Veridan Wealth LLC Top Holdings and 13F Report (2025) About Veridan Wealth LLCInvestment ActivityVeridan Wealth LLC has $213.49 million in total holdings as of December 31, 2024.Veridan Wealth LLC owns shares of 82 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Largest Holdings Mr. Cooper Group $56,244,077Wells Fargo & Company $10,713,301iShares Core Total USD Bond Market ETF $8,482,822iShares Russell Top 200 Growth ETF $6,832,239iShares S&P 100 ETF $5,155,461 Sector AllocationMap of 500 Largest Holdings ofVeridan Wealth LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorCOOPMr. Cooper Group$56,244,077545,90026.3%FinanceWFCWells Fargo & Company$10,713,301137,1045.0%FinanceIUSBiShares Core Total USD Bond Market ETF$8,482,822187,1764.0%ManufacturingIWYiShares Russell Top 200 Growth ETF$6,832,23928,9873.2%ETFOEFiShares S&P 100 ETF$5,155,46117,6422.4%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$4,706,872109,1072.2%ETFHFXINYLI FTSE International Equity Currency Neutral ETF$4,700,222174,4702.2%ETFIWXiShares Russell Top 200 Value ETF$4,677,55356,3562.2%ETFIWLiShares Russell Top 200 ETF$4,643,26231,4202.2%ETFIMTMiShares MSCI Intl Momentum Factor ETF$4,569,808117,8392.1%ETFBIVVanguard Intermediate-Term Bond ETF$4,535,41160,5122.1%ETFBLVVanguard Long-Term Bond ETF$4,533,43365,8362.1%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$4,480,41286,7122.1%ManufacturingVCITVanguard Intermediate-Term Corporate Bond ETF$4,474,03655,5922.1%ETFMGVVanguard Mega Cap Value ETF$4,314,39033,0632.0%ETFVOVanguard Mid-Cap ETF$4,302,29515,6662.0%ETFVUGVanguard Growth ETF$4,157,87810,0381.9%ETFIQLTiShares MSCI Intl Quality Factor ETF$3,577,66592,9021.7%ETFESGDiShares ESG Aware MSCI EAFE ETF$3,490,43444,4131.6%ManufacturingVOEVanguard Mid-Cap Value ETF$3,220,93719,5151.5%ETFSCHFSchwab International Equity ETF$3,168,670165,8121.5%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$3,075,447104,3941.4%ETFEMGFiShares Emerging Markets Equity Factor ETF$3,071,61667,5531.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$3,044,188108,1031.4%ETFMGCVanguard Mega Cap ETF$2,970,02313,7001.4%ETFIWPiShares Russell Mid-Cap Growth ETF$2,688,98820,0361.3%ETFVTVVanguard Value ETF$2,575,16814,6171.2%ETFMGKVanguard Mega Cap Growth ETF$2,310,9986,7031.1%ETFQQQInvesco QQQ$2,297,9574,4351.1%FinanceVMBSVanguard Mortgage-Backed Securities ETF$2,262,26449,7751.1%ETFFPEIFirst Trust Institutional Preferred Securities and Income ETF$2,227,930119,2041.0%ETFHYDBiShares High Yield Bond Factor ETF$2,224,32847,1261.0%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,806,15719,4650.8%ETFIJRiShares Core S&P Small-Cap ETF$1,805,86915,4520.8%ETFEWXSPDR S&P Emerging Markets SmallCap ETF$1,548,39527,1360.7%ETFXMMOInvesco S&P MidCap Momentum ETF$1,495,34211,5680.7%ETFAAPLApple$1,438,2786,3080.7%Computer and TechnologyMSFTMicrosoft$1,404,7903,4190.7%Computer and TechnologyISCGiShares Morningstar Small-Cap Growth ETF$1,356,86326,6520.6%ETFSLYVSPDR S&P 600 Small CapValue ETF$1,354,25815,5320.6%ETFNVDANVIDIA$1,172,96310,0550.5%Computer and TechnologyAMZNAmazon.com$841,6543,5450.4%Retail/WholesaleSPGSimon Property Group$818,8424,7220.4%FinanceESGUiShares ESG Aware MSCI USA ETF$722,9785,5030.3%ManufacturingXVViShares ESG Select Screened S&P 500 ETF$621,23713,4580.3%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$589,16912,6430.3%ETFVXFVanguard Extended Market ETF$569,5822,8870.3%ETFBRK.BBerkshire Hathaway$542,6641,1680.3%FinanceMETAMeta Platforms$524,6847520.2%Computer and TechnologySNPEXtrackers S&P 500 ESG ETF$510,6069,5210.2%ETFQUALiShares MSCI USA Quality Factor ETF$493,6152,7050.2%ETFIJJiShares S&P Mid-Cap 400 Value ETF$445,8673,4870.2%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$445,42218,0040.2%ManufacturingGOOGAlphabet$438,0492,1620.2%Computer and TechnologyGOOGLAlphabet$430,5792,1400.2%Computer and TechnologyIVViShares Core S&P 500 ETF$425,4727080.2%ETFEFIVSPDR S&P 500 ESG ETF$408,1067,1790.2%ETFUSSGXtrackers MSCI USA ESG Leaders Equity ETF$407,2927,4770.2%ETFSUSLiShares ESG MSCI USA Leaders ETF$399,7993,8560.2%ManufacturingSDYSPDR S&P Dividend ETF$391,0952,9180.2%ETFPGProcter & Gamble$386,3112,2890.2%Consumer StaplesAMATApplied Materials$385,5972,1570.2%Computer and TechnologyCOSTCostco Wholesale$375,8613740.2%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$361,8221,7940.2%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$311,9394,4880.1%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$303,32713,3160.1%ManufacturingAVGOBroadcom$299,8581,3770.1%Computer and TechnologyXOMExxon Mobil$299,6802,7980.1%EnergyVYMVanguard High Dividend Yield ETF$290,0052,1990.1%ETFWMTWalmart$286,0852,8740.1%Retail/WholesaleJPMJPMorgan Chase & Co.$284,1551,0650.1%FinanceEASGX-trackers MSCI EAFE ESG Leaders Equity ETF$276,7709,1850.1%ETFNUDMNuShares ESG International Developed Markets Equity ETF$276,7278,9120.1%ETFESGEiShares ESG Aware MSCI EM ETF$276,5788,0940.1%ManufacturingTSLATesla$273,9487140.1%Auto/Tires/TrucksVVisa$264,0397640.1%Business ServicesACWIiShares MSCI ACWI ETF$258,7262,1520.1%ManufacturingPANWPalo Alto Networks$237,8101,3010.1%Computer and TechnologyRWLInvesco S&P 500 Revenue ETF$237,4402,3170.1%ETFNOWServiceNow$231,7532270.1%Computer and TechnologyLLYEli Lilly and Company$224,4792770.1%MedicalFIDELITY COVINGTON TRUST$209,6206,1400.1%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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