• 13F History

VERUS WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 23, 2025
Value $
$89.2M
Signature - Title
Mark Albers - Owner, CCO
Location
De Pere, WI
Summary
This page shows a list of all the recent 13F filings made by VERUS WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. VERUS WEALTH MANAGEMENT, LLC reported 53 stock holdings with total value $89.2M as of Q4 2024. Top holdings included MUB, VOO, VCIT, VEA, and BND.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 53 $89.2M $0 $0 MUB, VOO, VCIT, VEA, BND Restatement 1/22/2025, 05:57 PM