Portfolio (Quarterly)
Guide ↗
VeraBank, N.A.
· CIK 0001767297| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CW | CURTISS WRIGHT CORP | Industrials | 840 | $463K | 0.08% | SOLD |
| 2 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 800 | $259K | 0.05% | SOLD |
| 3 | GIS | GENERAL MLS INC | Consumer Defensive | 5,524 | $257K | 0.05% | SOLD |
| 4 | FISV | FISERV INC | Technology | 3,295 | $221K | 0.04% | SOLD |
| 5 | VONG | VANGUARD SCOTTSDALE FDS | — | 1,803 | $220K | 0.04% | SOLD |
| 6 | TDY | TELEDYNE TECHNOLOGIES INC | Technology | 428 | $219K | 0.04% | SOLD |
| 7 | DIS | DISNEY WALT CO | Communication Services | 1,904 | $217K | 0.04% | SOLD |
| 8 | — | CENCORA INC | — | 609 | $206K | 0.04% | SOLD |
| 9 | VHT | VANGUARD WORLD FD | — | 700 | $201K | 0.04% | SOLD |
Sector Allocation
Technology
26.1%
Financial Services
14.3%
Healthcare
11.7%
Energy
11.0%
Communication Services
10.0%
Consumer Cyclical
8.3%
Industrials
8.0%
Consumer Defensive
6.4%
Utilities
3.5%
Basic Materials
0.8%