Veridan Wealth LLC

Q2 2024 13F-HR Holdings

Location
West Linn, OR
Holdings as of
6/30/2024
Date filed
7/10/2025
Form type
13F-HR
Num holdings
82
Total value ($000)
$249,268
Net value change ($000)
—
New positions
82
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 11/12/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
COOP 81,301 —
WFC 10,982 —
IUSB 8,589 —
IWY 7,323 —
BIV 7,022 —
IWL 5,486 —
IWX 5,476 —
OEF 5,461 —
MGV 5,421 —
HFXI 5,071 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type