Verus Financial Partners, Inc. Top Holdings and 13F Report (2024) → The Overlooked Retirement Asset You Probably Don’t Own (From Crypto 101 Media) (Ad) About Verus Financial Partners, Inc.Investment ActivityVerus Financial Partners, Inc. has $853.78 million in total holdings as of March 31, 2024.Verus Financial Partners, Inc. owns shares of 98 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 6.54% of the portfolio was purchased this quarter.About 5.19% of the portfolio was sold this quarter.This quarter, Verus Financial Partners, Inc. has purchased 98 new stocks and bought additional shares in 35 stocks.Verus Financial Partners, Inc. sold shares of 33 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $197,878,838Vanguard Total Bond Market ETF $96,044,331Avantis Short-Term Fixed Income ETF $61,363,104Vanguard Total International Stock ETF $59,764,080Vanguard Small-Cap Value ETF $56,306,910 Largest New Holdings this Quarter Marathon Petroleum $235,554 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Bond ETF 501,411 shares (about $37.81M)Vanguard Total Bond Market ETF 47,765 shares (about $3.47M)iShares Core S&P Mid-Cap ETF 55,031 shares (about $3.34M)Avantis Core Fixed Income ETF 53,755 shares (about $2.22M)Vanguard Total International Stock ETF 34,350 shares (about $2.07M) Largest Sales this Quarter Vanguard Short-Term Bond ETF 488,779 shares (about $37.48M)Vanguard FTSE All-World ex-US ETF 21,316 shares (about $1.25M)iShares Core MSCI Total International Stock ETF 16,475 shares (about $1.12M)Philip Morris International 6,347 shares (about $581.51K)iShares Select Dividend ETF 3,291 shares (about $405.38K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVerus Financial Partners, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$197,878,838$1,144,600 ▲0.6%761,36523.2%ETFBNDVanguard Total Bond Market ETF$96,044,331$3,469,173 ▲3.7%1,322,37811.2%ETFAVSFAvantis Short-Term Fixed Income ETF$61,363,104$1,769,330 ▲3.0%1,325,9107.2%ETFVXUSVanguard Total International Stock ETF$59,764,080$2,071,306 ▲3.6%991,1127.0%ETFVBRVanguard Small-Cap Value ETF$56,306,910$430,194 ▲0.8%293,4496.6%ETFAVIGAvantis Core Fixed Income ETF$46,482,857$2,217,394 ▲5.0%1,126,8575.4%ETFVEUVanguard FTSE All-World ex-US ETF$44,956,993$1,250,184 ▼-2.7%766,5305.3%ETFMGCVanguard Mega Cap ETF$41,715,537$182,946 ▼-0.4%223,2334.9%ETFBIVVanguard Intermediate-Term Bond ETF$38,764,552$37,806,369 ▲3,945.6%514,1194.5%ETFDFIVDimensional International Value ETF$28,379,944$1,043,407 ▲3.8%772,2433.3%ETFIVViShares Core S&P 500 ETF$26,296,913$46,790 ▲0.2%50,0203.1%ETFSCHDSchwab US Dividend Equity ETF$23,812,700$850,647 ▲3.7%295,3332.8%ETFVVVanguard Large-Cap ETF$22,171,606$295,864 ▼-1.3%92,4742.6%ETFIXUSiShares Core MSCI Total International Stock ETF$16,018,844$1,117,995 ▼-6.5%236,0571.9%ManufacturingVTEBVanguard Tax-Exempt Bond ETF$11,407,020$505,646 ▲4.6%225,4351.3%ETFDVYiShares Select Dividend ETF$9,212,696$405,383 ▼-4.2%74,7911.1%ETFVOVanguard Mid-Cap ETF$8,185,415$2,249 ▼0.0%32,7601.0%ETFIJHiShares Core S&P Mid-Cap ETF$4,188,917$3,342,569 ▲394.9%68,9650.5%ETFDFNMDimensional National Municipal Bond ETF$3,713,060$174,903 ▲4.9%77,2110.4%ETFAAPLApple$2,894,715$190,340 ▼-6.2%16,8810.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,802,225$212,377 ▼-7.0%5,3570.3%FinancePMPhilip Morris International$2,430,941$581,509 ▼-19.3%26,5330.3%Consumer StaplesMOAltria Group$2,412,895$277,032 ▼-10.3%55,3160.3%Consumer StaplesVOOVanguard S&P 500 ETF$2,287,934$104,784 ▲4.8%4,7600.3%ETFVGSHVanguard Short-Term Treasury Index ETF$2,068,919$1,161 ▼-0.1%35,6280.2%ETFHCAHCA Healthcare$2,027,5290.0%6,0790.2%MedicalIWDiShares Russell 1000 Value ETF$1,921,489$179 ▲0.0%10,7280.2%ETFVTHRVanguard Russell 3000 ETF$1,753,452$60,568 ▼-3.3%7,5270.2%ETFDFCFDimensional Core Fixed Income ETF$1,697,021$1,300 ▲0.1%40,4530.2%ETFVUSBVanguard Ultra-Short Bond ETF$1,410,602$23,140 ▼-1.6%28,4680.2%ETFMSFTMicrosoft$1,296,234$15,146 ▼-1.2%3,0810.2%Computer and TechnologyGWWW.W. Grainger$1,183,025$2,034 ▲0.2%1,1630.1%Industrial ProductsDFUVDimensional US Marketwide Value ETF$1,141,375$3,149 ▲0.3%27,9060.1%ETFVBVanguard Small-Cap ETF$1,129,501$3,200 ▲0.3%4,9410.1%ETFXOMExxon Mobil$1,099,568$63,005 ▼-5.4%9,4590.1%Oils/EnergyLOWLowe's Companies$974,312$141,116 ▼-12.7%3,8250.1%Retail/WholesaleELVElevance Health$937,449$519 ▲0.1%1,8080.1%MedicalDFASDimensional U.S. Small Cap ETF$862,781$1,371 ▲0.2%13,8400.1%ETFDDominion Energy$826,155$15,741 ▼-1.9%16,7950.1%UtilitiesVTVanguard Total World Stock ETF$822,769$597,795 ▲265.7%7,4460.1%ETFIWFiShares Russell 1000 Growth ETF$796,1120.0%2,3620.1%ETFBDNBrandywine Realty Trust$792,1340.0%165,0280.1%FinanceBRK.BBerkshire Hathaway$770,3930.0%1,8320.1%FinanceJNJJohnson & Johnson$725,039$37,336 ▼-4.9%4,5830.1%MedicalAVIVAvantis International Large Cap Value ETF$709,6710.0%13,1230.1%ETFABBVAbbVie$669,216$910 ▲0.1%3,6750.1%MedicalAOAiShares Core Aggressive Allocation ETF$643,066$136,635 ▼-17.5%8,7540.1%ETFIBMInternational Business Machines$641,0530.0%3,3570.1%Computer and TechnologyKMXCarMax$586,5120.0%6,7330.1%Retail/WholesaleMCKMcKesson$543,2920.0%1,0120.1%MedicalNSCNorfolk Southern$503,795$1,019 ▲0.2%1,9770.1%TransportationMMSMaximus$485,7810.0%5,7900.1%Business ServicesNDAQNasdaq$479,4340.0%7,5980.1%FinanceHDHome Depot$463,616$12,655 ▼-2.7%1,2090.1%Retail/WholesaleAOMiShares Core Moderate Allocation ETF$460,816$236,739 ▼-33.9%10,7720.1%ETFPGProcter & Gamble$460,454$324 ▲0.1%2,8380.1%Consumer StaplesMRKMerck & Co., Inc.$460,0450.0%3,4870.1%MedicalBACBank of America$447,609$7,887 ▼-1.7%11,8040.1%FinanceVUGVanguard Growth ETF$432,6610.0%1,2570.1%ETFVDEVanguard Energy ETF$426,892$3,029 ▲0.7%3,2410.1%ETFSOSouthern$426,876$18,510 ▼-4.2%5,9500.0%UtilitiesDFAXDimensional World ex U.S. Core Equity 2 ETF$422,814$76 ▲0.0%16,6200.0%ETFCOFCapital One Financial$411,554$36,927 ▼-8.2%2,7640.0%FinanceJPMJPMorgan Chase & Co.$410,501$200 ▲0.0%2,0490.0%FinanceLLYEli Lilly and Company$407,2220.0%5230.0%MedicalDFSDDimensional Short-Duration Fixed Income ETF$358,925$470 ▲0.1%7,6300.0%ETFMDLZMondelez International$356,800$287,428 ▼-44.6%5,0970.0%Consumer StaplesBSVVanguard Short-Term Bond ETF$351,389$37,475,794 ▼-99.1%4,5830.0%ETFDUKDuke Energy$339,856$114,414 ▼-25.2%3,5140.0%UtilitiesDFATDimensional U.S. Targeted Value ETF$339,784$109 ▲0.0%6,2430.0%ETFGOOGLAlphabet$337,7030.0%2,2370.0%Computer and TechnologyQQQInvesco QQQ$336,8540.0%7590.0%FinanceCATCaterpillar$335,0970.0%9140.0%Industrial ProductsVTIPVanguard Short-Term Inflation-Protected Securities ETF$319,835$158,888 ▼-33.2%6,6790.0%ManufacturingDISVDimensional International Small Cap Value ETF$317,329$136 ▲0.0%11,6710.0%ETFVBKVanguard Small-Cap Growth ETF$317,2960.0%1,2170.0%ETFGEGeneral Electric$315,3720.0%1,7970.0%TransportationMCDMcDonald's$311,5580.0%1,1050.0%Retail/WholesalePEPPepsiCo$309,401$152,775 ▼-33.1%1,7680.0%Consumer StaplesDFUSDimensional U.S. Equity ETF$307,185$228 ▲0.1%5,3910.0%ETFCSXCSX$303,6770.0%8,1920.0%TransportationTJXTJX Companies$301,0150.0%2,9680.0%Retail/WholesaleMETAMeta Platforms$297,2680.0%6120.0%Computer and TechnologyPFEPfizer$283,1480.0%10,2040.0%MedicalAVIEAvantis Inflation Focused Equity ETF$281,2280.0%4,4470.0%ETFCVXChevron$277,326$23,505 ▼-7.8%1,7580.0%Oils/EnergyDEDeere & Company$266,1170.0%6480.0%Industrial ProductsKOCoca-Cola$256,551$76,115 ▼-22.9%4,1930.0%Consumer StaplesGUNRFlexShares Global Upstream Natural Resources Index Fund$253,935$986 ▲0.4%6,1830.0%ETFUDRUDR$252,311$1,048 ▲0.4%6,7440.0%FinanceBNBrookfield$251,5550.0%6,0080.0%FinanceAMZNAmazon.com$250,0070.0%1,3860.0%Retail/WholesaleAORiShares Core Growth Allocation ETF$249,152$386,308 ▼-60.8%4,4760.0%ETFMPCMarathon Petroleum$235,554$235,554 ▲New Holding1,1690.0%Oils/EnergyCMCSAComcast$214,975$8,670 ▼-3.9%4,9590.0%Consumer DiscretionaryGOOGAlphabet$212,8590.0%1,3980.0%Computer and TechnologyHONHoneywell International$207,415$205 ▲0.1%1,0110.0%Multi-Sector ConglomeratesXBILUS Treasury 6 Month Bill ETF$205,4510.0%4,1000.0%ETFVZVerizon Communications$0$281,520 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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