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Home > Institutional Investor > Veridan Wealth Llc > Profile

Instuitional Investor - Veridan Wealth Llc

Fund Profile
Filing Period:
Fund Name: Veridan Wealth Llc
Portfolio Value $213,492,242
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Mr. Cooper Group Inc.
 COOP 545,900 $56,244,077 26.34%
2.
Wells Fargo & Company
 WFC 137,104 $10,713,301 5.01%
3.
Ishares Tr
 187,176 $8,482,822 3.97%
4.
Ishares Tr - RUS TP200 GR ETF
 28,987 $6,832,239 3.2%
5.
Ishares Trust
 IEF 17,642 $5,155,461 2.41%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)