$179 Million is the total value of Verus Financial Partners, Inc.'s 45 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 6.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEU | Buy | Vanguard All-World Ex-USetf | $6,222,000 | +7.3% | 118,997 | +3.3% | 3.48% | +8.2% |
| VV | Buy | Vanguard Large Capetf | $3,222,000 | +68.2% | 35,796 | +60.7% | 1.80% | +69.6% |
| MO | Buy | Altria Group Inc | $2,212,000 | +12.2% | 52,745 | +0.2% | 1.24% | +13.2% |
| PII | Buy | Polaris Inds Inc | $1,507,000 | -5.9% | 11,569 | +0.9% | 0.84% | -5.2% |
| D | Buy | Dominion Resources Inc | $1,290,000 | +3.0% | 18,039 | +2.3% | 0.72% | +3.9% |
| AAPL | Buy | Apple Inc | $736,000 | +23.3% | 7,922 | +611.8% | 0.41% | +24.2% |
| GE | Buy | General Electric Company | $733,000 | +2.8% | 27,911 | +1.3% | 0.41% | +3.8% |
| T | Buy | AT&T Inc | $416,000 | +1.2% | 11,763 | +0.3% | 0.23% | +2.2% |
| VBR | Buy | Vanguard Small Cap Valueetf | $366,000 | +4.9% | 3,469 | +0.0% | 0.20% | +6.2% |
| New | Berkshire Hathaway Cl B | $317,000 | – | 2,505 | +100.0% | 0.18% | – | |
| CVX | Buy | Chevron Corp | $298,000 | +10.0% | 2,282 | +0.2% | 0.17% | +11.3% |
| BDN | Buy | Brandywine Realty Trust-SBI | $259,000 | +37.0% | 16,584 | +26.8% | 0.14% | +38.1% |
| INTC | Buy | Intel Corp | $247,000 | +19.9% | 8,005 | +0.2% | 0.14% | +21.1% |
| WFC | Buy | Wells Fargo & Co | $213,000 | +6.0% | 4,056 | +0.1% | 0.12% | +7.2% |
| IBM | Buy | International Business Machines | $211,000 | -5.8% | 1,164 | +0.1% | 0.12% | -4.8% |
| BAC | Buy | Bank of America Corp | $203,000 | -11.0% | 13,235 | +0.0% | 0.11% | -10.3% |
| LBAI | Buy | Lakeland Bancorp Inc | $142,000 | +1.4% | 13,167 | +5.8% | 0.08% | +1.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-07-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Total Stock Market | 42 | Q3 2023 | 28.5% |
| ISHARES TR | 42 | Q3 2023 | 15.2% |
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 16.4% |
| Vanguard Mid Cap | 42 | Q3 2023 | 5.9% |
| Dominion Resources Inc | 42 | Q3 2023 | 0.8% |
| Exxon Mobil Corporation | 42 | Q3 2023 | 0.8% |
| MICROSOFT CORP | 42 | Q3 2023 | 1.6% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 0.6% |
| PFIZER INC | 42 | Q3 2023 | 0.4% |
| DUKE ENERGY CORP NEW | 42 | Q3 2023 | 0.3% |
View Verus Financial Partners, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-27 |
| 13F-HR/A | 2023-05-08 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-31 |
| SC 13G | 2022-10-11 |
| 13F-HR | 2022-08-03 |
View Verus Financial Partners, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.