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The Analysis of Veery Capital, LLC's Holdings & P&L

Currently, Veery Capital, LLC holds 96 types of securities in its portfolio with a total value $326.1M. In the most recent quarter, they have increased their positions in IDEV (+25.4K shares, valued at $2.1M), IEMG (+19.2K shares, valued at $1.3M), BND (+14.2K shares, valued at $1.0M); decreased their positions in HYD (-12.5K shares, valued at $628.7K), MUB (-4.4K shares, valued at $469.3K), VWOB (-3.4K shares, valued at $223.7K); initiated new positions in ASML (+209 shares, valued at $276.1K), VLO (+1.0K shares, valued at $249.8K), CMI (+455 shares, valued at $244.8K).

1M P&L

+11.3M+3.38%

3M P&L

-121.9M-26.03%

HY P&L

-106.8M-23.56%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A287.4M

91.2%

2Consumer Electronics3.3M

1.0%

3Semiconductors2.9M

0.9%

Top Industries by Stock Count

1N/A33 stocks

38.4%

2Software - Application4 stocks

4.7%

3Semiconductors4 stocks

4.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHG SCHWAB STRATEGIC TR1.4M shares2.52%2026-03-312026-04-09

SCHV SCHWAB STRATEGIC TR1.2M shares2.92%2026-03-312026-04-09

IDEV ISHARES TR419.1K shares6.46%2026-03-312026-04-09

VTV VANGUARD INDEX FDS137.4K shares2.22%2026-03-312026-04-09

VUG VANGUARD INDEX FDS58.1K shares2.61%2026-03-312026-04-09

BND VANGUARD BD INDEX FDS287.9K shares5.20%2026-03-312026-04-09

IEMG ISHARES INC254.0K shares8.20%2026-03-312026-04-09

IEFA ISHARES TR147.4K shares1.47%2026-03-312026-04-09

Sponsored

VBK VANGUARD INDEX FDS41.1K shares3.07%2026-03-312026-04-09

VBR VANGUARD INDEX FDS56.1K shares2.80%2026-03-312026-04-09

MUB ISHARES TR108.1K shares-3.93%2026-03-312026-04-09

VEA VANGUARD TAX-MANAGED FDS122.0K shares0.33%2026-03-312026-04-09

BNDX VANGUARD CHARLOTTE FDS100.8K shares2.38%2026-03-312026-04-09

HYD VANECK ETF TRUST92.6K shares-11.92%2026-03-312026-04-09

AAPL APPLE INC12.9K shares0.86%2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS4.8K shares2.92%2026-03-312026-04-09

Sponsored

VTIP VANGUARD MALVERN FDS53.6K shares5.71%2026-03-312026-04-09

SPHY SPDR SERIES TRUST112.6K shares0.64%2026-03-312026-04-09

INVESCO QQQ TR INVESCO QQQ TR3.7K shares0.16%2026-03-312026-04-09

EMLC VANECK ETF TRUST76.5K shares-9.57%2026-03-312026-04-09

ALPHABET INC ALPHABET INC6.4K shares-0.64%2026-03-312026-04-09

VWOB VANGUARD WHITEHALL FDS27.6K shares-10.99%2026-03-312026-04-09

MSFT MICROSOFT CORP4.8K shares-0.66%2026-03-312026-04-09

NVDA NVIDIA CORPORATION8.4K shares0.55%2026-03-312026-04-09

Sponsored

IWN ISHARES TR7.7K shares0.13%2026-03-312026-04-09

AMZN AMAZON COM INC6.5K shares0.11%2026-03-312026-04-09

SCHX SCHWAB STRATEGIC TR51.1K shares1.76%2026-03-312026-04-09

ALPHABET INC ALPHABET INC4.5K shares1.66%2026-03-312026-04-09

IWO ISHARES TR4.1K shares0.00%2026-03-312026-04-09

TSLA TESLA INC3.3K shares0.63%2026-03-312026-04-09

SCHO SCHWAB STRATEGIC TR50.8K shares1.93%2026-03-312026-04-09

DRAFTKINGS INC NEW DRAFTKINGS INC NEW51.6K shares3.86%2026-03-312026-04-09

Sponsored

VWO VANGUARD INTL EQUITY INDEX F18.7K shares0.47%2026-03-312026-04-09

COST COSTCO WHOLESALE CORPORATION956 shares0.00%2026-03-312026-04-09

APH AMPHENOL CORP7.4K shares-0.12%2026-03-312026-04-09

BPOP POPULAR INC6.2K shares0.00%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO2.8K shares-0.11%2026-03-312026-04-09

XOM EXXON MOBIL CORP4.7K shares-2.90%2026-03-312026-04-09

CEG CONSTELLATION ENERGY CORP2.8K shares0.00%2026-03-312026-04-09

VTEB VANGUARD MUN BD FDS15.2K shares4.74%2026-03-312026-04-09

Sponsored

USMV ISHARES TR7.8K shares3.93%2026-03-312026-04-09

MA MASTERCARD INCORPORATED1.4K shares0.00%2026-03-312026-04-09

V VISA INC2.2K shares0.00%2026-03-312026-04-09

META META PLATFORMS INC1.1K shares-2.32%2026-03-312026-04-09

BROADCOM INC BROADCOM INC1.9K shares5.28%2026-03-312026-04-09

AMD ADVANCED MICRO DEVICES INC2.8K shares2.63%2026-03-312026-04-09

TSM TAIWAN SEMICONDUCTOR MANUFAC1.6K shares12.32%2026-03-312026-04-09

ISRG INTUITIVE SURGICAL INC1.2K shares-0.26%2026-03-312026-04-09

Sponsored

IVE ISHARES TR2.0K shares7.16%2026-03-312026-04-09

IVW ISHARES TR3.6K shares12.07%2026-03-312026-04-09

SPDW SPDR INDEX SHS FDS8.7K shares0.00%2026-03-312026-04-09

EXC EXELON CORP7.9K shares0.00%2026-03-312026-04-09

MPC MARATHON PETE CORP1.6K shares-1.50%2026-03-312026-04-09

BAC BANK AMERICA CORP7.4K shares0.07%2026-03-312026-04-09

CAT CATERPILLAR INC509 shares20.90%2026-03-312026-04-09

ADI ANALOG DEVICES INC1.1K shares0.09%2026-03-312026-04-09

Sponsored

INTU INTUIT829 shares-2.24%2026-03-312026-04-09

HYMB SPDR SERIES TRUST14.1K shares2.59%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON1.4K shares-6.09%2026-03-312026-04-09

GILD GILEAD SCIENCES INC2.4K shares-2.15%2026-03-312026-04-09

WMT WALMART INC2.6K shares-1.50%2026-03-312026-04-09

MERCK & CO INC MERCK & CO INC2.7K shares0.64%2026-03-312026-04-09

DHR DANAHER CORP DEL1.7K shares3.04%2026-03-312026-04-09

CVX CHEVRON CORPORATION1.5K shares7.67%2026-03-312026-04-09

Sponsored

AXP AMERICAN EXPRESS CO1.0K shares-0.49%2026-03-312026-04-09

PM PHILIP MORRIS INTL INC1.8K shares-0.22%2026-03-312026-04-09

LLY ELI LILLY & CO310 shares-0.32%2026-03-312026-04-09

CRM SALESFORCE INC1.5K shares-5.74%2026-03-312026-04-09

GE AEROSPACE GE AEROSPACE981 shares40.14%2026-03-312026-04-09

ASML ASML HLDG NV209 sharesnew addition2026-03-312026-04-09

AMAT APPLIED MATLS INC794 shares-3.17%2026-03-312026-04-09

EFAV ISHARES TR2.9K shares7.37%2026-03-312026-04-09

Sponsored

SCHA SCHWAB STRATEGIC TR9.2K shares-24.99%2026-03-312026-04-09

WFC WELLS FARGO & CO3.3K shares-1.39%2026-03-312026-04-09

DXCM DEXCOM INC4.1K shares0.12%2026-03-312026-04-09

CSCO CISCO SYS INC3.3K shares-0.70%2026-03-312026-04-09

ZTS ZOETIS INC2.1K shares-11.68%2026-03-312026-04-09

VLO VALERO ENERGY CORP1.0K sharesnew addition2026-03-312026-04-09

KR KROGER CO3.5K shares0.06%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL516 shares-0.96%2026-03-312026-04-09

Sponsored

AMP AMERIPRISE FINL INC553 shares0.00%2026-03-312026-04-09

CMI CUMMINS INC455 sharesnew addition2026-03-312026-04-09

ACWV ISHARES INC2.0K shares0.00%2026-03-312026-04-09

T AT&T INC8.1K sharesnew addition2026-03-312026-04-09

CITIGROUP INC CITIGROUP INC2.0K shares-0.59%2026-03-312026-04-09

SUB ISHARES TR2.1K sharesnew addition2026-03-312026-04-09

VZ VERIZON COMMUNICATIONS INC4.5K sharesnew addition2026-03-312026-04-09

IBM INTERNATIONAL BUSINESS MACHS926 shares-0.54%2026-03-312026-04-09

Sponsored

ET ENERGY TRANSFER L P11.5K shares0.00%2026-03-312026-04-09

HD HOME DEPOT INC643 shares0.00%2026-03-312026-04-09

UBER UBER TECHNOLOGIES INC2.9K shares-0.17%2026-03-312026-04-09

TMO THERMO FISHER SCIENTIFIC INC425 shares0.24%2026-03-312026-04-09

ADBE ADOBE INC849 shares8.57%2026-03-312026-04-09

KBDC KAYNE ANDERSON BDC INC14.9K shares0.00%2026-03-312026-04-09

SHEL SHELL PLC2.2K sharesnew addition2026-03-312026-04-09

HCA HCA HEALTHCARE INC427 sharesnew addition2026-03-312026-04-09

Sponsored

SCHG

SCHWAB STRATEGIC TR

2.52%

Shares1.4M

Event2026-03-31

Filed2026-04-09

SCHV

SCHWAB STRATEGIC TR

2.92%

Shares1.2M

Event2026-03-31

Filed2026-04-09

IDEV

ISHARES TR

6.46%

Shares419.1K

Event2026-03-31

Filed2026-04-09

VTV

VANGUARD INDEX FDS

2.22%

Shares137.4K

Event2026-03-31

Filed2026-04-09

VUG

VANGUARD INDEX FDS

2.61%

Shares58.1K

Event2026-03-31

Filed2026-04-09

BND

VANGUARD BD INDEX FDS

5.20%

Shares287.9K

Event2026-03-31

Filed2026-04-09

IEMG

ISHARES INC

8.20%

Shares254.0K

Event2026-03-31

Filed2026-04-09

IEFA

ISHARES TR

1.47%

Shares147.4K

Event2026-03-31

Filed2026-04-09

VBK

VANGUARD INDEX FDS

3.07%

Shares41.1K

Event2026-03-31

Filed2026-04-09

VBR

VANGUARD INDEX FDS

2.80%

Shares56.1K

Event2026-03-31

Filed2026-04-09

MUB

ISHARES TR

-3.93%

Shares108.1K

Event2026-03-31

Filed2026-04-09

VEA

VANGUARD TAX-MANAGED FDS

0.33%

Shares122.0K

Event2026-03-31

Filed2026-04-09

BNDX

VANGUARD CHARLOTTE FDS

2.38%

Shares100.8K

Event2026-03-31

Filed2026-04-09

HYD

VANECK ETF TRUST

-11.92%

Shares92.6K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

0.86%

Shares12.9K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

2.92%

Shares4.8K

Event2026-03-31

Filed2026-04-09

VTIP

VANGUARD MALVERN FDS

5.71%

Shares53.6K

Event2026-03-31

Filed2026-04-09

SPHY

SPDR SERIES TRUST

0.64%

Shares112.6K

Event2026-03-31

Filed2026-04-09

INVESCO QQQ TR

0.16%

Shares3.7K

Event2026-03-31

Filed2026-04-09

EMLC

VANECK ETF TRUST

-9.57%

Shares76.5K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-0.64%

Shares6.4K

Event2026-03-31

Filed2026-04-09

VWOB

VANGUARD WHITEHALL FDS

-10.99%

Shares27.6K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

-0.66%

Shares4.8K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

0.55%

Shares8.4K

Event2026-03-31

Filed2026-04-09

IWN

ISHARES TR

0.13%

Shares7.7K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

0.11%

Shares6.5K

Event2026-03-31

Filed2026-04-09

SCHX

SCHWAB STRATEGIC TR

1.76%

Shares51.1K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

1.66%

Shares4.5K

Event2026-03-31

Filed2026-04-09

IWO

ISHARES TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-09

TSLA

TESLA INC

0.63%

Shares3.3K

Event2026-03-31

Filed2026-04-09

SCHO

SCHWAB STRATEGIC TR

1.93%

Shares50.8K

Event2026-03-31

Filed2026-04-09

DRAFTKINGS INC NEW

3.86%

Shares51.6K

Event2026-03-31

Filed2026-04-09

VWO

VANGUARD INTL EQUITY INDEX F

0.47%

Shares18.7K

Event2026-03-31

Filed2026-04-09

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares956

Event2026-03-31

Filed2026-04-09

APH

AMPHENOL CORP

-0.12%

Shares7.4K

Event2026-03-31

Filed2026-04-09

BPOP

POPULAR INC

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO

-0.11%

Shares2.8K

Event2026-03-31

Filed2026-04-09

XOM

EXXON MOBIL CORP

-2.90%

Shares4.7K

Event2026-03-31

Filed2026-04-09

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-09

VTEB

VANGUARD MUN BD FDS

4.74%

Shares15.2K

Event2026-03-31

Filed2026-04-09

USMV

ISHARES TR

3.93%

Shares7.8K

Event2026-03-31

Filed2026-04-09

MASTERCARD INCORPORATED

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-09

VISA INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-09