$248 Million is the total value of Verus Financial Partners, Inc.'s 45 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BMY | Exit | BRISTOL MYERS SQUIBB CO | $0 | – | -3,788 | -100.0% | -0.08% | – |
COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -1,285 | -100.0% | -0.09% | – |
SDY | Exit | SPDR SERIES TRUSTs&p divid etf | $0 | – | -2,466 | -100.0% | -0.09% | – |
CSCO | Exit | CISCO SYS INC | $0 | – | -6,516 | -100.0% | -0.09% | – |
CTAS | Exit | CINTAS CORP | $0 | – | -1,980 | -100.0% | -0.10% | – |
MMM | Exit | 3M CO | $0 | – | -1,313 | -100.0% | -0.10% | – |
ALB | Exit | ALBEMARLE CORP | $0 | – | -2,725 | -100.0% | -0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-07-28
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.