Veridan Wealth LLC
CIK 2052405 · Holdings on Dec 31, 2024 · First reported Feb 5, 2025
Top ten holdings
Q4 2024- 62482R10726.34%
- WFC5.02%
- IUSB3.97%
- IWY3.20%
- OEF2.41%
- DBEF2.20%
- HFXI2.20%
- IWX2.19%
- IWL2.17%
- IMTM2.14%
Share classes counted separately51.84%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | 62482R107MR COOPER GROUP INC View history and evidence | $56.24M | 26.34% | 545.90K shares | Prior unavailable +1.02K (+0.20%) | Added | ↗▾ |
| 02 | WFCWELLS FARGO & CO View history and evidence | $10.71M | 5.02% | 137.10K shares | Prior unavailable +39 (0.00%) | Added | ↗▾ |
| 03 | IUSBISHR CR UNVRSE USD BD ETF-UICORE TOTAL USD View history and evidence | $8.48M | 3.97% | 187.18K shares | Prior unavailable +1.40K (+0.80%) | Added | ↗▾ |
| 04 | IWYISHARES RUSSELL TOP 200 GROWRUS TP200 GR ETF View history and evidence | $6.83M | 3.20% | 28.99K shares | Prior unavailable -719 (-2.40%) | Reduced | ↗▾ |
| 05 | OEFISHARES S&P 100 ETFS&P 100 ETF View history and evidence | $5.16M | 2.41% | 17.64K shares | Prior unavailable -301 (-1.70%) | Reduced | ↗▾ |
| 06 | DBEFXTRACKERS MSCI EAFE HEDGED EXTRACK MSCI EAFE View history and evidence | $4.71M | 2.20% | 109.11K shares | Prior unavailable +109.11K | New | ↗▾ |
| 07 | HFXINYLIM FTSE INTR EQ CN ETF-UINYLI FTSE INTERN View history and evidence | $4.70M | 2.20% | 174.47K shares | Prior unavailable +2.39K (+1.40%) | Added | ↗▾ |
| 08 | IWXISHARES RUSSELL TOP 200 VALURUS TP200 VL ETF View history and evidence | $4.68M | 2.19% | 56.36K shares | Prior unavailable -8.68K (-13.40%) | Reduced | ↗▾ |
| 09 | IWLISHARES RUSSELL TOP 200 ETFRUS TOP 200 ETF View history and evidence | $4.64M | 2.17% | 31.42K shares | Prior unavailable -4.41K (-12.30%) | Reduced | ↗▾ |
| 10 | IMTMISHARES MSCI INTL MOMENTUM FMSCI INTL MOMENT View history and evidence | $4.57M | 2.14% | 117.84K shares | Prior unavailable +9.97K (+9.20%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 9
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| FENI FIDELITY ENHANCED INTL ETF | Non-derivative | -142,422 | -$4.74M | SEC filing ↗ | SEC filing ↗ |
| VB VANGUARD MOST SM-CAP ETF-USD | Non-derivative | -16,858 | -$3.99M | SEC filing ↗ | SEC filing ↗ |
| IAU ISHARES GOLD TRUST | Non-derivative | -40,971 | -$2.55M | SEC filing ↗ | SEC filing ↗ |
3 / 9 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2052405 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Feb 5, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 213492242
}Research all 82 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.