Kuehl Shepherd Kozlowski & Associates

Latest statistics and disclosures from Verus Financial Partners's latest quarterly 13F-HR filing:

Portfolio Holdings for Verus Financial Partners

Companies in the Verus Financial Partners portfolio as of the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Index Fds Total Stk Mkt (VTI) 20.24 600.30k 156.53
Vanguard Bd Index Fds Short Trm Bond (BSV) 16.51 922.30k 83.12
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 16.43 1.60M +1148% 47.61
Ishares Tr Core Msci Total (IXUS) 8.29 705.69k +3% 54.52
Vanguard World Mega Cap Index (MGC) 6.84 290.06k 109.45
Vanguard Index Fds Large Cap Etf (VV) 6.25 202.81k +2% 143.00
Vanguard Index Fds Sm Cp Val Etf (VBR) 5.96 258.66k +89% 106.92
Ishares Tr Core S&p500 Etf (IVV) 4.95 74.16k 309.68
Ishares Tr Select Divid Etf (DVY) 1.72 98.67k +12% 80.72
Vanguard Index Fds Mid Cap Etf (VO) 1.46 41.46k 163.91
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.91 73.07k 57.74
Ishares Tr Core S&p Mcp Etf (IJH) 0.87 22.68k 177.81
CarMax (KMX) 0.80 41.34k 89.55
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.71 37.51k +6% 88.33
Altria (MO) 0.55 65.07k -22% 39.25
Philip Morris International (PM) 0.53 34.92k 70.07
Apple (AAPL) 0.47 5.92k 364.74
Microsoft Corporation (MSFT) 0.43 9.81k 203.53
Dominion Resources (D) 0.39 22.54k 81.16
Ishares Tr Grwt Allocat Etf (AOR) 0.34 33.96k 46.38
Lowe's Companies (LOW) 0.26 9.01k 135.12
Ishares Tr Aggres Alloc Etf (AOA) 0.25 20.87k -5% 54.87
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.24 17.56k -16% 62.19
Ishares Tr Modert Alloc Etf (AOM) 0.23 26.88k 39.88
Home Depot (HD) 0.21 3.96k 250.63
Vanguard Index Fds Small Cp Etf (VB) 0.20 6.36k +7% 145.75
CSX Corporation (CSX) 0.18 12.31k +155% 69.70
Brandywine Rlty Tr Sh Ben Int New (BDN) 0.18 77.00k +33% 10.90
Hca Holdings (HCA) 0.17 8.26k 97.08
Anthem (ANTM) 0.15 2.64k -5% 262.88
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.15 2.19k 308.47
Johnson & Johnson (JNJ) 0.13 4.35k 140.52
Nasdaq Omx (NDAQ) 0.13 4.99k -10% 119.46
Vanguard Index Fds Real Estate Etf (VNQ) 0.12 6.96k +30% 78.55
Pfizer (PFE) 0.10 14.90k 32.68
Norfolk Southern (NSC) 0.10 2.65k 175.47
Maximus (MMS) 0.10 6.53k 70.49
Mondelez Intl Cl A (MDLZ) 0.10 8.95k 51.18
Ishares Tr Rus 2000 Val Etf (IWN) 0.10 4.55k 97.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.09 2.36k 178.47
Ishares Tr Conser Alloc Etf (AOK) 0.09 11.45k +2% 36.42
McDonald's Corporation (MCD) 0.09 2.20k 184.46
Udr (UDR) 0.09 10.71k 37.34
Procter & Gamble Company (PG) 0.09 3.32k +3% 119.42
Exxon Mobil Corporation (XOM) 0.08 8.68k -22% 44.72
W.W. Grainger (GWW) 0.08 1.20k 313.95
Polaris Industries (PII) 0.08 3.88k -44% 92.65
At&t (T) 0.08 11.86k -9% 30.19
Verizon Communications (VZ) 0.08 6.35k -4% 55.14
Coca-Cola Company (KO) 0.07 7.48k 44.66
American Electric Power Company (AEP) 0.07 4.19k 79.53
Intel Corporation (INTC) 0.07 5.38k 59.88
Vanguard Specialized Funds Div App Etf (VIG) 0.07 2.75k 117.09
Abbvie (ABBV) 0.07 3.23k -6% 98.29
Ishares Tr Rus 1000 Val Etf (IWD) 0.07 2.79k 112.59
Southern Company (SO) 0.07 5.84k 51.84
Truist Financial Corp equities (TFC) 0.06 7.78k 37.54
Wal-Mart Stores (WMT) 0.06 2.39k 119.57
Costco Wholesale Corporation (COST) 0.06 857 303.38
Duke Energy Corp Com New (DUK) 0.05 3.13k -2% 79.77
Vanguard Index Fds Growth Etf (VUG) 0.05 1.22k NEW 201.96
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.05 4.95k NEW 49.25
Merck & Co (MRK) 0.05 3.06k -6% 77.40
Honeywell International (HON) 0.05 1.61k -5% 144.90
Comcast Corp Cl A (CMCSA) 0.05 5.80k NEW 38.97
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.05 790 NEW 283.54
Ball Corporation (BLL) 0.05 3.22k 69.54
Facebook Cl A (FB) 0.05 984 NEW 226.63
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.05 4.72k NEW 46.60
International Business Machines (IBM) 0.05 1.81k 120.66
Bank of America Corporation (BAC) 0.05 9.14k NEW 23.74
Ishares Tr Short Treas Bd (SHV) 0.05 1.89k NEW 110.88
Union Pacific Corporation (UNP) 0.04 1.23k NEW 169.11
Kimberly-Clark Corporation (KMB) 0.04 1.42k NEW 141.14
Lakeland Ban (LBAI) 0.03 10.45k 11.38
General Electric Company (GE) 0.02 11.15k 6.82

Past Filings by Verus Financial Partners

View past SEC 13F filings by Verus Financial Partners

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