VERUS WEALTH MANAGEMENT, LLC
Q4 2024 13F Detailed Holdings
Location
De Pere, WI
Holdings as of
12/31/2024
Value ($000)
$89,166
Num holdings
67
Date filed
1/22/2025
Form type
13F-HR/A - RESTATEMENT
Prev filing
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SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
Compare Q4 2024 to
2024 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type
Discretion
Other Manager
Sole
Shared
None
Other Managers
Num
Name
File Number
1
Parametric Portfolio Associates