Verity Wealth Advisors Top Holdings and 13F Report (2024) About Verity Wealth AdvisorsInvestment ActivityVerity Wealth Advisors has $142.23 million in total holdings as of September 30, 2024.Verity Wealth Advisors owns shares of 73 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 1.96% of the portfolio was purchased this quarter.About 0.62% of the portfolio was sold this quarter.This quarter, Verity Wealth Advisors has purchased 74 new stocks and bought additional shares in 20 stocks.Verity Wealth Advisors sold shares of 4 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $37,889,762iShares Core S&P 500 ETF $21,852,180Vanguard FTSE All-World ex-US ETF $9,696,573Vanguard FTSE Emerging Markets ETF $4,067,585Microsoft $4,021,154 Largest New Holdings this Quarter GE VERNOVA INC COM $237,896 HoldingAT&T $219,164 Holding Largest Purchases this Quarter Cintas 4,374 shares (about $900.52K)Exxon Mobil 5,141 shares (about $602.63K)GE VERNOVA INC COM 933 shares (about $237.90K)AT&T 9,962 shares (about $219.16K)Vanguard Total Stock Market ETF 708 shares (about $200.48K) Largest Sales this Quarter iShares MSCI USA Min Vol Factor ETF 1,434 shares (about $130.94K)iShares Core S&P 500 ETF 65 shares (about $37.49K)iShares Core S&P Total U.S. Stock Market ETF 243 shares (about $30.53K)iShares Core MSCI Emerging Markets ETF 101 shares (about $5.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVerity Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$37,889,762$200,478 ▲0.5%133,81026.6%ETFIVViShares Core S&P 500 ETF$21,852,180$37,493 ▼-0.2%37,88415.4%ETFVEUVanguard FTSE All-World ex-US ETF$9,696,573$21,924 ▲0.2%153,9146.8%ETFVWOVanguard FTSE Emerging Markets ETF$4,067,585$19,666 ▲0.5%85,0072.9%ETFMSFTMicrosoft$4,021,154$87,781 ▲2.2%9,3452.8%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$3,469,353$86,344 ▲2.6%65,6952.4%ETFACWXiShares MSCI ACWI ex U.S. ETF$3,186,7360.0%55,6932.2%ManufacturingSCHXSchwab US Large-Cap ETF$3,047,6180.0%44,9172.1%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$2,869,944$8,288 ▲0.3%81,0262.0%ETFSUSAiShares MSCI USA ESG Select ETF$2,835,1950.0%23,5542.0%ETFVNQVanguard Real Estate ETF$2,283,998$37,117 ▲1.7%23,4451.6%ETFSCHFSchwab International Equity ETF$2,282,880$1,151 ▲0.1%55,5181.6%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,914,887$130,940 ▼-6.4%20,9711.3%ETFXOMExxon Mobil$1,533,355$602,628 ▲64.7%13,0811.1%Oils/EnergySTIPiShares 0-5 Year TIPS Bond ETF$1,402,3700.0%13,8411.0%ETFQCOMQUALCOMM$1,325,5400.0%7,7950.9%Computer and TechnologyIBBiShares Biotechnology ETF$1,295,5860.0%8,8980.9%FinanceUSXFiShares ESG Advanced MSCI USA ETF$1,277,6010.0%26,0310.9%ManufacturingSCHBSchwab US Broad Market ETF$1,243,6580.0%18,6960.9%ETFBSVVanguard Short-Term Bond ETF$1,219,380$175,715 ▲16.8%15,4960.9%ETFCTASCintas$1,215,516$900,519 ▲285.9%5,9040.9%Industrial ProductsVGSHVanguard Short-Term Treasury Index ETF$1,198,637$73,362 ▲6.5%20,3090.8%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,180,8500.0%43,7190.8%ETFBNDVanguard Total Bond Market ETF$1,173,336$7,736 ▲0.7%15,6220.8%ETFPEPPepsiCo$1,162,6320.0%6,8370.8%Consumer StaplesJNJJohnson & Johnson$1,144,9540.0%7,0650.8%MedicalSUBiShares Short-Term National Muni Bond ETF$1,096,7300.0%10,3280.8%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,087,831$1,521 ▲0.1%22,8920.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,067,425$2,383 ▲0.2%13,4400.8%ETFVOOVanguard S&P 500 ETF$1,047,4250.0%1,9850.7%ETFLNTAlliant Energy$997,9260.0%16,4430.7%UtilitiesBRK.BBerkshire Hathaway$955,040$92,052 ▲10.7%2,0750.7%FinanceDMXFiShares ESG Advanced MSCI EAFE ETF$924,9940.0%12,8400.7%ManufacturingOEFiShares S&P 100 ETF$861,9460.0%3,1140.6%ETFICFiShares Cohen & Steers REIT ETF$850,458$3,955 ▲0.5%12,9030.6%ETFDSIiShares MSCI KLD 400 Social ETF$794,0580.0%7,2990.6%ETFIXUSiShares Core MSCI Total International Stock ETF$747,6530.0%10,2940.5%ManufacturingXTiShares Exponential Technologies ETF$717,1660.0%11,7800.5%ManufacturingGEGeneral Electric$703,9690.0%3,7330.5%TransportationIEMGiShares Core MSCI Emerging Markets ETF$674,186$5,799 ▼-0.9%11,7430.5%ETFCPNGCoupang$648,7340.0%26,4250.5%Retail/WholesaleSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$647,0150.0%25,7160.5%ManufacturingCMFiShares California Muni Bond ETF$634,2710.0%10,9150.4%ETFESGDiShares ESG Aware MSCI EAFE ETF$617,3870.0%7,3350.4%ManufacturingPFFiShares Preferred and Income Securities ETF$610,7010.0%18,3780.4%ETFTMOThermo Fisher Scientific$587,6420.0%9500.4%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$580,113$30,526 ▼-5.0%4,6180.4%ETFICLNiShares Global Clean Energy ETF$577,8160.0%39,3340.4%ETFMEARiShares Short Maturity Municipal Bond Active ETF$574,8490.0%11,4250.4%ETFAAPLApple$540,0940.0%2,3180.4%Computer and TechnologyIWViShares Russell 3000 ETF$539,4310.0%1,6510.4%ETFDFUVDimensional US Marketwide Value ETF$532,5900.0%12,7750.4%ETFIGFiShares Global Infrastructure ETF$493,6260.0%9,0690.3%ManufacturingVGTVanguard Information Technology ETF$463,3510.0%7900.3%ETFSTTState Street$459,5130.0%5,1940.3%FinanceGILDGilead Sciences$447,5380.0%5,3380.3%MedicalCOSTCostco Wholesale$443,2600.0%5000.3%Retail/WholesaleUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$425,194$2,109 ▲0.5%8,4670.3%FinanceAMZNAmazon.com$413,6530.0%2,2200.3%Retail/WholesaleVOVanguard Mid-Cap ETF$394,259$1,847 ▲0.5%1,4940.3%ETFUSRTiShares Core U.S. REIT ETF$369,1740.0%5,9960.3%ETFXLKTechnology Select Sector SPDR Fund$355,5720.0%1,5750.2%ETFIEFAiShares Core MSCI EAFE ETF$316,1030.0%4,0500.2%ETFEPPiShares MSCI Pacific ex Japan ETF$280,3420.0%5,7400.2%FinanceLANDGladstone Land$278,0000.0%20,0000.2%FinanceBNDXVanguard Total International Bond ETF$263,317$955 ▲0.4%5,2370.2%ETFDFIVDimensional International Value ETF$257,8400.0%6,7710.2%ETFVZVerizon Communications$257,1550.0%5,7260.2%Computer and TechnologyVBVanguard Small-Cap ETF$240,7680.0%1,0150.2%ETFGE VERNOVA INC COM$237,896$237,896 ▲New Holding9330.2%StockTAT&T$219,164$219,164 ▲New Holding9,9620.2%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$209,0250.0%4,2390.1%ManufacturingVWEVintage Wine Estates$200.0%10,0000.0%Consumer StaplesINTCIntel$0$261,635 ▼-100.0%00.0%Computer and TechnologySLBSchlumberger$0$217,075 ▼-100.0%00.0%Oils/EnergyMRKMerck & Co., Inc.$0$200,804 ▼-100.0%00.0%MedicalShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
