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Veridan Wealth LLC 13F Holdings
Holdings from the most recent 13F from Veridan Wealth LLC
Filed: 2025-02-05 (Q4 2024) | Holdings: 82 | Value: $213.5M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| COOP - MR COOPER GROUP INC | New Purchase | 26.34% | $56.2M | +8.79% | +11.23% | ||
| WFC - WELLS FARGO CO NEW | New Purchase | 5.02% | $10.7M | -9.06% | -8.27% | ||
| IUSB - ISHARES TR | New Purchase | 3.97% | $8.5M | +0.80% | +1.04% | ||
| IWY - ISHARES TR | New Purchase | 3.20% | $6.8M | -8.71% | -9.29% | ||
| OEF - ISHARES TR | New Purchase | 2.41% | $5.2M | -7.46% | -8.40% | ||
| DBEF - DBX ETF TR | New Purchase | 2.20% | $4.7M | +0.32% | -0.69% | ||
| HFXI - NEW YORK LIFE INVESTMENTS ET | New Purchase | 2.20% | $4.7M | +4.01% | +3.36% | ||
| IWX - ISHARES TR | New Purchase | 2.19% | $4.7M | -4.30% | -5.12% | ||
| IWL - ISHARES TR | New Purchase | 2.17% | $4.6M | -7.14% | -7.84% | ||
| IMTM - ISHARES TR | New Purchase | 2.14% | $4.6M | +8.41% | +8.64% | ||
| BIV - VANGUARD BD INDEX FDS | New Purchase | 2.12% | $4.5M | +1.72% | +2.08% | ||
| BLV - VANGUARD BD INDEX FDS | New Purchase | 2.12% | $4.5M | -2.00% | -1.59% | ||
| IGIB - ISHARES TR | New Purchase | 2.10% | $4.5M | +1.04% | +1.29% | ||
| VCIT - VANGUARD SCOTTSDALE FDS | New Purchase | 2.10% | $4.5M | +0.93% | +1.15% | ||
| MGV - VANGUARD WORLD FD | New Purchase | 2.02% | $4.3M | -5.25% | -6.03% | ||
| VO - VANGUARD INDEX FDS | New Purchase | 2.02% | $4.3M | -5.07% | -6.44% | ||
| VUG - VANGUARD INDEX FDS | New Purchase | 1.95% | $4.2M | -7.75% | -8.72% | ||
| IQLT - ISHARES TR | New Purchase | 1.68% | $3.6M | +6.09% | +6.40% | ||
| ESGD - ISHARES TR | New Purchase | 1.63% | $3.5M | +6.77% | +6.96% | ||
| VOE - VANGUARD INDEX FDS | New Purchase | 1.51% | $3.2M | -3.82% | -5.22% | ||
| SCHF - SCHWAB STRATEGIC TR | New Purchase | 1.48% | $3.2M | +6.48% | +6.64% | ||
| FNDE - SCHWAB STRATEGIC TR | New Purchase | 1.44% | $3.1M | +4.00% | +4.06% | ||
| EMGF - ISHARES INC | New Purchase | 1.44% | $3.1M | +3.98% | +4.48% | ||
| SCHG - SCHWAB STRATEGIC TR | New Purchase | 1.43% | $3.0M | -9.17% | -10.08% | ||
| MGC - VANGUARD WORLD FD | New Purchase | 1.39% | $3.0M | -7.05% | -7.80% | ||
| IWP - ISHARES TR | New Purchase | 1.26% | $2.7M | -7.83% | -10.28% | ||
| VTV - VANGUARD INDEX FDS | New Purchase | 1.21% | $2.6M | -5.18% | -6.00% | ||
| MGK - VANGUARD WORLD FD | New Purchase | 1.08% | $2.3M | -7.70% | -8.72% | ||
| QQQ - INVESCO QQQ TR | New Purchase | 1.08% | $2.3M | -7.33% | -8.58% | ||
| VMBS - VANGUARD SCOTTSDALE FDS | New Purchase | 1.06% | $2.3M | +1.42% | +1.62% | ||
| FPEI - FIRST TR EXCH TRADED FD III | New Purchase | 1.04% | $2.2M | +0.57% | -0.13% | ||
| HYDB - ISHARES TR | New Purchase | 1.04% | $2.2M | -0.93% | -1.15% | ||
| IEF - ISHARES TR | New Purchase | 0.85% | $1.8M | +1.90% | +2.35% | ||
| IJR - ISHARES TR | New Purchase | 0.85% | $1.8M | -13.20% | -14.85% | ||
| EWX - SPDR INDEX SHS FDS | New Purchase | 0.73% | $1.5M | -0.07% | +0.38% | ||
| XMMO - INVESCO EXCHANGE TRADED FD T | New Purchase | 0.70% | $1.5M | -8.84% | -10.09% | ||
| AAPL - APPLE INC | New Purchase | 0.67% | $1.4M | -14.07% | -14.08% | ||
| MSFT - MICROSOFT CORP | New Purchase | 0.66% | $1.4M | +6.19% | +4.87% | ||
| ISCG - ISHARES TR | New Purchase | 0.64% | $1.4M | -11.56% | -13.04% | ||
| SLYV - SPDR SER TR | New Purchase | 0.63% | $1.4M | -14.40% | -16.41% | ||
| NVDA - NVIDIA CORPORATION | New Purchase | 0.55% | $1.2M | -8.44% | -10.88% | ||
| AMZN - AMAZON COM INC | New Purchase | 0.39% | $841.7K | -18.89% | -22.27% | ||
| SPG - SIMON PPTY GROUP INC NEW | New Purchase | 0.38% | $818.8K | -8.90% | -10.58% | ||
| ESGU - ISHARES TR | New Purchase | 0.34% | $723.0K | -7.17% | -8.19% | ||
| XVV - ISHARES TR | New Purchase | 0.29% | $621.2K | -7.13% | -7.84% | ||
| EAGG - ISHARES TR | New Purchase | 0.28% | $589.2K | +0.95% | +1.14% | ||
| VXF - VANGUARD INDEX FDS | New Purchase | 0.27% | $569.6K | -11.80% | -13.57% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.25% | $542.7K | +8.05% | +7.75% | ||
| META - META PLATFORMS INC | New Purchase | 0.25% | $524.7K | -15.99% | -16.72% | ||
| SNPE - DBX ETF TR | New Purchase | 0.24% | $510.6K | -7.00% | -7.54% | ||