The Analysis of VERUS WEALTH MANAGEMENT, LLC's Holdings
Currently, VERUS WEALTH MANAGEMENT, LLC holds 50 types of securities in its portfolio with a total value $107.3M. In the most recent quarter, they have increased their positions in AVDE (+46.9K shares, valued at $3.9M), N/A (+1.2K shares, valued at $736.9K), VTEB (+13.4K shares, valued at $673.6K); decreased their positions in VEA (-50.9K shares, valued at $3.2M), IDEV (-6.7K shares, valued at $556.0K), AAPL (-1.8K shares, valued at $493.4K); initiated new positions in AVDE (+46.9K shares, valued at $3.9M), FLMI (+8.7K shares, valued at $216.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MUB ISHARES TR117.2K shares1.46%2025-12-312026-01-16
VCIT VANGUARD SCOTTSDALE FDS99.0K shares5.33%2025-12-312026-01-16 BND VANGUARD BD INDEX FDS92.7K shares3.67%2025-12-312026-01-16 VTEB VANGUARD MUN BD FDS106.7K shares14.35%2025-12-312026-01-16 SPHY SPDR SERIES TRUST177.4K shares1.52%2025-12-312026-01-16 VONV VANGUARD SCOTTSDALE FDS43.1K shares-6.48%2025-12-312026-01-16 AVDE AMERICAN CENTY ETF TR46.9K sharesnew addition2025-12-312026-01-16 IJR ISHARES TR31.2K shares1.88%2025-12-312026-01-16 VEA VANGUARD TAX-MANAGED FDS57.5K shares-46.95%2025-12-312026-01-16 AVEM AMERICAN CENTY ETF TR45.3K shares-5.29%2025-12-312026-01-16 VCSH VANGUARD SCOTTSDALE FDS36.3K shares13.49%2025-12-312026-01-16 EMB ISHARES TR30.0K shares1.37%2025-12-312026-01-16 IEMG ISHARES INC35.2K shares-2.77%2025-12-312026-01-16 SPIB SPDR SERIES TRUST67.1K shares22.61%2025-12-312026-01-16 VWOB VANGUARD WHITEHALL FDS24.1K shares-0.13%2025-12-312026-01-16 DFIV DIMENSIONAL ETF TRUST32.2K shares-7.21%2025-12-312026-01-16 VONE VANGUARD SCOTTSDALE FDS5.1K shares-3.69%2025-12-312026-01-16 DFAT DIMENSIONAL ETF TRUST26.3K shares-2.26%2025-12-312026-01-16 AVDV AMERICAN CENTY ETF TR15.9K shares-5.23%2025-12-312026-01-16 IWF ISHARES TR3.1K shares0.00%2025-12-312026-01-16 DFAS DIMENSIONAL ETF TRUST20.9K shares-10.24%2025-12-312026-01-16 DFUV DIMENSIONAL ETF TRUST30.1K shares0.00%2025-12-312026-01-16 NVDA NVIDIA CORPORATION7.0K shares-0.13%2025-12-312026-01-16 SCHF SCHWAB STRATEGIC TR53.5K shares-0.07%2025-12-312026-01-16 AAPL APPLE INC4.7K shares-27.95%2025-12-312026-01-16 MSFT MICROSOFT CORP2.4K shares-16.81%2025-12-312026-01-16 IVW ISHARES TR7.4K shares0.00%2025-12-312026-01-16 AGG ISHARES TR8.0K shares3.19%2025-12-312026-01-16 VOOV VANGUARD ADMIRAL FDS INC3.5K shares-6.24%2025-12-312026-01-16 IDEV ISHARES TR8.4K shares-44.59%2025-12-312026-01-16 AMZN AMAZON COM INC2.8K shares-9.86%2025-12-312026-01-16 ALPHABET INC ALPHABET INC2.1K shares-11.78%2025-12-312026-01-16 EFIV SPDR SERIES TRUST8.9K shares-1.65%2025-12-312026-01-16 VCEB VANGUARD WORLD FD8.5K shares1.98%2025-12-312026-01-16 BROADCOM INC BROADCOM INC1.4K shares-16.66%2025-12-312026-01-16 META META PLATFORMS INC694 shares-12.59%2025-12-312026-01-16 ALPHABET INC ALPHABET INC1.3K shares0.00%2025-12-312026-01-16 AVSD AMERICAN CENTY ETF TR5.3K shares0.00%2025-12-312026-01-16 TSLA TESLA INC859 shares-1.60%2025-12-312026-01-16 CMF ISHARES TR6.7K shares-1.76%2025-12-312026-01-16 LLY ELI LILLY & CO343 shares3.31%2025-12-312026-01-16 JPM JPMORGAN CHASE & CO.1.1K shares-15.71%2025-12-312026-01-16 IWD ISHARES TR1.4K shares0.00%2025-12-312026-01-16 DFSU DIMENSIONAL ETF TRUST6.6K shares0.00%2025-12-312026-01-16 AVUV AMERICAN CENTY ETF TR2.7K shares0.00%2025-12-312026-01-16 GUNR FLEXSHARES TR5.0K shares0.00%2025-12-312026-01-16 FLMI FRANKLIN TEMPLETON ETF TR8.7K sharesnew addition2025-12-312026-01-16 V VISA INC588 shares-25.10%2025-12-312026-01-16 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available