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Verus Financial Partners, Inc. Top Holdings and 13F Report (2025)

About Verus Financial Partners, Inc.

Investment Activity

  • Verus Financial Partners, Inc. has $876.75 million in total holdings as of March 31, 2025.
  • Verus Financial Partners, Inc. owns shares of 104 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 1.70% of the portfolio was purchased this quarter.
  • About 0.75% of the portfolio was sold this quarter.
  • This quarter, Verus Financial Partners, Inc. has purchased 97 new stocks and bought additional shares in 47 stocks.
  • Verus Financial Partners, Inc. sold shares of 27 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

922908744 - Vanguard Value ETF
$396,465 Holding
97717W547 - WisdomTree U.S. Value Fund
$301,686 Holding
025537101 - American Electric Power
$239,929 Holding
002824100 - Abbott Laboratories
$235,184 Holding
92343V104 - Verizon Communications
$218,871 Holding

Largest Purchases this Quarter

Vanguard Total Stock Market ETF
8,211 shares (about $2.17M)
Avantis Core Fixed Income ETF
37,486 shares (about $1.53M)
Vanguard Total Bond Market ETF
21,057 shares (about $1.53M)
Avantis Short-Term Fixed Income ETF
30,849 shares (about $1.43M)
Vanguard Tax-Exempt Bond ETF
25,084 shares (about $1.22M)

Largest Sales this Quarter

Vanguard Total International Stock ETF
19,764 shares (about $1.21M)
Vanguard Mega Cap ETF
6,038 shares (about $1.17M)
Vanguard FTSE All-World ex-US ETF
16,410 shares (about $976.89K)
Vanguard Large-Cap ETF
3,146 shares (about $777.81K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofVerus Financial Partners, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$196,743,392$2,165,159 1.1%746,11622.4%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$111,678,310$1,528,949 1.4%1,538,05712.7%ETF
AVSF
Avantis Short-Term Fixed Income ETF
$67,868,170$1,433,707 2.2%1,460,3167.7%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$66,512,771$1,205,999 -1.8%1,090,0167.6%ETF
Avantis Core Fixed Income ETF stock logo
AVIG
Avantis Core Fixed Income ETF
$53,544,568$1,529,804 2.9%1,312,0456.1%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$50,721,536$166,310 0.3%292,7825.8%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$41,159,986$913,132 2.3%542,9364.7%ETF
Vanguard Mega Cap ETF stock logo
MGC
Vanguard Mega Cap ETF
$40,729,199$1,172,698 -2.8%209,7074.6%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$39,290,900$976,888 -2.4%660,0184.5%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$31,829,407$797,322 2.6%832,1413.6%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$26,381,319$416,487 1.6%48,8373.0%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$25,160,401$519,052 2.1%989,3982.9%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$17,834,363$777,815 -4.2%72,1342.0%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$12,763,774$1,219,083 10.6%262,6291.5%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$10,866,698$765,205 -6.6%158,3841.2%Manufacturing
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$7,431,762$142,592 -1.9%30,1770.8%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$7,321,945$214,933 -2.9%58,1850.8%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$4,026,022$35,701 0.9%25,1480.5%Consumer Staples
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$3,985,880$192,553 5.1%84,7880.5%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$3,481,771$133,931 -3.7%63,3280.4%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$3,100,156$15,818 -0.5%53,8970.4%Consumer Staples
Apple Inc. stock logo
AAPL
Apple
$3,025,266$127,956 -4.1%14,9660.3%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,656,996$90,323 -3.3%4,9420.3%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,418,182$62,258 2.6%4,8940.3%ETF
Vanguard Russell 3000 ETF stock logo
VTHR
Vanguard Russell 3000 ETF
$1,951,186$383,852 24.5%8,2500.2%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$1,908,018$178 0.0%10,7330.2%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$1,808,856$99,245 5.8%30,8570.2%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$1,780,385$31,230 -1.7%42,8700.2%ETF
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$1,778,4150.0%5,3000.2%Medical
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$1,639,558$94,979 6.1%14,6040.2%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$1,592,231$565,645 55.1%6,6150.2%Computer and Technology
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$1,384,608$7,141 -0.5%27,9210.2%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$1,251,494$46,680 3.9%3,2440.1%Computer and Technology
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$1,174,056$4,000 0.3%1,1740.1%Industrials
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,037,245$79,384 8.3%10,0610.1%Energy
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$1,005,858$7,866 -0.8%26,2150.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$968,1360.0%1,8330.1%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$863,234$28,671 -3.2%4,1550.1%ETF
Dominion Energy, Inc. stock logo
D
Dominion Energy
$857,899$1,556 0.2%15,9850.1%Utilities
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$831,9200.0%2,3620.1%ETF
Brandywine Realty Trust stock logo
BDN
Brandywine Realty Trust
$791,7110.0%212,2550.1%Finance
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$778,530$1,670 0.2%13,9820.1%ETF
FIDELITY WISE ORIGIN BITCOIN
$766,6010.0%10,4470.1%SHS
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$766,350$1,985 0.3%3,4750.1%Retail/Wholesale
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$762,854$297,297 -28.0%5,5040.1%Computer and Technology
AVIV
Avantis International Large Cap Value ETF
$757,5920.0%13,5790.1%ETF
Elevance Health, Inc. stock logo
ELV
Elevance Health
$729,4770.0%1,6660.1%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$656,830$42,242 6.9%4,2760.1%Medical
McKesson Co. stock logo
MCK
McKesson
$547,3590.0%7900.1%Medical
The Southern Company stock logo
SO
Southern
$541,5980.0%5,9500.1%Utilities
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
$540,7990.0%7,3910.1%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$512,822$67,832 15.2%2,2000.1%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$465,075$150,959 -24.5%2,6310.1%Medical
CarMax, Inc. stock logo
KMX
CarMax
$456,0260.0%6,7330.1%Retail/Wholesale
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$446,329$35,598 8.7%3,4730.1%Retail/Wholesale
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$433,398$871 0.2%1,9910.0%Transportation
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$429,695$180 0.0%16,6940.0%ETF
Duke Energy Co. stock logo
DUK
Duke Energy
$424,481$241 0.1%3,5230.0%Utilities
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$415,746$2,173 -0.5%1,1480.0%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$414,075$68,888 20.0%14,3780.0%ETF
ISHARES BITCOIN TRUST ETF
$411,614$71,610 21.1%8,6220.0%SHS BEN INT
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$406,932$6,066 -1.5%2,4150.0%Consumer Staples
Bank of America Co. stock logo
BAC
Bank of America
$402,505$12,917 -3.1%10,5950.0%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$397,233$42,485 -9.7%1,1220.0%Retail/Wholesale
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$396,465$396,465 New Holding2,4290.0%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$388,004$41,583 12.0%2,4820.0%Computer and Technology
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$367,268$2,636 0.7%3,3440.0%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$350,937$2,749 0.8%7660.0%Finance
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$346,685$379 0.1%7,3160.0%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$345,010$40,651 13.4%6620.0%Computer and Technology
Capital One Financial Co. stock logo
COF
Capital One Financial
$343,050$19,785 -5.5%2,0980.0%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$340,143$75,248 28.4%1,8940.0%Retail/Wholesale
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$339,669$11,999 3.7%5,0670.0%Consumer Staples
GE Aerospace stock logo
GE
GE Aerospace
$334,1030.0%1,7990.0%Industrials
PepsiCo, Inc. stock logo
PEP
PepsiCo
$319,519$66,989 26.5%2,2370.0%Consumer Staples
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$314,140$232 0.1%5,4140.0%ETF
WTV
WisdomTree U.S. Value Fund
$301,686$301,686 New Holding3,9180.0%Finance
McDonald's Co. stock logo
MCD
McDonald's
$298,5510.0%9550.0%Retail/Wholesale
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$296,179$34,212 -10.4%3030.0%Retail/Wholesale
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$294,416$24,303 -7.6%6,2510.0%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$290,2300.0%1,2170.0%ETF
The Coca-Cola Company stock logo
KO
Coca-Cola
$286,9650.0%3,9930.0%Consumer Staples
AMERICAN CENTY ETF TR
$270,3160.0%5,6510.0%AVANTIS EMERGING
iShares Latin America 40 ETF stock logo
ILF
iShares Latin America 40 ETF
$269,5080.0%11,7740.0%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$268,3390.0%9140.0%Industrials
AVIE
Avantis Inflation Focused Equity ETF
$267,4170.0%4,4470.0%ETF
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$265,8370.0%5,1990.0%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$263,997$5,800 -2.1%3,3680.0%Medical
Walmart Inc. stock logo
WMT
Walmart
$261,399$51,397 24.5%2,7820.0%Retail/Wholesale
UDR, Inc. stock logo
UDR
UDR
$260,596$1,027 0.4%6,3450.0%Finance
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$239,929$239,929 New Holding2,2490.0%Utilities
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$235,184$235,184 New Holding1,8630.0%Medical
FlexShares Global Upstream Natural Resources Index Fund stock logo
GUNR
FlexShares Global Upstream Natural Resources Index Fund
$235,143$1,617 0.7%6,3970.0%ETF
Chevron Co. stock logo
CVX
Chevron
$225,758$36,729 19.4%1,6780.0%Energy
NVIDIA Co. stock logo
NVDA
NVIDIA
$221,599$33,100 -13.0%1,9750.0%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$218,871$218,871 New Holding4,9210.0%Computer and Technology
Maximus, Inc. stock logo
MMS
Maximus
$216,050$18,316 -7.8%3,1730.0%Business Services
Alphabet Inc. stock logo
GOOG
Alphabet
$214,694$13,805 6.9%1,3530.0%Computer and Technology
Visa Inc. stock logo
V
Visa
$211,848$211,848 New Holding6310.0%Business Services
Pfizer Inc. stock logo
PFE
Pfizer
$208,5020.0%9,2920.0%Medical

Showing largest 100 holdings. View all holdings.
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