The Analysis of Veery Capital, LLC's Holdings
Currently, Veery Capital, LLC holds 94 types of securities in its portfolio with a total value $316.8M. In the most recent quarter, they have increased their positions in IDEV (+17.1K shares, valued at $1.4M), BND (+15.6K shares, valued at $1.2M), VTV (+5.1K shares, valued at $957.8K); decreased their positions in DKNG (-3.4K shares, valued at $125.8K), VEA (-1.7K shares, valued at $100.9K), SCHX (-3.5K shares, valued at $91.8K); initiated new positions in CAT (+447 shares, valued at $213.3K), C (+2.0K shares, valued at $207.9K), TMO (+424 shares, valued at $205.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHG SCHWAB STRATEGIC TR1.3M shares1.75%2025-09-302025-10-15
SCHV SCHWAB STRATEGIC TR1.1M shares2.75%2025-09-302025-10-15 IDEV ISHARES TR388.1K shares4.61%2025-09-302025-10-15 VUG VANGUARD INDEX FDS56.1K shares2.24%2025-09-302025-10-15 VTV VANGUARD INDEX FDS132.3K shares4.04%2025-09-302025-10-15 BND VANGUARD BD INDEX FDS268.4K shares6.16%2025-09-302025-10-15 IEMG ISHARES INC233.0K shares3.48%2025-09-302025-10-15 IEFA ISHARES TR145.2K shares-0.29%2025-09-302025-10-15 VBK VANGUARD INDEX FDS39.5K shares3.38%2025-09-302025-10-15 MUB ISHARES TR109.0K shares3.22%2025-09-302025-10-15 VBR VANGUARD INDEX FDS53.9K shares3.23%2025-09-302025-10-15 VEA VANGUARD TAX-MANAGED FDS120.4K shares-1.38%2025-09-302025-10-15 HYD VANECK ETF TRUST105.8K shares2.96%2025-09-302025-10-15 BNDX VANGUARD CHARLOTTE FDS96.5K shares6.45%2025-09-302025-10-15 AAPL APPLE INC12.7K shares0.39%2025-09-302025-10-15 VOO VANGUARD INDEX FDS4.5K shares2.99%2025-09-302025-10-15 SPHY SPDR SERIES TRUST110.6K shares5.71%2025-09-302025-10-15 MSFT MICROSOFT CORP5.0K shares0.04%2025-09-302025-10-15 VTIP VANGUARD MALVERN FDS48.7K shares9.25%2025-09-302025-10-15 QQQ INVESCO QQQ TR3.7K shares0.19%2025-09-302025-10-15 EMLC VANECK ETF TRUST83.7K shares1.63%2025-09-302025-10-15 VWOB VANGUARD WHITEHALL FDS30.4K shares2.24%2025-09-302025-10-15 GOOG ALPHABET INC6.4K shares-0.51%2025-09-302025-10-15 DKNG DRAFTKINGS INC NEW40.9K shares-7.59%2025-09-302025-10-15 NVDA NVIDIA CORPORATION8.1K shares0.43%2025-09-302025-10-15 TSLA TESLA INC3.3K shares0.52%2025-09-302025-10-15 AMZN AMAZON COM INC6.6K shares1.62%2025-09-302025-10-15 IWN ISHARES TR7.7K shares2.39%2025-09-302025-10-15 SCHX SCHWAB STRATEGIC TR50.7K shares-6.43%2025-09-302025-10-15 IWO ISHARES TR4.0K shares0.00%2025-09-302025-10-15 SCHO SCHWAB STRATEGIC TR52.2K shares4.18%2025-09-302025-10-15 GOOGL ALPHABET INC4.2K shares20.36%2025-09-302025-10-15 VWO VANGUARD INTL EQUITY INDEX F18.4K shares-7.10%2025-09-302025-10-15 APH AMPHENOL CORP NEW7.5K shares-0.62%2025-09-302025-10-15 CEG CONSTELLATION ENERGY CORP2.8K shares0.11%2025-09-302025-10-15 COST COSTCO WHSL CORP NEW956 shares-0.21%2025-09-302025-10-15 META META PLATFORMS INC1.2K shares-0.83%2025-09-302025-10-15 JPM JPMORGAN CHASE & CO.2.8K shares0.04%2025-09-302025-10-15 MA MASTERCARD INCORPORATED1.4K shares-0.35%2025-09-302025-10-15 BPOP POPULAR INC6.2K shares0.29%2025-09-302025-10-15 V VISA INC2.2K shares-0.14%2025-09-302025-10-15 VTEB VANGUARD MUN BD FDS14.4K shares6.44%2025-09-302025-10-15 USMV ISHARES TR7.5K shares-0.01%2025-09-302025-10-15 AVGO BROADCOM INC1.8K shares0.68%2025-09-302025-10-15 INTU INTUIT845 shares0.00%2025-09-302025-10-15 ISRG INTUITIVE SURGICAL INC1.2K shares0.00%2025-09-302025-10-15 AMD ADVANCED MICRO DEVICES INC3.0K shares0.00%2025-09-302025-10-15 SLM SLM CORP17.7K shares120.00%2025-09-302025-10-15 XOM EXXON MOBIL CORP4.2K shares-5.76%2025-09-302025-10-15 TSM TAIWAN SEMICONDUCTOR MFG LTD1.4K shares-2.65%2025-09-302025-10-15 BAC BANK AMERICA CORP7.4K shares0.08%2025-09-302025-10-15 CRM SALESFORCE INC1.6K shares-1.16%2025-09-302025-10-15 SPDW SPDR INDEX SHS FDS8.7K shares0.00%2025-09-302025-10-15 ZTS ZOETIS INC2.5K shares0.00%2025-09-302025-10-15 EXC EXELON CORP7.9K shares0.00%2025-09-302025-10-15 IVW ISHARES TR2.9K shares-9.70%2025-09-302025-10-15 IVE ISHARES TR1.7K shares30.58%2025-09-302025-10-15 AXP AMERICAN EXPRESS CO1.0K shares-2.30%2025-09-302025-10-15 DHR DANAHER CORPORATION1.6K shares-0.25%2025-09-302025-10-15 MPC MARATHON PETE CORP1.6K shares0.00%2025-09-302025-10-15 ORCL ORACLE CORP1.1K shares2.08%2025-09-302025-10-15 PM PHILIP MORRIS INTL INC1.9K shares-0.80%2025-09-302025-10-15 T AT&T INC10.6K shares0.15%2025-09-302025-10-15 BTC GRAYSCALE BITCOIN MINI TR ET5.8K shares0.03%2025-09-302025-10-15 UBER UBER TECHNOLOGIES INC2.9K shares0.03%2025-09-302025-10-15 AZN ASTRAZENECA PLC3.7K shares1.44%2025-09-302025-10-15 WFC WELLS FARGO CO NEW3.3K shares-0.45%2025-09-302025-10-15 ADI ANALOG DEVICES INC1.1K shares0.00%2025-09-302025-10-15 HYMB SPDR SERIES TRUST11.1K shares8.39%2025-09-302025-10-15 ADBE ADOBE INC781 shares0.00%2025-09-302025-10-15 DXCM DEXCOM INC4.0K shares0.00%2025-09-302025-10-15 AMP AMERIPRISE FINL INC553 shares0.00%2025-09-302025-10-15 IBM INTERNATIONAL BUSINESS MACHS937 shares-1.16%2025-09-302025-10-15 GILD GILEAD SCIENCES INC2.4K shares-3.10%2025-09-302025-10-15 SCHA SCHWAB STRATEGIC TR9.3K shares-5.91%2025-09-302025-10-15 HD HOME DEPOT INC643 shares0.00%2025-09-302025-10-15 BRK.B BERKSHIRE HATHAWAY INC DEL505 shares-1.37%2025-09-302025-10-15 JNJ JOHNSON & JOHNSON1.3K shares-0.68%2025-09-302025-10-15 ACWV ISHARES INC2.0K shares5.14%2025-09-302025-10-15 LLY ELI LILLY & CO310 shares0.00%2025-09-302025-10-15 KR KROGER CO3.5K shares0.00%2025-09-302025-10-15 WMT WALMART INC2.3K shares-0.57%2025-09-302025-10-15 EFAV ISHARES TR2.7K shares-0.04%2025-09-302025-10-15 CSCO CISCO SYS INC3.2K shares-0.68%2025-09-302025-10-15 MRK MERCK & CO INC2.6K shares0.23%2025-09-302025-10-15 CAT CATERPILLAR INC447 sharesnew addition2025-09-302025-10-15 GE GE AEROSPACE704 shares-12.11%2025-09-302025-10-15 C CITIGROUP INC2.0K sharesnew addition2025-09-302025-10-15 SAP SAP SE771 shares0.00%2025-09-302025-10-15 TMO THERMO FISHER SCIENTIFIC INC424 sharesnew addition2025-09-302025-10-15 VZ VERIZON COMMUNICATIONS INC4.6K shares-1.53%2025-09-302025-10-15 KBDC KAYNE ANDERSON BDC INC14.9K shares0.00%2025-09-302025-10-15 ET ENERGY TRANSFER L P11.5K shares0.00%2025-09-302025-10-15 XERS XERIS BIOPHARMA HOLDINGS INC14.2K shares0.00%2025-09-302025-10-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available