The Analysis of Veridan Wealth LLC's Holdings

Currently, Veridan Wealth LLC holds 79 types of securities in its portfolio with a total value $297.6M. In the most recent quarter, they have increased their positions in RKT (+5.9M shares, valued at $115.0M), IUSB (+6.6K shares, valued at $305.3K), LLY (+262 shares, valued at $281.5K); decreased their positions in N/A (-991 shares, valued at $80.4K), AAPL (-123 shares, valued at $33.4K), COST (-31 shares, valued at $26.7K); initiated new positions in RKT (+5.9M shares, valued at $115.0M), LLY (+262 shares, valued at $281.5K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

RKT ROCKET COS INC5.9M sharesnew addition2025-12-312026-02-13

WFC WELLS FARGO CO NEW137.1K shares0.00%2025-12-312026-02-13

IUSB ISHARES TR191.2K shares3.55%2025-12-312026-02-13

IWY ISHARES TR29.9K shares-0.17%2025-12-312026-02-13

BIV VANGUARD BD INDEX FDS91.6K shares2.03%2025-12-312026-02-13

IWL ISHARES TR36.3K shares0.11%2025-12-312026-02-13

OEF ISHARES TR18.0K shares-0.09%2025-12-312026-02-13

IWX ISHARES TR66.9K shares0.71%2025-12-312026-02-13

Sponsored

MGV VANGUARD WORLD FD42.8K shares1.40%2025-12-312026-02-13

HFXI NEW YORK LIFE INVESTMENTS ET171.2K shares1.10%2025-12-312026-02-13

IMTM ISHARES TR110.9K shares3.36%2025-12-312026-02-13

FENI FIDELITY COVINGTON TRUST144.4K shares0.75%2025-12-312026-02-13

VO VANGUARD INDEX FDS17.1K shares1.69%2025-12-312026-02-13

VCIT VANGUARD SCOTTSDALE FDS57.2K shares2.16%2025-12-312026-02-13

IGIB ISHARES TR88.7K shares2.12%2025-12-312026-02-13

VUG VANGUARD INDEX FDS9.4K shares0.19%2025-12-312026-02-13

Sponsored

VB VANGUARD INDEX FDS17.7K shares1.17%2025-12-312026-02-13

SCHG SCHWAB STRATEGIC TR123.2K shares-0.33%2025-12-312026-02-13

IEF ISHARES TR41.3K shares4.43%2025-12-312026-02-13

VOE VANGUARD INDEX FDS21.8K shares1.40%2025-12-312026-02-13

IQLT ISHARES TR84.7K shares1.27%2025-12-312026-02-13

ESGD ISHARES TR40.4K shares1.88%2025-12-312026-02-13

SCHF SCHWAB STRATEGIC TR152.3K shares2.44%2025-12-312026-02-13

EMGF ISHARES INC63.0K shares0.86%2025-12-312026-02-13

Sponsored

FNDE SCHWAB STRATEGIC TR100.1K shares2.78%2025-12-312026-02-13

ISHARES GOLD TR ISHARES GOLD TR40.7K shares-2.38%2025-12-312026-02-13

INVESCO QQQ TR INVESCO QQQ TR5.2K shares-0.08%2025-12-312026-02-13

IWP ISHARES TR21.4K shares1.38%2025-12-312026-02-13

VTV VANGUARD INDEX FDS15.0K shares0.84%2025-12-312026-02-13

MGK VANGUARD WORLD FD6.5K shares0.03%2025-12-312026-02-13

FPEI FIRST TR EXCH TRADED FD III124.3K shares2.03%2025-12-312026-02-13

VMBS VANGUARD SCOTTSDALE FDS50.5K shares1.66%2025-12-312026-02-13

Sponsored

TLH ISHARES TR23.3K shares1.91%2025-12-312026-02-13

IEI ISHARES TR19.4K shares2.09%2025-12-312026-02-13

SCHP SCHWAB STRATEGIC TR85.3K shares2.37%2025-12-312026-02-13

AAPL APPLE INC6.7K shares-1.82%2025-12-312026-02-13

SCHE SCHWAB STRATEGIC TR54.5K shares2.24%2025-12-312026-02-13

NVDA NVIDIA CORPORATION9.1K shares0.08%2025-12-312026-02-13

MSFT MICROSOFT CORP3.5K shares0.26%2025-12-312026-02-13

SPG SIMON PPTY GROUP INC NEW4.6K shares1.18%2025-12-312026-02-13

Sponsored

VTEB VANGUARD MUN BD FDS15.7K shares11.36%2025-12-312026-02-13

AMZN AMAZON COM INC3.4K shares0.12%2025-12-312026-02-13

ALPHABET INC ALPHABET INC2.2K shares6.04%2025-12-312026-02-13

ESGU ISHARES TR4.4K shares-1.18%2025-12-312026-02-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.3K shares0.00%2025-12-312026-02-13

ALPHABET INC ALPHABET INC2.0K shares-1.14%2025-12-312026-02-13

COST COSTCO WHSL CORP NEW673 shares-4.40%2025-12-312026-02-13

XVV ISHARES TR10.4K shares-1.43%2025-12-312026-02-13

Sponsored

AMAT APPLIED MATLS INC2.1K shares0.19%2025-12-312026-02-13

VXF VANGUARD INDEX FDS2.3K shares0.30%2025-12-312026-02-13

SNPE DBX ETF TR7.6K shares-2.36%2025-12-312026-02-13

BROADCOM INC BROADCOM INC1.3K shares0.15%2025-12-312026-02-13

QUAL ISHARES TR2.3K shares-5.10%2025-12-312026-02-13

IJJ ISHARES TR3.4K shares0.38%2025-12-312026-02-13

EAGG ISHARES TR9.3K shares1.53%2025-12-312026-02-13

META META PLATFORMS INC663 shares0.00%2025-12-312026-02-13

Sponsored

IVV ISHARES TR581 shares2.83%2025-12-312026-02-13

VIG VANGUARD SPECIALIZED FUNDS1.8K shares0.79%2025-12-312026-02-13

VYM VANGUARD WHITEHALL FDS2.7K shares-0.56%2025-12-312026-02-13

EFIV SPDR SERIES TRUST5.8K shares-2.44%2025-12-312026-02-13

SDY SPDR SERIES TRUST2.7K shares0.74%2025-12-312026-02-13

SUSL ISHARES TR3.1K shares-1.35%2025-12-312026-02-13

USSG DBX ETF TR5.8K shares-1.34%2025-12-312026-02-13

SUSB ISHARES TR14.0K shares1.62%2025-12-312026-02-13

Sponsored

XMMO INVESCO EXCHANGE TRADED FD T2.5K shares0.16%2025-12-312026-02-13

PG PROCTER AND GAMBLE CO2.3K shares0.93%2025-12-312026-02-13

WMT WALMART INC2.8K shares0.00%2025-12-312026-02-13

XOM EXXON MOBIL CORP2.5K shares0.85%2025-12-312026-02-13

JPM JPMORGAN CHASE & CO.925 shares0.43%2025-12-312026-02-13

LLY ELI LILLY & CO262 sharesnew addition2025-12-312026-02-13

SMLF ISHARES TR3.6K shares-0.50%2025-12-312026-02-13

TSLA TESLA INC595 shares0.00%2025-12-312026-02-13

Sponsored

ESGE ISHARES INC6.0K shares-0.79%2025-12-312026-02-13

ACWI ISHARES TR1.8K shares0.55%2025-12-312026-02-13

NUDM NUSHARES ETF TR6.7K shares5.80%2025-12-312026-02-13

EASG DBX ETF TR6.8K shares1.99%2025-12-312026-02-13

SUSC ISHARES TR10.2K shares1.49%2025-12-312026-02-13

V VISA INC659 shares0.61%2025-12-312026-02-13

NKE NIKE INC3.4K shares0.60%2025-12-312026-02-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available