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Portfolio (Quarterly) Guide ↗

Verdence Capital Advisors LLC

· CIK 0001719305
13F Portfolio $1.7B AUM Filed Oct 29, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 703 New
Page 12 of 36  ·  703 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IEUR ISHARES TR 22,175.0 $1.5M 0.09% NEW $69.66 +9.6%
222 LOW LOWES COS INC Consumer Cyclical 6,287.0 $1.5M 0.09% NEW $243.64 -13.0%
223 XLP SELECT SECTOR SPDR TR 19,309.0 $1.5M 0.09% NEW $79.22 +5.6%
224 XLE SELECT SECTOR SPDR TR 17,307.0 $1.5M 0.09% NEW $88.28 -34.4%
225 TROW PRICE T ROWE GROUP INC Financial Services 14,541.0 $1.5M 0.09% NEW $104.91 -1.0%
226 GSK GSK PLC Healthcare 34,587.0 $1.5M 0.09% NEW $43.80 +17.6%
227 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 24,707.0 $1.5M 0.09% NEW $61.02 -1.9%
228 DVY ISHARES TR 10,560.0 $1.5M 0.09% NEW $142.46 +9.0%
229 FIS FIDELITY NATL INFORMATION SV Technology 22,362.0 $1.5M 0.09% NEW $66.53 -36.5%
230 NOC NORTHROP GRUMMAN CORP Industrials 2,493.0 $1.5M 0.09% NEW $595.99 -6.6%
231 T AT&T INC Communication Services 57,921.0 $1.5M 0.09% NEW $25.53 -2.0%
232 TJX TJX COS INC NEW Consumer Cyclical 10,276.0 $1.5M 0.09% NEW $143.27 +11.0%
233 PPL PPL CORP Utilities 38,997.0 $1.5M 0.08% NEW $37.46 -3.6%
234 LIN LINDE PLC Basic Materials 3,254.0 $1.4M 0.08% NEW $444.80 +15.8%
235 BLK BLACKROCK INC Financial Services 1,279.0 $1.4M 0.08% NEW $1130.96 -4.7%
236 VMC VULCAN MATLS CO Basic Materials 4,951.0 $1.4M 0.08% NEW $292.00 -7.9%
237 VLTO VERALTO CORP Industrials 13,655.0 $1.4M 0.08% NEW $104.12 -17.4%
238 DHI D R HORTON INC Consumer Cyclical 8,908.0 $1.4M 0.08% NEW $158.86 -8.3%
239 KMI KINDER MORGAN INC DEL Energy 53,924.0 $1.4M 0.08% NEW $26.15 +25.7%
240 AVDV AMERICAN CENTY ETF TR 15,512.0 $1.4M 0.08% NEW $90.84 +21.5%
Page 12 of 36  ·  703 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.3%
Financial Services 22.4%
Industrials 9.4%
Healthcare 9.0%
Consumer Cyclical 6.7%
Communication Services 6.7%
Consumer Defensive 6.2%
Energy 5.0%
Real Estate 2.6%
Utilities 2.4%