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Verity Asset Management

Latest statistics and disclosures from Verity Asset Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, IVV, JEPI, BSJP, AAPL, and represent 22.28% of Verity Asset Management's stock portfolio.
Added to shares of these 10 stocks: DIVB, BSJP, SPHD, RSP, IVV, PHYS, APD, BMY, VBR, BKLN.
Started 36 new stock positions in BFH, LHX, SPHD, NEE, AEP, META, WNC, DIVB, MTSI, IWM.
Reduced shares in these 10 stocks: VXUS (-$5.0M), SPY, JEPI, SH, IWF, QUAL, PDBC, TXN, WMT, AVT.
Sold out of its positions in ALNT, AVT, CEIN, CPB, CSV, COST, FCFS, Global X Fds Global X Ftse Argentina 20 Etf, DJIA, HPE.
Verity Asset Management was a net seller of stock by $-4.2M.
Verity Asset Management has $266M in assets under management (AUM), dropping by 4.16%.
Central Index Key (CIK): 0001597298

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Portfolio Holdings for Verity Asset Management

Verity Asset Management holds 205 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Sp 500 Etf Tr Tr Unit Etf (SPY)	7.4	$20M	-19%	34k	573.76	View chart
Ishares Core Sp 500 Etf Etf (IVV)	4.6	$12M	+7%	21k	576.57	View chart
J P Morgan Exchange-traded Etf (JEPI)	3.7	$9.8M	-23%	165k	59.51	View chart
Invesco Bulletshares 2025 High Yield Corporate Bond Etf Etf (BSJP)	3.3	$8.8M	+68%	379k	23.12	View chart
Apple C (AAPL)	3.3	$8.8M		38k	230.48	View chart
Ibm Corp Common Stock (IBM)	2.9	$7.7M	-2%	35k	220.95	View chart
Microsoft Corp C (MSFT)	2.7	$7.1M	-2%	17k	430.59	View chart
Walmart Common Stock (WMT)	2.4	$6.3M	-9%	78k	80.76	View chart
Vanguard Small Cap Value Etf Sm Cp Val Etf (VBR)	2.2	$5.8M	+14%	29k	200.78	View chart
Vanguard Star Fd Vanguard Total Intl Stock Index Fd Etf Etf (VXUS)	2.0	$5.4M	-48%	83k	64.74	View chart
Enterprise Products Partners (EPD)	1.6	$4.3M	+7%	148k	29.14	View chart
T Rowe Price Cptl Aprctneqt Etf Uit Exchange Traded (TCAF)	1.5	$4.1M	+7%	123k	33.36	View chart
Invesco Sp 500 Equal Weight Etf Etf (RSP)	1.5	$4.1M	+30%	23k	178.99	View chart
Ishares Core Dividend Etf Uit Exchange Traded (DIVB)	1.4	$3.6M	NEW	75k	48.42	View chart
Ishares Sp 500 Growth Etf Etf (IVW)	1.4	$3.6M	+7%	38k	95.74	View chart
Invesco Bulletshares 2024 High Yield Corporate Bond Etf Etf (BSJO)	1.3	$3.6M		157k	22.72	View chart
Philip Morris Intl Common Stock (PM)	1.3	$3.5M		29k	123.13	View chart
Advanced Micro Devices C (AMD)	1.3	$3.4M		21k	164.08	View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI)	1.2	$3.3M	-6%	12k	283.40	View chart
Amazon.com C (AMZN)	1.2	$3.2M	-6%	17k	186.48	View chart
Lockheed Martin Corp C (LMT)	1.0	$2.6M		4.6k	575.49	View chart
Ishares Core Sp Small-cap E Core S&p Scp Etf (IJR)	0.9	$2.5M	+5%	22k	116.96	View chart
Nvidia Corp C (NVDA)	0.9	$2.4M	-11%	20k	121.64	View chart
Invesco Water Resources Etf Etf (PHO)	0.8	$2.3M	-5%	32k	70.54	View chart
Amgen Common C (AMGN)	0.8	$2.3M	-9%	7.0k	320.81	View chart
Textron C (TXT)	0.8	$2.2M		25k	88.58	View chart
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)	0.8	$2.2M	-5%	4.9k	455.68	View chart
Halozyme Therapeutics C (HALO)	0.8	$2.2M	-5%	38k	57.24	View chart
Commercial Metals C (CMC)	0.8	$2.0M		36k	54.96	View chart
Spdr Ser Tr Sp Biotech Etf Etf (XBI)	0.7	$2.0M		20k	98.80	View chart
Royal Gold C (RGLD)	0.7	$2.0M		14k	140.30	View chart
United Bankshares C (UBSI)	0.7	$1.9M	-2%	52k	37.10	View chart
Pfizer C (PFE)	0.7	$1.9M	+31%	64k	28.85	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.7	$1.8M	-19%	34k	54.93	View chart
Mp Materials Corp C (MP)	0.7	$1.7M	+8%	98k	17.65	View chart
Heico Corporation C (HEI)	0.6	$1.7M	-6%	6.5k	261.48	View chart
Southern C (SO)	0.6	$1.7M	-7%	19k	90.17	View chart
Invesco Sp 500 High Dividend Low Volatility Etf Etf (SPHD)	0.6	$1.7M	NEW	33k	50.57	View chart
Ishares Core Sp Us Value Etf Core S&p Us Vlu (IUSV)	0.6	$1.7M	+9%	18k	95.44	View chart
Vanguard Index Fds Vanguard Value Etf Formerly Vanguard Index Tr Value Etf (VTV)	0.6	$1.6M	+13%	9.4k	174.56	View chart
Johnson Johnson C (JNJ)	0.6	$1.6M	+58%	9.9k	162.03	View chart
Pacer U.s. Cash Cows 100 Etf Etf (COWZ)	0.6	$1.6M		28k	57.83	View chart
Bristol Myers Squibb Corporation C (BMY)	0.6	$1.6M	+93%	30k	51.74	View chart
Sprott Physical Gold Tr Unit CM (PHYS)	0.6	$1.5M	+101%	74k	21.05	View chart
Ishares Tr Pfd And Incm Sec Pfd And Incm Sec (PFF)	0.6	$1.5M		46k	33.23	View chart
Academy Sports and Outdoors C (ASO)	0.6	$1.5M		26k	58.36	View chart
Eaton Vance Sr Fltng Rate Tr CM (EFR)	0.5	$1.4M	+2%	113k	12.75	View chart
McDonald's Corporation (MCD)	0.5	$1.4M		4.6k	304.04	View chart
Coca-cola C (KO)	0.5	$1.3M	-13%	19k	69.62	View chart
Fidelity Low Volatility Factor Etf Low Volity Etf (FDLO)	0.5	$1.3M	+9%	22k	61.33	View chart
Valmont Industries C (VMI)	0.5	$1.3M		4.5k	289.95	View chart
Texas Instruments Incorporated (TXN)	0.5	$1.3M	-35%	6.3k	206.70	View chart
Vanguard Intermediate Term Treasury Etf Etf (VGIT)	0.5	$1.3M		21k	60.42	View chart
Coterra Energy C (CTRA)	0.5	$1.3M		53k	23.95	View chart
Emerson Elec Common Stock (EMR)	0.5	$1.2M		11k	109.31	View chart
Chevron Corp C (CVX)	0.5	$1.2M	-4%	8.4k	147.44	View chart
Eli Lilly C (LLY)	0.5	$1.2M	-9%	1.4k	886.23	View chart
Ishares Silver Trust WF (SLV)	0.5	$1.2M		43k	28.41	View chart
Pepsico C (PEP)	0.5	$1.2M	+28%	7.1k	169.00	View chart
Skechers U C (SKX)	0.5	$1.2M		18k	66.92	View chart
A10 Networks C (ATEN)	0.4	$1.2M		82k	14.44	View chart
Vanguard Index Fds Sp 500 Etf Etf (VOO)	0.4	$1.2M	-8%	2.2k	527.01	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.4	$1.1M	-51%	85k	13.43	View chart
T. Rowe Price Group C (TROW)	0.4	$1.1M	+70%	10k	109.30	View chart
Roku Inc Com Cl A C (ROKU)	0.4	$1.1M	-2%	15k	74.66	View chart
Invesco Senior Loan Etf Etf (BKLN)	0.4	$1.1M	+161%	51k	21.01	View chart
Digital Realty Trust (DLR)	0.4	$1.1M		6.5k	161.81	View chart
Ishares Gold Trust WF (IAU)	0.4	$1.0M	-15%	21k	49.70	View chart
Duke Energy Corp C (DUK)	0.4	$1.0M	+7%	8.8k	115.11	View chart
United Parcel Service C (UPS)	0.4	$1.0M	+70%	7.4k	136.18	View chart
Fidelity Nasdaq Composite Index Etf CM (ONEQ)	0.4	$1.0M	+8%	14k	71.63	View chart
Skyworks Solutions C (SWKS)	0.4	$996k	+4%	10k	98.77	View chart
Caterpillar (CAT)	0.4	$992k	-21%	2.6k	387.38	View chart
Wisdomtree Tr India Earnings Etf (EPI)	0.4	$972k		19k	50.46	View chart
Vanguard Growth Vipers Etf (VUG)	0.4	$947k	-5%	2.5k	383.77	View chart
Merck C (MRK)	0.4	$932k	+8%	8.2k	112.98	View chart
Ares Capital Corporation - Closed End Fund C (ARCC)	0.3	$921k	+25%	44k	20.94	View chart
Vanguard Small-cap Growth Index Fund Sml Cp Grw Etf (VBK)	0.3	$914k		3.4k	267.42	View chart
General Dynamics Corporation (GD)	0.3	$913k	-3%	3.0k	301.95	View chart
Gilead Science C (GILD)	0.3	$911k	+23%	11k	83.84	View chart
Honeywell International (HON)	0.3	$894k	+52%	4.3k	206.62	View chart
Proshares Tr Ultrashort 20 Yr Treas Etf (TBT)	0.3	$845k	+3%	28k	29.78	View chart
Union Pacific Corporation (UNP)	0.3	$844k	-6%	3.4k	245.16	View chart
Elevance Health Common Stock (ELV)	0.3	$841k	+17%	1.8k	477.10	View chart
Worthington Steel C (WS)	0.3	$808k	-2%	24k	34.01	View chart
Blackrock Limited Duration Income Trust Common Shares Of Beneficial Interest CM (BLW)	0.3	$799k		55k	14.48	View chart
Paypal Hldgs C (PYPL)	0.3	$776k		9.9k	78.03	View chart
Air Products Chemicals C (APD)	0.3	$773k	NEW	2.6k	297.79	View chart
Mosaic C (MOS)	0.3	$754k	-2%	28k	26.78	View chart
Vanguard Scottsdale Fds Vanguard Long Term Govt Bond Index Etf (VGLT)	0.3	$749k		12k	61.54	View chart
Berkshire Hathaway C (BRK.A)	0.3	$691k		1.00	691180.00	View chart
Visa Inc Com Cl A C (V)	0.3	$683k	+32%	2.5k	275.22	View chart
Broadcom C (AVGO)	0.3	$681k	+794%	3.9k	172.54	View chart
Worthington Enterprises C (WOR)	0.3	$671k		16k	41.45	View chart
Invesco Solar Etf Etf (TAN)	0.2	$646k		15k	43.11	View chart
Roper Technolgies C (ROP)	0.2	$623k	-15%	1.1k	554.80	View chart
L3 Harris Technologies C (LHX)	0.2	$616k	NEW	2.6k	239.82	View chart
Automatic Data Processin Common Stock (ADP)	0.2	$605k	-4%	2.2k	280.15	View chart
Vanguard Charlotte Fds Total Intl Bd Index Etf (BNDX)	0.2	$595k	-3%	12k	50.28	View chart
Evergy C (EVRG)	0.2	$583k	+96%	9.4k	62.01	View chart
Verizon Communications C (VZ)	0.2	$557k	+25%	12k	44.91	View chart
GSK C (GSK)	0.2	$556k	+43%	14k	40.88	View chart
Cracker Barrel Old Country Store C (CBRL)	0.2	$556k	+138%	12k	45.35	View chart
Comcast Corp Cl A C (CMCSA)	0.2	$549k	+19%	13k	41.96	View chart
Ishares Treasury Floating Rate Bd Etf Etf (TFLO)	0.2	$537k	+137%	11k	50.60	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.2	$533k		13k	39.82	View chart
Msc Indl Direct Inc Cl A C (MSM)	0.2	$532k	+29%	6.2k	86.06	View chart
Ishares Tr China Large Cap Etf Etf (FXI)	0.2	$515k		16k	31.78	View chart
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)	0.2	$513k	NEW	2.3k	221.12	View chart
Cisco Systems C (CSCO)	0.2	$512k	NEW	9.6k	53.42	View chart
Shutterstock C (SSTK)	0.2	$509k	+140%	14k	35.37	View chart
Agco Corp C (AGCO)	0.2	$509k	+69%	5.2k	97.86	View chart
Air Lease Corp C (AL)	0.2	$505k	+10%	11k	45.29	View chart
Terex Corporation C (TEX)	0.2	$497k	+42%	9.4k	52.91	View chart
Ishares Cor Total Usd Bond Market The Etf Etf (IUSB)	0.2	$493k	-7%	11k	47.12	View chart
Procter Gamble C (PG)	0.2	$489k	-8%	2.8k	172.31	View chart
Mondelez Intl Inc Cl A C (MDLZ)	0.2	$483k	+73%	6.5k	73.67	View chart
Kellanova C (K)	0.2	$480k	-15%	6.0k	80.71	View chart
Northrop Grumman Corp C (NOC)	0.2	$477k	NEW	904.00	528.14	View chart
Northern Oil Gas C (NOG)	0.2	$472k	+9%	13k	35.41	View chart
American Eagle Outfitters C (AEO)	0.2	$470k	NEW	21k	22.39	View chart
The Clorox C (CLX)	0.2	$467k	+86%	2.9k	162.91	View chart
Ishares Sp Smallcap 600 Growth Etf Etf (IJT)	0.2	$463k		3.3k	139.55	View chart
Rockwell International Corporation C (ROK)	0.2	$453k	+54%	1.7k	268.46	View chart
Paychex C (PAYX)	0.2	$447k	-10%	3.3k	136.77	View chart
Nxp Semiconductors Nv Com Cns Eligible C (NXPI)	0.2	$438k	-9%	1.8k	245.13	View chart
Novartis Ag Spnsrd Adr Isin:ch0012005267 C (NVS)	0.2	$431k		3.7k	115.02	View chart
Att C (T)	0.2	$409k		19k	22.00	View chart
Charles Schwab C (SCHW)	0.2	$408k	+51%	6.3k	64.81	View chart
Exxon Mobil Corp C (XOM)	0.2	$402k	+18%	3.4k	117.23	View chart
Pinnacle West Capital C (PNW)	0.1	$391k	-2%	4.4k	88.59	View chart
Bread Financial Holdings C (BFH)	0.1	$384k	NEW	8.1k	47.58	View chart
Phillips 66 C (PSX)	0.1	$381k	-32%	2.9k	131.45	View chart
Liberty Oilfield Svcs C (LBRT)	0.1	$377k	NEW	20k	19.09	View chart
Palantir Technologies C (PLTR)	0.1	$370k	-29%	9.9k	37.20	View chart
Oracle Corp C (ORCL)	0.1	$361k	-55%	2.1k	171.02	View chart
Unitedhealth Group C (UNH)	0.1	$357k		611.00	584.38	View chart
Mastercard Incorporated Class A Common C (MA)	0.1	$357k	-8%	723.00	493.80	View chart
Trinity Industries C (TRN)	0.1	$352k	-22%	10k	34.84	View chart
Medtronic Plc Shs Isinie00btn1y115 C (MDT)	0.1	$348k	-27%	3.9k	90.06	View chart
Abbvie C (ABBV)	0.1	$347k	+7%	1.8k	197.58	View chart
Franklin Res C (BEN)	0.1	$344k	+28%	17k	20.15	View chart
Nestle S A Sponsored Adrs Registered C (NSRGY)	0.1	$343k	NEW	3.4k	100.67	View chart
Intuit C (INTU)	0.1	$343k	-24%	552.00	621.00	View chart
Eastman Chemical Company C (EMN)	0.1	$342k	+4%	3.1k	111.95	View chart
Cme Group C (CME)	0.1	$341k	NEW	1.5k	220.65	View chart
Teucrium Commodity Tr Wheat Etf (WEAT)	0.1	$339k	-2%	65k	5.24	View chart
Dentsply Sirona C (XRAY)	0.1	$333k	-28%	12k	27.06	View chart
Rivernorth/doubleline Strategic Opportunity Fund C (OPP)	0.1	$332k	-4%	37k	9.07	View chart
Guess C (GES)	0.1	$327k	+13%	16k	20.13	View chart
Harley Davidson C (HOG)	0.1	$324k	+28%	8.4k	38.53	View chart
Alphabet Inc Cap Stk Cl C C (GOOG)	0.1	$322k	NEW	1.9k	167.22	View chart
Marriott Vacations Worldwide Corp C (VAC)	0.1	$316k	+3%	4.3k	73.47	View chart
Madrigal Pharmaceuticals C (MDGL)	0.1	$311k	+7%	1.5k	212.22	View chart
Ur Energy Inc Com Isinca91688r1082 C (URG)	0.1	$311k	+21%	261k	1.19	View chart
Cvs Health Corp C (CVS)	0.1	$296k	+7%	4.7k	62.88	View chart
Ionq C (IONQ)	0.1	$296k	+12%	34k	8.74	View chart
Brookfield Infrastructure Partners L.p. Limited Partnership Units C (BIP)	0.1	$295k		8.4k	35.04	View chart
Nextera Energy C (NEE)	0.1	$294k	NEW	3.5k	84.53	View chart
Albemarle Corporation C (ALB)	0.1	$289k	NEW	3.1k	94.71	View chart
American Tower Reit Rhta (AMT)	0.1	$289k	NEW	1.3k	231.04	View chart
Macom Technology Solutions Hldgs C (MTSI)	0.1	$288k	NEW	2.6k	111.26	View chart
Chord Energy Corp C (CHRD)	0.1	$284k	NEW	2.2k	130.23	View chart
Thermo Fisher Scientific C (TMO)	0.1	$283k	NEW	458.00	618.57	View chart
Boyd Gaming Corp. C (BYD)	0.1	$279k	-28%	4.3k	64.65	View chart
Ishares Biotechnology Etf Etf (IBB)	0.1	$279k	+2%	1.9k	145.60	View chart
International Seaways C (INSW)	0.1	$276k	-28%	5.4k	51.56	View chart
Mercury Computer Systems C (MRCY)	0.1	$274k	NEW	7.4k	37.00	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut Shs Rep Com Ut (GBTC)	0.1	$272k		5.4k	50.74	View chart
J P Morgan Chase C (JPM)	0.1	$269k	-9%	1.3k	210.82	View chart
Alphabet Inc Cap Stk Cl A C (GOOGL)	0.1	$265k	-26%	1.5k	171.73	View chart
Spdr Ser Tr Sp Aerospace Defense Etf Etf (XAR)	0.1	$262k	-6%	1.7k	157.34	View chart
China Yochai International C (CYD)	0.1	$261k	-9%	21k	12.68	View chart
Lear Corp C (LEA)	0.1	$260k	+30%	2.4k	109.15	View chart
Public Service Enterprise Gp C (PEG)	0.1	$257k	-22%	2.9k	89.21	View chart
Roche Hldgs Ltd Sponsored Adr Isinus7711951043 C (RHHBY)	0.1	$253k	NEW	6.3k	39.95	View chart
Ishares Tr Us Aer Def Etf Us Aer Def Etf (ITA)	0.1	$252k		1.7k	149.68	View chart
Concentrix Corp C (CNXC)	0.1	$247k	NEW	4.8k	51.25	View chart
Global Payments C (GPN)	0.1	$246k	NEW	2.4k	102.42	View chart
Omnicom Group C (OMC)	0.1	$244k	-49%	2.4k	103.39	View chart
Ecolab C (ECL)	0.1	$242k	-42%	946.00	255.33	View chart
Kroger C (KR)	0.1	$240k	-4%	4.2k	57.30	View chart
Patterson Cos C (PDCO)	0.1	$238k	NEW	11k	21.84	View chart
Wabash National Corp. C (WNC)	0.1	$233k	NEW	12k	19.19	View chart
Oxford Industries C (OXM)	0.1	$233k	NEW	2.7k	86.76	View chart
American Electric Power C (AEP)	0.1	$231k	NEW	2.2k	102.60	View chart
Select Wtr Solutions C (WTTR)	0.1	$228k	NEW	21k	11.13	View chart
Proshares Tr Ultrashort Ftse Europe New Jan 2014 Etf (EPV)	0.1	$223k	+16%	33k	6.74	View chart
Main Street Capital Corporation - C (MAIN)	0.1	$222k	-13%	4.4k	50.14	View chart
Kkr Income Opportunities CM (KIO)	0.1	$222k	-16%	15k	14.76	View chart
Us Treasury 3 Month Bill Etf (TBIL)	0.1	$219k	NEW	4.4k	50.04	View chart
Blackrock C (BLK)	0.1	$217k	-17%	229.00	949.51	View chart
Global X Fds Global X Ftse Argentina 20 Etf Etf (ARGT)	0.1	$215k	NEW	3.2k	66.30	View chart
Intercontinental Exchange C (ICE)	0.1	$207k	NEW	1.3k	160.64	View chart
Meta Platforms C (META)	0.1	$203k	NEW	354.00	573.39	View chart
Bank Of New York Mellon Corp C (BK)	0.1	$203k	-24%	2.8k	71.86	View chart
Dun Bradstreet Holdings C (DNB)	0.1	$189k	NEW	16k	11.51	View chart
Smith Wesson Brands C (SWBI)	0.1	$183k	NEW	14k	12.98	View chart
Proshares Vix Shortterm Futures Etf Etf (VIXY)	0.1	$172k	+2%	14k	12.25	View chart
Eaton Vance Limited Duration Income Fund CM (EVV)	0.1	$169k	-9%	16k	10.51	View chart
Destiny Tech 100 C (DXYZ)	0.1	$149k	NEW	15k	9.95	View chart
Us Energy Corp C (USEG)	0.0	$127k	-4%	110k	1.15	View chart
Invesco Senior Income Trust CM (VVR)	0.0	$125k	-4%	31k	4.07	View chart
Atai Life Sciences C (ATAI)	0.0	$12k	NEW	10k	1.16	View chart
Contra Avi Genomic Medicine C	0.0	$4.5k		31k	0.15	View chart

Past Filings by Verity Asset Management

SEC 13F filings are viewable for Verity Asset Management going back to 2013

Verity Asset Management 2024 Q3 filed Oct. 31, 2024
Verity Asset Management 2024 Q2 filed Aug. 8, 2024
Verity Asset Management 2024 Q1 filed May 28, 2024
Verity Asset Management 2023 Q4 filed Feb. 8, 2024
Verity Asset Management 2023 Q3 filed Nov. 22, 2023
Verity Asset Management 2023 Q2 filed Aug. 16, 2023
Verity Asset Management 2023 Q1 filed May 24, 2023
Verity Asset Management 2022 Q4 filed Feb. 14, 2023
Verity Asset Management 2022 Q3 filed Nov. 16, 2022
Verity Asset Management 2022 Q1 restated filed May 23, 2022
Verity Asset Management 2022 Q1 filed May 12, 2022
Verity Asset Management 2021 Q4 filed Feb. 8, 2022
Verity Asset Management 2021 Q3 filed Nov. 10, 2021
Verity Asset Management 2021 Q2 filed Aug. 4, 2021
Verity Asset Management 2021 Q1 filed May 10, 2021
Verity Asset Management 2020 Q4 filed Feb. 5, 2021

View all past filings

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