Verus Financial Partners, Inc. Q1 2025 Filing

Filed May 5, 2025

Portfolio Value

$876.7M

Holdings

104

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (104 positions)

#StockSharesValue% PortfolioType
1
VTIVANGUARD INDEX FDS
746,116$196.7M22.44%
2
BNDVANGUARD BD INDEX FDS
1,538,057$111.7M12.74%
3
AVSFAMERICAN CENTY ETF TR
1,460,316$67.9M7.74%
4
VXUSVANGUARD STAR FDS
1,090,016$66.5M7.59%
5
AVIGAMERICAN CENTY ETF TR
1,312,045$53.5M6.11%
6
VBRVANGUARD INDEX FDS
292,782$50.7M5.79%
7
BIVVANGUARD BD INDEX FDS
542,936$41.2M4.69%
8
MGCVANGUARD WORLD FD
209,707$40.7M4.65%
9
VEUVANGUARD INTL EQUITY INDEX F
660,018$39.3M4.48%
10
DFIVDIMENSIONAL ETF TRUST
832,141$31.8M3.63%
11
IVVISHARES TR
48,837$26.4M3.01%
12
SCHDSCHWAB STRATEGIC TR
989,398$25.2M2.87%
13
VVVANGUARD INDEX FDS
72,134$17.8M2.03%
14
VTEBVANGUARD MUN BD FDS
262,629$12.8M1.46%
15
IXUSISHARES TR
158,384$10.9M1.24%
16
VOVANGUARD INDEX FDS
30,177$7.4M0.85%
17
AQLTISHARES TR
58,185$7.3M0.84%
18
4I1PHILIP MORRIS INTL INC
25,148$4.0M0.46%
19
DFNMDIMENSIONAL ETF TRUST
84,788$4.0M0.45%
20
IJHISHARES TR
63,328$3.5M0.40%
21
MOALTRIA GROUP INC
53,897$3.1M0.35%
22
AAPLAPPLE INC
14,966$3.0M0.35%
23
SPYSPDR S&P 500 ETF TR
4,942$2.7M0.30%
24
VOOVANGUARD INDEX FDS
4,894$2.4M0.28%
25
VTHRVANGUARD SCOTTSDALE FDS
8,250$2.0M0.22%
26
IWDISHARES TR
10,733$1.9M0.22%
27
VGSHVANGUARD SCOTTSDALE FDS
30,857$1.8M0.21%
28
DFCFDIMENSIONAL ETF TRUST
42,870$1.8M0.20%
29
HCAHCA HEALTHCARE INC
5,300$1.8M0.20%
30
VTVANGUARD INTL EQUITY INDEX F
14,604$1.6M0.19%
31
IBMINTERNATIONAL BUSINESS MACHS
6,615$1.6M0.18%
32
VUSBVANGUARD BD INDEX FDS
27,921$1.4M0.16%
33
MSFTMICROSOFT CORP
3,244$1.3M0.14%
34
GWWGRAINGER W W INC
1,174$1.2M0.13%
35
XOMEXXON MOBIL CORP
10,061$1.0M0.12%
36
DFUVDIMENSIONAL ETF TRUST
26,215$1.0M0.11%
37
BRK/BBERKSHIRE HATHAWAY INC DEL
1,833$968K0.11%
38
VBVANGUARD INDEX FDS
4,155$863K0.10%
39
DDOMINION ENERGY INC
15,985$857K0.10%
40
IWFISHARES TR
2,362$831K0.09%
41
BDNBRANDYWINE RLTY TR
212,255$791K0.09%
42
DFASDIMENSIONAL ETF TRUST
13,982$778K0.09%
43
LOWLOWES COS INC
3,475$766K0.09%
44
FBTCFIDELITY WISE ORIGIN BITCOIN
10,447$766K0.09%
45
QCOMQUALCOMM INC
5,504$762K0.09%
46
AVIVAMERICAN CENTY ETF TR
13,579$757K0.09%
47
ELVELEVANCE HEALTH INC
1,666$729K0.08%
48
JNJJOHNSON & JOHNSON
4,276$656K0.07%
49
MCKMCKESSON CORP
790$547K0.06%
50
SOSOUTHERN CO
5,950$541K0.06%
51
NDAQNASDAQ INC
7,391$540K0.06%
52
JPMJPMORGAN CHASE & CO.
2,200$512K0.06%
53
ABBVABBVIE INC
2,631$465K0.05%
54
KMXCARMAX INC
6,733$456K0.05%
55
TJXTJX COS INC NEW
3,473$446K0.05%
56
NSCNORFOLK SOUTHN CORP
1,991$433K0.05%
57
DFAXDIMENSIONAL ETF TRUST
16,694$429K0.05%
58
DUKDUKE ENERGY CORP NEW
3,523$424K0.05%
59
VUGVANGUARD INDEX FDS
1,148$415K0.05%
60
DISVDIMENSIONAL ETF TRUST
14,378$414K0.05%
61
IBITISHARES BITCOIN TRUST ETF
8,622$411K0.05%
62
PGPROCTER AND GAMBLE CO
2,415$406K0.05%
63
BACBANK AMERICA CORP
10,595$402K0.05%
64
HDHOME DEPOT INC
1,122$397K0.05%
65
VTVVANGUARD INDEX FDS
2,429$396K0.05%
66
GOOGLALPHABET INC
2,482$388K0.04%
67
VDEVANGUARD WORLD FD
3,344$367K0.04%
68
NDQINVESCO QQQ TR
766$350K0.04%
69
DFSDDIMENSIONAL ETF TRUST
7,316$346K0.04%
70
METAMETA PLATFORMS INC
662$345K0.04%
71
COFCAPITAL ONE FINL CORP
2,098$343K0.04%
72
AMZNAMAZON COM INC
1,894$340K0.04%
73
MDLZMONDELEZ INTL INC
5,067$339K0.04%
74
GEGE AEROSPACE
1,799$334K0.04%
75
PEPPEPSICO INC
2,237$319K0.04%
76
DFUSDIMENSIONAL ETF TRUST
5,414$314K0.04%
77
WTVWISDOMTREE TR
3,918$301K0.03%
78
MCDMCDONALDS CORP
955$298K0.03%
79
COSTCOSTCO WHSL CORP NEW
303$296K0.03%
80
DFATDIMENSIONAL ETF TRUST
6,251$294K0.03%
81
VBKVANGUARD INDEX FDS
1,217$290K0.03%
82
KOCOCA COLA CO
3,993$286K0.03%
83
AVXCAMERICAN CENTY ETF TR
5,651$270K0.03%
84
ILFISHARES TR
11,774$269K0.03%
85
CATCATERPILLAR INC
914$268K0.03%
86
AVIEAMERICAN CENTY ETF TR
4,447$267K0.03%
87
INDAISHARES TR
5,199$265K0.03%
88
MRKMERCK & CO INC
3,368$263K0.03%
89
WMTWALMART INC
2,782$261K0.03%
90
UDRUDR INC
6,345$260K0.03%
91
AEPAMERICAN ELEC PWR CO INC
2,249$239K0.03%
92
GUNRFLEXSHARES TR
6,397$235K0.03%
93
ABTABBOTT LABS
1,863$235K0.03%
94
CVXCHEVRON CORP NEW
1,678$225K0.03%
95
NVDANVIDIA CORPORATION
1,975$221K0.03%
96
BACVERIZON COMMUNICATIONS INC
4,921$218K0.02%
97
MMSMAXIMUS INC
3,173$216K0.02%
98
GOOGALPHABET INC
1,353$214K0.02%
99
VVISA INC
631$211K0.02%
100
PFEPFIZER INC
9,292$208K0.02%
Page 1 of 2Next