Verus Financial Partners, Inc. Top Holdings and 13F Report (2025) About Verus Financial Partners, Inc.Investment ActivityVerus Financial Partners, Inc. has $890.79 million in total holdings as of December 31, 2024.Verus Financial Partners, Inc. owns shares of 97 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 3.11% of the portfolio was purchased this quarter.About 1.00% of the portfolio was sold this quarter.This quarter, Verus Financial Partners, Inc. has purchased 98 new stocks and bought additional shares in 40 stocks.Verus Financial Partners, Inc. sold shares of 37 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $212,000,022Vanguard Total Bond Market ETF $108,071,057Avantis Short-Term Fixed Income ETF $65,726,914Vanguard Total International Stock ETF $64,622,504Vanguard Small-Cap Value ETF $56,966,623 Largest New Holdings this Quarter QUALCOMM $1,200,740 HoldingNVIDIA $308,520 HoldingWalmart $207,846 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 648,370 shares (about $17.51M)Vanguard Total Bond Market ETF 33,369 shares (about $2.38M)Avantis Short-Term Fixed Income ETF 38,713 shares (about $1.78M)Vanguard Total International Stock ETF 22,816 shares (about $1.33M)QUALCOMM 7,649 shares (about $1.20M) Largest Sales this Quarter Vanguard Total Stock Market ETF 6,433 shares (about $1.85M)Vanguard Mega Cap ETF 7,598 shares (about $1.60M)Vanguard FTSE All-World ex-US ETF 14,927 shares (about $846.21K)iShares Core MSCI Total International Stock ETF 9,137 shares (about $596.83K)iShares Core S&P 500 ETF 979 shares (about $571.08K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVerus Financial Partners, Inc. 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$212,000,022$1,848,200 ▼-0.9%737,90523.8%ETFBNDVanguard Total Bond Market ETF$108,071,057$2,377,207 ▲2.2%1,517,00012.1%ETFAVSFAvantis Short-Term Fixed Income ETF$65,726,914$1,780,024 ▲2.8%1,429,4677.4%ETFVXUSVanguard Total International Stock ETF$64,622,504$1,328,576 ▲2.1%1,109,7807.3%ETFVBRVanguard Small-Cap Value ETF$56,966,623$163,391 ▼-0.3%291,8226.4%ETFAVIGAvantis Core Fixed Income ETF$51,186,304$955,206 ▲1.9%1,274,5595.7%ETFMGCVanguard Mega Cap ETF$45,463,841$1,601,123 ▼-3.4%215,7455.1%ETFBIVVanguard Intermediate-Term Bond ETF$39,243,499$426,001 ▲1.1%530,8914.4%ETFVEUVanguard FTSE All-World ex-US ETF$38,346,689$846,211 ▼-2.2%676,4284.3%ETFDFIVDimensional International Value ETF$28,663,102$369,552 ▲1.3%811,2963.2%ETFIVViShares Core S&P 500 ETF$28,038,188$571,077 ▼-2.0%48,0663.1%ETFSCHDSchwab US Dividend Equity ETF$26,172,345$17,512,478 ▲202.2%968,9872.9%ETFVVVanguard Large-Cap ETF$20,134,289$105,379 ▼-0.5%75,2802.3%ETFVTEBVanguard Tax-Exempt Bond ETF$11,808,347$387,340 ▲3.4%237,5451.3%ETFIXUSiShares Core MSCI Total International Stock ETF$11,074,184$596,830 ▼-5.1%169,5371.2%ManufacturingVOVanguard Mid-Cap ETF$8,083,412$383,986 ▼-4.5%30,7560.9%ETFDVYiShares Select Dividend ETF$7,701,035$378,025 ▼-4.7%59,8930.9%ETFIJHiShares Core S&P Mid-Cap ETF$4,070,141$68,327 ▼-1.7%65,7640.5%ETFDFNMDimensional National Municipal Bond ETF$3,845,778$60,909 ▲1.6%80,6920.4%ETFAAPLApple$3,694,645$319,276 ▼-8.0%15,5990.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,966,412$1,161 ▲0.0%5,1100.3%FinancePMPhilip Morris International$2,919,986$703 ▲0.0%24,9250.3%Consumer StaplesMOAltria Group$2,755,730$102 ▲0.0%54,1720.3%Consumer StaplesVOOVanguard S&P 500 ETF$2,545,638$1,602 ▲0.1%4,7680.3%ETFIWDiShares Russell 1000 Value ETF$1,970,059$184 ▲0.0%10,7320.2%ETFDFCFDimensional Core Fixed Income ETF$1,782,398$327,534 ▲22.5%43,6220.2%ETFVTHRVanguard Russell 3000 ETF$1,704,941$131,980 ▼-7.2%6,6270.2%ETFVGSHVanguard Short-Term Treasury Index ETF$1,694,118$130,411 ▼-7.1%29,1640.2%ETFHCAHCA Healthcare$1,604,9460.0%5,3000.2%MedicalVTVanguard Total World Stock ETF$1,598,144$27,414 ▲1.7%13,7580.2%ETFVUSBVanguard Ultra-Short Bond ETF$1,393,450$66,731 ▲5.0%28,0650.2%ETFMSFTMicrosoft$1,308,573$8,380 ▼-0.6%3,1230.1%Computer and TechnologyGWWW.W. Grainger$1,231,4090.0%1,1700.1%Industrial ProductsQCOMQUALCOMM$1,200,740$1,200,740 ▲New Holding7,6490.1%Computer and TechnologyDFUVDimensional US Marketwide Value ETF$1,073,444$68,096 ▼-6.0%26,4200.1%ETFBDNBrandywine Realty Trust$1,046,4170.0%212,2550.1%FinanceVBVanguard Small-Cap ETF$1,022,337$36,912 ▼-3.5%4,2930.1%ETFXOMExxon Mobil$989,810$1,491 ▼-0.2%9,2910.1%Oils/EnergyIWFiShares Russell 1000 Growth ETF$940,4300.0%2,3620.1%ETFIBMInternational Business Machines$937,234$197,775 ▲26.7%4,2650.1%Computer and TechnologyDFASDimensional U.S. Small Cap ETF$894,601$2,437 ▲0.3%13,9520.1%ETFFIDELITY WISE ORIGIN BITCOIN$863,862$24,063 ▲2.9%10,4470.1%SHSLOWLowe's Companies$859,220$91,475 ▼-9.6%3,4660.1%Retail/WholesaleDDominion Energy$851,916$45,276 ▲5.6%15,9560.1%UtilitiesBRK.BBerkshire Hathaway$811,3960.0%1,8330.1%FinanceAVIVAvantis International Large Cap Value ETF$699,744$8,709 ▲1.3%13,5790.1%ETFELVElevance Health$634,867$18,291 ▼-2.8%1,6660.1%MedicalABBVAbbVie$610,389$1,051 ▲0.2%3,4850.1%MedicalJNJJohnson & Johnson$568,344$47,019 ▼-7.6%4,0010.1%MedicalNDAQNasdaq$560,8290.0%7,3910.1%FinanceKMXCarMax$527,4630.0%6,7330.1%Retail/WholesaleBACBank of America$493,279$226 ▼0.0%10,9350.1%FinanceHDHome Depot$484,167$2,339 ▲0.5%1,2420.1%Retail/WholesaleSOSouthern$483,8800.0%5,9500.1%UtilitiesVUGVanguard Growth ETF$470,2540.0%1,1540.1%ETFNSCNorfolk Southern$464,879$702 ▲0.2%1,9870.1%TransportationMCKMcKesson$459,575$64,573 ▼-12.3%7900.1%MedicalJPMJPMorgan Chase & Co.$457,809$480 ▲0.1%1,9090.1%FinanceGOOGLAlphabet$425,574$1,536 ▲0.4%2,2160.0%Computer and TechnologyVDEVanguard Energy ETF$415,069$3,376 ▲0.8%3,3200.0%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$409,508$564 ▲0.1%16,6870.0%ETFCOFCapital One Financial$389,000$96,768 ▼-19.9%2,2190.0%FinancePGProcter & Gamble$388,634$63,425 ▼-14.0%2,4510.0%Consumer StaplesQQQInvesco QQQ$385,594$507 ▲0.1%7600.0%FinanceTJXTJX Companies$383,673$1,441 ▼-0.4%3,1960.0%Retail/WholesaleISHARES BITCOIN TRUST ETF$383,4480.0%7,1220.0%SHS BEN INTDUKDuke Energy$372,757$212 ▲0.1%3,5210.0%UtilitiesDFATDimensional U.S. Targeted Value ETF$369,685$219 ▲0.1%6,7670.0%ETFMETAMeta Platforms$359,947$25,270 ▼-6.6%5840.0%Computer and TechnologyDFUSDimensional U.S. Equity ETF$341,996$506 ▲0.1%5,4100.0%ETFMRKMerck & Co., Inc.$341,605$7,046 ▼-2.0%3,4420.0%MedicalDFSDDimensional Short-Duration Fixed Income ETF$341,577$1,309 ▲0.4%7,3080.0%ETFVBKVanguard Small-Cap Growth ETF$340,6870.0%1,2170.0%ETFAMZNAmazon.com$322,937$15,764 ▲5.1%1,4750.0%Retail/WholesaleCATCaterpillar$320,9860.0%9140.0%Industrial ProductsCOSTCostco Wholesale$316,776$7,498 ▼-2.3%3380.0%Retail/WholesaleDISVDimensional International Small Cap Value ETF$312,947$1,932 ▲0.6%11,9860.0%ETFGEGeneral Electric$308,841$172 ▲0.1%1,7990.0%TransportationNVDANVIDIA$308,520$308,520 ▲New Holding2,2700.0%Computer and TechnologyAMERICAN CENTY ETF TR$278,5290.0%5,6510.0%AVANTIS EMERGINGMDLZMondelez International$274,960$13,107 ▼-4.5%4,8880.0%Consumer StaplesMCDMcDonald's$269,697$1,130 ▼-0.4%9550.0%Retail/WholesaleAVIEAvantis Inflation Focused Equity ETF$267,5670.0%4,4470.0%ETFINDAiShares MSCI India ETF$266,253$1,946 ▲0.7%5,1990.0%ETFMMSMaximus$264,380$123,434 ▼-31.8%3,4420.0%Business ServicesCSXCSX$260,3420.0%8,1920.0%TransportationUDRUDR$253,358$19,162 ▼-7.0%6,3200.0%FinancePEPPepsiCo$252,174$998 ▼-0.4%1,7680.0%Consumer StaplesILFiShares Latin America 40 ETF$248,903$7,399 ▲3.1%11,7740.0%ETFPFEPfizer$248,270$6,012 ▼-2.4%9,2920.0%MedicalGOOGAlphabet$244,553$33,805 ▼-12.1%1,2660.0%Computer and TechnologyKOCoca-Cola$243,8760.0%3,9930.0%Consumer StaplesGUNRFlexShares Global Upstream Natural Resources Index Fund$233,743$2,024 ▲0.9%6,3530.0%ETFHONHoneywell International$220,674$1,310 ▼-0.6%1,0110.0%Multi-Sector ConglomeratesCVXChevron$215,178$46,711 ▼-17.8%1,4050.0%Oils/EnergyWMTWalmart$207,846$207,846 ▲New Holding2,2350.0%Retail/WholesaleXBILUS Treasury 6 Month Bill ETF$205,3490.0%4,1000.0%ETFBNBrookfield$0$318,905 ▼-100.0%00.0%FinanceCMCSAComcast$0$221,690 ▼-100.0%00.0%Consumer DiscretionaryAEPAmerican Electric Power$0$210,506 ▼-100.0%00.0%UtilitiesShowing 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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