Verus Financial Partners as of Dec. 31, 2017
Portfolio Holdings for Verus Financial Partners
Verus Financial Partners holds 52 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 24.3 | $67M | 484k | 137.25 | |
| Vanguard Total Bond Market ETF (BND) | 23.3 | $64M | 784k | 81.57 | |
| Vanguard Mega Cap 300 Index (MGC) | 12.7 | $35M | 380k | 91.79 | |
| Vanguard Large-Cap ETF (VV) | 11.8 | $32M | 264k | 122.58 | |
| iShares S&P Growth Allocation Fund (AOR) | 8.5 | $23M | 87k | 268.85 | |
| Vanguard Mid-Cap ETF (VO) | 2.8 | $7.8M | 50k | 154.77 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 2.4 | $6.5M | 119k | 54.72 | |
| Altria (MO) | 2.3 | $6.3M | 89k | 71.41 | |
| iShares S&P Moderate Allocation Fund ETF (AOM) | 1.8 | $5.0M | 26k | 189.77 | |
| Philip Morris International (PM) | 1.3 | $3.5M | 34k | 105.65 | |
| CarMax (KMX) | 1.0 | $2.8M | 44k | 64.12 | |
| Dominion Resources (D) | 0.6 | $1.6M | 20k | 81.05 | |
| Polaris Industries (PII) | 0.5 | $1.5M | 12k | 123.95 | |
| Lowe's Companies (LOW) | 0.5 | $1.3M | 14k | 92.96 | |
| Brandywine Realty Trust (BDN) | 0.5 | $1.3M | 71k | 18.18 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $1.0M | 12k | 83.63 | |
| Hca Holdings (HCA) | 0.3 | $909k | 10k | 87.83 | |
| Apple (AAPL) | 0.3 | $828k | 4.9k | 169.19 | |
| Capital One Financial (COF) | 0.3 | $763k | 7.7k | 99.60 | |
| Maximus (MMS) | 0.2 | $676k | 9.4k | 71.60 | |
| At&t (T) | 0.2 | $622k | 16k | 38.86 | |
| Duke Energy (DUK) | 0.2 | $549k | 6.5k | 84.10 | |
| Johnson & Johnson (JNJ) | 0.2 | $532k | 3.8k | 139.60 | |
| iShares Russell 1000 Value Index (IWD) | 0.2 | $528k | 9.8k | 53.91 | |
| Microsoft Corporation (MSFT) | 0.2 | $470k | 5.5k | 85.52 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $457k | 2.3k | 198.26 | |
| iShares S&P 500 Index (IVV) | 0.2 | $477k | 11k | 44.91 | |
| iShares S&P MidCap 400 Index (IJH) | 0.2 | $467k | 12k | 38.00 | |
| Chevron Corporation (CVX) | 0.2 | $437k | 3.5k | 125.14 | |
| Vanguard Small-Cap ETF (VB) | 0.2 | $432k | 2.9k | 147.64 | |
| General Electric Company | 0.1 | $414k | 24k | 17.47 | |
| Verizon Communications (VZ) | 0.1 | $423k | 8.0k | 52.92 | |
| Pfizer (PFE) | 0.1 | $373k | 10k | 36.25 | |
| BB&T Corporation | 0.1 | $397k | 8.0k | 49.77 | |
| Bank of America Corporation (BAC) | 0.1 | $316k | 11k | 29.50 | |
| Coca-Cola Company (KO) | 0.1 | $319k | 7.0k | 45.89 | |
| Ishares Tr s^p aggr all (AOA) | 0.1 | $342k | 2.8k | 124.32 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $293k | 1.1k | 266.85 | |
| Udr (UDR) | 0.1 | $302k | 7.8k | 38.48 | |
| 3M Company (MMM) | 0.1 | $278k | 1.2k | 235.19 | |
| W.W. Grainger (GWW) | 0.1 | $271k | 1.1k | 235.86 | |
| Mondelez Int (MDLZ) | 0.1 | $273k | 6.4k | 42.73 | |
| Southern Company (SO) | 0.1 | $253k | 5.3k | 48.07 | |
| WisdomTree Global Equity Income (DEW) | 0.1 | $254k | 5.2k | 48.42 | |
| Abbvie (ABBV) | 0.1 | $257k | 2.7k | 96.80 | |
| International Business Machines (IBM) | 0.1 | $227k | 1.5k | 153.38 | |
| Procter & Gamble Company (PG) | 0.1 | $214k | 2.3k | 91.96 | |
| Lakeland Ban (LBAI) | 0.1 | $228k | 12k | 19.23 | |
| SPDR S&P Dividend (SDY) | 0.1 | $209k | 2.2k | 94.36 | |
| Facebook Inc cl a (META) | 0.1 | $229k | 1.3k | 176.15 | |
| Anthem (ELV) | 0.1 | $207k | 919.00 | 225.24 | |
| Vanguard Growth ETF (VUG) | 0.1 | $205k | 1.5k | 140.99 |
