Veridan Wealth LLC

Q4 2024 13F Holdings

  • Location
    west linn, OR
  • Num holdings

    82

  • Value ($000)

    $213,492

  • Date Filed
    02/05/2025
  • Form type
    13F-HR
  • CIK
    0002052405
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
COOP
COOP

MR COOPER GROUP INC

COM
62482R107
$56.24M
26 %

545,900

WFC
WFC

WELLS FARGO CO NEW

COM
949746101
$10.71M
5 %

137,104

IUSB
IUSB

ISHARES TR

CORE TOTAL USD
46434V613
$8.48M
4 %

187,176

IWY
IWY

ISHARES TR

RUS TP200 GR ETF
464289438
$6.83M
3 %

28,987

OEF
OEF

ISHARES TR

S&P 100 ETF
464287101
$5.16M
2 %

17,642

DBEF
DBEF

DBX ETF TR

XTRACK MSCI EAFE
233051200
$4.71M
2 %

109,107

HFXI
HFXI

NEW YORK LIFE INVESTMENTS ET

NYLI FTSE INTERN
45409B560
$4.70M
2 %

174,470

IWX
IWX

ISHARES TR

RUS TP200 VL ETF
464289420
$4.68M
2 %

56,356

IWL
IWL

ISHARES TR

RUS TOP 200 ETF
464289446
$4.64M
2 %

31,420

IMTM
IMTM

ISHARES TR

MSCI INTL MOMENT
46434V449
$4.57M
2 %

117,839

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 82