,3780.1%FinanceSMLRSemler Scientific$324,000$324,000 ▲New Holding6,0000.1%MedicalAMPAmeriprise Financial$316,796$23,427 ▼-6.9%5950.1%FinanceKMBKimberly-Clark$316,4620.0%2,4150.1%Consumer StaplesDXCMDexCom$312,869$1,478 ▲0.5%4,0230.1%MedicalSPDWSPDR Portfolio Developed World ex-US ETF$305,873$2,321 ▼-0.8%8,9620.1%ETFSLMSLM$297,0370.0%10,7700.1%FinanceEXCExelon$296,3020.0%7,8720.1%UtilitiesTSMTaiwan Semiconductor Manufacturing$289,718$10,269 ▼-3.4%1,4670.1%Computer and TechnologyIVWiShares S&P 500 Growth ETF$288,345$3,046 ▼-1.0%2,8400.1%ETFMRKMerck & Co., Inc.$281,230$18,802 ▼-6.3%2,8270.1%MedicalVYMVanguard High Dividend Yield ETF$273,9360.0%2,1470.1%ETFHDHome Depot$263,821$263,821 ▲New Holding6780.1%Retail/WholesaleLLYEli Lilly and Company$253,216$3,860 ▲1.5%3280.1%MedicalABBVAbbVie$251,623$10,484 ▼-4.0%1,4160.1%MedicalADIAnalog Devices$240,2920.0%1,1310.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$239,3040.0%1,2220.1%ETFIBMInternational Business Machines$239,175$879 ▼-0.4%1,0880.1%Computer and TechnologyPMPhilip Morris International$237,691$842 ▲0.4%1,9750.1%Consumer StaplesBRK.BBerkshire Hathaway$236,612$1,360 ▲0.6%5220.1%FinanceAZNAstraZeneca$229,517$10,287 ▲4.7%3,5030.1%MedicalHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$229,217$91,498 ▼-28.5%8,9610.1%ETFETEnergy Transfer$225,2850.0%11,5000.1%Oils/EnergyMPCMarathon Petroleum$224,037$2,232 ▲1.0%1,6060.1%Oils/EnergyTMOThermo Fisher Scientific$221,618$4,682 ▼-2.1%4260.1%MedicalAMATApplied Materials$218,737$3,903 ▼-1.8%1,3450.1%Computer and TechnologyPAYXPaychex$216,3590.0%1,5430.1%Business ServicesTAT&T$213,788$213,788 ▲New Holding9,3890.1%Computer and TechnologyKRKroger$213,169$2,996 ▼-1.4%3,4860.1%Retail/WholesaleWFCWells Fargo & Company$212,827$212,827 ▲New Holding3,0300.1%FinanceSAPSAP$210,756$6,401 ▼-2.9%8560.1%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$209,076$109,970 ▼-34.5%2,3480.1%ETFHYLBXtrackers USD High Yield Corporate Bond ETF$207,487$972,350 ▼-82.4%5,7510.1%ETFACWViShares MSCI Global Min Vol Factor ETF$205,951$153,753 ▼-42.7%1,8860.1%ETFAXPAmerican Express$204,785$204,785 ▲New Holding6900.1%FinanceVZVerizon Communications$200,630$11,477 ▼-5.4%5,0170.1%Computer and TechnologyXERSXeris Biopharma$48,0130.0%14,1630.0%MedicalRSPInvesco S&P 500 Equal Weight ETF$0$1,018,020 ▼-100.0%00.0%ETFBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$0$534,317 ▼-100.0%00.0%ETFHCAHCA Healthcare$0$265,805 ▼-100.0%00.0%MedicalUSDUWisdomTree Bloomberg U.S. Dollar Bullish Fund$0$212,380 ▼-100.0%00.0%FinanceEFAViShares MSCI EAFE Min Vol Factor ETF$0$210,772 ▼-100.0%00.0%ETFNXPINXP Semiconductors$0$208,329 ▼-100.0%00.0%Computer and TechnologyROPRoper Technologies$0$208,109 ▼-100.0%00.0%Computer and TechnologyJNJJohnson & Johnson$0$200,144 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. 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