The Analysis of Veridan Wealth LLC's Holdings
Currently, Veridan Wealth LLC holds 79 types of securities in its portfolio with a total value $290.4M. In the most recent quarter, they have increased their positions in BIV (+28.4K shares, valued at $2.2M), IEF (+19.7K shares, valued at $1.9M), SCHE (+8.5K shares, valued at $283.9K); decreased their positions in XMMO (-10.4K shares, valued at $1.4M), COOP (-5.2K shares, valued at $1.1M), IWY (-2.9K shares, valued at $790.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
COOP MR COOPER GROUP INC540.0K shares-0.96%2025-09-302025-11-12
WFC WELLS FARGO CO NEW137.1K shares-0.01%2025-09-302025-11-12 IUSB ISHARES TR184.7K shares-1.48%2025-09-302025-11-12 IWY ISHARES TR29.9K shares-8.80%2025-09-302025-11-12 BIV VANGUARD BD INDEX FDS89.7K shares46.33%2025-09-302025-11-12 IWL ISHARES TR36.2K shares-4.47%2025-09-302025-11-12 OEF ISHARES TR18.0K shares-6.57%2025-09-302025-11-12 IWX ISHARES TR66.4K shares-1.13%2025-09-302025-11-12 MGV VANGUARD WORLD FD42.2K shares0.99%2025-09-302025-11-12 HFXI NEW YORK LIFE INVESTMENTS ET169.3K shares-6.07%2025-09-302025-11-12 IMTM ISHARES TR107.3K shares-8.58%2025-09-302025-11-12 FENI FIDELITY COVINGTON TRUST143.3K shares0.65%2025-09-302025-11-12 VO VANGUARD INDEX FDS16.8K shares1.68%2025-09-302025-11-12 VCIT VANGUARD SCOTTSDALE FDS56.0K shares-1.39%2025-09-302025-11-12 IGIB ISHARES TR86.8K shares-1.91%2025-09-302025-11-12 VUG VANGUARD INDEX FDS9.4K shares-10.45%2025-09-302025-11-12 VB VANGUARD INDEX FDS17.5K shares3.61%2025-09-302025-11-12 SCHG SCHWAB STRATEGIC TR123.6K shares-8.16%2025-09-302025-11-12 IEF ISHARES TR39.6K shares99.13%2025-09-302025-11-12 VOE VANGUARD INDEX FDS21.5K shares4.29%2025-09-302025-11-12 IQLT ISHARES TR83.6K shares-4.68%2025-09-302025-11-12 ESGD ISHARES TR39.6K shares-5.45%2025-09-302025-11-12 EMGF ISHARES INC62.5K shares-9.64%2025-09-302025-11-12 FNDE SCHWAB STRATEGIC TR97.3K shares-5.30%2025-09-302025-11-12 SCHF SCHWAB STRATEGIC TR148.6K shares-7.33%2025-09-302025-11-12 QQQ INVESCO QQQ TR5.2K shares-8.36%2025-09-302025-11-12 IAU ISHARES GOLD TR41.7K shares1.66%2025-09-302025-11-12 IWP ISHARES TR21.1K shares-4.13%2025-09-302025-11-12 VTV VANGUARD INDEX FDS14.9K shares-1.97%2025-09-302025-11-12 MGK VANGUARD WORLD FD6.4K shares-12.07%2025-09-302025-11-12 FPEI FIRST TR EXCH TRADED FD III121.8K shares-0.98%2025-09-302025-11-12 TLH ISHARES TR22.9K shares-0.31%2025-09-302025-11-12 VMBS VANGUARD SCOTTSDALE FDS49.6K shares-0.81%2025-09-302025-11-12 IEI ISHARES TR19.0K shares0.86%2025-09-302025-11-12 SCHP SCHWAB STRATEGIC TR83.3K shares0.04%2025-09-302025-11-12 MSFT MICROSOFT CORP3.5K shares0.57%2025-09-302025-11-12 SCHE SCHWAB STRATEGIC TR53.3K shares19.01%2025-09-302025-11-12 AAPL APPLE INC6.8K shares-7.74%2025-09-302025-11-12 NVDA NVIDIA CORPORATION9.1K shares-9.66%2025-09-302025-11-12 SPG SIMON PPTY GROUP INC NEW4.5K shares-5.73%2025-09-302025-11-12 AMZN AMAZON COM INC3.4K shares-7.77%2025-09-302025-11-12 VTEB VANGUARD MUN BD FDS14.1K shares4.46%2025-09-302025-11-12 ESGU ISHARES TR4.5K shares0.63%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW704 shares-3.43%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL1.3K shares-4.78%2025-09-302025-11-12 XVV ISHARES TR10.6K shares-2.40%2025-09-302025-11-12 GOOGL ALPHABET INC2.1K shares-6.65%2025-09-302025-11-12 GOOG ALPHABET INC2.0K shares-10.58%2025-09-302025-11-12 META META PLATFORMS INC663 shares-14.12%2025-09-302025-11-12 VXF VANGUARD INDEX FDS2.3K shares-15.40%2025-09-302025-11-12 SNPE DBX ETF TR7.8K shares1.36%2025-09-302025-11-12 QUAL ISHARES TR2.4K shares-13.39%2025-09-302025-11-12 IJJ ISHARES TR3.4K shares0.15%2025-09-302025-11-12 EAGG ISHARES TR9.1K shares-1.73%2025-09-302025-11-12 AVGO BROADCOM INC1.3K shares-7.51%2025-09-302025-11-12 AMAT APPLIED MATLS INC2.1K shares-6.20%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS1.8K shares-1.12%2025-09-302025-11-12 SDY SPDR SERIES TRUST2.7K shares-6.84%2025-09-302025-11-12 IVV ISHARES TR565 shares-20.31%2025-09-302025-11-12 VYM VANGUARD WHITEHALL FDS2.7K shares-21.43%2025-09-302025-11-12 EFIV SPDR SERIES TRUST5.9K shares1.56%2025-09-302025-11-12 SUSL ISHARES TR3.1K shares-2.65%2025-09-302025-11-12 USSG DBX ETF TR5.9K shares-3.43%2025-09-302025-11-12 SUSB ISHARES TR13.8K shares2.09%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO2.3K shares-2.92%2025-09-302025-11-12 XMMO INVESCO EXCHANGE TRADED FD T2.5K shares-80.79%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.921 shares-14.56%2025-09-302025-11-12 WMT WALMART INC2.8K shares-5.08%2025-09-302025-11-12 XOM EXXON MOBIL CORP2.5K shares-13.76%2025-09-302025-11-12 SMLF ISHARES TR3.6K shares-2.95%2025-09-302025-11-12 TSLA TESLA INC595 shares-25.25%2025-09-302025-11-12 ESGE ISHARES INC6.1K shares3.38%2025-09-302025-11-12 ACWI ISHARES TR1.8K shares-13.98%2025-09-302025-11-12 NUDM NUSHARES ETF TR6.3K shares-0.06%2025-09-302025-11-12 SUSC ISHARES TR10.0K shares1.11%2025-09-302025-11-12 NKE NIKE INC3.3K shares-5.32%2025-09-302025-11-12 EASG DBX ETF TR6.6K shares0.70%2025-09-302025-11-12 PANW PALO ALTO NETWORKS INC1.1K shares-16.52%2025-09-302025-11-12 V VISA INC655 shares-12.67%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available