Sponsored

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

Currently, Veery Capital, LLC holds 100 types of securities in its portfolio with a total value $372.3M. In the most recent quarter, they have increased their positions in VUG (+288.9K shares, valued at $24.9M), IDEV (+14.7K shares, valued at $1.3M), SCHG (+31.3K shares, valued at $1.1M); decreased their positions in N/A (-3.6K shares, valued at $349.9K), BAC (-589 shares, valued at $33.6K), N/A (-86 shares, valued at $28.1K); initiated new positions in MU (+509 shares, valued at $587.5K), N/A (+1.8K shares, valued at $338.9K), LRCX (+755 shares, valued at $327.2K).

1M P&L

+11.2M+3.24%

3M P&L

+6.4M+1.83%

HY P&L

-105.0M-22.71%

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/A318.3M

90.7%

2Semiconductors5.1M

1.5%

3Internet Content & Information3.9M

1.1%

Top Industries by Stock Count

1N/A34 stocks

40.0%

2Semiconductors5 stocks

5.9%

3Drug Manufacturers - General4 stocks

4.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHG SCHWAB STRATEGIC TR1.4M shares2.32%2026-06-302026-07-09

SCHV SCHWAB STRATEGIC TR1.2M shares2.37%2026-06-302026-07-09

IDEV ISHARES TR433.7K shares3.50%2026-06-302026-07-09

VTV VANGUARD INDEX FDS139.0K shares1.18%2026-06-302026-07-09

VUG VANGUARD INDEX FDS347.0K shares497.18%2026-06-302026-07-09

BND VANGUARD BD INDEX FDS300.6K shares4.40%2026-06-302026-07-09

IEMG ISHARES INC257.2K shares1.24%2026-06-302026-07-09

VBK VANGUARD INDEX FDS41.6K shares1.13%2026-06-302026-07-09

Sponsored

VBR VANGUARD INDEX FDS57.5K shares2.52%2026-06-302026-07-09

ISHARES TR ISHARES TR143.8K shares-2.46%2026-06-302026-07-09

MUB ISHARES TR113.8K shares5.31%2026-06-302026-07-09

VEA VANGUARD TAX-MANAGED FDS123.7K shares1.34%2026-06-302026-07-09

BNDX VANGUARD CHARLOTTE FDS104.9K shares3.98%2026-06-302026-07-09

HYD VANECK ETF TRUST93.1K shares0.54%2026-06-302026-07-09

AAPL APPLE INC12.9K shares-0.06%2026-06-302026-07-09

VOO VANGUARD INDEX FDS4.9K shares2.50%2026-06-302026-07-09

Sponsored

VTIP VANGUARD MALVERN FDS55.2K shares3.13%2026-06-302026-07-09

SPHY SPDR SERIES TRUST117.1K shares3.97%2026-06-302026-07-09

QQQ INVESCO QQQ TR3.7K shares0.00%2026-06-302026-07-09

GOOG ALPHABET INC6.3K shares-0.67%2026-06-302026-07-09

EMLC VANECK ETF TRUST79.3K shares3.58%2026-06-302026-07-09

VWOB VANGUARD WHITEHALL FDS28.6K shares3.86%2026-06-302026-07-09

MSFT MICROSOFT CORP4.8K shares-0.29%2026-06-302026-07-09

IWN ISHARES TR7.7K shares-0.57%2026-06-302026-07-09

Sponsored

NVDA NVIDIA CORPORATION8.5K shares0.47%2026-06-302026-07-09

GOOGL ALPHABET INC4.6K shares3.36%2026-06-302026-07-09

AMD ADVANCED MICRO DEVICES INC2.8K shares0.98%2026-06-302026-07-09

IWO ISHARES TR4.0K shares-0.96%2026-06-302026-07-09

AMZN AMAZON COM INC6.6K shares1.46%2026-06-302026-07-09

SCHX SCHWAB STRATEGIC TR51.6K shares0.95%2026-06-302026-07-09

TSLA TESLA INC3.4K shares0.42%2026-06-302026-07-09

DKNG DRAFTKINGS INC NEW51.6K shares0.00%2026-06-302026-07-09

Sponsored

APH AMPHENOL CORP7.3K shares-1.71%2026-06-302026-07-09

SCHO SCHWAB STRATEGIC TR50.1K shares-1.45%2026-06-302026-07-09

VWO VANGUARD INTL EQUITY INDEX F19.1K shares2.18%2026-06-302026-07-09

BPOP POPULAR INC6.2K shares0.05%2026-06-302026-07-09

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION944 shares-1.26%2026-06-302026-07-09

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.7K shares-3.12%2026-06-302026-07-09

USMV ISHARES TR9.0K shares15.03%2026-06-302026-07-09

VTEB VANGUARD MUN BD FDS15.3K shares0.72%2026-06-302026-07-09

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC1.6K shares0.81%2026-06-302026-07-09

VISA INC VISA INC2.2K shares0.00%2026-06-302026-07-09

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.4K shares0.07%2026-06-302026-07-09

BROADCOM INC BROADCOM INC1.9K shares1.44%2026-06-302026-07-09

CEG CONSTELLATION ENERGY CORP2.8K shares-0.60%2026-06-302026-07-09

META PLATFORMS INC META PLATFORMS INC1.1K shares0.00%2026-06-302026-07-09

EXXON MOBIL CORP EXXON MOBIL CORP4.6K shares-2.41%2026-06-302026-07-09

MU MICRON TECHNOLOGY INC509 sharesnew addition2026-06-302026-07-09

Sponsored

APPLIED MATLS INC APPLIED MATLS INC776 shares-2.27%2026-06-302026-07-09

SUB ISHARES TR5.2K shares144.22%2026-06-302026-07-09

CAT CATERPILLAR INC505 shares-0.79%2026-06-302026-07-09

IVW ISHARES TR3.8K shares4.22%2026-06-302026-07-09

IVE ISHARES TR2.1K shares7.69%2026-06-302026-07-09

ISRG INTUITIVE SURGICAL INC1.1K shares-1.72%2026-06-302026-07-09

ADI ANALOG DEVICES INC1.1K shares-0.35%2026-06-302026-07-09

SPDW SPDR INDEX SHS FDS8.7K shares0.00%2026-06-302026-07-09

Sponsored

JNJ JOHNSON & JOHNSON1.7K shares24.71%2026-06-302026-07-09

ASML ASML HLDG NV207 shares-0.96%2026-06-302026-07-09

MPC MARATHON PETE CORP1.6K shares-0.51%2026-06-302026-07-09

BAC BANK OF AMER CORP6.8K shares-7.92%2026-06-302026-07-09

CISCO SYS INC CISCO SYS INC3.2K shares-0.89%2026-06-302026-07-09

HYMB SPDR SERIES TRUST14.6K shares3.74%2026-06-302026-07-09

LLY ELI LILLY & CO308 shares-0.65%2026-06-302026-07-09

EXC EXELON CORP7.9K shares-0.08%2026-06-302026-07-09

Sponsored

GE GE AEROSPACE940 shares-4.18%2026-06-302026-07-09

MRK MERCK & CO INC2.7K shares-0.11%2026-06-302026-07-09

PM PHILIP MORRIS INTL INC1.9K shares2.00%2026-06-302026-07-09

ASTRAZENECA PLC ASTRAZENECA PLC1.8K sharesnew addition2026-06-302026-07-09

AXP AMERICAN EXPRESS CO988 shares-2.56%2026-06-302026-07-09

SCHA SCHWAB STRATEGIC TR9.2K shares-0.69%2026-06-302026-07-09

LRCX LAM RESEARCH CORP755 sharesnew addition2026-06-302026-07-09

CMI CUMMINS INC444 shares-2.42%2026-06-302026-07-09

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.1K shares19.98%2026-06-302026-07-09

EFAV ISHARES TR3.4K shares16.90%2026-06-302026-07-09

GILD GILEAD SCIENCES INC2.3K shares-1.65%2026-06-302026-07-09

WMT WALMART INC2.6K shares-1.07%2026-06-302026-07-09

DHR DANAHER CORP DEL1.5K shares-7.65%2026-06-302026-07-09

DELL DELL TECHNOLOGIES INC671 sharesnew addition2026-06-302026-07-09

C CITIGROUP INC2.0K shares0.69%2026-06-302026-07-09

DEXCOM INC DEXCOM INC4.0K shares-2.02%2026-06-302026-07-09

Sponsored

WFC WELLS FARGO & CO3.2K shares-3.35%2026-06-302026-07-09

ACWV ISHARES INC2.2K shares12.00%2026-06-302026-07-09

SNDK SANDISK CORP116 sharesnew addition2026-06-302026-07-09

BRK.B BERKSHIRE HATHAWAY INC DEL525 shares1.74%2026-06-302026-07-09

VLO VALERO ENERGY CORP1.0K shares-0.89%2026-06-302026-07-09

AMERIPRISE FINL INC AMERIPRISE FINL INC551 shares-0.36%2026-06-302026-07-09

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V868 sharesnew addition2026-06-302026-07-09

CVX CHEVRON CORPORATION1.4K shares-4.55%2026-06-302026-07-09

Sponsored

CRM SALESFORCE INC1.5K shares1.00%2026-06-302026-07-09

ETN EATON CORP PLC539 sharesnew addition2026-06-302026-07-09

HD HOME DEPOT INC643 shares0.00%2026-06-302026-07-09

ABBVIE INC ABBVIE INC891 sharesnew addition2026-06-302026-07-09

GS GOLDMAN SACHS GROUP INC221 sharesnew addition2026-06-302026-07-09

ET ENERGY TRANSFER L P11.5K shares0.00%2026-06-302026-07-09

PNC PNC FINL SVCS GROUP INC887 sharesnew addition2026-06-302026-07-09

TMO THERMO FISHER SCIENTIFIC INC424 shares-0.24%2026-06-302026-07-09

Sponsored

SLM SLM CORP8.0K sharesnew addition2026-06-302026-07-09

KBDC KAYNE ANDERSON BDC INC14.9K shares0.00%2026-06-302026-07-09

BE BLOOM ENERGY CORP666 sharesnew addition2026-06-302026-07-09

STT STATE STR CORP1.2K sharesnew addition2026-06-302026-07-09

SCHG

SCHWAB STRATEGIC TR

2.32%

Shares1.4M

Event2026-06-30

Filed2026-07-09

SCHV

SCHWAB STRATEGIC TR

2.37%

Shares1.2M

Event2026-06-30

Filed2026-07-09

IDEV

ISHARES TR

3.50%

Shares433.7K

Event2026-06-30

Filed2026-07-09

VTV

VANGUARD INDEX FDS

1.18%

Shares139.0K

Event2026-06-30

Filed2026-07-09

VUG

VANGUARD INDEX FDS

497.18%

Shares347.0K

Event2026-06-30

Filed2026-07-09

BND

VANGUARD BD INDEX FDS

4.40%

Shares300.6K

Event2026-06-30

Filed2026-07-09

IEMG

ISHARES INC

1.24%

Shares257.2K

Event2026-06-30

Filed2026-07-09

VBK

VANGUARD INDEX FDS

1.13%

Shares41.6K

Event2026-06-30

Filed2026-07-09

VBR

VANGUARD INDEX FDS

2.52%

Shares57.5K

Event2026-06-30

Filed2026-07-09

ISHARES TR

-2.46%

Shares143.8K

Event2026-06-30

Filed2026-07-09

MUB

ISHARES TR

5.31%

Shares113.8K

Event2026-06-30

Filed2026-07-09

VEA

VANGUARD TAX-MANAGED FDS

1.34%

Shares123.7K

Event2026-06-30

Filed2026-07-09

BNDX

VANGUARD CHARLOTTE FDS

3.98%

Shares104.9K

Event2026-06-30

Filed2026-07-09

HYD

VANECK ETF TRUST

0.54%

Shares93.1K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

-0.06%

Shares12.9K

Event2026-06-30

Filed2026-07-09

VOO

VANGUARD INDEX FDS

2.50%

Shares4.9K

Event2026-06-30

Filed2026-07-09

VTIP

VANGUARD MALVERN FDS

3.13%

Shares55.2K

Event2026-06-30

Filed2026-07-09

SPHY

SPDR SERIES TRUST

3.97%

Shares117.1K

Event2026-06-30

Filed2026-07-09

QQQ

INVESCO QQQ TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-09

GOOG

ALPHABET INC

-0.67%

Shares6.3K

Event2026-06-30

Filed2026-07-09

EMLC

VANECK ETF TRUST

3.58%

Shares79.3K

Event2026-06-30

Filed2026-07-09

VWOB

VANGUARD WHITEHALL FDS

3.86%

Shares28.6K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT CORP

-0.29%

Shares4.8K

Event2026-06-30

Filed2026-07-09

IWN

ISHARES TR

-0.57%

Shares7.7K

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA CORPORATION

0.47%

Shares8.5K

Event2026-06-30

Filed2026-07-09

GOOGL

ALPHABET INC

3.36%

Shares4.6K

Event2026-06-30

Filed2026-07-09

AMD

ADVANCED MICRO DEVICES INC

0.98%

Shares2.8K

Event2026-06-30

Filed2026-07-09

IWO

ISHARES TR

-0.96%

Shares4.0K

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC

1.46%

Shares6.6K

Event2026-06-30

Filed2026-07-09

SCHX

SCHWAB STRATEGIC TR

0.95%

Shares51.6K

Event2026-06-30

Filed2026-07-09

TSLA

TESLA INC

0.42%

Shares3.4K

Event2026-06-30

Filed2026-07-09

DKNG

DRAFTKINGS INC NEW

0.00%

Shares51.6K

Event2026-06-30

Filed2026-07-09

APH

AMPHENOL CORP

-1.71%

Shares7.3K

Event2026-06-30

Filed2026-07-09

SCHO

SCHWAB STRATEGIC TR

-1.45%

Shares50.1K

Event2026-06-30

Filed2026-07-09

VWO

VANGUARD INTL EQUITY INDEX F

2.18%

Shares19.1K

Event2026-06-30

Filed2026-07-09

BPOP

POPULAR INC

0.05%

Shares6.2K

Event2026-06-30

Filed2026-07-09

COSTCO WHOLESALE CORPORATION

-1.26%

Shares944

Event2026-06-30

Filed2026-07-09

JPMORGAN CHASE & CO

-3.12%

Shares2.7K

Event2026-06-30

Filed2026-07-09

USMV

ISHARES TR

15.03%

Shares9.0K

Event2026-06-30

Filed2026-07-09

VTEB

VANGUARD MUN BD FDS

0.72%

Shares15.3K

Event2026-06-30

Filed2026-07-09

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.81%

Shares1.6K

Event2026-06-30

Filed2026-07-09

VISA INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-09

MASTERCARD INCORPORATED

0.07%

Shares1.4K

Event2026-06-30

Filed2026-07-09

BROADCOM INC

1.44%

Shares1.9K

Event2026-06-30

Filed2026-07-09

CEG

CONSTELLATION ENERGY CORP

-0.60%

Shares2.8K

Event2026-06-30

Filed2026-07-09

META PLATFORMS INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-09

EXXON MOBIL CORP

-2.41%

Shares4.6K

Event2026-06-30

Filed2026-07-09

MICRON TECHNOLOGY INC

New

Shares509

Event2026-06-30

Filed2026-07-09

APPLIED MATLS INC

-2.27%

Shares776

Event2026-06-30

Filed2026-07-09

SUB

ISHARES TR

144.22%

Shares5.2K

Event2026-06-30

Filed2026-07-09

CAT

CATERPILLAR INC

-0.79%

Shares505

Event2026-06-30

Filed2026-07-09

IVW

ISHARES TR

4.22%

Shares3.8K

Event2026-06-30

Filed2026-07-09

IVE

ISHARES TR

7.69%

Shares2.1K

Event2026-06-30

Filed2026-07-09

ISRG

INTUITIVE SURGICAL INC

-1.72%

Shares1.1K

Event2026-06-30

Filed2026-07-09

ADI

ANALOG DEVICES INC

-0.35%

Shares1.1K

Event2026-06-30

Filed2026-07-09

SPDW

SPDR INDEX SHS FDS

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-09

JNJ

JOHNSON & JOHNSON

24.71%

Shares1.7K

Event2026-06-30

Filed2026-07-09

ASML

ASML HLDG NV

-0.96%

Shares207

Event2026-06-30

Filed2026-07-09

MPC

MARATHON PETE CORP

-0.51%

Shares1.6K

Event2026-06-30

Filed2026-07-09

BAC

BANK OF AMER CORP

-7.92%

Shares6.8K

Event2026-06-30

Filed2026-07-09

CISCO SYS INC

-0.89%

Shares3.2K

Event2026-06-30

Filed2026-07-09

HYMB

SPDR SERIES TRUST

3.74%

Shares14.6K

Event2026-06-30

Filed2026-07-09

LLY

ELI LILLY & CO

-0.65%

Shares308

Event2026-06-30

Filed2026-07-09

EXC

EXELON CORP

-0.08%

Shares7.9K

Event2026-06-30

Filed2026-07-09

GE AEROSPACE

-4.18%

Shares940

Event2026-06-30

Filed2026-07-09

MRK

MERCK & CO INC

-0.11%

Shares2.7K

Event2026-06-30

Filed2026-07-09

PHILIP MORRIS INTL INC

2.00%

Shares1.9K

Event2026-06-30

Filed2026-07-09

ASTRAZENECA PLC

New

Shares1.8K

Event2026-06-30

Filed2026-07-09

AXP

AMERICAN EXPRESS CO

-2.56%

Shares988

Event2026-06-30

Filed2026-07-09

SCHA

SCHWAB STRATEGIC TR

-0.69%

Shares9.2K

Event2026-06-30

Filed2026-07-09

LRCX

LAM RESEARCH CORP

New

Shares755

Event2026-06-30

Filed2026-07-09

CMI

CUMMINS INC

-2.42%

Shares444

Event2026-06-30

Filed2026-07-09

IBM

INTERNATIONAL BUSINESS MACHS

19.98%

Shares1.1K

Event2026-06-30

Filed2026-07-09

EFAV

ISHARES TR

16.90%

Shares3.4K

Event2026-06-30

Filed2026-07-09

GILD

GILEAD SCIENCES INC

-1.65%

Shares2.3K

Event2026-06-30

Filed2026-07-09

WMT

WALMART INC

-1.07%

Shares2.6K

Event2026-06-30

Filed2026-07-09

DHR

DANAHER CORP DEL

-7.65%

Shares1.5K

Event2026-06-30

Filed2026-07-09

DELL

DELL TECHNOLOGIES INC

New

Shares671

Event2026-06-30

Filed2026-07-09

CITIGROUP INC

0.69%

Shares2.0K

Event2026-06-30

Filed2026-07-09

DEXCOM INC

-2.02%

Shares4.0K

Event2026-06-30

Filed2026-07-09

WFC

WELLS FARGO & CO

-3.35%

Shares3.2K

Event2026-06-30

Filed2026-07-09

ACWV

ISHARES INC

12.00%

Shares2.2K

Event2026-06-30

Filed2026-07-09

SNDK

SANDISK CORP

New

Shares116

Event2026-06-30

Filed2026-07-09

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.74%

Shares525

Event2026-06-30

Filed2026-07-09

VLO

VALERO ENERGY CORP

-0.89%

Shares1.0K

Event2026-06-30

Filed2026-07-09

AMERIPRISE FINL INC

-0.36%

Shares551

Event2026-06-30

Filed2026-07-09

NXP SEMICONDUCTORS N V

New

Shares868

Event2026-06-30

Filed2026-07-09

CVX

CHEVRON CORPORATION

-4.55%

Shares1.4K

Event2026-06-30

Filed2026-07-09

CRM

SALESFORCE INC

1.00%

Shares1.5K

Event2026-06-30

Filed2026-07-09

ETN

EATON CORP PLC

New

Shares539

Event2026-06-30

Filed2026-07-09

HOME DEPOT INC

0.00%

Shares643

Event2026-06-30

Filed2026-07-09

ABBVIE INC

New

Shares891

Event2026-06-30

Filed2026-07-09

GOLDMAN SACHS GROUP INC

New

Shares221

Event2026-06-30

Filed2026-07-09

ENERGY TRANSFER L P

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-09

PNC

PNC FINL SVCS GROUP INC

New

Shares887

Event2026-06-30

Filed2026-07-09

TMO

THERMO FISHER SCIENTIFIC INC

-0.24%

Shares424

Event2026-06-30

Filed2026-07-09

SLM

SLM CORP

New

Shares8.0K

Event2026-06-30

Filed2026-07-09

KBDC

KAYNE ANDERSON BDC INC

0.00%

Shares14.9K

Event2026-06-30

Filed2026-07-09

BLOOM ENERGY CORP

New

Shares666

Event2026-06-30

Filed2026-07-09

STT

STATE STR CORP

New

Shares1.2K

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available