Portfolio (Quarterly)
Guide ↗
Veery Capital, LLC
· CIK 0001844375| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | EMLC | VANECK ETF TRUST | — | 79,258.0 | $2.0M | 0.54% | +3K | +3.6% | $25.56 | +0.8% |
| 22 | VWOB | VANGUARD WHITEHALL FDS | — | 28,631.0 | $1.9M | 0.52% | +1K | +3.9% | $67.24 | -1.5% |
| 23 | MSFT | MICROSOFT CORP | Technology | 4,806.0 | $1.8M | 0.48% | — | — | $373.01 | +35.4% |
| 24 | IWN | ISHARES TR | — | 7,702.0 | $1.7M | 0.46% | -44.0 | -0.6% | $221.21 | +1.6% |
| 25 | NVDA | NVIDIA CORPORATION | Technology | 8,469.0 | $1.7M | 0.46% | — | — | $200.08 | +13.9% |
| 26 | GOOGL | ALPHABET INC | Communication Services | 4,610.0 | $1.6M | 0.44% | +150.0 | +3.4% | $357.38 | -4.7% |
| 27 | AMD | ADVANCED MICRO DEVICES INC | Technology | 2,793.0 | $1.6M | 0.44% | +27.0 | +1.0% | $580.91 | -17.9% |
| 28 | IWO | ISHARES TR | — | 4,012.0 | $1.6M | 0.42% | -39.0 | -1.0% | $393.92 | -1.8% |
| 29 | AMZN | AMAZON COM INC | Consumer Cyclical | 6,594.0 | $1.6M | 0.42% | +95.0 | +1.5% | $238.34 | +7.5% |
| 30 | SCHX | SCHWAB STRATEGIC TR | — | 51,559.0 | $1.5M | 0.41% | +483.0 | +0.9% | $29.43 | +3.3% |
| 31 | TSLA | TESLA INC | Consumer Cyclical | 3,353.0 | $1.4M | 0.38% | — | — | $420.60 | -15.6% |
| 32 | DKNG | DRAFTKINGS INC NEW | Consumer Cyclical | 51,641.0 | $1.3M | 0.35% | — | — | $25.26 | -4.1% |
| 33 | APH | AMPHENOL CORP | Technology | 7,296.0 | $1.3M | 0.35% | -127.0 | -1.7% | $176.32 | -8.5% |
| 34 | SCHO | SCHWAB STRATEGIC TR | — | 50,059.0 | $1.2M | 0.33% | -739.0 | -1.4% | $24.14 | -0.1% |
| 35 | VWO | VANGUARD INTL EQUITY INDEX F | — | 19,062.0 | $1.1M | 0.31% | +407.0 | +2.2% | $59.69 | +2.2% |
| 36 | BPOP | POPULAR INC | Financial Services | 6,207.0 | $1.0M | 0.27% | — | — | $164.18 | +3.4% |
| 37 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 944.0 | $883K | 0.24% | -12.0 | -1.3% | $935.47 | -0.1% |
| 38 | JPM | JPMORGAN CHASE & CO | Financial Services | 2,670.0 | $874K | 0.23% | -86.0 | -3.1% | $327.33 | +8.2% |
| 39 | USMV | ISHARES TR | — | 9,007.0 | $869K | 0.23% | +1K | +15.0% | $96.46 | +5.7% |
| 40 | VTEB | VANGUARD MUN BD FDS | — | 15,349.0 | $776K | 0.21% | +110.0 | +0.7% | $50.58 | -2.2% |
① 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
38.8%
Financial Services
21.6%
Consumer Cyclical
11.2%
Healthcare
8.0%
Communication Services
5.7%
Energy
4.3%
Industrials
4.1%
Consumer Defensive
3.8%
Utilities
2.6%