Portfolio (Quarterly)
Guide ↗
Veridan Wealth LLC
· CIK 0002052405| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | SUSL | ISHARES TR | — | 2,918.0 | $387K | 0.13% | NEW | — | $132.74 | +4.4% |
| 62 | EFIV | SPDR SERIES TRUST | — | 5,294.0 | $386K | 0.13% | NEW | — | $72.94 | +3.5% |
| 63 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 515.0 | $385K | 0.13% | NEW | — | $747.18 | +3.5% |
| 64 | VYM | VANGUARD WHITEHALL FDS | — | 2,427.0 | $384K | 0.13% | NEW | — | $158.01 | +4.4% |
| 65 | IVV | ISHARES TR | — | 505.0 | $378K | 0.13% | NEW | — | $748.64 | +3.8% |
| 66 | SDY | SPDR SERIES TRUST | — | 2,483.0 | $378K | 0.13% | NEW | — | $152.21 | +3.1% |
| 67 | VIG | VANGUARD SPECIALIZED FUNDS | — | 1,582.0 | $374K | 0.13% | NEW | — | $236.64 | +2.7% |
| 68 | LLY | ELI LILLY & CO | Healthcare | 299.0 | $358K | 0.12% | NEW | — | $1198.36 | -3.2% |
| 69 | JPM | JPMORGAN CHASE & CO | Financial Services | 1,072.0 | $351K | 0.12% | NEW | — | $327.32 | +10.6% |
| 70 | TSLA | TESLA INC | Consumer Cyclical | 825.0 | $347K | 0.12% | NEW | — | $420.60 | -10.5% |
| 71 | SUSB | ISHARES TR | — | 13,627.0 | $341K | 0.12% | NEW | — | $24.99 | -1.1% |
| 72 | WMT | WALMART INC | Consumer Defensive | 2,966.0 | $336K | 0.11% | NEW | — | $113.27 | -4.3% |
| 73 | XOM | EXXON MOBIL CORP | Energy | 2,420.0 | $331K | 0.11% | NEW | — | $136.70 | +18.7% |
| 74 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 332.0 | $311K | 0.11% | NEW | — | $935.36 | -1.1% |
| 75 | SMLF | ISHARES TR | — | 3,340.0 | $298K | 0.10% | NEW | — | $89.15 | -1.3% |
| 76 | LRCX | LAM RESEARCH CORP | Technology | 681.0 | $295K | 0.10% | NEW | — | $433.14 | -32.4% |
| 77 | ESGE | ISHARES INC | — | 4,965.0 | $272K | 0.09% | NEW | — | $54.69 | -0.4% |
| 78 | EASG | DBX ETF TR | — | 6,571.0 | $252K | 0.09% | NEW | — | $38.35 | +2.5% |
| 79 | NUDM | NUSHARES ETF TR | — | 6,288.0 | $252K | 0.09% | NEW | — | $40.02 | +3.2% |
| 80 | IJJ | ISHARES TR | — | 1,677.0 | $248K | 0.08% | NEW | — | $147.76 | -0.0% |
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
Financial Services
89.7%
Technology
6.3%
Communication Services
1.0%
Consumer Cyclical
1.0%
Real Estate
0.8%
Consumer Defensive
0.5%
Energy
0.3%
Healthcare
0.3%
Industrials
0.2%