Portfolio (Quarterly)
Guide ↗
VERUS WEALTH MANAGEMENT, LLC
· CIK 0002042938| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | NIC | NICOLET BANKSHARES INC | Financial Services | 5,250 | $706K | 0.66% | SOLD |
| 2 | CEG | CONSTELLATION ENERGY CORP | Utilities | 1,654 | $544K | 0.51% | SOLD |
| 3 | WTRG | ESSENTIAL UTILS INC | Utilities | 10,137 | $404K | 0.38% | SOLD |
| 4 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 7,991 | $351K | 0.33% | SOLD |
| 5 | NFLX | NETFLIX INC | Communication Services | 246 | $295K | 0.28% | SOLD |
| 6 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 280 | $259K | 0.24% | SOLD |
| 7 | FTS | FORTIS INC | Utilities | 4,293 | $218K | 0.20% | SOLD |
| 8 | WMT | WALMART INC | Consumer Defensive | 2,001 | $206K | 0.19% | SOLD |
Sector Allocation
Technology
55.0%
Communication Services
19.6%
Consumer Cyclical
13.4%
Financial Services
7.2%
Healthcare
4.8%