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Veridan Wealth LLC 13F Holdings
Holdings from the most recent 13F from Veridan Wealth LLC
Filed: 2025-04-22 (Q1 2025) | Holdings: 80 | Value: $221.3M | 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 | 29.46% | $65.2M | -1.28% | ||||
| WFC - WELLS FARGO CO NEW | 4.45% | $9.8M | |||||
| IUSB - ISHARES TR | 3.90% | $8.6M | -0.18% | ||||
| IWY - ISHARES TR | Add 13% ($803.7K) | 3.13% | $6.9M | +5.75% | |||
| IWX - ISHARES TR | Add 19% ($886.9K) | 2.49% | $5.5M | +2.22% | |||
| MGV - VANGUARD WORLD FD | Add 27% ($1.1M) | 2.44% | $5.4M | +1.68% | |||
| OEF - ISHARES TR | Add 9% ($450.4K) | 2.36% | $5.2M | +4.62% | |||
| IWL - ISHARES TR | Add 21% ($891.9K) | 2.35% | $5.2M | +4.43% | |||
| DBEF - DBX ETF TR | Add 5% ($238.1K) | 2.24% | $5.0M | +4.67% | |||
| HFXI - NEW YORK LIFE INVESTMENTS ET | Add 3% ($159.2K) | 2.24% | $5.0M | +3.94% | |||
| BIV - VANGUARD BD INDEX FDS | Add 1% ($62.6K) | 2.12% | $4.7M | -0.13% | |||
| IMTM - ISHARES TR | 2.12% | $4.7M | +4.24% | ||||
| IGIB - ISHARES TR | Add 2% ($95.7K) | 2.10% | $4.6M | +0.10% | |||
| BLV - VANGUARD BD INDEX FDS | 2.10% | $4.6M | |||||
| VCIT - VANGUARD SCOTTSDALE FDS | Add 2% ($100.0K) | 2.10% | $4.6M | +0.10% | |||
| VO - VANGUARD INDEX FDS | Add 6% ($225.3K) | 1.93% | $4.3M | ||||
| VUG - VANGUARD INDEX FDS | Add 4% ($166.1K) | 1.76% | $3.9M | +6.47% | |||
| IQLT - ISHARES TR | Reduce 6% $(206.3K) | 1.57% | $3.5M | +3.01% | |||
| ESGD - ISHARES TR | Reduce 6% $(203.2K) | 1.55% | $3.4M | +3.23% | |||
| SCHG - SCHWAB STRATEGIC TR | Add 24% ($662.0K) | 1.52% | $3.4M | +6.09% | |||
| VOE - VANGUARD INDEX FDS | Add 5% ($170.2K) | 1.49% | $3.3M | +2.97% | |||
| EMGF - ISHARES INC | Add 2% ($76.0K) | 1.46% | $3.2M | +3.45% | |||
| SCHF - SCHWAB STRATEGIC TR | Reduce 3% $(107.5K) | 1.43% | $3.2M | +3.27% | |||
| FNDE - SCHWAB STRATEGIC TR | Reduce 2% $(49.2K) | 1.43% | $3.2M | +3.30% | |||
| QQQ - INVESCO QQQ TR | Add 28% ($589.0K) | 1.21% | $2.7M | +6.50% | |||
| VTV - VANGUARD INDEX FDS | Add 4% ($99.8K) | 1.19% | $2.6M | +1.93% | |||
| IWP - ISHARES TR | Add 10% ($230.5K) | 1.17% | $2.6M | +8.07% | |||
| VMBS - VANGUARD SCOTTSDALE FDS | Add 1% ($12.2K) | 1.05% | $2.3M | +0.32% | |||
| FPEI - FIRST TR EXCH TRADED FD III | Add 3% ($71.4K) | 1.04% | $2.3M | +1.42% | |||
| HYDB - ISHARES TR | Add 4% ($79.9K) | 1.04% | $2.3M | +0.44% | |||
| MGK - VANGUARD WORLD FD | Add 9% ($194.6K) | 1.02% | $2.3M | +6.77% | |||
| IEF - ISHARES TR | Add 2% ($38.0K) | 0.86% | $1.9M | -0.40% | |||
| IJR - ISHARES TR | Add 12% ($192.5K) | 0.82% | $1.8M | +4.20% | |||
| AAPL - APPLE INC | Add 16% ($229.7K) | 0.74% | $1.6M | -3.63% | |||
| XMMO - INVESCO EXCHANGE TRADED FD T | Add 11% ($145.6K) | 0.66% | $1.5M | +6.40% | |||
| SLYV - SPDR SER TR | Add 13% ($162.8K) | 0.62% | $1.4M | +3.87% | |||
| ISCG - ISHARES TR | Add 11% ($136.8K) | 0.60% | $1.3M | ||||
| MSFT - MICROSOFT CORP | Add 2% ($26.3K) | 0.59% | $1.3M | +16.66% | |||
| SCHE - SCHWAB STRATEGIC TR | New Purchase | 0.56% | $1.2M | +3.59% | |||
| NVDA - NVIDIA CORPORATION | Add 1% ($6.6K) | 0.50% | $1.1M | +11.61% | |||
| SPG - SIMON PPTY GROUP INC NEW | Add 1% ($10.3K) | 0.36% | $794.5K | ||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 16% ($102.3K) | 0.33% | $724.3K | -2.61% | |||
| AMZN - AMAZON COM INC | Add 4% ($25.7K) | 0.32% | $700.1K | +5.24% | |||
| COST - COSTCO WHSL CORP NEW | New Purchase | 0.31% | $689.8K | +1.50% | |||
| ESGU - ISHARES TR | Reduce 19% $(128.0K) | 0.25% | $542.9K | +4.70% | |||
| QUAL - ISHARES TR | New Purchase | 0.21% | $472.2K | ||||
| VXF - VANGUARD INDEX FDS | Reduce 6% $(28.6K) | 0.21% | $468.6K | +5.77% | |||
| XVV - ISHARES TR | Reduce 19% $(111.1K) | 0.21% | $464.7K | +4.59% | |||
| META - META PLATFORMS INC | Add 3% ($11.5K) | 0.20% | $445.1K | +12.10% | |||
| EAGG - ISHARES TR | Reduce 27% $(159.5K) | 0.20% | $440.8K | -0.27% | |||
| SNPE - DBX ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| EWX - SPDR INDEX SHS FDS | Reduce 100% | 0.00% | $0.00 | ||||
| MGC - VANGUARD WORLD FD | Reduce 100% | 0.00% | $0.00 | ||||