Vericrest Private Wealth - Q12026 Holdings
Vericrest Private Wealth holds 39 stocks with a total portfolio value of $ 111.49M as of Q12026. In Q12026, Vericrest Private Wealth added 0 new positions, increased stakes in 14 stocks, reduced 13 holdings, and fully exited 8 positions. The largest holding is Ishares Tr (IVV), representing 21.06% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options