Veridan Wealth LLC Top Holdings and 13F Report (2025) About Veridan Wealth LLCInvestment ActivityVeridan Wealth LLC has $221.32 million in total holdings as of March 31, 2025.Veridan Wealth LLC owns shares of 80 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 4.77% of the portfolio was purchased this quarter.About 3.10% of the portfolio was sold this quarter.This quarter, Veridan Wealth LLC has purchased 82 new stocks and bought additional shares in 51 stocks.Veridan Wealth LLC sold shares of 27 stocks and completely divested from 4 stocks this quarter.Largest Holdings Mr. Cooper Group $65,208,192Wells Fargo & Company $9,840,394iShares Core Total USD Bond Market ETF $8,638,121iShares Russell Top 200 Growth ETF $6,918,096iShares Russell Top 200 Value ETF $5,518,205 Largest New Holdings this Quarter 808524706 - Schwab Emerging Markets Equity ETF $1,234,088 Holding23325P104 - DNP Select Income Fund $218,332 Holding Largest Purchases this Quarter Schwab Emerging Markets Equity ETF 44,762 shares (about $1.23M)Vanguard Mega Cap Value ETF 8,771 shares (about $1.13M)iShares Russell Top 200 ETF 6,491 shares (about $891.93K)iShares Russell Top 200 Value ETF 10,792 shares (about $886.88K)iShares Russell Top 200 Growth ETF 3,810 shares (about $803.67K) Largest Sales this Quarter iShares MSCI Intl Quality Factor ETF 5,197 shares (about $206.27K)iShares ESG Aware MSCI EAFE ETF 2,487 shares (about $203.17K)iShares ESG Aware U.S. Aggregate Bond ETF 3,359 shares (about $159.48K)iShares ESG Aware MSCI USA ETF 1,050 shares (about $128.01K)iShares ESG Aware 1-5 Year USD Corporate Bond ETF 4,525 shares (about $113.08K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVeridan Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCOOPMr. Cooper Group$65,208,192$81,448 ▼-0.1%545,21929.5%FinanceWFCWells Fargo & Company$9,840,394$2,297 ▼0.0%137,0724.4%FinanceIUSBiShares Core Total USD Bond Market ETF$8,638,121$13,041 ▲0.2%187,4593.9%ManufacturingIWYiShares Russell Top 200 Growth ETF$6,918,096$803,669 ▲13.1%32,7973.1%ETFIWXiShares Russell Top 200 Value ETF$5,518,205$886,884 ▲19.1%67,1482.5%ETFMGVVanguard Mega Cap Value ETF$5,389,860$1,130,049 ▲26.5%41,8342.4%ETFOEFiShares S&P 100 ETF$5,228,411$450,394 ▲9.4%19,3052.4%ETFIWLiShares Russell Top 200 ETF$5,209,369$891,931 ▲20.7%37,9112.4%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$4,962,392$238,063 ▲5.0%114,6052.2%ETFHFXINYLI FTSE International Equity Currency Neutral ETF$4,960,615$159,203 ▲3.3%180,2552.2%ETFBIVVanguard Intermediate-Term Bond ETF$4,695,954$62,558 ▲1.4%61,3292.1%ETFIMTMiShares MSCI Intl Momentum Factor ETF$4,688,402$18,093 ▼-0.4%117,3862.1%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$4,649,876$95,744 ▲2.1%88,5352.1%ManufacturingBLVVanguard Long-Term Bond ETF$4,649,847$13,662 ▲0.3%66,0302.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,645,208$99,993 ▲2.2%56,8152.1%ETFVOVanguard Mid-Cap ETF$4,276,803$225,258 ▲5.6%16,5371.9%ETFVUGVanguard Growth ETF$3,888,294$166,122 ▲4.5%10,4861.8%ETFIQLTiShares MSCI Intl Quality Factor ETF$3,480,997$206,268 ▼-5.6%87,7051.6%ETFESGDiShares ESG Aware MSCI EAFE ETF$3,424,974$203,165 ▼-5.6%41,9261.5%ManufacturingSCHGSchwab U.S. Large-Cap Growth ETF$3,368,935$662,033 ▲24.5%134,5421.5%ETFVOEVanguard Mid-Cap Value ETF$3,303,065$170,170 ▲5.4%20,5751.5%ETFEMGFiShares Emerging Markets Equity Factor ETF$3,236,108$75,971 ▲2.4%69,1771.5%ETFSCHFSchwab International Equity ETF$3,172,294$107,465 ▼-3.3%160,3791.4%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$3,166,178$49,157 ▼-1.5%102,7981.4%ETFQQQInvesco QQQ$2,668,738$588,989 ▲28.3%5,6911.2%FinanceVTVVanguard Value ETF$2,624,832$99,846 ▲4.0%15,1951.2%ETFIWPiShares Russell Mid-Cap Growth ETF$2,584,508$230,512 ▲9.8%21,9981.2%ETFVMBSVanguard Mortgage-Backed Securities ETF$2,317,318$12,226 ▲0.5%50,0391.0%ETFFPEIFirst Trust Institutional Preferred Securities and Income ETF$2,300,511$71,397 ▲3.2%123,0221.0%ETFHYDBiShares High Yield Bond Factor ETF$2,299,023$79,864 ▲3.6%48,8221.0%ETFMGKVanguard Mega Cap Growth ETF$2,265,093$194,601 ▲9.4%7,3331.0%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,894,371$37,958 ▲2.0%19,8630.9%ETFIJRiShares Core S&P Small-Cap ETF$1,808,354$192,516 ▲11.9%17,2930.8%ETFAAPLApple$1,630,794$229,671 ▲16.4%7,3420.7%Computer and TechnologyXMMOInvesco S&P MidCap Momentum ETF$1,461,594$145,613 ▲11.1%12,8480.7%ETFSLYVSPDR S&P 600 Small Cap Value ETF$1,380,578$162,841 ▲13.4%17,6090.6%ETFISCGiShares Morningstar Small-Cap Growth ETF$1,337,489$136,817 ▲11.4%29,6890.6%ETFMSFTMicrosoft$1,309,887$26,280 ▲2.0%3,4890.6%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$1,234,088$1,234,088 ▲New Holding44,7620.6%ETFNVDANVIDIA$1,096,370$6,611 ▲0.6%10,1160.5%Computer and TechnologySPGSimon Property Group$794,539$10,297 ▲1.3%4,7840.4%FinanceBRK.BBerkshire Hathaway$724,330$102,258 ▲16.4%1,3600.3%FinanceAMZNAmazon.com$700,079$25,682 ▲3.8%3,6800.3%Retail/WholesaleCOSTCostco Wholesale$689,848$335,934 ▲94.9%7290.3%Retail/WholesaleESGUiShares ESG Aware MSCI USA ETF$542,867$128,006 ▼-19.1%4,4530.2%ManufacturingQUALiShares MSCI USA Quality Factor ETF$472,187$9,912 ▲2.1%2,7630.2%ETFVXFVanguard Extended Market ETF$468,646$28,591 ▼-5.7%2,7210.2%ETFXVViShares ESG Select Screened S&P 500 ETF$464,657$111,105 ▼-19.3%10,8610.2%ETFMETAMeta Platforms$445,077$11,530 ▲2.7%7720.2%Computer and TechnologyEAGGiShares ESG Aware U.S. Aggregate Bond ETF$440,802$159,484 ▼-26.6%9,2840.2%ETFVYMVanguard High Dividend Yield ETF$438,759$155,152 ▲54.7%3,4020.2%ETFIJJiShares S&P Mid-Cap 400 Value ETF$405,230$12,211 ▼-2.9%3,3850.2%ETFIVViShares Core S&P 500 ETF$398,117$562 ▲0.1%7090.2%ETFPGProcter & Gamble$396,384$6,305 ▲1.6%2,3260.2%Consumer StaplesSDYSPDR S&P Dividend ETF$394,993$950 ▼-0.2%2,9110.2%ETFSNPEXtrackers S&P 500 ESG ETF$389,466$90,672 ▼-18.9%7,7230.2%ETFGOOGAlphabet$352,989$15,157 ▲4.5%2,2590.2%Computer and TechnologyGOOGLAlphabet$348,559$17,629 ▲5.3%2,2540.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$346,423$1,552 ▼-0.4%1,7860.2%ETFXOMExxon Mobil$338,794$6,065 ▲1.8%2,8490.2%EnergySUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$336,841$113,080 ▼-25.1%13,4790.2%ManufacturingAMATApplied Materials$318,443$5,370 ▲1.7%2,1940.1%Computer and TechnologyEFIVSPDR S&P 500 ESG ETF$311,332$72,764 ▼-18.9%5,8190.1%ETFUSSGXtrackers MSCI USA ESG Leaders Equity ETF$308,374$68,253 ▼-18.1%6,1220.1%ETFSUSLiShares ESG MSCI USA Leaders ETF$306,875$62,563 ▼-16.9%3,2030.1%ManufacturingJPMJPMorgan Chase & Co.$264,448$3,189 ▲1.2%1,0780.1%FinanceVVisa$262,993$4,909 ▼-1.8%7500.1%Business ServicesWMTWalmart$257,495$5,180 ▲2.1%2,9330.1%Retail/WholesaleACWIiShares MSCI ACWI ETF$244,801$5,704 ▼-2.3%2,1030.1%ManufacturingAVGOBroadcom$236,490$5,862 ▲2.5%1,4120.1%Computer and TechnologyLLYEli Lilly and Company$233,563$4,952 ▲2.2%2830.1%MedicalSMLFiShares U.S. Small Cap Equity Factor ETF$231,633$47,371 ▼-17.0%3,7260.1%ETFRWLInvesco S&P 500 Revenue ETF$229,910$298 ▼-0.1%2,3140.1%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$229,170$77,897 ▼-25.4%9,9380.1%ManufacturingPANWPalo Alto Networks$225,245$3,242 ▲1.5%1,3200.1%Computer and TechnologyDNPDNP Select Income Fund$218,332$218,332 ▲New Holding22,0760.1%FinanceTSLATesla$206,291$21,251 ▲11.5%7960.1%Auto/Tires/TrucksESGEiShares ESG Aware MSCI EM ETF$205,010$77,866 ▼-27.5%5,8660.1%ManufacturingEASGX-trackers MSCI EAFE ESG Leaders Equity ETF$202,890$79,465 ▼-28.1%6,6000.1%ETFNUDMNuShares ESG International Developed Markets Equity ETF$202,191$81,666 ▼-28.8%6,3480.1%ETFMGCVanguard Mega Cap ETF$0$2,970,023 ▼-100.0%00.0%ETFEWXSPDR S&P Emerging Markets SmallCap ETF$0$1,548,395 ▼-100.0%00.0%ETFNOWServiceNow$0$231,753 ▼-100.0%00.0%Computer and TechnologyFIDELITY COVINGTON TRUST$0$209,620 ▼-100.0%00.0%ENHANCED MIDShowing 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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