Latest Verus Financial Partners, Inc. Stock Portfolio
Verus Financial Partners, Inc. Performance:
2025 Q3: 0.51%YTD: 1.27%2024: 0.87%
Performance for 2025 Q3 is 0.51%, and YTD is 1.27%, and 2024 is 0.87%.
About Verus Financial Partners, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Verus Financial Partners, Inc. reported an equity portfolio of $1 Billions as of 30 Sep, 2025.
The top stock holdings of Verus Financial Partners, Inc. are VB, BIV, VXUS. The fund has invested 24.1% of it's portfolio in VANGUARD INDEX FDS and 11.7% of portfolio in VANGUARD BD INDEX FDS.
The fund managers got completely rid off COMCAST CORP NEW (CMCSA) and AUTOMATIC DATA PROCESSING IN (ADP) stocks. They significantly reduced their stock positions in INVESCO QQQ TR (QQQ), CARMAX INC (KMX) and MCKESSON CORP (MCK). Verus Financial Partners, Inc. opened new stock positions in ISHARES GOLD TR (IAU), BERKSHIRE HATHAWAY INC DEL and SPDR GOLD TR (GLD). The fund showed a lot of confidence in some stocks as they added substantially to MCDONALDS CORP (MCD), DOMINION ENERGY INC (D) and ISHARES TR (IJR).
The top stock holdings of Verus Financial Partners, Inc. are VB, BIV, VXUS. The fund has invested 24.1% of it's portfolio in VANGUARD INDEX FDS and 11.7% of portfolio in VANGUARD BD INDEX FDS.
The fund managers got completely rid off COMCAST CORP NEW (CMCSA) and AUTOMATIC DATA PROCESSING IN (ADP) stocks. They significantly reduced their stock positions in INVESCO QQQ TR (QQQ), CARMAX INC (KMX) and MCKESSON CORP (MCK). Verus Financial Partners, Inc. opened new stock positions in ISHARES GOLD TR (IAU), BERKSHIRE HATHAWAY INC DEL and SPDR GOLD TR (GLD). The fund showed a lot of confidence in some stocks as they added substantially to MCDONALDS CORP (MCD), DOMINION ENERGY INC (D) and ISHARES TR (IJR).
Verus Financial Partners, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Verus Financial Partners, Inc. made a return of 0.51% in the last quarter. In trailing 12 months, it's portfolio return was 1.14%.
New Buys
| Ticker | $ Bought |
|---|---|
| ishares gold tr | 2,202,890 |
| berkshire hathaway inc del | 754,200 |
| spdr gold tr | 487,705 |
| abrdn platinum etf trust | 357,200 |
| oracle corp | 331,527 |
| travelers companies inc | 292,143 |
| cisco sys inc | 252,869 |
| vanguard instl index fd | 230,113 |
New stocks bought by Verus Financial Partners, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| mcdonalds corp | 57.69 |
| dominion energy inc | 55.07 |
| ishares tr | 32.68 |
| microsoft corp | 29.08 |
| bank america corp | 28.28 |
| johnson & johnson | 26.42 |
| coca cola co | 25.04 |
| vanguard intl equity index f | 19.95 |
Additions to existing portfolio by Verus Financial Partners, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| invesco qqq tr | -25.62 |
| carmax inc | -23.22 |
| mckesson corp | -21.14 |
| maximus inc | -14.67 |
| home depot inc | -14.1 |
| international business machs | -11.77 |
| hca healthcare inc | -10.00 |
| dimensional etf trust | -9.15 |
Verus Financial Partners, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| comcast corp new | -242,095 |
| automatic data processing in | -200,158 |
Verus Financial Partners, Inc. got rid off the above stocks
Sector Distribution
Verus Financial Partners, Inc. has about 95.8% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 95.8 |
Market Cap. Distribution
Verus Financial Partners, Inc. has about 4.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 95.8 |
| LARGE-CAP | 2.5 |
| MEGA-CAP | 1.6 |
Stocks belong to which Index?
About 4.1% of the stocks held by Verus Financial Partners, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 95.8 |
| S&P 500 | 4.1 |
Verus Financial Partners, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Verus Financial Partners, Inc.
Verus Financial Partners, Inc. has 121 stocks in it's portfolio. About 76.4% of the portfolio is in top 10 stocks. PM proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Verus Financial Partners, Inc. last quarter.
Last Reported on: 30 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.34 | 14,050 | 3,577,580 | reduced | -3.29 | ||
| ABBV | abbvie inc | 0.06 | 2,641 | 611,445 | added | 0.19 | ||
| ABT | abbott labs | 0.02 | 1,769 | 236,978 | reduced | -0.67 | ||
| ADP | automatic data processing in | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AEMB | american centy etf tr | 7.04 | 1,549,480 | 73,157,400 | added | 3.09 | ||
| AEMB | american centy etf tr | 5.67 | 1,400,960 | 58,952,200 | added | 3.44 | ||
| AEMB | american centy etf tr | 2.98 | 429,520 | 31,037,100 | added | 3.03 | ||
| AEMB | american centy etf tr | 0.09 | 13,825 | 932,360 | unchanged | 0.00 | ||
| AEMB | american centy etf tr | 0.03 | 4,447 | 280,379 | unchanged | 0.00 | ||
| AEP | american elec pwr co inc | 0.03 | 2,346 | 263,889 | added | 9.42 | ||
| AGZD | wisdomtree tr | 0.03 | 3,918 | 356,577 | unchanged | 0.00 | ||
| AMPS | ishares tr | 0.03 | 5,199 | 270,672 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 0.05 | 2,495 | 547,827 | added | 3.66 | ||
| ASET | flexshares tr | 0.03 | 6,505 | 284,775 | added | 0.81 | ||
| AVGO | broadcom inc | 0.04 | 1,137 | 375,108 | unchanged | 0.00 | ||
| BA | boeing co | 0.02 | 1,056 | 227,912 | new | |||
| BAC | bank america corp | 0.07 | 13,591 | 701,161 | added | 28.28 | ||
| BDN | brandywine rlty tr | 0.10 | 253,349 | 1,056,460 | reduced | -7.32 | ||
| BIV | vanguard bd index fds | 11.74 | 1,641,680 | 122,092,000 | added | 3.35 | ||
| BIV | vanguard bd index fds | 4.30 | 572,671 | 44,719,900 | added | 2.61 | ||