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Veery Capital, LLC Top Holdings and 13F Report (2025)

About Veery Capital, LLC

Investment Activity

  • Veery Capital, LLC has $316.76 million in total holdings as of September 30, 2025.
  • Veery Capital, LLC owns shares of 94 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 3.04% of the portfolio was purchased this quarter.
  • About 0.41% of the portfolio was sold this quarter.
  • This quarter, Veery Capital, LLC has purchased 94 new stocks and bought additional shares in 42 stocks.
  • Veery Capital, LLC sold shares of 30 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

149123101 - Caterpillar
$213,286 Holding
172967424 - Citigroup
$207,872 Holding
883556102 - Thermo Fisher Scientific
$205,648 Holding

Largest Purchases this Quarter

Vanguard Total Bond Market ETF
15,568 shares (about $1.16M)
Vanguard Value ETF
5,136 shares (about $957.81K)
Schwab U.S. Large-Cap Value ETF
30,348 shares (about $883.43K)
Schwab U.S. Large-Cap Growth ETF
22,936 shares (about $731.89K)

Largest Sales this Quarter

DraftKings
3,364 shares (about $125.81K)
Vanguard FTSE Developed Markets ETF
1,684 shares (about $100.91K)
Schwab US Large-Cap ETF
3,484 shares (about $91.77K)
Vanguard FTSE Emerging Markets ETF
1,406 shares (about $76.18K)
iShares S&P 500 Growth ETF
312 shares (about $37.66K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofVeery Capital, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$42,535,189$731,888 1.8%1,332,97413.4%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$33,001,718$883,430 2.8%1,133,69010.4%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$31,112,417$1,370,665 4.6%388,0819.8%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$26,896,295$588,956 2.2%56,0808.5%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$24,666,309$957,814 4.0%132,2667.8%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$19,962,987$1,157,792 6.2%268,4286.3%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$15,357,468$517,077 3.5%232,9714.8%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$12,674,924$36,670 -0.3%145,1724.0%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$11,759,020$384,824 3.4%39,5103.7%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$11,605,266$361,959 3.2%108,9803.7%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$11,251,534$352,510 3.2%53,9103.6%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$7,215,553$100,905 -1.4%120,4202.3%ETF
VanEck High Yield Muni ETF stock logo
HYD
VanEck High Yield Muni ETF
$5,383,880$154,888 3.0%105,7741.7%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$4,772,748$289,242 6.5%96,4971.5%ETF
Apple Inc. stock logo
AAPL
Apple
$3,241,442$12,732 0.4%12,7301.0%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,765,008$80,225 3.0%4,5150.9%ETF
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$2,646,980$142,898 5.7%110,5670.8%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$2,605,166$1,036 0.0%5,0300.8%Computer and Technology
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$2,464,492$208,695 9.3%48,6770.8%Manufacturing
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,228,432$4,202 0.2%3,7120.7%Finance
VanEck J.P. Morgan EM Local Currency Bond ETF stock logo
EMLC
VanEck J.P. Morgan EM Local Currency Bond ETF
$2,134,511$34,158 1.6%83,6740.7%ETF
Vanguard Emerging Markets Government Bond ETF stock logo
VWOB
Vanguard Emerging Markets Government Bond ETF
$2,032,207$44,555 2.2%30,3770.6%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,566,974$8,037 -0.5%6,4340.5%Computer and Technology
DraftKings Inc. stock logo
DKNG
DraftKings
$1,531,493$125,814 -7.6%40,9490.5%Consumer Discretionary
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,510,188$6,530 0.4%8,0940.5%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$1,462,239$7,560 0.5%3,2880.5%Auto/Tires/Trucks
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,446,966$23,055 1.6%6,5900.5%Retail/Wholesale
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$1,353,640$31,649 2.4%7,6560.4%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$1,336,110$91,768 -6.4%50,7260.4%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$1,286,4530.0%4,0200.4%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$1,274,268$51,118 4.2%52,2240.4%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,014,479$171,632 20.4%4,1730.3%Computer and Technology
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$996,332$76,178 -7.1%18,3890.3%ETF
Amphenol Corporation stock logo
APH
Amphenol
$933,941$5,816 -0.6%7,5470.3%Computer and Technology
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$931,926$987 0.1%2,8320.3%Energy
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$884,902$1,851 -0.2%9560.3%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$876,474$7,347 -0.8%1,1930.3%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$870,199$315 0.0%2,7590.3%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$804,297$2,844 -0.4%1,4140.3%Business Services
Popular, Inc. stock logo
BPOP
Popular
$783,144$2,286 0.3%6,1660.2%Finance
Visa Inc. stock logo
V
Visa
$752,060$1,024 -0.1%2,2030.2%Business Services
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$719,856$43,561 6.4%14,3770.2%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$716,785$95 0.0%7,5340.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$584,650$3,959 0.7%1,7720.2%Computer and Technology
Intuit Inc. stock logo
INTU
Intuit
$577,0590.0%8450.2%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$523,7060.0%1,1710.2%Medical
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$492,9740.0%3,0470.2%Computer and Technology
SLM Corporation stock logo
SLM
SLM
$489,299$266,890 120.0%17,6770.2%Finance
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$468,251$28,639 -5.8%4,1530.1%Energy
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$400,781$10,892 -2.6%1,4350.1%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$382,998$310 0.1%7,4240.1%Finance
Salesforce Inc. stock logo
CRM
Salesforce
$382,522$4,503 -1.2%1,6140.1%Computer and Technology
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$372,6580.0%8,7090.1%ETF
Zoetis Inc. stock logo
ZTS
Zoetis
$362,2880.0%2,4760.1%Medical
Exelon Corporation stock logo
EXC
Exelon
$354,3190.0%7,8720.1%Utilities
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$350,812$37,665 -9.7%2,9060.1%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$349,208$81,778 30.6%1,6910.1%ETF
American Express Company stock logo
AXP
American Express
$338,803$7,972 -2.3%1,0200.1%Finance
Danaher Corporation stock logo
DHR
Danaher
$321,974$793 -0.2%1,6240.1%Medical
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$307,9990.0%1,5980.1%Energy
Oracle Corporation stock logo
ORCL
Oracle
$304,020$6,187 2.1%1,0810.1%Computer and Technology
Philip Morris International Inc. stock logo
PM
Philip Morris International
$300,557$2,433 -0.8%1,8530.1%Consumer Staples
AT&T Inc. stock logo
T
AT&T
$298,130$452 0.2%10,5570.1%Computer and Technology
GRAYSCALE BITCOIN MINI TR ET
$291,983$101 0.0%5,7670.1%SHS NEW
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$287,248$98 0.0%2,9320.1%Computer and Technology
AstraZeneca PLC stock logo
AZN
AstraZeneca
$286,242$4,066 1.4%3,7310.1%Medical
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$277,696$1,257 -0.5%3,3130.1%Finance
Analog Devices, Inc. stock logo
ADI
Analog Devices
$276,6580.0%1,1260.1%Computer and Technology
SPDR Nuveen ICE High Yield Municipal Bond ETF stock logo
HYMB
SPDR Nuveen ICE High Yield Municipal Bond ETF
$276,385$21,391 8.4%11,0860.1%ETF
Adobe Inc. stock logo
ADBE
Adobe
$275,4980.0%7810.1%Computer and Technology
DexCom, Inc. stock logo
DXCM
DexCom
$272,3900.0%4,0480.1%Medical
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$271,6610.0%5530.1%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$264,384$3,104 -1.2%9370.1%Computer and Technology
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$263,573$8,434 -3.1%2,3750.1%Medical
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$260,743$16,377 -5.9%9,3460.1%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$260,5370.0%6430.1%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$253,884$3,519 -1.4%5050.1%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$245,311$1,669 -0.7%1,3230.1%Medical
iShares MSCI Global Min Vol Factor ETF stock logo
ACWV
iShares MSCI Global Min Vol Factor ETF
$237,801$11,632 5.1%1,9830.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$236,5300.0%3100.1%Medical
The Kroger Co. stock logo
KR
Kroger
$233,3730.0%3,4620.1%Retail/Wholesale
Walmart Inc. stock logo
WMT
Walmart
$233,225$1,340 -0.6%2,2630.1%Retail/Wholesale
iShares MSCI EAFE Min Vol Factor ETF stock logo
EFAV
iShares MSCI EAFE Min Vol Factor ETF
$232,349$85 0.0%2,7390.1%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$220,312$1,505 -0.7%3,2200.1%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$218,050$504 0.2%2,5980.1%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$213,286$213,286 New Holding4470.1%Industrials
GE Aerospace stock logo
GE
GE Aerospace
$211,731$29,173 -12.1%7040.1%Aerospace
Citigroup Inc. stock logo
C
Citigroup
$207,872$207,872 New Holding2,0480.1%Financial Services
SAP SE stock logo
SAP
SAP
$206,0190.0%7710.1%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$205,648$205,648 New Holding4240.1%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$203,664$3,164 -1.5%4,6340.1%Computer and Technology
KAYNE ANDERSON BDC INC
$198,4810.0%14,9010.1%COM SHS
Energy Transfer LP stock logo
ET
Energy Transfer
$197,3400.0%11,5000.1%Energy
Xeris Biopharma Holdings, Inc. stock logo
XERS
Xeris Biopharma
$115,2870.0%14,1630.0%Medical
Semler Scientific Inc. stock logo
SMLR
Semler Scientific
$0$232,440 -100.0%00.0%Medical
Paychex, Inc. stock logo
PAYX
Paychex
$0$224,445 -100.0%00.0%Computer and Technology
ROPER TECHNOLOGIES INC
$0$211,998 -100.0%00.0%COM

Showing largest 100 holdings. View all holdings.
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