Veridan Wealth LLC Q1 2025 Filing
Filed April 22, 2025
Portfolio Value
$221.3B
Holdings
80
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (80 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | 07WAMR COOPER GROUP INC | 545,219 | $65.2B | 29.46% | |
| 2 | WFCWELLS FARGO CO NEW | 137,072 | $9.8B | 4.45% | |
| 3 | IUSBISHARES TR | 187,459 | $8.6B | 3.90% | |
| 4 | IWYISHARES TR | 32,797 | $6.9B | 3.13% | |
| 5 | IWXISHARES TR | 67,148 | $5.5B | 2.49% | |
| 6 | MGVVANGUARD WORLD FD | 41,834 | $5.4B | 2.44% | |
| 7 | OEFISHARES TR | 19,305 | $5.2B | 2.36% | |
| 8 | AQLTISHARES TR | 37,911 | $5.2B | 2.35% | |
| 9 | DBEFDBX ETF TR | 114,605 | $5.0B | 2.24% | |
| 10 | HFXINEW YORK LIFE INVESTMENTS ET | 180,255 | $5.0B | 2.24% | |
| 11 | BIVVANGUARD BD INDEX FDS | 61,329 | $4.7B | 2.12% | |
| 12 | IMTMISHARES TR | 117,386 | $4.7B | 2.12% | |
| 13 | IGIBISHARES TR | 88,535 | $4.6B | 2.10% | |
| 14 | BLVVANGUARD BD INDEX FDS | 66,030 | $4.6B | 2.10% | |
| 15 | VCITVANGUARD SCOTTSDALE FDS | 56,815 | $4.6B | 2.10% | |
| 16 | VOVANGUARD INDEX FDS | 16,537 | $4.3B | 1.93% | |
| 17 | VUGVANGUARD INDEX FDS | 10,486 | $3.9B | 1.76% | |
| 18 | IQLTISHARES TR | 87,705 | $3.5B | 1.57% | |
| 19 | ESGDISHARES TR | 41,926 | $3.4B | 1.55% | |
| 20 | SCHGSCHWAB STRATEGIC TR | 134,542 | $3.4B | 1.52% | |
| 21 | VOEVANGUARD INDEX FDS | 20,575 | $3.3B | 1.49% | |
| 22 | EMGFISHARES INC | 69,177 | $3.2B | 1.46% | |
| 23 | SCHFSCHWAB STRATEGIC TR | 160,379 | $3.2B | 1.43% | |
| 24 | FNDESCHWAB STRATEGIC TR | 102,798 | $3.2B | 1.43% | |
| 25 | NDQINVESCO QQQ TR | 5,691 | $2.7B | 1.21% | |
| 26 | VTVVANGUARD INDEX FDS | 15,195 | $2.6B | 1.19% | |
| 27 | IWPISHARES TR | 21,998 | $2.6B | 1.17% | |
| 28 | VMBSVANGUARD SCOTTSDALE FDS | 50,039 | $2.3B | 1.05% | |
| 29 | FPEIFIRST TR EXCH TRADED FD III | 123,022 | $2.3B | 1.04% | |
| 30 | HYDBISHARES TR | 48,822 | $2.3B | 1.04% | |
| 31 | MGKVANGUARD WORLD FD | 7,333 | $2.3B | 1.02% | |
| 32 | IEFISHARES TR | 19,863 | $1.9B | 0.86% | |
| 33 | IJRISHARES TR | 17,293 | $1.8B | 0.82% | |
| 34 | AAPLAPPLE INC | 7,342 | $1.6B | 0.74% | |
| 35 | XMMOINVESCO EXCHANGE TRADED FD T | 12,848 | $1.5B | 0.66% | |
| 36 | SLYVSPDR SER TR | 17,609 | $1.4B | 0.62% | |
| 37 | ISCGISHARES TR | 29,689 | $1.3B | 0.60% | |
| 38 | MSFTMICROSOFT CORP | 3,489 | $1.3B | 0.59% | |
| 39 | SCHESCHWAB STRATEGIC TR | 44,762 | $1.2B | 0.56% | |
| 40 | NVDANVIDIA CORPORATION | 10,116 | $1.1B | 0.50% | |
| 41 | SPGSIMON PPTY GROUP INC NEW | 4,784 | $794.5M | 0.36% | |
| 42 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,360 | $724.3M | 0.33% | |
| 43 | AMZNAMAZON COM INC | 3,680 | $700.1M | 0.32% | |
| 44 | COSTCOSTCO WHSL CORP NEW | 729 | $689.8M | 0.31% | |
| 45 | ESGUISHARES TR | 4,453 | $542.9M | 0.25% | |
| 46 | QUALISHARES TR | 2,763 | $472.2M | 0.21% | |
| 47 | VXFVANGUARD INDEX FDS | 2,721 | $468.6M | 0.21% | |
| 48 | XVVISHARES TR | 10,861 | $464.7M | 0.21% | |
| 49 | METAMETA PLATFORMS INC | 772 | $445.1M | 0.20% | |
| 50 | EAGGISHARES TR | 9,284 | $440.8M | 0.20% | |
| 51 | VYMVANGUARD WHITEHALL FDS | 3,402 | $438.8M | 0.20% | |
| 52 | IJJISHARES TR | 3,385 | $405.2M | 0.18% | |
| 53 | IVVISHARES TR | 709 | $398.1M | 0.18% | |
| 54 | PGPROCTER AND GAMBLE CO | 2,326 | $396.4M | 0.18% | |
| 55 | SDYSPDR SER TR | 2,911 | $395.0M | 0.18% | |
| 56 | SNPEDBX ETF TR | 7,723 | $389.5M | 0.18% | |
| 57 | GOOGALPHABET INC | 2,259 | $353.0M | 0.16% | |
| 58 | GOOGLALPHABET INC | 2,254 | $348.6M | 0.16% | |
| 59 | VIGVANGUARD SPECIALIZED FUNDS | 1,786 | $346.4M | 0.16% | |
| 60 | XOMEXXON MOBIL CORP | 2,849 | $338.8M | 0.15% | |
| 61 | SUSBISHARES TR | 13,479 | $336.8M | 0.15% | |
| 62 | AMATAPPLIED MATLS INC | 2,194 | $318.4M | 0.14% | |
| 63 | EFIVSPDR SER TR | 5,819 | $311.3M | 0.14% | |
| 64 | USSGDBX ETF TR | 6,122 | $308.4M | 0.14% | |
| 65 | SUSLISHARES TR | 3,203 | $306.9M | 0.14% | |
| 66 | JPMJPMORGAN CHASE & CO. | 1,078 | $264.4M | 0.12% | |
| 67 | VVISA INC | 750 | $263.0M | 0.12% | |
| 68 | WMTWALMART INC | 2,933 | $257.5M | 0.12% | |
| 69 | ACWIISHARES TR | 2,103 | $244.8M | 0.11% | |
| 70 | AVGOBROADCOM INC | 1,412 | $236.5M | 0.11% | |
| 71 | LLYELI LILLY & CO | 283 | $233.6M | 0.11% | |
| 72 | SMLFISHARES TR | 3,726 | $231.6M | 0.10% | |
| 73 | RWLINVESCO EXCH TRADED FD TR II | 2,314 | $229.9M | 0.10% | |
| 74 | SUSCISHARES TR | 9,938 | $229.2M | 0.10% | |
| 75 | PANWPALO ALTO NETWORKS INC | 1,320 | $225.2M | 0.10% | |
| 76 | DNPDNP SELECT INCOME FD INC | 22,076 | $218.3M | 0.10% | |
| 77 | TSLATESLA INC | 796 | $206.3M | 0.09% | |
| 78 | ESGEISHARES INC | 5,866 | $205.0M | 0.09% | |
| 79 | EASGDBX ETF TR | 6,600 | $202.9M | 0.09% | |
| 80 | NUDMNUSHARES ETF TR | 6,348 | $202.2M | 0.09% |