The Analysis of Veery Capital, LLC's Holdings
Currently, Veery Capital, LLC holds 94 types of securities in its portfolio with a total value $325.8M. In the most recent quarter, they have increased their positions in IDEV (+5.6K shares, valued at $459.2K), VTV (+2.2K shares, valued at $411.2K), BND (+5.2K shares, valued at $385.7K); decreased their positions in SCHG (-15.2K shares, valued at $497.2K), MSFT (-178 shares, valued at $86.1K), AMD (-352 shares, valued at $75.4K); initiated new positions in CVX (+1.4K shares, valued at $214.7K), AMAT (+820 shares, valued at $210.7K), GS (+235 shares, valued at $206.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHG SCHWAB STRATEGIC TR1.3M shares-1.14%2025-12-312026-01-27
SCHV SCHWAB STRATEGIC TR1.1M shares0.14%2025-12-312026-01-27 IDEV ISHARES TR393.6K shares1.43%2025-12-312026-01-27 VUG VANGUARD INDEX FDS56.6K shares0.98%2025-12-312026-01-27 VTV VANGUARD INDEX FDS134.4K shares1.63%2025-12-312026-01-27 BND VANGUARD BD INDEX FDS273.6K shares1.94%2025-12-312026-01-27 IEMG ISHARES INC234.8K shares0.77%2025-12-312026-01-27 IEFA ISHARES TR145.2K shares0.05%2025-12-312026-01-27 MUB ISHARES TR112.5K shares3.22%2025-12-312026-01-27 VBK VANGUARD INDEX FDS39.9K shares0.92%2025-12-312026-01-27 VBR VANGUARD INDEX FDS54.6K shares1.25%2025-12-312026-01-27 VEA VANGUARD TAX-MANAGED FDS121.6K shares1.01%2025-12-312026-01-27 HYD VANECK ETF TRUST105.2K shares-0.56%2025-12-312026-01-27 BNDX VANGUARD CHARLOTTE FDS98.5K shares2.08%2025-12-312026-01-27 AAPL APPLE INC12.8K shares0.42%2025-12-312026-01-27 SPHY SPDR SERIES TRUST111.9K shares1.21%2025-12-312026-01-27 VTIP VANGUARD MALVERN FDS50.7K shares4.07%2025-12-312026-01-27 MSFT MICROSOFT CORP4.9K shares-3.54%2025-12-312026-01-27 EMLC VANECK ETF TRUST84.6K shares1.13%2025-12-312026-01-27 VWOB VANGUARD WHITEHALL FDS31.0K shares1.96%2025-12-312026-01-27 ALPHABET INC ALPHABET INC6.4K shares-0.31%2025-12-312026-01-27 NVDA NVIDIA CORPORATION8.4K shares3.57%2025-12-312026-01-27 AMZN AMAZON COM INC6.5K shares-1.49%2025-12-312026-01-27 TSLA TESLA INC3.3K shares0.91%2025-12-312026-01-27 IWN ISHARES TR7.7K shares1.04%2025-12-312026-01-27 ALPHABET INC ALPHABET INC4.4K shares5.13%2025-12-312026-01-27 SCHX SCHWAB STRATEGIC TR50.2K shares-1.05%2025-12-312026-01-27 IWO ISHARES TR4.1K shares0.77%2025-12-312026-01-27 SCHO SCHWAB STRATEGIC TR49.8K shares-4.57%2025-12-312026-01-27 APH AMPHENOL CORP NEW7.4K shares-1.52%2025-12-312026-01-27 CEG CONSTELLATION ENERGY CORP2.8K shares0.21%2025-12-312026-01-27 VWO VANGUARD INTL EQUITY INDEX F18.6K shares0.97%2025-12-312026-01-27 JPM JPMORGAN CHASE & CO.2.8K shares0.00%2025-12-312026-01-27 COST COSTCO WHSL CORP NEW956 shares0.00%2025-12-312026-01-27 MA MASTERCARD INCORPORATED1.4K shares-0.14%2025-12-312026-01-27 V VISA INC2.2K shares0.00%2025-12-312026-01-27 BPOP POPULAR INC6.2K shares0.62%2025-12-312026-01-27 META META PLATFORMS INC1.2K shares-2.26%2025-12-312026-01-27 VTEB VANGUARD MUN BD FDS14.6K shares1.20%2025-12-312026-01-27 USMV ISHARES TR7.5K shares0.00%2025-12-312026-01-27 ISRG INTUITIVE SURGICAL INC1.2K shares-0.26%2025-12-312026-01-27 BROADCOM INC BROADCOM INC1.8K shares0.40%2025-12-312026-01-27 XOM EXXON MOBIL CORP4.9K shares17.19%2025-12-312026-01-27 AMD ADVANCED MICRO DEVICES INC2.7K shares-11.55%2025-12-312026-01-27 INTU INTUIT848 shares0.36%2025-12-312026-01-27 SLM SLM CORP17.7K shares0.00%2025-12-312026-01-27 TSM TAIWAN SEMICONDUCTOR MFG LTD1.4K shares-0.42%2025-12-312026-01-27 CRM SALESFORCE INC1.6K shares-1.73%2025-12-312026-01-27 BAC BANK AMERICA CORP7.4K shares0.07%2025-12-312026-01-27 IVW ISHARES TR3.2K shares10.60%2025-12-312026-01-27 IVE ISHARES TR1.8K shares9.05%2025-12-312026-01-27 SPDW SPDR INDEX SHS FDS8.7K shares0.00%2025-12-312026-01-27 AXP AMERICAN EXPRESS CO1.0K shares-0.10%2025-12-312026-01-27 DHR DANAHER CORPORATION1.6K shares-0.80%2025-12-312026-01-27 SCHA SCHWAB STRATEGIC TR12.3K shares31.55%2025-12-312026-01-27 AZN ASTRAZENECA PLC3.8K shares1.05%2025-12-312026-01-27 EXC EXELON CORP7.9K shares0.00%2025-12-312026-01-27 HYMB SPDR SERIES TRUST13.7K shares23.83%2025-12-312026-01-27 LLY ELI LILLY & CO311 shares0.32%2025-12-312026-01-27 WFC WELLS FARGO CO NEW3.4K shares2.41%2025-12-312026-01-27 ADI ANALOG DEVICES INC1.1K shares0.00%2025-12-312026-01-27 ZTS ZOETIS INC2.4K shares-2.14%2025-12-312026-01-27 JNJ JOHNSON & JOHNSON1.4K shares9.15%2025-12-312026-01-27 GILD GILEAD SCIENCES INC2.4K shares1.94%2025-12-312026-01-27 PM PHILIP MORRIS INTL INC1.9K shares-0.05%2025-12-312026-01-27 WMT WALMART INC2.7K shares17.63%2025-12-312026-01-27 IBM INTERNATIONAL BUSINESS MACHS931 shares-0.64%2025-12-312026-01-27 ADBE ADOBE INC782 shares0.13%2025-12-312026-01-27 AMP AMERIPRISE FINL INC553 shares0.00%2025-12-312026-01-27 DXCM DEXCOM INC4.0K shares0.00%2025-12-312026-01-27 MPC MARATHON PETE CORP1.6K shares0.00%2025-12-312026-01-27 CSCO CISCO SYS INC3.3K shares2.08%2025-12-312026-01-27 TMO THERMO FISHER SCIENTIFIC INC424 shares0.00%2025-12-312026-01-27 CAT CATERPILLAR INC421 shares-5.82%2025-12-312026-01-27 UBER UBER TECHNOLOGIES INC2.9K shares0.00%2025-12-312026-01-27 EFAV ISHARES TR2.7K shares0.00%2025-12-312026-01-27 ACWV ISHARES INC2.0K shares0.00%2025-12-312026-01-27 HD HOME DEPOT INC643 shares0.00%2025-12-312026-01-27 GE AEROSPACE GE AEROSPACE700 shares-0.57%2025-12-312026-01-27 KR KROGER CO3.4K shares-0.38%2025-12-312026-01-27 CVX CHEVRON CORP NEW1.4K sharesnew addition2025-12-312026-01-27 KBDC KAYNE ANDERSON BDC INC14.9K shares0.00%2025-12-312026-01-27 AMAT APPLIED MATLS INC820 sharesnew addition2025-12-312026-01-27 GS GOLDMAN SACHS GROUP INC235 sharesnew addition2025-12-312026-01-27 BCS BARCLAYS PLC8.0K sharesnew addition2025-12-312026-01-27 ABBV ABBVIE INC876 sharesnew addition2025-12-312026-01-27 ET ENERGY TRANSFER L P11.5K shares0.00%2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available