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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 $221,319,211
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Mr. Cooper Group Inc.
 COOP 545,219 $65,208,192 29.46%
2.
Wells Fargo & Company
 WFC 137,072 $9,840,394 4.45%
3.
Ishares Tr
 187,459 $8,638,121 3.9%
4.
Ishares Tr - RUS TP200 GR ETF
 32,797 $6,918,096 3.13%
5.
Ishares Tr - RUS TP200 VL ETF
 67,148 $5,518,205 2.49%
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)