106 is the total number of securities Veery Capital, LLC has owned. The longest Veery Capital, LLC has owned a single stock is 12 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
VEA | VANGUARD TAX-MANAGED I... | 12 | 12 | 12.43% | 13.66% | 14.53% | Q4 2020 | Q3 2023 | 12 |
SCHX | SCHWAB STRATEGIC TR | 12 | 12 | 11.48% | 12.09% | 12.90% | Q4 2020 | Q3 2023 | 12 |
VTV | VANGUARD INDEX FDS | 12 | 12 | 8.19% | 9.34% | 10.58% | Q4 2020 | Q3 2023 | 12 |
VUG | VANGUARD INDEX FDS | 12 | 12 | 8.13% | 8.71% | 9.40% | Q4 2020 | Q3 2023 | 12 |
IEFA | ISHARES TR | 12 | 12 | 4.72% | 5.15% | 6.07% | Q4 2020 | Q3 2023 | 12 |
BND | VANGUARD BD INDEX FDS | 12 | 12 | 4.03% | 4.92% | 5.47% | Q4 2020 | Q3 2023 | 12 |
MUB | ISHARES TR | 12 | 12 | 3.83% | 4.57% | 5.49% | Q4 2020 | Q3 2023 | 12 |
VWO | VANGUARD INTL EQUITY I... | 12 | 12 | 3.28% | 3.91% | 4.50% | Q4 2020 | Q3 2023 | 12 |
SCHG | SCHWAB STRATEGIC TR | 12 | 12 | 2.19% | 2.54% | 2.98% | Q4 2020 | Q3 2023 | 12 |
SCHA | SCHWAB STRATEGIC TR | 12 | 12 | 2.12% | 2.48% | 2.90% | Q4 2020 | Q3 2023 | 12 |
VBK | VANGUARD INDEX FDS | 12 | 12 | 1.68% | 1.73% | 1.82% | Q4 2020 | Q3 2023 | 12 |
VBR | VANGUARD INDEX FDS | 12 | 12 | 1.29% | 1.60% | 1.86% | Q4 2020 | Q3 2023 | 12 |
SCHV | SCHWAB STRATEGIC TR | 12 | 12 | 1.29% | 1.52% | 1.78% | Q4 2020 | Q3 2023 | 12 |
JNK | SPDR SER TR | 12 | 12 | 0.90% | 1.49% | 1.71% | Q4 2020 | Q3 2023 | 12 |
HYD | VANECK VECTORS ETF TR | 12 | 12 | 1.00% | 1.49% | 2.39% | Q4 2020 | Q3 2023 | 12 |
IEMG | ISHARES INC | 12 | 12 | 1.09% | 1.43% | 1.82% | Q4 2020 | Q3 2023 | 12 |
BNDX | VANGUARD CHARLOTTE FDS | 12 | 12 | 0.78% | 1.42% | 1.78% | Q4 2020 | Q3 2023 | 12 |
BSV | VANGUARD BD INDEX FDS | 12 | 12 | 0.76% | 1.33% | 1.56% | Q4 2020 | Q3 2023 | 12 |
EMLC | VANECK VECTORS ETF TR | 12 | 12 | 0.92% | 1.14% | 1.58% | Q4 2020 | Q3 2023 | 12 |
EMB | ISHARES TR | 12 | 12 | 0.64% | 1.03% | 1.18% | Q4 2020 | Q3 2023 | 12 |
HYMB | SPDR SER TR | 12 | 12 | 0.21% | 0.96% | 1.28% | Q4 2020 | Q3 2023 | 12 |
VB | VANGUARD INDEX FDS | 12 | 12 | 0.37% | 0.79% | 1.04% | Q4 2020 | Q3 2023 | 12 |
VTEB | VANGUARD MUN BD FDS | 12 | 12 | 0.35% | 0.76% | 0.90% | Q4 2020 | Q3 2023 | 12 |
VMBS | VANGUARD SCOTTSDALE FDS | 12 | 12 | 0.47% | 0.73% | 0.87% | Q4 2020 | Q3 2023 | 12 |
AAPL | APPLE INC | 12 | 12 | 0.56% | 0.70% | 0.95% | Q4 2020 | Q3 2023 | 12 |
VTIP | VANGUARD MALVERN FDS | 12 | 12 | 0.58% | 0.70% | 0.86% | Q4 2020 | Q3 2023 | 12 |
IWN | ISHARES TR | 12 | 12 | 0.51% | 0.67% | 0.86% | Q4 2020 | Q3 2023 | 12 |
BIV | VANGUARD BD INDEX FDS | 12 | 12 | 0.36% | 0.67% | 0.81% | Q4 2020 | Q3 2023 | 12 |
VOO | VANGUARD INDEX FDS | 12 | 12 | 0.58% | 0.66% | 0.80% | Q4 2020 | Q3 2023 | 12 |
MSFT | MICROSOFT CORP | 12 | 12 | 0.56% | 0.66% | 0.73% | Q4 2020 | Q3 2023 | 12 |
BLV | VANGUARD BD INDEX FDS | 12 | 12 | 0.32% | 0.59% | 0.72% | Q4 2020 | Q3 2023 | 12 |
IWO | ISHARES TR | 12 | 12 | 0.32% | 0.44% | 0.58% | Q4 2020 | Q3 2023 | 12 |
AMZN | AMAZON COM INC | 12 | 12 | 0.24% | 0.44% | 0.59% | Q4 2020 | Q3 2023 | 12 |
USMV | ISHARES TR | 12 | 12 | 0.38% | 0.41% | 0.45% | Q4 2020 | Q3 2023 | 12 |
ADBE | ADOBE SYSTEMS INCORPOR... | 12 | 12 | 0.26% | 0.40% | 0.52% | Q4 2020 | Q3 2023 | 12 |
GOOG | ALPHABET INC | 12 | 12 | 0.31% | 0.39% | 0.46% | Q4 2020 | Q3 2023 | 12 |
SCHO | SCHWAB STRATEGIC TR | 12 | 12 | 0.32% | 0.35% | 0.41% | Q4 2020 | Q3 2023 | 12 |
ACWV | ISHARES INC | 12 | 12 | 0.27% | 0.28% | 0.31% | Q4 2020 | Q3 2023 | 12 |
MA | MASTERCARD INCORPORATED | 12 | 12 | 0.23% | 0.27% | 0.32% | Q4 2020 | Q3 2023 | 12 |
DXCM | DEXCOM INC | 12 | 12 | 0.18% | 0.26% | 0.33% | Q4 2020 | Q3 2023 | 12 |
ZTS | ZOETIS INC | 12 | 12 | 0.20% | 0.25% | 0.33% | Q4 2020 | Q3 2023 | 12 |
BPOP | POPULAR INC | 12 | 12 | 0.18% | 0.25% | 0.29% | Q4 2020 | Q3 2023 | 12 |
DHR | DANAHER CORPORATION | 12 | 12 | 0.18% | 0.24% | 0.28% | Q4 2020 | Q3 2023 | 12 |
V | VISA INC | 12 | 12 | 0.22% | 0.24% | 0.28% | Q4 2020 | Q3 2023 | 12 |
UNH | UNITEDHEALTH GROUP INC | 12 | 12 | 0.18% | 0.23% | 0.28% | Q4 2020 | Q3 2023 | 12 |
COST | COSTCO WHSL CORP NEW | 12 | 12 | 0.19% | 0.22% | 0.26% | Q4 2020 | Q3 2023 | 12 |
INTU | INTUIT | 12 | 12 | 0.17% | 0.21% | 0.27% | Q4 2020 | Q3 2023 | 12 |
ISRG | INTUITIVE SURGICAL INC | 12 | 12 | 0.15% | 0.20% | 0.25% | Q4 2020 | Q3 2023 | 12 |
APH | AMPHENOL CORP NEW | 12 | 12 | 0.14% | 0.16% | 0.17% | Q4 2020 | Q3 2023 | 12 |
TMO | THERMO FISHER SCIENTIF... | 12 | 12 | 0.11% | 0.14% | 0.16% | Q4 2020 | Q3 2023 | 12 |
SLM | SLM CORP | 12 | 12 | 0.08% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 12 |
ASX | ASE TECHNOLOGY HLDG CO... | 12 | 12 | 0.05% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
QQQ | INVESCO QQQ TR | 11 | 11 | 0.13% | 0.27% | 0.53% | Q1 2021 | Q3 2023 | 11 |
EL | LAUDER ESTEE COS INC | 11 | 11 | 0.11% | 0.18% | 0.22% | Q4 2020 | Q2 2023 | 11 |
JPM | JPMORGAN CHASE & CO | 6 | 4 | 0.13% | 0.18% | 0.25% | Q4 2020 | Q3 2023 | 10 |
CRM | SALESFORCE INC | 7 | 3 | 0.14% | 0.18% | 0.26% | Q4 2020 | Q3 2023 | 10 |
GOOGL | ALPHABET INC | 7 | 3 | 0.13% | 0.15% | 0.22% | Q1 2021 | Q3 2023 | 10 |
BIL | SPDR SER TR | 7 | 2 | 0.10% | 0.25% | 0.46% | Q4 2020 | Q3 2023 | 9 |
EBND | SPDR SER TR | 9 | 9 | 0.16% | 0.23% | 0.28% | Q4 2020 | Q4 2022 | 9 |
PCY | INVESCO EXCH TRADED FD... | 9 | 9 | 0.16% | 0.23% | 0.28% | Q4 2020 | Q4 2022 | 9 |
FB | META PLATFORMS INC | 6 | 3 | 0.12% | 0.19% | 0.24% | Q4 2020 | Q3 2023 | 9 |
SBAC | SBA COMMUNICATIONS COR... | 9 | 9 | 0.15% | 0.18% | 0.19% | Q4 2020 | Q4 2022 | 9 |
AMT | AMERICAN TOWER CORP NEW | 9 | 9 | 0.15% | 0.17% | 0.19% | Q4 2020 | Q4 2022 | 9 |
KMB | KIMBERLY-CLARK CORP | 9 | 9 | 0.14% | 0.17% | 0.20% | Q3 2021 | Q3 2023 | 9 |
VYM | VANGUARD WHITEHALL FDS | 9 | 9 | 0.12% | 0.15% | 0.21% | Q3 2021 | Q3 2023 | 9 |
BAC | BK OF AMERICA CORP | 5 | 4 | 0.10% | 0.13% | 0.16% | Q1 2021 | Q3 2023 | 9 |
ABBV | ABBVIE INC | 8 | 8 | 0.10% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
PYPL | PAYPAL HLDGS INC | 6 | 1 | 0.13% | 0.30% | 0.42% | Q4 2020 | Q3 2022 | 7 |
MRK | MERCK & CO. INC | 7 | 7 | 0.13% | 0.16% | 0.17% | Q1 2022 | Q3 2023 | 7 |
AMAT | APPLIED MATLS INC | 6 | 1 | 0.10% | 0.15% | 0.19% | Q4 2020 | Q2 2023 | 7 |
PFE | PFIZER INC | 7 | 7 | 0.11% | 0.14% | 0.16% | Q3 2021 | Q1 2023 | 7 |
LWLG | LIGHTWAVE LOGIC INC | 6 | 1 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 7 |
XERIS BIOPHARMA HOLDIN... | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 | |
JNJ | JOHNSON & JOHNSON | 6 | 6 | 0.18% | 0.24% | 0.35% | Q2 2022 | Q3 2023 | 6 |
XOM | EXXON MOBIL CORP | 5 | 1 | 0.12% | 0.19% | 0.25% | Q1 2022 | Q3 2023 | 6 |
IVW | ISHARES TR | 6 | 6 | 0.12% | 0.16% | 0.18% | Q1 2021 | Q2 2022 | 6 |
EFAV | ISHARES TR | 6 | 6 | 0.13% | 0.14% | 0.16% | Q4 2020 | Q1 2022 | 6 |
LYG | LLOYDS BANKING GROUP PLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 6 |
HCA | HCA HEALTHCARE INC | 3 | 2 | 0.11% | 0.12% | 0.12% | Q3 2021 | Q2 2023 | 5 |
TSM | TAIWAN SEMICONDUCTOR M... | 3 | 2 | 0.10% | 0.12% | 0.13% | Q4 2021 | Q3 2023 | 5 |
RSP | INVESCO EXCHANGE TRADE... | 4 | 4 | 0.64% | 0.88% | 1.06% | Q4 2022 | Q3 2023 | 4 |
SUB | ISHARES TR | 4 | 4 | 0.65% | 0.70% | 0.78% | Q4 2020 | Q3 2021 | 4 |
BKLN | INVESCO EXCH TRADED FD... | 3 | 1 | 0.11% | 0.15% | 0.19% | Q4 2021 | Q3 2023 | 4 |
ROP | ROPER TECHNOLOGIES INC | 2 | 1 | 0.12% | 0.12% | 0.14% | Q4 2020 | Q1 2022 | 4 |
IDEV | ISHARES TR | 3 | 3 | 0.22% | 1.42% | 2.26% | Q1 2023 | Q3 2023 | 3 |
HYLB | DBX ETF TR | 3 | 3 | 0.25% | 0.88% | 1.38% | Q1 2023 | Q3 2023 | 3 |
VWOB | VANGUARD WHITEHALL FDS | 3 | 3 | 0.24% | 0.66% | 1.00% | Q1 2023 | Q3 2023 | 3 |
AMD | ADVANCED MICRO DEVICES... | 3 | 3 | 0.22% | 0.27% | 0.35% | Q1 2023 | Q3 2023 | 3 |
BCI | ABRDN ETFS | 3 | 3 | 0.12% | 0.27% | 0.41% | Q1 2023 | Q3 2023 | 3 |
DRAFTKINGS INC NEW | 3 | 3 | 0.13% | 0.21% | 0.31% | Q1 2023 | Q3 2023 | 3 | |
EW | EDWARDS LIFESCIENCES CORP | 3 | 3 | 0.12% | 0.13% | 0.13% | Q3 2021 | Q1 2022 | 3 |
AMP | AMERIPRISE FINL INC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
ANSS | ANSYS INC | 2 | 2 | 0.22% | 0.24% | 0.26% | Q1 2022 | Q2 2022 | 2 |
USDU | WISDOMTREE TR | 2 | 2 | 0.14% | 0.17% | 0.21% | Q2 2023 | Q3 2023 | 2 |
VZ | VERIZON COMMUNICATIONS... | 1 | 1 | 0.13% | 0.13% | 0.14% | Q4 2020 | Q2 2022 | 2 |
NVDA | NVIDIA CORPORATION | 2 | 2 | 0.11% | 0.13% | 0.15% | Q2 2023 | Q3 2023 | 2 |
MPC | MARATHON PETE CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 2 |
ADI | ANALOG DEVICES INC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q1 2023 | Q2 2023 | 2 |
AZN | ASTRAZENECA PLC | 1 | 1 | 0.10% | 0.11% | 0.11% | Q1 2022 | Q2 2023 | 2 |
USIG | ISHARES TR | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
SBBP | STRONGBRIDGE BIOPHARMA... | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
SCHF | SCHWAB STRATEGIC TR | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
HIG | HARTFORD FINL SVCS GRO... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
SMLR | SEMLER SCIENTIFIC INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
INTC | INTEL CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
VIG | VANGUARD SPECIALIZED F... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
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The securities at the top of the list , including VANGUARD TAX-MANAGED INTL FD, SCHWAB STRATEGIC TR, and VANGUARD INDEX FDS, are the highest-conviction holdings of Veery Capital, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Veery Capital, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Veery Capital, LLC owns currently or has owned in the past.