test

David Christopher Benfer

@Veery Capital, Llc

Latest period2024 - Q4ReportedManaged Assets$261.3MTotal holdings91
Assets growth rate-1.96%Assets growth rate (2-Q avg)3.01%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Veery Capital, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 91 positions.

Assets under management

The assets under management (AUM) of Veery Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 261.3M in assets, with a quarterly growth rate of -1.96% and a 2-quarter average growth rate of 3.01%. The portfolio is managed by David Christopher Benfer, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -0.33%
0.24%
$618,523
1,185 shares@ $521.97 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Decreased -11.98%
0.22%
$553,273
11,037 shares@ $50.13 avg price
APHAmphenol Corp New
Recent Activity
Decreased -0.35%
0.21%
$539,627
7,770 shares@ $69.46 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.67%
0.21%
$534,964
2,826 shares@ $189.31 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -2.89%
0.21%
$523,328
4,865 shares@ $107.57 avg price
SCHASchwab Strategic Tr
Recent Activity
Decreased -62.73%
0.18%
$457,779
17,702 shares@ $25.87 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -0.18%
0.15%
$386,770
3,202 shares@ $120.8 avg price
BACBank America Corp
Recent Activity
Decreased -0.91%
0.13%
$324,256
7,378 shares@ $43.95 avg price
AMPAmeriprise Finl Inc
Recent Activity
Decreased -6.88%
0.13%
$316,796
595 shares@ $532.44 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -0.75%
0.12%
$305,873
8,962 shares@ $34.13 avg price