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Verus Wealth Management, LLC Top Holdings and 13F Report (2025)

About Verus Wealth Management, LLC

Investment Activity

  • Verus Wealth Management, LLC has $89.17 million in total holdings as of December 31, 2024.
  • Verus Wealth Management, LLC owns shares of 53 different stocks, but just 20 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofVerus Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$11,493,762107,87212.9%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$9,527,36417,68210.7%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$6,032,53175,1536.8%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$5,955,676124,5446.7%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$5,115,17471,1335.7%ETF
Vanguard Russell 1000 Value stock logo
VONV
Vanguard Russell 1000 Value
$3,888,24147,8554.4%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$3,725,07532,3304.2%ETF
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$3,595,416153,1924.0%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$3,427,63358,3033.8%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$3,243,56164,7033.6%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$2,302,12925,8552.6%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$2,252,14443,1282.5%ETF
DFAT
Dimensional U.S. Targeted Value ETF
$1,866,39333,5322.1%ETF
Apple Inc. stock logo
AAPL
Apple
$1,648,5816,5831.8%Computer and Technology
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$1,428,58718,3131.6%ETF
Invesco California AMT-Free Municipal Bond ETF stock logo
PWZ
Invesco California AMT-Free Municipal Bond ETF
$1,396,09356,5221.6%ETF
Vanguard Emerging Markets Government Bond ETF stock logo
VWOB
Vanguard Emerging Markets Government Bond ETF
$1,370,54421,7031.5%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,253,7333,1221.4%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$1,247,6412,9601.4%Computer and Technology
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$1,236,11130,2081.4%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$1,231,61734,7131.4%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$1,202,09318,4711.3%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$1,143,91434,9181.3%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$1,121,61860,6281.3%ETF
DFAS
Dimensional U.S. Small Cap ETF
$994,81315,2861.1%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$939,6276,9971.1%Computer and Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$748,0737,3680.8%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$680,3283,1010.8%Retail/Wholesale
Vanguard S&P 500 Value ETF stock logo
VOOV
Vanguard S&P 500 Value ETF
$671,4323,6390.8%ETF
Vanguard Russell 1000 stock logo
VONE
Vanguard Russell 1000
$639,5952,3980.7%ETF
Nicolet Bankshares, Inc. stock logo
NIC
Nicolet Bankshares
$550,7785,2500.6%Finance
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$525,9468,1580.6%ETF
SPDR S&P 500 ESG ETF stock logo
EFIV
SPDR S&P 500 ESG ETF
$502,6728,9000.6%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$459,0407840.5%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$454,6992,4020.5%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$413,6031,7840.5%Computer and Technology
Essential Utilities, Inc. stock logo
WTRG
Essential Utilities
$361,2589,9470.4%Utilities
Constellation Energy Co. stock logo
CEG
Constellation Energy
$357,8521,6000.4%Oils/Energy
Tesla, Inc. stock logo
TSLA
Tesla
$355,3798800.4%Auto/Tires/Trucks
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$346,3213,5740.4%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$334,1561,3940.4%Finance
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$324,3564,2600.4%Manufacturing
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$309,3987,7370.3%Computer and Technology
Vanguard ESG U.S. Corporate Bond ETF stock logo
VCEB
Vanguard ESG U.S. Corporate Bond ETF
$273,9964,4200.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$267,8843470.3%Medical
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$263,6251,4240.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$263,3565810.3%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$254,2371,3350.3%Computer and Technology
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$250,1406,6000.3%ETF
Visa Inc. stock logo
V
Visa
$247,1437820.3%Business Services
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$236,3982580.3%Retail/Wholesale
Netflix, Inc. stock logo
NFLX
Netflix
$220,1562470.2%Consumer Discretionary
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$213,6869190.2%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data