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Asset Manager ← All Institutions

VERUS WEALTH MANAGEMENT, LLC

2071D LAWRENCE DR, DE PERE, WI 54115 • 9203280793

Q4 2025 · Filed 2026-01-16
Market Value
$107M
+0.2%
Holdings
58
+1
New Purchases
2
Added To
13
Closed
8
Reduced
25
Top 10 Concentration
61.2%
Turnover
17.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AVDE 3.60% 0.00% +3.60% $4M
VOO 12.26% 11.32% +0.94% $13M
VTEB 5.00% 4.36% +0.64% $5M
SPIB 2.11% 1.73% +0.38% $2M
VCIT 7.73% 7.38% +0.35% $8M
VCSH 2.70% 2.39% +0.31% $3M
MUB 11.70% 11.48% +0.21% $13M
FLMI 0.20% 0.00% +0.20% $216K
BND 6.40% 6.21% +0.19% $7M
LLY 0.34% 0.24% +0.11% $369K
IJR 3.50% 3.40% +0.10% $4M
GOOG 0.38% 0.29% +0.08% $406K
GOOGL 0.60% 0.53% +0.07% $642K
EMB 2.69% 2.63% +0.06% $3M
DFUV 1.31% 1.25% +0.05% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VEA 3.35% 6.06% -2.72% $4M
NIC 0.00% 0.66% -0.66% $0
CEG 0.00% 0.51% -0.51% $0
IDEV 0.64% 1.13% -0.49% $691K
WTRG 0.00% 0.38% -0.38% $0
AAPL 1.19% 1.54% -0.36% $1M
VZ 0.00% 0.33% -0.33% $0
MSFT 1.10% 1.42% -0.32% $1M
NFLX 0.00% 0.28% -0.28% $0
COST 0.00% 0.24% -0.24% $0
FTS 0.00% 0.20% -0.20% $0
WMT 0.00% 0.19% -0.19% $0
VONV 3.71% 3.84% -0.14% $4M
DFAS 1.36% 1.49% -0.13% $1M
META 0.43% 0.54% -0.12% $458K

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 94.1%
Technology 3.5%
Communication Services 1.3%
Consumer Cyclical 0.8%
Healthcare 0.3%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 20 $32M 29.4%
Large Cap 28 $71M 65.9%
Mid Cap 6 $3M 3.0%
Small Cap 3 $1M 1.3%
Micro Cap 1 $394K 0.4%

Portfolio Analytics

Avg Market Cap
$676.2B
Median Market Cap
$56.6B
Avg P/E
45.4
Median P/E
28.3
Avg Dividend Yield
0.01%
Avg Beta
0.98
# Stocks
21
# ETFs / Funds
37

Top Holdings (58 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOO 12.26% 20,981 $13M $627.14 $1M +1,175 +5.9%
2 MUB 11.70% 117,216 $13M $107.11 $252K +1,682 +1.5%
3 VCIT 7.73% 99,012 $8M $83.75 $386K +5,012 +5.3%
4 BND 6.40% 92,728 $7M $74.07 $216K +3,284 +3.7%
5 VTEB 5.00% 106,720 $5M $50.29 $694K +13,395 +14.3%
6 SPHY 3.91% 177,382 $4M $23.67 $16K +2,649 +1.5%
7 VONV 3.71% 43,096 $4M $92.30 -$141K -2,988 -6.5%
8 AVDE 3.60% 46,921 $4M $82.32 +46,921 NEW
9 IJR 3.50% 31,212 $4M $120.18 $111K +576 +1.9%
10 VEA 3.35% 57,527 $4M $62.47 -$3M -50,910 -47.0%
11 AVEM 3.25% 45,268 $3M $77.02 -$103K -2,527 -5.3%
12 VCSH 2.70% 36,295 $3M $79.73 $338K +4,315 +13.5%
13 EMB 2.69% 29,973 $3M $96.28 $71K +406 +1.4%
14 IEMG 2.20% 35,165 $2M $67.22 -$20K -1,003 -2.8%
15 SPIB 2.11% 67,081 $2M $33.81 $414K +12,368 +22.6%
16 VWOB 1.52% 24,119 $2M $67.43 $11K -32 -0.1%
17 DFIV 1.50% 32,209 $2M $49.90 $6K -2,504 -7.2%
18 VONE 1.46% 5,085 $2M $309.04 -$25K -195 -3.7%
19 DFAT 1.46% 26,335 $2M $59.54 -$366 -608 -2.3%
20 AVDV 1.39% 15,851 $1M $93.97 $402 -875 -5.2%
21 IWF 1.38% 3,122 $1M $473.30 $15K
22 DFAS 1.36% 20,950 $1M $69.67 -$138K -2,389 -10.2%
23 DFUV 1.31% 30,065 $1M $46.59 $57K
24 NVDA 1.22% 6,999 $1M $186.50 -$2K -9 -0.1%
25 SCHF 1.20% 53,498 $1M $24.04 $40K -40 -0.1%
26 AAPL 1.19% 4,678 $1M $271.86 -$382K -1,815 -27.9%
27 MSFT 1.10% 2,445 $1M $483.62 -$340K -494 -16.8%
28 IVW 0.85% 7,368 $908K $123.26 $19K
29 AGG 0.74% 7,951 $794K $99.88 $22K +246 +3.2%
30 VOOV 0.67% 3,531 $723K $204.85 -$28K -235 -6.2%
31 IDEV 0.64% 8,378 $691K $82.48 -$521K -6,741 -44.6%
32 AMZN 0.60% 2,787 $643K $230.82 -$36K -305 -9.9%
33 GOOGL 0.60% 2,052 $642K $313.00 $77K -274 -11.8%
34 EFIV 0.55% 8,950 $592K $66.15 $13K -150 -1.6%
35 VCEB 0.50% 8,490 $540K $63.63 $6K +165 +2.0%
36 AVGO 0.44% 1,351 $468K $346.10 -$67K -270 -16.7%
37 META 0.43% 694 $458K $660.09 -$125K -100 -12.6%
38 GOOG 0.38% 1,294 $406K $313.80 $91K
39 AVSD 0.37% 5,300 $394K $74.26 $14K
40 TSLA 0.36% 859 $386K $449.72 -$2K -14 -1.6%
41 CMF 0.36% 6,700 $385K $57.46 -$4K -120 -1.8%
42 LLY 0.34% 343 $369K $1,074.68 $115K +11 +3.3%
43 JPM 0.32% 1,073 $346K $322.22 -$56K -200 -15.7%
44 IWD 0.28% 1,424 $300K $210.34 $10K
45 BRK-B 0.27% 573 $288K $502.65 -$52
46 DFSU 0.27% 6,600 $287K $43.43 $6K
47 AVUV 0.26% 2,702 $276K $101.98 $7K
48 GUNR 0.21% 5,015 $230K $45.85 $10K
49 FLMI 0.20% 8,690 $216K $24.87 +8,690 NEW
50 V 0.19% 588 $206K $350.71 -$62K -197 -25.1%
51 NFLX —% -$295K -246 -100.0% SOLD
52 WTRG —% -$404K -10,137 -100.0% SOLD
53 VZ —% -$351K -7,991 -100.0% SOLD
54 CEG —% -$544K -1,654 -100.0% SOLD
55 FTS —% -$218K -4,293 -100.0% SOLD
56 NIC —% -$706K -5,250 -100.0% SOLD
57 COST —% -$259K -280 -100.0% SOLD
58 WMT —% -$206K -2,001 -100.0% SOLD

New Positions

SymbolValue% Port
AVDE $4M 3.60%
FLMI $216K 0.20%

Sold Out Positions

SymbolValue% Port
WTRG —%
VZ —%
FTS —%
NIC —%
COST —%
CEG —%
WMT —%
NFLX —%
View SEC EDGAR Filings for VERUS WEALTH MANAGEMENT, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms