The Analysis of Verus Financial Partners, Inc.'s Holdings


Currently, Verus Financial Partners, Inc. holds 121 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in BND (+53.3K shares, valued at $4.0M), IAU (+30.3K shares, valued at $2.2M), AVSF (+46.5K shares, valued at $2.2M); decreased their positions in VXUS (-26.8K shares, valued at $2.0M), VBR (-3.9K shares, valued at $804.2K), MGC (-2.2K shares, valued at $526.7K); initiated new positions in IAU (+30.3K shares, valued at $2.2M), BRK.A (+1 shares, valued at $754.2K), GLD (+1.4K shares, valued at $487.7K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS764.1K shares0.42%2025-09-302025-10-30history
BND VANGUARD BD INDEX FDS1.6M shares3.35%2025-09-302025-10-30history
VXUS VANGUARD STAR FDS1.0M shares-2.49%2025-09-302025-10-30history
AVSF AMERICAN CENTY ETF TR1.5M shares3.09%2025-09-302025-10-30history
AVIG AMERICAN CENTY ETF TR1.4M shares3.44%2025-09-302025-10-30history
MGC VANGUARD WORLD FD205.9K shares-1.04%2025-09-302025-10-30history
VEU VANGUARD INTL EQUITY INDEX F650.3K shares-0.44%2025-09-302025-10-30history
BIV VANGUARD BD INDEX FDS572.7K shares2.61%2025-09-302025-10-30history
Sponsored
DFIV DIMENSIONAL ETF TRUST844.9K shares-1.08%2025-09-302025-10-30history
IVV ISHARES TR48.3K shares-0.85%2025-09-302025-10-30history
AVLV AMERICAN CENTY ETF TR429.5K shares3.03%2025-09-302025-10-30history
VBR VANGUARD INDEX FDS144.6K shares-2.60%2025-09-302025-10-30history
SCHD SCHWAB STRATEGIC TR1.0M shares1.75%2025-09-302025-10-30history
VV VANGUARD INDEX FDS71.5K shares-0.37%2025-09-302025-10-30history
IXUS ISHARES TR153.8K shares-1.49%2025-09-302025-10-30history
VTEB VANGUARD MUN BD FDS180.9K shares-0.90%2025-09-302025-10-30history
Sponsored
VO VANGUARD INDEX FDS29.3K shares-2.02%2025-09-302025-10-30history
DVY ISHARES TR57.0K shares-2.32%2025-09-302025-10-30history
VCRM VANGUARD MUN BD FDS77.6K shares13.75%2025-09-302025-10-30history
DFNM DIMENSIONAL ETF TRUST90.9K shares-3.34%2025-09-302025-10-30history
PM PHILIP MORRIS INTL INC26.5K shares8.79%2025-09-302025-10-30history
IJH ISHARES TR61.3K shares-1.93%2025-09-302025-10-30history
AAPL APPLE INC14.1K shares-3.29%2025-09-302025-10-30history
MO ALTRIA GROUP INC54.0K shares1.05%2025-09-302025-10-30history
Sponsored
SPY SPDR S&P 500 ETF TR5.0K shares-2.83%2025-09-302025-10-30history
VOO VANGUARD INDEX FDS5.0K shares1.37%2025-09-302025-10-30history
VTHR VANGUARD SCOTTSDALE FDS8.3K shares-0.79%2025-09-302025-10-30history
VT VANGUARD INTL EQUITY INDEX F17.7K shares19.95%2025-09-302025-10-30history
MSFT MICROSOFT CORP4.3K shares29.08%2025-09-302025-10-30history
IAU ISHARES GOLD TR30.3K sharesnew addition2025-09-302025-10-30history
IWD ISHARES TR10.7K shares0.01%2025-09-302025-10-30history
HCA HCA HEALTHCARE INC4.8K shares-10.00%2025-09-302025-10-30history
Sponsored
D DOMINION ENERGY INC30.0K shares55.07%2025-09-302025-10-30history
DFCF DIMENSIONAL ETF TRUST42.3K shares-1.92%2025-09-302025-10-30history
VGSH VANGUARD SCOTTSDALE FDS30.6K shares-0.23%2025-09-302025-10-30history
IBM INTERNATIONAL BUSINESS MACHS5.7K shares-11.77%2025-09-302025-10-30history
VUSB VANGUARD BD INDEX FDS27.1K shares-2.89%2025-09-302025-10-30history
DFUV DIMENSIONAL ETF TRUST26.4K shares0.36%2025-09-302025-10-30history
GWW GRAINGER W W INC1.2K shares0.00%2025-09-302025-10-30history
IWF ISHARES TR2.4K shares0.00%2025-09-302025-10-30history
Sponsored
XOM EXXON MOBIL CORP9.8K shares2.37%2025-09-302025-10-30history
BDN BRANDYWINE RLTY TR253.3K shares-7.32%2025-09-302025-10-30history
FBTC FIDELITY WISE ORIGIN BITCOIN10.4K shares0.00%2025-09-302025-10-30history
VB VANGUARD INDEX FDS4.0K shares-3.00%2025-09-302025-10-30history
JNJ JOHNSON & JOHNSON5.3K shares26.42%2025-09-302025-10-30history
DFAS DIMENSIONAL ETF TRUST14.1K shares0.28%2025-09-302025-10-30history
BRK.B BERKSHIRE HATHAWAY INC DEL1.9K shares0.21%2025-09-302025-10-30history
AVIV AMERICAN CENTY ETF TR13.8K shares0.00%2025-09-302025-10-30history
Sponsored
QCOM QUALCOMM INC5.5K shares0.00%2025-09-302025-10-30history
JPM JPMORGAN CHASE & CO.2.8K shares-7.79%2025-09-302025-10-30history
LOW LOWES COS INC3.5K shares-0.26%2025-09-302025-10-30history
BRK.A BERKSHIRE HATHAWAY INC DEL1 sharesnew addition2025-09-302025-10-30history
BAC BANK AMERICA CORP13.6K shares28.28%2025-09-302025-10-30history
GOOGL ALPHABET INC2.6K shares-2.55%2025-09-302025-10-30history
NDAQ NASDAQ INC7.2K shares0.00%2025-09-302025-10-30history
GE GE AEROSPACE2.1K shares14.73%2025-09-302025-10-30history
Sponsored
ABBV ABBVIE INC2.6K shares0.19%2025-09-302025-10-30history
NSC NORFOLK SOUTHN CORP2.0K shares0.15%2025-09-302025-10-30history
IBIT ISHARES BITCOIN TRUST ETF8.9K shares-2.47%2025-09-302025-10-30history
SO SOUTHERN CO6.0K shares0.00%2025-09-302025-10-30history
META META PLATFORMS INC753 shares-1.70%2025-09-302025-10-30history
AMZN AMAZON COM INC2.5K shares3.66%2025-09-302025-10-30history
ELV ELEVANCE HEALTH INC FORMERLY1.7K shares0.06%2025-09-302025-10-30history
COF CAPITAL ONE FINL CORP2.5K shares5.87%2025-09-302025-10-30history
Sponsored
VUG VANGUARD INDEX FDS1.1K shares-0.45%2025-09-302025-10-30history
DISV DIMENSIONAL ETF TRUST14.7K shares0.49%2025-09-302025-10-30history
TJX TJX COS INC NEW3.6K shares0.03%2025-09-302025-10-30history
DFAX DIMENSIONAL ETF TRUST16.4K shares-2.15%2025-09-302025-10-30history
MCD MCDONALDS CORP1.6K shares57.69%2025-09-302025-10-30history
GLD SPDR GOLD TR1.4K sharesnew addition2025-09-302025-10-30history
NVDA NVIDIA CORPORATION2.6K shares0.39%2025-09-302025-10-30history
MCK MCKESSON CORP623 shares-21.14%2025-09-302025-10-30history
Sponsored
ILF ISHARES TR15.9K shares32.68%2025-09-302025-10-30history
QQQ INVESCO QQQ TR752 shares-25.62%2025-09-302025-10-30history
VTV VANGUARD INDEX FDS2.4K shares-0.04%2025-09-302025-10-30history
CAT CATERPILLAR INC914 shares0.00%2025-09-302025-10-30history
DUK DUKE ENERGY CORP NEW3.5K shares-0.87%2025-09-302025-10-30history
VDE VANGUARD WORLD FD3.4K shares0.77%2025-09-302025-10-30history
HD HOME DEPOT INC993 shares-14.10%2025-09-302025-10-30history
DFUS DIMENSIONAL ETF TRUST5.4K shares0.09%2025-09-302025-10-30history
Sponsored
PG PROCTER AND GAMBLE CO2.5K shares-7.83%2025-09-302025-10-30history
AVGO BROADCOM INC1.1K shares0.00%2025-09-302025-10-30history
VZ VERIZON COMMUNICATIONS INC8.3K shares-0.34%2025-09-302025-10-30history
VBK VANGUARD INDEX FDS1.2K shares0.00%2025-09-302025-10-30history
PPLT ABRDN PLATINUM ETF TRUST2.5K sharesnew addition2025-09-302025-10-30history
WTV WISDOMTREE TR3.9K shares0.00%2025-09-302025-10-30history
DFSD DIMENSIONAL ETF TRUST7.3K shares0.23%2025-09-302025-10-30history
GOOG ALPHABET INC1.4K shares3.33%2025-09-302025-10-30history
Sponsored
AVXC AMERICAN CENTY ETF TR5.7K shares0.00%2025-09-302025-10-30history
WMT WALMART INC3.2K shares-0.70%2025-09-302025-10-30history
ORCL ORACLE CORP1.2K sharesnew addition2025-09-302025-10-30history
KO COCA COLA CO5.0K shares25.04%2025-09-302025-10-30history
DFAT DIMENSIONAL ETF TRUST5.7K shares-9.15%2025-09-302025-10-30history
GEV GE VERNOVA INC513 shares15.02%2025-09-302025-10-30history
MDLZ MONDELEZ INTL INC5.0K shares1.16%2025-09-302025-10-30history
COST COSTCO WHSL CORP NEW333 shares5.38%2025-09-302025-10-30history
Sponsored
TRV TRAVELERS COMPANIES INC1.0K sharesnew addition2025-09-302025-10-30history
YUM YUM BRANDS INC1.9K shares0.00%2025-09-302025-10-30history
GUNR FLEXSHARES TR6.5K shares0.81%2025-09-302025-10-30history
AVIE AMERICAN CENTY ETF TR4.4K shares0.00%2025-09-302025-10-30history
MRK MERCK & CO INC3.2K shares-6.43%2025-09-302025-10-30history
INDA ISHARES TR5.2K shares0.00%2025-09-302025-10-30history
PFE PFIZER INC10.5K shares13.47%2025-09-302025-10-30history
MMS MAXIMUS INC2.9K shares-14.67%2025-09-302025-10-30history
Sponsored
AEP AMERICAN ELEC PWR CO INC2.3K shares9.42%2025-09-302025-10-30history
CVX CHEVRON CORP NEW1.6K shares-2.21%2025-09-302025-10-30history
CSCO CISCO SYS INC3.7K sharesnew addition2025-09-302025-10-30history
PEP PEPSICO INC1.7K shares-5.56%2025-09-302025-10-30history
UDR UDR INC6.4K shares0.44%2025-09-302025-10-30history
ABT ABBOTT LABS1.8K shares-0.67%2025-09-302025-10-30history
HON HONEYWELL INTL INC1.1K shares-0.53%2025-09-302025-10-30history
HIG HARTFORD INSURANCE GROUP INC1.8K shares0.00%2025-09-302025-10-30history
Sponsored
VBIL VANGUARD INSTL INDEX FD3.0K sharesnew addition2025-09-302025-10-30history
V VISA INC669 shares-6.95%2025-09-302025-10-30history
BA BOEING CO1.1K sharesnew addition2025-09-302025-10-30history
RTX RTX CORPORATION1.4K sharesnew addition2025-09-302025-10-30history
WFC WELLS FARGO CO NEW2.7K shares0.11%2025-09-302025-10-30history
KMX CARMAX INC5.0K shares-23.22%2025-09-302025-10-30history
VGT VANGUARD WORLD FD295 sharesnew addition2025-09-302025-10-30history
XBIL RBB FD INC4.1K shares0.00%2025-09-302025-10-30history
Sponsored
T AT&T INC7.2K sharesnew addition2025-09-302025-10-30history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available