Verus Wealth Management, LLC Top Holdings and 13F Report (2025) About Verus Wealth Management, LLCInvestment ActivityVerus Wealth Management, LLC has $91.27 million in total holdings as of March 31, 2025.Verus Wealth Management, LLC owns shares of 53 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 4.70% of the portfolio was purchased this quarter.About 1.33% of the portfolio was sold this quarter.This quarter, Verus Wealth Management, LLC has purchased 53 new stocks and bought additional shares in 24 stocks.Verus Wealth Management, LLC sold shares of 13 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares National Muni Bond ETF $11,392,581Vanguard S&P 500 ETF $9,961,876Vanguard Intermediate-Term Corporate Bond ETF $6,576,202Vanguard FTSE Developed Markets ETF $6,351,647Vanguard Total Bond Market ETF $5,733,434 Largest New Holdings this Quarter 30161N101 - Exelon $203,904 Holding Largest Purchases this Quarter Vanguard Short-Term Corporate Bond ETF 11,121 shares (about $877.90K)Vanguard S&P 500 ETF 1,702 shares (about $874.70K)Vanguard Total Bond Market ETF 6,926 shares (about $508.71K)Vanguard Intermediate-Term Corporate Bond ETF 5,280 shares (about $431.69K)iShares Core MSCI International Developed Markets ETF 4,260 shares (about $293.47K) Largest Sales this Quarter Invesco California AMT-Free Municipal Bond ETF 28,684 shares (about $684.11K)Vanguard Tax-Exempt Bond ETF 2,058 shares (about $102.12K)iShares Core MSCI Emerging Markets ETF 1,755 shares (about $94.72K)Broadcom 234 shares (about $39.18K)JPMorgan Chase & Co. 119 shares (about $29.19K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVerus Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMUBiShares National Muni Bond ETF$11,392,581$18,557 ▲0.2%108,04812.5%ETFVOOVanguard S&P 500 ETF$9,961,876$874,696 ▲9.6%19,38410.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$6,576,202$431,693 ▲7.0%80,4337.2%ETFVEAVanguard FTSE Developed Markets ETF$6,351,647$21,094 ▲0.3%124,9597.0%ETFBNDVanguard Total Bond Market ETF$5,733,434$508,715 ▲9.7%78,0596.3%ETFVONVVanguard Russell 1000 Value$4,090,045$140,071 ▲3.5%49,5524.5%ETFSPHYSPDR Portfolio High Yield Bond ETF$3,698,229$110,472 ▲3.1%157,9094.1%ETFAVEMAvantis Emerging Markets Equity ETF$3,595,398$87,307 ▲2.5%59,7543.9%ETFIJRiShares Core S&P Small-Cap ETF$3,487,630$106,871 ▲3.2%33,3523.8%ETFVTEBVanguard Tax-Exempt Bond ETF$3,108,445$102,118 ▼-3.2%62,6453.4%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$2,529,726$187,521 ▲8.0%27,9252.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,323,546$877,902 ▲60.7%29,4342.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,232,901$94,717 ▼-4.1%41,3732.4%ETFDFATDimensional U.S. Targeted Value ETF$1,741,291$14,726 ▲0.9%33,8181.9%ETFAAPLApple$1,466,347$3,999 ▲0.3%6,6011.6%Computer and TechnologyVWOBVanguard Emerging Markets Government Bond ETF$1,406,108$12,776 ▲0.9%21,9021.5%ETFDFIVDimensional International Value ETF$1,366,3040.0%34,7131.5%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1,362,275$201,601 ▲17.4%40,9831.5%ETFAVDVAvantis International Small Cap Value ETF$1,319,551$31,383 ▲2.4%18,9211.4%ETFDFUVDimensional US Marketwide Value ETF$1,244,8720.0%30,2081.4%ETFSCHFSchwab International Equity ETF$1,207,134$7,912 ▲0.7%61,0281.3%ETFIWFiShares Russell 1000 Growth ETF$1,127,3230.0%3,1221.2%ETFMSFTMicrosoft$1,103,272$7,883 ▼-0.7%2,9391.2%Computer and TechnologyDFASDimensional U.S. Small Cap ETF$912,741$598 ▼-0.1%15,2761.0%ETFIDEViShares Core MSCI International Developed Markets ETF$855,476$293,471 ▲52.2%12,4180.9%ETFNVDANVIDIA$747,172$11,163 ▼-1.5%6,8940.8%Computer and TechnologyIVWiShares S&P 500 Growth ETF$683,9710.0%7,3680.7%ETFVOOVVanguard S&P 500 Value ETF$670,2670.0%3,6390.7%ETFPWZInvesco California AMT-Free Municipal Bond ETF$663,936$684,113 ▼-50.7%27,8380.7%ETFAMZNAmazon.com$637,561$47,565 ▲8.1%3,3510.7%Retail/WholesaleVONEVanguard Russell 1000$608,7560.0%2,3980.7%ETFNICNicolet Bankshares$572,0400.0%5,2500.6%FinanceEFIVSPDR S&P 500 ESG ETF$529,650$53,500 ▲11.2%9,9000.6%ETFMETAMeta Platforms$451,8660.0%7840.5%Computer and TechnologyGOOGLAlphabet$402,373$30,928 ▲8.3%2,6020.4%Computer and TechnologyWTRGEssential Utilities$393,999$791 ▲0.2%9,9670.4%UtilitiesVZVerizon Communications$349,861$1,089 ▼-0.3%7,7130.4%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$348,594$4,946 ▼-1.4%3,5240.4%FinanceCEGConstellation Energy$334,026$11,490 ▲3.6%1,6570.4%EnergyESGDiShares ESG Aware MSCI EAFE ETF$326,760$21,239 ▼-6.1%4,0000.4%ManufacturingJPMJPMorgan Chase & Co.$312,758$29,191 ▼-8.5%1,2750.3%FinanceBRK.BBerkshire Hathaway$309,4290.0%5810.3%FinanceLLYEli Lilly and Company$286,5910.0%3470.3%MedicalVCEBVanguard ESG U.S. Corporate Bond ETF$278,1060.0%4,4200.3%ETFVVisa$274,0600.0%7820.3%Business ServicesIWDiShares Russell 1000 Value ETF$267,9400.0%1,4240.3%ETFAVGOBroadcom$259,516$39,179 ▼-13.1%1,5500.3%Computer and TechnologyCOSTCostco Wholesale$258,198$14,187 ▲5.8%2730.3%Retail/WholesaleDFSUDimensional US Sustainability Core 1 ETF$236,3460.0%6,6000.3%ETFNFLXNetflix$230,3350.0%2470.3%Consumer DiscretionaryTSLATesla$227,542$518 ▼-0.2%8780.2%Auto/Tires/TrucksGOOGAlphabet$208,098$469 ▼-0.2%1,3320.2%Computer and TechnologyEXCExelon$203,904$203,904 ▲New Holding4,4250.2%UtilitiesXLKTechnology Select Sector SPDR Fund$0$213,686 ▼-100.0%00.0%ETFShowing 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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