$850 Million is the total value of Verdence Capital Advisors LLC's 506 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 23.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $35,200,000 | +25.7% | 198,232 | +0.2% | 4.14% | +12.6% |
| EFA | Buy | ISHARES TRmsci eafe etf | $26,282,000 | +40.6% | 334,035 | +39.4% | 3.09% | +25.8% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $24,429,000 | +6.8% | 481,544 | +7.0% | 2.88% | -4.4% |
| MSFT | Buy | MICROSOFT CORP | $19,115,000 | +19.6% | 56,836 | +0.2% | 2.25% | +7.0% |
| VONV | Buy | VANGUARD SCOTTSDALE FDSvng rus1000val | $13,427,000 | +34.0% | 182,080 | +24.9% | 1.58% | +20.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $12,337,000 | -2.7% | 77,909 | +0.5% | 1.45% | -12.9% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $10,223,000 | +23.4% | 62,432 | +11.6% | 1.20% | +10.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $10,142,000 | +7.1% | 59,286 | +1.1% | 1.19% | -4.1% |
| CVX | Buy | CHEVRON CORP NEW | $8,785,000 | +19.6% | 74,863 | +3.4% | 1.03% | +7.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $8,691,000 | +8.7% | 3,000 | +0.3% | 1.02% | -2.7% |
| IWR | Buy | ISHARES TRrus mid cap etf | $8,493,000 | +41.7% | 102,313 | +33.5% | 1.00% | +26.9% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $8,406,000 | +1.0% | 172,069 | +4.2% | 0.99% | -9.6% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $8,398,000 | +4.6% | 37,751 | +2.8% | 0.99% | -6.4% |
| QAI | Buy | INDEXIQ ETF TRhedge mlti etf | $7,410,000 | +3.9% | 233,107 | +3.8% | 0.87% | -6.9% |
| XOM | Buy | EXXON MOBIL CORP | $7,367,000 | +6.0% | 120,400 | +1.9% | 0.87% | -5.0% |
| FB | Buy | META PLATFORMS INCcl a | $7,108,000 | +9.2% | 21,132 | +10.2% | 0.84% | -2.2% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $7,098,000 | +11.3% | 113,842 | +5.6% | 0.84% | -0.5% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $6,684,000 | +15.9% | 55,560 | +7.6% | 0.79% | +3.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $6,635,000 | -3.5% | 127,701 | +0.3% | 0.78% | -13.6% |
| C | Buy | CITIGROUP INC | $6,560,000 | -3.8% | 108,620 | +11.8% | 0.77% | -13.9% |
| CB | Buy | CHUBB LIMITED | $6,221,000 | +12.7% | 32,183 | +1.2% | 0.73% | +0.8% |
| TSN | Buy | TYSON FOODS INCcl a | $6,204,000 | +15.9% | 71,180 | +4.9% | 0.73% | +3.7% |
| AZO | Buy | AUTOZONE INC | $6,042,000 | +27.0% | 2,882 | +2.9% | 0.71% | +13.6% |
| USB | Buy | US BANCORP DEL | $6,023,000 | -2.7% | 107,229 | +3.0% | 0.71% | -12.9% |
| HCA | Buy | HCA HEALTHCARE INC | $5,810,000 | +9.6% | 22,613 | +3.5% | 0.68% | -1.9% |
| MU | Buy | MICRON TECHNOLOGY INC | $5,615,000 | +94.8% | 60,280 | +48.5% | 0.66% | +74.4% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $5,591,000 | +28.5% | 11,721 | +16.0% | 0.66% | +15.0% |
| SWK | Buy | STANLEY BLACK & DECKER INC | $5,480,000 | +28.7% | 29,055 | +19.6% | 0.64% | +15.2% |
| ACN | Buy | ACCENTURE PLC IRELAND | $5,430,000 | +62.1% | 13,099 | +25.1% | 0.64% | +45.2% |
| ABBV | Buy | ABBVIE INC | $5,240,000 | +26.9% | 38,698 | +1.1% | 0.62% | +13.6% |
| CBRE | Buy | CBRE GROUP INCcl a | $5,090,000 | +13.6% | 46,904 | +1.9% | 0.60% | +1.7% |
| SSNC | Buy | SS&C TECHNOLOGIES HLDGS INC | $4,967,000 | +21.6% | 60,588 | +3.0% | 0.58% | +8.9% |
| WD | Buy | WALKER & DUNLOP INC | $4,945,000 | +36.0% | 32,772 | +2.3% | 0.58% | +21.8% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $4,947,000 | +12.9% | 1,710 | +4.0% | 0.58% | +1.0% |
| LNC | Buy | LINCOLN NATL CORP IND | $4,875,000 | +0.3% | 71,420 | +1.0% | 0.57% | -10.2% |
| ABC | Buy | AMERISOURCEBERGEN CORP | $4,789,000 | +14.6% | 36,040 | +3.0% | 0.56% | +2.7% |
| BAC | Buy | BK OF AMERICA CORP | $4,645,000 | +7.4% | 104,403 | +2.5% | 0.55% | -3.9% |
| FDX | Buy | FEDEX CORP | $4,385,000 | +24.4% | 16,953 | +5.4% | 0.52% | +11.2% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $4,295,000 | +15.9% | 13,670 | +3.8% | 0.51% | +3.9% |
| CIEN | Buy | CIENA CORP | $4,209,000 | +54.1% | 54,679 | +2.8% | 0.50% | +37.9% |
| FISV | Buy | FISERV INC | $4,036,000 | +27.7% | 38,883 | +33.5% | 0.48% | +14.2% |
| TFC | Buy | TRUIST FINL CORP | $3,992,000 | +0.6% | 68,178 | +0.7% | 0.47% | -10.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $3,970,000 | +340.1% | 7,906 | +242.4% | 0.47% | +292.4% |
| INTC | Buy | INTEL CORP | $3,847,000 | +0.9% | 74,708 | +4.4% | 0.45% | -9.6% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $3,851,000 | +6.0% | 10,716 | +2.6% | 0.45% | -5.2% |
| AXP | Buy | AMERICAN EXPRESS CO | $3,777,000 | +1.2% | 23,086 | +3.6% | 0.44% | -9.4% |
| LKQ | Buy | LKQ CORP | $3,746,000 | +29.3% | 62,410 | +8.4% | 0.44% | +15.7% |
| TROX | Buy | TRONOX HOLDINGS PLC | $3,705,000 | +15.6% | 154,200 | +18.6% | 0.44% | +3.6% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $3,685,000 | +10.4% | 12,323 | +0.8% | 0.43% | -1.1% |
| PGR | Buy | PROGRESSIVE CORP | $3,596,000 | +17.6% | 35,030 | +3.5% | 0.42% | +5.2% |
| ORCL | Buy | ORACLE CORP | $3,526,000 | +0.4% | 40,432 | +0.3% | 0.42% | -10.2% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $3,459,000 | +406.4% | 12,274 | +403.7% | 0.41% | +352.2% |
| WAL | Buy | WESTERN ALLIANCE BANCORP | $3,404,000 | +0.4% | 31,618 | +1.5% | 0.40% | -10.1% |
| MCD | Buy | MCDONALDS CORP | $3,411,000 | +11.2% | 12,724 | +0.0% | 0.40% | -0.5% |
| COP | Buy | CONOCOPHILLIPS | $3,360,000 | +7.8% | 46,557 | +1.3% | 0.40% | -3.7% |
| MKC | Buy | MCCORMICK & CO INC | $3,302,000 | +21.0% | 34,183 | +1.5% | 0.39% | +8.4% |
| DG | Buy | DOLLAR GEN CORP NEW | $3,205,000 | +445.1% | 13,590 | +390.1% | 0.38% | +389.6% |
| AMG | Buy | AFFILIATED MANAGERS GROUP IN | $3,143,000 | +10.4% | 19,105 | +1.3% | 0.37% | -1.1% |
| NSC | Buy | NORFOLK SOUTHN CORP | $3,123,000 | +24.8% | 10,489 | +0.3% | 0.37% | +11.9% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $3,035,000 | +16.3% | 26,161 | +2.0% | 0.36% | +4.1% |
| TROW | Buy | PRICE T ROWE GROUP INC | $3,008,000 | +6.1% | 15,297 | +6.1% | 0.35% | -5.1% |
| HON | Buy | HONEYWELL INTL INC | $2,822,000 | -0.1% | 13,534 | +1.7% | 0.33% | -10.5% |
| EVR | Buy | EVERCORE INCclass a | $2,776,000 | +4.0% | 20,437 | +2.4% | 0.33% | -6.8% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $2,677,000 | +5.3% | 32,939 | +6.7% | 0.32% | -5.7% |
| V | Buy | VISA INC | $2,665,000 | +7.5% | 12,297 | +10.5% | 0.31% | -3.7% |
| ENS | Buy | ENERSYS | $2,618,000 | +7.5% | 33,120 | +1.2% | 0.31% | -3.8% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $2,525,000 | +14.5% | 8,263 | +2.7% | 0.30% | +2.4% |
| ABT | Buy | ABBOTT LABS | $2,507,000 | +23.1% | 17,810 | +3.4% | 0.30% | +10.1% |
| TPL | Buy | TEXAS PACIFIC LAND CORPORATI | $2,493,000 | +6.7% | 1,997 | +3.4% | 0.29% | -4.6% |
| LUMN | Buy | LUMEN TECHNOLOGIES INC | $2,186,000 | +5.6% | 174,210 | +4.2% | 0.26% | -5.5% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,168,000 | +21.5% | 12,626 | +8.7% | 0.26% | +8.5% |
| CACI | Buy | CACI INTL INCcl a | $2,156,000 | +9.1% | 8,007 | +6.2% | 0.25% | -2.3% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $2,086,000 | +19.5% | 8,452 | +0.0% | 0.25% | +7.0% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $1,999,000 | +4.8% | 3,526 | +6.5% | 0.24% | -6.4% |
| AMGN | Buy | AMGEN INC | $1,991,000 | +22.9% | 8,849 | +16.2% | 0.23% | +9.9% |
| ICLR | Buy | ICON PLC | $1,978,000 | +26.7% | 6,388 | +7.3% | 0.23% | +13.7% |
| NEE | Buy | NEXTERA ENERGY INC | $1,983,000 | +23.9% | 21,235 | +4.2% | 0.23% | +11.0% |
| AMP | Buy | AMERIPRISE FINL INC | $1,953,000 | +25.1% | 6,474 | +9.5% | 0.23% | +12.2% |
| RELX | Buy | RELX PLCsponsored adr | $1,856,000 | +19.3% | 56,924 | +5.6% | 0.22% | +6.3% |
| New | RAYTHEON TECHNOLOGIES CORP | $1,818,000 | – | 21,121 | +100.0% | 0.21% | – | |
| DIS | Buy | DISNEY WALT CO | $1,786,000 | -1.2% | 11,529 | +8.0% | 0.21% | -11.8% |
| SO | Buy | SOUTHERN CO | $1,656,000 | +15.5% | 24,145 | +4.3% | 0.20% | +3.2% |
| SNY | Buy | SANOFIsponsored adr | $1,649,000 | +12.6% | 32,917 | +8.4% | 0.19% | +1.0% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $1,638,000 | +17.5% | 9,423 | +0.9% | 0.19% | +5.5% |
| CE | Buy | CELANESE CORP DEL | $1,617,000 | +33.2% | 9,621 | +19.4% | 0.19% | +18.8% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $1,544,000 | +2.7% | 7,241 | +6.1% | 0.18% | -8.1% |
| GILD | Buy | GILEAD SCIENCES INC | $1,545,000 | +7.5% | 21,278 | +3.4% | 0.18% | -3.7% |
| WMB | Buy | WILLIAMS COS INC | $1,516,000 | +16.4% | 58,208 | +15.9% | 0.18% | +4.1% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,502,000 | +8.3% | 13,117 | +3.2% | 0.18% | -2.7% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $1,468,000 | +56.2% | 7,030 | +29.6% | 0.17% | +39.5% |
| CAH | Buy | CARDINAL HEALTH INC | $1,455,000 | +16.7% | 28,266 | +12.1% | 0.17% | +4.3% |
| JCI | Buy | JOHNSON CTLS INTL PLC | $1,442,000 | +23.1% | 17,739 | +3.1% | 0.17% | +10.4% |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $1,437,000 | +22.2% | 38,412 | +15.2% | 0.17% | +9.0% |
| NVDA | Buy | NVIDIA CORPORATION | $1,399,000 | +70.2% | 4,757 | +19.9% | 0.16% | +52.8% |
| BCE | Buy | BCE INC | $1,404,000 | +7.8% | 26,971 | +3.7% | 0.16% | -3.5% |
| MSM | Buy | MSC INDL DIRECT INCcl a | $1,334,000 | +18.5% | 15,866 | +13.0% | 0.16% | +6.1% |
| DUK | Buy | DUKE ENERGY CORP NEW | $1,334,000 | +11.0% | 12,720 | +3.3% | 0.16% | -0.6% |
| KHC | Buy | KRAFT HEINZ CO | $1,311,000 | -2.5% | 36,507 | +0.0% | 0.15% | -13.0% |
| UNP | Buy | UNION PAC CORP | $1,306,000 | +150.7% | 5,185 | +94.9% | 0.15% | +123.2% |
| MC | Buy | MOELIS & COcl a | $1,272,000 | +2.6% | 20,355 | +1.6% | 0.15% | -8.0% |
| BP | Buy | BP PLCsponsored adr | $1,262,000 | +2.4% | 47,406 | +5.0% | 0.15% | -8.0% |
| ADSK | Buy | AUTODESK INC | $1,255,000 | +29.9% | 4,463 | +31.7% | 0.15% | +16.5% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $1,258,000 | +26.3% | 5,103 | +2.4% | 0.15% | +13.0% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $1,194,000 | +12.0% | 13,425 | +2.2% | 0.14% | +0.7% |
| SJM | Buy | SMUCKER J M CO | $1,187,000 | +16.0% | 8,742 | +2.6% | 0.14% | +3.7% |
| KR | Buy | KROGER CO | $1,183,000 | +25.7% | 26,134 | +12.3% | 0.14% | +12.1% |
| D | Buy | DOMINION ENERGY INC | $1,171,000 | +10.1% | 14,908 | +2.3% | 0.14% | -1.4% |
| KMX | Buy | CARMAX INC | $1,170,000 | +4.5% | 8,983 | +2.6% | 0.14% | -6.1% |
| OMF | Buy | ONEMAIN HLDGS INC | $1,162,000 | +4.2% | 23,212 | +15.1% | 0.14% | -6.8% |
| SDY | Buy | SPDR SER TRs&p divid etf | $1,146,000 | +19.5% | 8,875 | +8.8% | 0.14% | +7.1% |
| FERG | Buy | FERGUSON PLC NEW | $1,132,000 | +35.2% | 6,313 | +5.2% | 0.13% | +20.9% |
| ENB | Buy | ENBRIDGE INC | $1,120,000 | +2.7% | 28,649 | +4.5% | 0.13% | -7.7% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $1,112,000 | +46.7% | 6,959 | +19.3% | 0.13% | +31.0% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $1,108,000 | +19.0% | 16,138 | +5.4% | 0.13% | +6.6% |
| DVY | Buy | ISHARES TRselect divid etf | $1,081,000 | +16.6% | 8,816 | +9.1% | 0.13% | +4.1% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,070,000 | +8.7% | 7,274 | +0.1% | 0.13% | -2.3% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $1,063,000 | +21.9% | 1,593 | +4.4% | 0.12% | +8.7% |
| AMCR | Buy | AMCOR PLCord | $1,064,000 | +19.3% | 88,619 | +15.2% | 0.12% | +6.8% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $1,061,000 | +2.9% | 9,209 | +0.1% | 0.12% | -8.1% |
| NGG | Buy | NATIONAL GRID PLCsponsored adr ne | $1,063,000 | +25.9% | 14,705 | +3.8% | 0.12% | +12.6% |
| ECL | Buy | ECOLAB INC | $1,054,000 | +16.7% | 4,494 | +3.9% | 0.12% | +4.2% |
| IRT | New | INDEPENDENCE RLTY TR INC | $1,031,000 | – | 39,897 | +100.0% | 0.12% | – |
| KMB | Buy | KIMBERLY-CLARK CORP | $1,020,000 | +32.5% | 7,135 | +22.7% | 0.12% | +18.8% |
| MMM | Buy | 3M CO | $1,017,000 | +3.1% | 5,724 | +1.8% | 0.12% | -7.7% |
| DD | Buy | DUPONT DE NEMOURS INC | $999,000 | +19.8% | 12,367 | +0.8% | 0.12% | +7.3% |
| MBB | Buy | ISHARES TRmbs etf | $924,000 | +1.5% | 8,599 | +2.2% | 0.11% | -9.2% |
| BCS | Buy | BARCLAYS PLCadr | $924,000 | +5.1% | 89,321 | +4.9% | 0.11% | -6.0% |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $925,000 | +33.5% | 1,407 | +35.0% | 0.11% | +19.8% |
| NVS | Buy | NOVARTIS AGsponsored adr | $906,000 | +11.6% | 10,362 | +4.4% | 0.11% | 0.0% |
| HPQ | Buy | HP INC | $902,000 | +101.3% | 23,937 | +46.3% | 0.11% | +79.7% |
| OHI | Buy | OMEGA HEALTHCARE INVS INC | $889,000 | -0.2% | 30,030 | +0.9% | 0.10% | -10.3% |
| CWH | New | CAMPING WORLD HLDGS INCcl a | $884,000 | – | 21,888 | +100.0% | 0.10% | – |
| IWD | Buy | ISHARES TRrus 1000 val etf | $862,000 | +9.7% | 5,135 | +2.3% | 0.10% | -1.9% |
| OGN | Buy | ORGANON & CO | $860,000 | -5.0% | 28,238 | +2.4% | 0.10% | -15.1% |
| SAP | Buy | SAP SEspon adr | $847,000 | +5.2% | 6,047 | +1.5% | 0.10% | -5.7% |
| DPZ | Buy | DOMINOS PIZZA INC | $832,000 | +222.5% | 1,474 | +173.0% | 0.10% | +188.2% |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $820,000 | -8.4% | 1,258 | +2.3% | 0.10% | -17.8% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $824,000 | +183.2% | 4,760 | +137.5% | 0.10% | +155.3% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $810,000 | -0.2% | 9,307 | +0.3% | 0.10% | -11.2% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $803,000 | +9.8% | 13,777 | +13.2% | 0.10% | -1.0% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $793,000 | +15.6% | 11,965 | +1.4% | 0.09% | +3.3% |
| IT | Buy | GARTNER INC | $794,000 | +205.4% | 2,376 | +177.6% | 0.09% | +173.5% |
| ASML | Buy | ASML HOLDING N V | $791,000 | +30.5% | 994 | +22.1% | 0.09% | +16.2% |
| BIIB | Buy | BIOGEN INC | $778,000 | -8.3% | 3,243 | +8.3% | 0.09% | -17.1% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $780,000 | +18.0% | 2,015 | +9.8% | 0.09% | +5.7% |
| SAN | Buy | BANCO SANTANDER S.A.adr | $764,000 | -4.9% | 232,196 | +4.7% | 0.09% | -15.1% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $765,000 | +5.5% | 49,602 | +5.7% | 0.09% | -5.3% |
| F | Buy | FORD MTR CO DEL | $768,000 | +69.9% | 36,983 | +15.9% | 0.09% | +52.5% |
| KEY | New | KEYCORP | $756,000 | – | 32,665 | +100.0% | 0.09% | – |
| CMA | Buy | COMERICA INC | $752,000 | +57.3% | 8,639 | +45.4% | 0.09% | +41.3% |
| GIS | Buy | GENERAL MLS INC | $751,000 | +15.5% | 11,141 | +2.6% | 0.09% | +3.5% |
| SMFG | Buy | SUMITOMO MITSUI FINL GROUP Isponsored adr | $745,000 | +2.5% | 109,784 | +5.8% | 0.09% | -8.3% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $745,000 | +1.2% | 1,947 | +0.1% | 0.09% | -9.3% |
| NKE | Buy | NIKE INCcl b | $732,000 | +21.2% | 4,393 | +5.6% | 0.09% | +8.9% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $703,000 | +13.2% | 4,989 | +2.3% | 0.08% | +1.2% |
| CAG | Buy | CONAGRA BRANDS INC | $703,000 | +109.9% | 20,575 | +108.3% | 0.08% | +88.6% |
| RYAAY | Buy | RYANAIR HOLDINGS PLCsponsored ads | $695,000 | -0.7% | 6,793 | +6.9% | 0.08% | -10.9% |
| MKL | Buy | MARKEL CORP | $700,000 | +6.7% | 567 | +3.3% | 0.08% | -4.7% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $695,000 | +12.6% | 1,746 | +1.4% | 0.08% | +1.2% |
| BKI | Buy | BLACK KNIGHT INC | $688,000 | +24.9% | 8,297 | +8.4% | 0.08% | +12.5% |
| OTIS | Buy | OTIS WORLDWIDE CORP | $685,000 | +31.5% | 7,873 | +24.2% | 0.08% | +17.4% |
| ANSS | Buy | ANSYS INC | $679,000 | +26.0% | 1,692 | +7.0% | 0.08% | +12.7% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $670,000 | -1.0% | 14,163 | +1.1% | 0.08% | -11.2% |
| BL | Buy | BLACKLINE INC | $652,000 | +1.9% | 6,299 | +16.2% | 0.08% | -8.3% |
| EQH | Buy | EQUITABLE HLDGS INC | $651,000 | +31.2% | 19,857 | +18.7% | 0.08% | +18.5% |
| TXN | Buy | TEXAS INSTRS INC | $648,000 | 0.0% | 3,438 | +2.0% | 0.08% | -10.6% |
| CLVT | Buy | CLARIVATE PLC | $616,000 | +96.2% | 26,199 | +82.8% | 0.07% | +78.0% |
| IGSB | Buy | ISHARES TR | $616,000 | +3.7% | 11,438 | +5.2% | 0.07% | -6.4% |
| MCO | Buy | MOODYS CORP | $610,000 | +14.9% | 1,562 | +4.5% | 0.07% | +2.9% |
| O | Buy | REALTY INCOME CORP | $613,000 | +32.1% | 8,563 | +19.7% | 0.07% | +18.0% |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $601,000 | – | 11,531 | +100.0% | 0.07% | – |
| KMI | Buy | KINDER MORGAN INC DEL | $600,000 | -4.8% | 37,837 | +0.4% | 0.07% | -14.5% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $600,000 | +9.3% | 1,669 | +202.4% | 0.07% | -1.4% |
| BKLN | Buy | INVESCO EXCH TRADED FD TR IIsr ln etf | $595,000 | +0.3% | 26,924 | +0.4% | 0.07% | -10.3% |
| ETN | Buy | EATON CORP PLC | $592,000 | +19.6% | 3,427 | +3.3% | 0.07% | +7.7% |
| WCN | Buy | WASTE CONNECTIONS INC | $586,000 | +15.4% | 4,298 | +6.5% | 0.07% | +3.0% |
| ANET | Buy | ARISTA NETWORKS INC | $588,000 | +65.2% | 4,092 | +294.6% | 0.07% | +46.8% |
| CI | Buy | CIGNA CORP NEW | $586,000 | +16.3% | 2,553 | +1.3% | 0.07% | +4.5% |
| GLD | Buy | SPDR GOLD TR | $581,000 | +26.9% | 3,401 | +21.9% | 0.07% | +13.3% |
| PPL | Buy | PPL CORP | $568,000 | +12.7% | 18,880 | +4.4% | 0.07% | +1.5% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $562,000 | +7.7% | 10,123 | +1.1% | 0.07% | -4.3% |
| AMAT | Buy | APPLIED MATLS INC | $564,000 | +22.6% | 3,587 | +0.4% | 0.07% | +10.0% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $555,000 | -0.7% | 6,543 | +0.1% | 0.06% | -12.2% |
| HALO | Buy | HALOZYME THERAPEUTICS INC | $554,000 | +18.6% | 13,770 | +19.9% | 0.06% | +6.6% |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $552,000 | +108.3% | 11,156 | +102.1% | 0.06% | +85.7% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $546,000 | +2.2% | 10,685 | +1.1% | 0.06% | -8.6% |
| TRP | Buy | TC ENERGY CORP | $543,000 | +1.1% | 11,665 | +4.6% | 0.06% | -9.9% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $536,000 | +92.8% | 13,025 | +66.4% | 0.06% | +70.3% |
| TDG | Buy | TRANSDIGM GROUP INC | $523,000 | +28.2% | 822 | +25.7% | 0.06% | +14.8% |
| HEIA | Buy | HEICO CORP NEWcl a | $498,000 | +17.7% | 3,871 | +8.4% | 0.06% | +5.4% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $501,000 | +12.8% | 7,513 | +3.1% | 0.06% | +1.7% |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $504,000 | +11.8% | 64,464 | +20.3% | 0.06% | 0.0% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $492,000 | +7.9% | 12,588 | +3.6% | 0.06% | -3.3% |
| IWB | Buy | ISHARES TRrus 1000 etf | $495,000 | +11.0% | 1,872 | +1.6% | 0.06% | -1.7% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $473,000 | +16.5% | 1,031 | +1.9% | 0.06% | +5.7% |
| MUB | Buy | ISHARES TRnational mun etf | $472,000 | +0.9% | 4,056 | +0.6% | 0.06% | -9.7% |
| VTRS | Buy | VIATRIS INC | $477,000 | +19.0% | 35,246 | +19.1% | 0.06% | +5.7% |
| CTVA | Buy | CORTEVA INC | $473,000 | +12.4% | 10,009 | +0.0% | 0.06% | +1.8% |
| VPL | Buy | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $470,000 | -2.5% | 6,031 | +1.4% | 0.06% | -12.7% |
| TMHC | Buy | TAYLOR MORRISON HOME CORP | $471,000 | +45.8% | 13,486 | +7.7% | 0.06% | +31.0% |
| WSC | Buy | WILLSCOT MOBIL MINI HLDNG CO | $463,000 | +112.4% | 11,328 | +64.7% | 0.05% | +86.2% |
| L | New | LOEWS CORP | $452,000 | – | 7,822 | +100.0% | 0.05% | – |
| JBL | Buy | JABIL INC | $448,000 | +36.2% | 6,375 | +13.2% | 0.05% | +23.3% |
| OMC | Buy | OMNICOM GROUP INC | $437,000 | +13.5% | 5,969 | +12.4% | 0.05% | 0.0% |
| FAST | Buy | FASTENAL CO | $428,000 | +35.4% | 6,678 | +9.2% | 0.05% | +19.0% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $413,000 | +8.1% | 5,413 | +0.4% | 0.05% | -2.0% |
| PSO | New | PEARSON PLCsponsored adr | $417,000 | – | 49,605 | +100.0% | 0.05% | – |
| NUE | Buy | NUCOR CORP | $414,000 | +16.3% | 3,628 | +0.3% | 0.05% | +4.3% |
| TJX | Buy | TJX COS INC NEW | $410,000 | +15.2% | 5,399 | +0.0% | 0.05% | +2.1% |
| BAX | Buy | BAXTER INTL INC | $412,000 | +33.8% | 4,804 | +25.6% | 0.05% | +20.0% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $409,000 | +10.5% | 1,400 | +0.3% | 0.05% | -2.0% |
| TSEM | Buy | TOWER SEMICONDUCTOR LTD | $404,000 | +42.3% | 10,188 | +7.4% | 0.05% | +29.7% |
| SNN | New | SMITH & NEPHEW PLCspdn adr new | $412,000 | – | 11,900 | +100.0% | 0.05% | – |
| SNA | Buy | SNAP ON INC | $397,000 | +46.5% | 1,844 | +42.0% | 0.05% | +30.6% |
| MPC | Buy | MARATHON PETE CORP | $401,000 | +12.0% | 6,261 | +8.1% | 0.05% | 0.0% |
| WM | Buy | WASTE MGMT INC DEL | $397,000 | +15.7% | 2,378 | +3.5% | 0.05% | +4.4% |
| TIP | Buy | ISHARES TRtips bd etf | $400,000 | +70.9% | 3,099 | +69.3% | 0.05% | +51.6% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $403,000 | +18.2% | 1,108 | +9.9% | 0.05% | +4.4% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $392,000 | +3.7% | 5,850 | +3.5% | 0.05% | -8.0% |
| WHR | Buy | WHIRLPOOL CORP | $394,000 | +68.4% | 1,679 | +46.3% | 0.05% | +48.4% |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $383,000 | – | 24,269 | +100.0% | 0.04% | – |
| SNV | Buy | SYNOVUS FINL CORP | $374,000 | +28.1% | 7,822 | +17.7% | 0.04% | +15.8% |
| KNX | Buy | KNIGHT-SWIFT TRANSN HLDGS INcl a | $375,000 | +47.1% | 6,160 | +23.4% | 0.04% | +29.4% |
| PRU | Buy | PRUDENTIAL FINL INC | $367,000 | +6.1% | 3,393 | +3.0% | 0.04% | -4.4% |
| BLMN | New | BLOOMIN BRANDS INC | $367,000 | – | 17,509 | +100.0% | 0.04% | – |
| THS | New | TREEHOUSE FOODS INC | $367,000 | – | 9,057 | +100.0% | 0.04% | – |
| KAR | Buy | KAR AUCTION SVCS INC | $368,000 | +39.9% | 23,566 | +46.9% | 0.04% | +22.9% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $364,000 | 0.0% | 2,744 | +0.3% | 0.04% | -10.4% |
| PRAA | New | PRA GROUP INC | $364,000 | – | 7,252 | +100.0% | 0.04% | – |
| SLM | Buy | SLM CORP | $359,000 | +60.3% | 18,246 | +43.4% | 0.04% | +44.8% |
| QRVO | New | QORVO INC | $353,000 | – | 2,257 | +100.0% | 0.04% | – |
| INGR | New | INGREDION INC | $358,000 | – | 3,706 | +100.0% | 0.04% | – |
| CPT | Buy | CAMDEN PPTY TRsh ben int | $360,000 | +68.2% | 2,017 | +39.3% | 0.04% | +50.0% |
| AXTA | Buy | AXALTA COATING SYS LTD | $361,000 | +78.7% | 10,898 | +57.2% | 0.04% | +55.6% |
| BC | Buy | BRUNSWICK CORP | $359,000 | +14.3% | 3,567 | +8.3% | 0.04% | +2.4% |
| IPKW | Buy | INVESCO EXCH TRADED FD TR IIintl buyback | $354,000 | -3.8% | 8,874 | +5.4% | 0.04% | -12.5% |
| IVZ | New | INVESCO LTD | $359,000 | – | 15,580 | +100.0% | 0.04% | – |
| ACGL | Buy | ARCH CAP GROUP LTDord | $360,000 | +56.5% | 8,103 | +34.6% | 0.04% | +40.0% |
| HUN | Buy | HUNTSMAN CORP | $346,000 | +49.1% | 9,925 | +26.4% | 0.04% | +32.3% |
| SPGM | Buy | SPDR INDEX SHS FDSportfli msci gbl | $347,000 | +7.1% | 5,996 | +1.2% | 0.04% | -4.7% |
| ADNT | New | ADIENT PLC | $350,000 | – | 7,320 | +100.0% | 0.04% | – |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $350,000 | +9.7% | 5,131 | +5.7% | 0.04% | -2.4% |
| ODFL | Buy | OLD DOMINION FREIGHT LINE IN | $345,000 | +33.2% | 963 | +6.4% | 0.04% | +20.6% |
| MHK | New | MOHAWK INDS INC | $345,000 | – | 1,893 | +100.0% | 0.04% | – |
| TAP | Buy | MOLSON COORS BEVERAGE COcl b | $347,000 | +6.4% | 7,495 | +6.5% | 0.04% | -4.7% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $342,000 | +3.6% | 2,062 | +0.2% | 0.04% | -7.0% |
| STL | Buy | STERLING BANCORP DEL | $340,000 | +14.5% | 13,195 | +10.8% | 0.04% | +2.6% |
| UNVR | Buy | UNIVAR SOLUTIONS INC | $337,000 | +37.6% | 11,896 | +15.5% | 0.04% | +25.0% |
| CDK | New | CDK GLOBAL INC | $339,000 | – | 8,116 | +100.0% | 0.04% | – |
| KRG | New | KITE RLTY GROUP TR | $339,000 | – | 15,548 | +100.0% | 0.04% | – |
| FCPT | New | FOUR CORNERS PPTY TR INC | $344,000 | – | 11,707 | +100.0% | 0.04% | – |
| FLEX | Buy | FLEX LTDord | $344,000 | +26.5% | 18,753 | +22.1% | 0.04% | +11.1% |
| FIVN | New | FIVE9 INC | $329,000 | – | 2,393 | +100.0% | 0.04% | – |
| ARGO | Buy | ARGO GROUP INTL HLDGS LTD | $333,000 | +39.3% | 5,731 | +25.2% | 0.04% | +25.8% |
| EHC | Buy | ENCOMPASS HEALTH CORP | $330,000 | +41.6% | 5,052 | +62.5% | 0.04% | +25.8% |
| DLX | New | DELUXE CORP | $328,000 | – | 10,215 | +100.0% | 0.04% | – |
| HSIC | New | HENRY SCHEIN INC | $335,000 | – | 4,321 | +100.0% | 0.04% | – |
| DBI | Buy | DESIGNER BRANDS INCcl a | $332,000 | +5.7% | 23,358 | +3.6% | 0.04% | -4.9% |
| RL | New | RALPH LAUREN CORPcl a | $325,000 | – | 2,732 | +100.0% | 0.04% | – |
| BXP | Buy | BOSTON PROPERTIES INC | $320,000 | +10.0% | 2,779 | +3.3% | 0.04% | 0.0% |
| BDN | New | BRANDYWINE RLTY TRsh ben int new | $323,000 | – | 24,062 | +100.0% | 0.04% | – |
| GEF | Buy | GREIF INCcl a | $326,000 | +7.6% | 5,402 | +15.2% | 0.04% | -5.0% |
| ABM | New | ABM INDS INC | $325,000 | – | 7,958 | +100.0% | 0.04% | – |
| DXC | Buy | DXC TECHNOLOGY CO | $321,000 | +7.7% | 9,957 | +12.4% | 0.04% | -2.6% |
| HIW | New | HIGHWOODS PPTYS INC | $323,000 | – | 7,235 | +100.0% | 0.04% | – |
| CRI | Buy | CARTERS INC | $325,000 | +21.7% | 3,208 | +16.7% | 0.04% | +8.6% |
| CHKP | New | CHECK POINT SOFTWARE TECH LTord | $326,000 | – | 2,795 | +100.0% | 0.04% | – |
| EBC | New | EASTERN BANKSHARES INC | $318,000 | – | 15,789 | +100.0% | 0.04% | – |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $315,000 | -13.0% | 2,478 | +0.3% | 0.04% | -22.9% |
| New | INVENTRUST PPTYS CORP | $315,000 | – | 11,558 | +100.0% | 0.04% | – | |
| SHO | New | SUNSTONE HOTEL INVS INC NEW | $306,000 | – | 26,085 | +100.0% | 0.04% | – |
| ABCB | Buy | AMERIS BANCORP | $302,000 | +25.3% | 6,080 | +30.9% | 0.04% | +12.5% |
| MTG | Buy | MGIC INVT CORP WIS | $309,000 | +16.2% | 21,395 | +20.5% | 0.04% | +2.9% |
| IGIB | Buy | ISHARES TR | $310,000 | +14.0% | 5,232 | +15.4% | 0.04% | 0.0% |
| IRM | Buy | IRON MTN INC NEW | $303,000 | +20.7% | 5,786 | +0.3% | 0.04% | +9.1% |
| TKR | New | TIMKEN CO | $309,000 | – | 4,459 | +100.0% | 0.04% | – |
| SPB | Buy | SPECTRUM BRANDS HLDGS INC NE | $301,000 | +10.7% | 2,959 | +3.9% | 0.04% | -2.8% |
| CL | Buy | COLGATE PALMOLIVE CO | $294,000 | +24.1% | 3,446 | +9.9% | 0.04% | +12.9% |
| ALK | Buy | ALASKA AIR GROUP INC | $292,000 | -8.8% | 5,602 | +2.6% | 0.03% | -19.0% |
| FLS | New | FLOWSERVE CORP | $290,000 | – | 9,479 | +100.0% | 0.03% | – |
| PEB | New | PEBBLEBROOK HOTEL TR | $290,000 | – | 12,966 | +100.0% | 0.03% | – |
| GWRE | Buy | GUIDEWIRE SOFTWARE INC | $291,000 | +38.6% | 2,561 | +44.7% | 0.03% | +21.4% |
| NTCT | Buy | NETSCOUT SYS INC | $281,000 | +26.0% | 8,493 | +2.8% | 0.03% | +13.8% |
| DLR | Buy | DIGITAL RLTY TR INC | $281,000 | +37.7% | 1,589 | +12.4% | 0.03% | +22.2% |
| NWE | New | NORTHWESTERN CORP | $284,000 | – | 4,970 | +100.0% | 0.03% | – |
| HUBG | Buy | HUB GROUP INCcl a | $284,000 | +37.9% | 3,370 | +12.3% | 0.03% | +22.2% |
| DISCA | Buy | DISCOVERY INC | $280,000 | -4.8% | 11,910 | +2.8% | 0.03% | -15.4% |
| AGCO | New | AGCO CORP | $278,000 | – | 2,396 | +100.0% | 0.03% | – |
| TWLO | Buy | TWILIO INCcl a | $276,000 | -4.5% | 1,049 | +15.9% | 0.03% | -15.8% |
| CLX | Buy | CLOROX CO DEL | $272,000 | +7.9% | 1,562 | +2.6% | 0.03% | -3.0% |
| URBN | New | URBAN OUTFITTERS INC | $270,000 | – | 9,204 | +100.0% | 0.03% | – |
| EAF | Buy | GRAFTECH INTL LTD | $263,000 | +15.9% | 22,259 | +1.3% | 0.03% | +3.3% |
| BIP | Buy | BROOKFIELD INFRAST PARTNERSlp int unit | $262,000 | +8.7% | 4,315 | +0.5% | 0.03% | -3.1% |
| FLTR | New | VANECK ETF TRUSTinvestment grd | $252,000 | – | 9,959 | +100.0% | 0.03% | – |
| MTX | Buy | MINERALS TECHNOLOGIES INC | $243,000 | +8.5% | 3,325 | +3.9% | 0.03% | 0.0% |
| IDXX | Buy | IDEXX LABS INC | $247,000 | +7.9% | 375 | +1.9% | 0.03% | -3.3% |
| HSY | Buy | HERSHEY CO | $236,000 | +15.1% | 1,220 | +0.6% | 0.03% | +3.7% |
| MASI | New | MASIMO CORP | $239,000 | – | 818 | +100.0% | 0.03% | – |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $234,000 | +14.1% | 3,036 | +1.8% | 0.03% | +3.7% |
| SITE | New | SITEONE LANDSCAPE SUPPLY INC | $238,000 | – | 983 | +100.0% | 0.03% | – |
| TCBI | New | TEXAS CAP BANCSHARES INC | $238,000 | – | 3,954 | +100.0% | 0.03% | – |
| TRV | Buy | TRAVELERS COMPANIES INC | $234,000 | +4.0% | 1,494 | +1.0% | 0.03% | -6.7% |
| YUM | Buy | YUM BRANDS INC | $234,000 | +13.6% | 1,688 | +0.1% | 0.03% | +3.7% |
| BK | New | BANK NEW YORK MELLON CORP | $227,000 | – | 3,914 | +100.0% | 0.03% | – |
| OEC | Buy | ORION ENGINEERED CARBONS S A | $231,000 | +0.9% | 12,587 | +0.2% | 0.03% | -10.0% |
| IYW | New | ISHARES TRu.s. tech etf | $219,000 | – | 1,904 | +100.0% | 0.03% | – |
| OMCL | New | OMNICELL COM | $222,000 | – | 1,231 | +100.0% | 0.03% | – |
| MAA | New | MID-AMER APT CMNTYS INC | $213,000 | – | 927 | +100.0% | 0.02% | – |
| TYL | New | TYLER TECHNOLOGIES INC | $209,000 | – | 389 | +100.0% | 0.02% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $213,000 | – | 2,540 | +100.0% | 0.02% | – |
| IUSG | New | ISHARES TRcore s&p us gwt | $205,000 | – | 1,775 | +100.0% | 0.02% | – |
| VFC | New | V F CORP | $208,000 | – | 2,842 | +100.0% | 0.02% | – |
| WNS | New | WNS HLDGS LTDspon adr | $207,000 | – | 2,343 | +100.0% | 0.02% | – |
| XLNX | New | XILINX INC | $202,000 | – | 952 | +100.0% | 0.02% | – |
| ES | New | EVERSOURCE ENERGY | $207,000 | – | 2,271 | +100.0% | 0.02% | – |
| VAC | New | MARRIOTT VACATIONS WORLDWIDE | $208,000 | – | 1,232 | +100.0% | 0.02% | – |
| ITA | New | ISHARES TRus aer def etf | $208,000 | – | 2,025 | +100.0% | 0.02% | – |
| RMTI | Buy | ROCKWELL MED INC | $182,000 | -13.7% | 443,545 | +25.1% | 0.02% | -25.0% |
| KRO | Buy | KRONOS WORLDWIDE INC | $168,000 | +22.6% | 11,162 | +1.2% | 0.02% | +11.1% |
| SRPT | Buy | SAREPTA THERAPEUTICS INCcall | $134,000 | +509.1% | 2,000 | +100.0% | 0.02% | +433.3% |
| WMT | New | WALMART INCcall | $140,000 | – | 1,000 | +100.0% | 0.02% | – |
| NRZ | New | NEW RESIDENTIAL INVT CORP | $128,000 | – | 11,942 | +100.0% | 0.02% | – |
| MFA | Buy | MFA FINL INC | $118,000 | +122.6% | 25,932 | +124.8% | 0.01% | +100.0% |
| BABA | New | ALIBABA GROUP HLDG LTDcall | $120,000 | – | 1,000 | +100.0% | 0.01% | – |
| INFN | New | INFINERA CORP | $119,000 | – | 12,403 | +100.0% | 0.01% | – |
| TWO | New | TWO HBRS INVT CORP | $116,000 | – | 20,117 | +100.0% | 0.01% | – |
| ET | Buy | ENERGY TRANSFER L P | $90,000 | -10.9% | 10,928 | +3.4% | 0.01% | -15.4% |
| CERS | New | CERUS CORP | $82,000 | – | 12,010 | +100.0% | 0.01% | – |
| IVR | Buy | INVESCO MORTGAGE CAPITAL INC | $75,000 | +78.6% | 26,947 | +104.3% | 0.01% | +50.0% |
| ABT | New | ABBOTT LABScall | $50,000 | – | 400 | +100.0% | 0.01% | – |
| NYMT | New | NEW YORK MTG TR INC | $44,000 | – | 11,820 | +100.0% | 0.01% | – |
| MRKR | New | MARKER THERAPEUTICS INC | $18,000 | – | 18,437 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 24 | Q3 2023 | 4.7% |
| SPDR S&P 500 ETF TR | 24 | Q3 2023 | 4.1% |
| ISHARES TR | 24 | Q3 2023 | 4.8% |
| MICROSOFT CORP | 24 | Q3 2023 | 3.0% |
| ISHARES TR | 24 | Q3 2023 | 4.0% |
| JOHNSON & JOHNSON | 24 | Q3 2023 | 2.7% |
| JPMORGAN CHASE & CO | 24 | Q3 2023 | 2.0% |
| CISCO SYS INC | 24 | Q3 2023 | 2.6% |
| EXXON MOBIL CORP | 24 | Q3 2023 | 2.2% |
| CHEVRON CORP NEW | 24 | Q3 2023 | 2.2% |
View Verdence Capital Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-01-26 |
View Verdence Capital Advisors LLC'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.