Veery Capital, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 15, 2025), Veery Capital, LLC reported 91 stock positions worth $261.3 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 13.3% of the portfolio, followed by Schwab US Large-Cap Value (SCHV, 10.4%) and iShares Core MSCI Dev MKTS (IDEV, 8.3%). Compared with Q3 2024, it opened 5 new positions, sold out of 8, added to 40 and reduced 35. The biggest buy was Schwab US Large-Cap Growth (SCHG, shares +22%) and the biggest sale Schwab US Large-Cap ETF (SCHX, shares −84%).
- Most Recent 13F
- Q2 2026
- Location
- Wilmington, DE
- CIK
- 0001844375
- Portfolio Value
- $261.3M (Q4 2024)
- SEC Filing
- 0001667731-25-000033 ↗ filed Jan 15, 2025
Holdings Value
Holdings 91 stocks · $261.3M
| SCHG Schwab US Large-Cap Growth | 13.33% | 1,250,110 | $34.8M | Add +21.8% |
| SCHV Schwab US Large-Cap Value | 10.36% | 1,038,132 | $27.1M | Add +20.9% |
| IDEV iShares Core MSCI Dev MKTS | 8.28% | 335,554 | $21.6M | Add +18.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 8.11% | 51,611 | $21.2M | Add +0.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.59% | 117,184 | $19.8M | Add +1.4% |
| BND Vanguard Total Bond Market | 6.65% | 241,546 | $17.4M | Add +0.7% |
| MUB iShares National Muni Bond E | 4.45% | 109,016 | $11.6M | Add +5.9% |
| IEFA iShares Core MSCI Eafe ETF | 4.26% | 158,316 | $11.1M | Add +0.4% |
| IEMG iShares Core MSCI Emerging | 4.21% | 210,886 | $11.0M | Add +12.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 3.67% | 34,272 | $9.6M | Add +19.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 3.55% | 46,823 | $9.3M | Add +20.8% |
| VEA Vanguard Ftse Developed ETF | 2.41% | 131,493 | $6.3M | Reduce -50.6% |
| HYD Vaneck High Yield Muni ETF | 1.97% | 99,042 | $5.1M | Add +5.5% |
| BNDX Vanguard Total Intl Bond ETF | 1.61% | 85,949 | $4.2M | Add +14.7% |
| VOO Vanguard S&P 500 ETF | 1.07% | 5,204 | $2.8M | Add +21.9% |
| AAPL Apple Inc. | 1.03% | 10,765 | $2.7M | Add +3.4% |
| SPHY SS SPDR P High Yield ETF | 0.89% | 98,973 | $2.3M | Add +17.9% |
| VTIP Vanguard Short-Term Tips | 0.82% | 44,146 | $2.1M | Reduce -2.1% |
| EMLC Vaneck JPM Em Local Curr BND | 0.77% | 86,823 | $2.0M | Reduce -15.4% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.75% | 31,061 | $2.0M | Reduce -12.7% |
| MSFT Microsoft Corp. | 0.72% | 4,469 | $1.9M | Add +6.8% |
| SCHX Schwab US Large-Cap ETF | 0.70% | 78,527 | $1.8M | Reduce -83.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.57% | 2,920 | $1.5M | Reduce -4.5% |
| AMZN Amazon.com Inc. | 0.54% | 6,440 | $1.4M | Add +8.0% |
| DKNG Draftkings Inc. Class A | 0.53% | 37,065 | $1.4M | Add +17.1% |
| IWN iShares Russell 2000 Value E | 0.47% | 7,413 | $1.2M | Add +1.8% |
| GOOG Alphabet Inc. Class C | 0.47% | 6,381 | $1.2M | Add +2.7% |
| IWO iShares Russell 2000 Growth | 0.45% | 4,093 | $1.2M | Add +2.0% |
| SCHO Schwab Short-Term US Treas | 0.44% | 48,217 | $1.2M | Reduce -17.9% |
| NVDA Nvidia Corp. | 0.39% | 7,637 | $1.0M | Add +1.2% |
| VWO Vanguard Ftse Emerging Marke | 0.39% | 23,256 | $1.0M | Reduce -66.5% |
| TSLA Tesla Inc. | 0.38% | 2,441 | $986K | Add +86.8% |
| CEG Constellation Energy | 0.29% | 3,347 | $749K | Add +25.4% |
| MA Mastercard Inc. Class A | 0.29% | 1,421 | $748K | Add +5.9% |
| COST Costco Wholesale Corp. | 0.28% | 800 | $733K | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 0.28% | 1,230 | $720K | Add +3.5% |
| V Visa Inc. Class A | 0.27% | 2,212 | $699K | Add +6.7% |
| USMV iShares MSCI USA Min Vol Fac | 0.26% | 7,539 | $669K | Reduce -11.0% |
| JPM JPMorgan Chase & Co. | 0.25% | 2,676 | $641K | Reduce -0.2% |
| ISRG Intuitive Surgical Inc. | 0.24% | 1,185 | $619K | Reduce -0.3% |
| ADBE Adobe Inc. | 0.22% | 1,315 | $585K | Add +1.9% |
| BPOP Popular Inc. | 0.22% | 6,148 | $578K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.21% | 11,037 | $553K | Reduce -12.0% |
| APH Amphenol Corp. Class A | 0.21% | 7,770 | $540K | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 0.20% | 2,826 | $535K | Reduce -1.7% |
| XOM Exxon Mobil Corp. | 0.20% | 4,865 | $523K | Reduce -2.9% |
| INTU Intuit Inc. | 0.19% | 794 | $499K | No change |
| CRM Salesforce Inc. | 0.19% | 1,475 | $493K | Add +4.5% |
| SCHA Schwab US Small-Cap ETF | 0.18% | 17,702 | $458K | Reduce -81.4% |
| UNH Unitedhealth Group Inc. | 0.16% | 829 | $419K | Add +1.2% |
| ZTS Zoetis Inc. | 0.15% | 2,465 | $402K | Add +2.8% |
| AMD Advanced Micro Devices | 0.15% | 3,202 | $387K | Reduce -0.2% |
| DHR Danaher Corp. | 0.15% | 1,678 | $385K | Add +1.6% |
| AVGO Broadcom Inc. | 0.14% | 1,532 | $355K | Add +25.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 7,378 | $324K | Reduce -0.9% |
| SMLR Semler Scientific Inc. | 0.12% | 6,000 | $324K | New |
| AMP Ameriprise Financial Inc. | 0.12% | 595 | $317K | Reduce -6.9% |
| KMB Kimberly-Clark Corp. | 0.12% | 2,415 | $316K | No change |
| DXCM Dexcom Inc. | 0.12% | 4,023 | $313K | Add +0.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.12% | 8,962 | $306K | Reduce -0.8% |
| SLM SLM Corp. | 0.11% | 10,770 | $297K | No change |
| EXC Exelon Corp. | 0.11% | 7,872 | $296K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.11% | 1,467 | $290K | Reduce -3.4% |
| IVW iShares S&P 500 Growth ETF | 0.11% | 2,840 | $288K | Reduce -1.1% |
| MRK Merck & Co. Inc. | 0.11% | 2,827 | $281K | Reduce -6.3% |
| VYM Vanguard High DVD Yield ETF | 0.10% | 2,147 | $274K | No change |
| HD Home Depot Inc. | 0.10% | 678 | $264K | New |
| LLY Eli Lilly & Co. | 0.10% | 328 | $253K | Add +1.6% |
| ABBV Abbvie Inc. | 0.10% | 1,416 | $252K | Reduce -4.0% |
| ADI Analog Devices Inc. | 0.09% | 1,131 | $240K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 1,222 | $239K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 1,088 | $239K | Reduce -0.4% |
| PM Philip Morris International | 0.09% | 1,975 | $238K | Add +0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 522 | $237K | Add +0.6% |
| AZN Astrazeneca PLC-Spons ADR | 0.09% | 3,503 | $230K | Add +4.7% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.09% | 8,961 | $229K | Reduce -28.5% |
| ET Energy Transfer LP | 0.09% | 11,500 | $225K | No change |
| MPC Marathon Petroleum Corp. | 0.09% | 1,606 | $224K | Add +1.0% |
| TMO Thermo Fisher Scientific Inc. | 0.08% | 426 | $222K | Reduce -2.1% |
| AMAT Applied Materials Inc. | 0.08% | 1,345 | $219K | Reduce -1.8% |
| PAYX Paychex Inc. | 0.08% | 1,543 | $216K | No change |
| T AT&T Inc. | 0.08% | 9,389 | $214K | New |
| KR Kroger Co. | 0.08% | 3,486 | $213K | Reduce -1.4% |
| WFC Wells Fargo & Co. | 0.08% | 3,030 | $213K | New |
| SAP Sap SE-Sponsored ADR | 0.08% | 856 | $211K | Reduce -3.0% |
| EMB iShares JP Morgan Usd Emergi | 0.08% | 2,348 | $209K | Reduce -34.5% |
| HYLB Xtrackers Usd High Yield Cor | 0.08% | 5,751 | $207K | Reduce -82.4% |
| ACWV iShares MSCI Global Min Vol | 0.08% | 1,886 | $206K | Reduce -42.7% |
| AXP American Express Co. | 0.08% | 690 | $205K | New |
| VZ Verizon Communications Inc. | 0.08% | 5,017 | $201K | Reduce -5.4% |
| XERS Xeris Biopharma Holdings Inc. | 0.02% | 14,163 | $48K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| SCHX Schwab US Large-Cap ETF | Reduce -83.6% | 0.70% | −3.38 |
| VEA Vanguard Ftse Developed ETF | Reduce -50.6% | 2.41% | −2.87 |
| VWO Vanguard Ftse Emerging Marke | Reduce -66.5% | 0.39% | −0.86 |
| SCHA Schwab US Small-Cap ETF | Reduce -81.4% | 0.18% | −0.74 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.38 |
| HYLB Xtrackers Usd High Yield Cor | Reduce -82.4% | 0.08% | −0.37 |
| EMLC Vaneck JPM Em Local Curr BND | Reduce -15.4% | 0.77% | −0.21 |
| BCI Abrdn Bloomberg All Commodit | Sold out | 0.00% | −0.20 |
| VWOB Vanguard Emerg MKTS Gov BND | Reduce -12.7% | 0.75% | −0.13 |
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −0.10 |
| SCHO Schwab Short-Term US Treas | Reduce -17.9% | 0.44% | −0.10 |
| USDU Wisdomtree BBG Usd Bullish | Sold out | 0.00% | −0.08 |
| EFAV iShares MSCI Eafe Min Vol Fa | Sold out | 0.00% | −0.08 |
| NXPI NXP Semiconductors NV | Sold out | 0.00% | −0.08 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −0.08 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.08 |
| ACWV iShares MSCI Global Min Vol | Reduce -42.7% | 0.08% | −0.06 |
| AMD Advanced Micro Devices | Reduce -0.2% | 0.15% | −0.05 |
| EMB iShares JP Morgan Usd Emergi | Reduce -34.5% | 0.08% | −0.05 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -28.5% | 0.09% | −0.04 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -11.0% | 0.26% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -12.0% | 0.21% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -6.3% | 0.11% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -1.8% | 0.08% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -2.9% | 0.20% | −0.02 |
| VTIP Vanguard Short-Term Tips | Reduce -2.1% | 0.82% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.1% | 0.08% | −0.02 |
| ABBV Abbvie Inc. | Reduce -4.0% | 0.10% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -5.4% | 0.08% | −0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -0.8% | 0.12% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -0.4% | 0.09% | +0.00 |
| SAP Sap SE-Sponsored ADR | Reduce -3.0% | 0.08% | +0.00 |
| KR Kroger Co. | Reduce -1.4% | 0.08% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.1% | 0.11% | +0.01 |
| AMP Ameriprise Financial Inc. | Reduce -6.9% | 0.12% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.5% | 0.57% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -3.4% | 0.11% | +0.01 |
| COST Costco Wholesale Corp. | Reduce -0.6% | 0.28% | +0.01 |
| BAC Bank of America Corp. | Reduce -0.9% | 0.12% | +0.01 |
| APH Amphenol Corp. Class A | Reduce -0.4% | 0.21% | +0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -0.3% | 0.24% | +0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -1.7% | 0.20% | +0.03 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 0.25% | +0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| SCHG Schwab US Large-Cap Growth | Add +21.8% | 13.33% | +3.31 |
| SCHV Schwab US Large-Cap Value | Add +20.9% | 10.36% | +1.73 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +19.6% | 3.67% | +0.80 |
| IDEV iShares Core MSCI Dev MKTS | Add +18.8% | 8.28% | +0.77 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.2% | 8.11% | +0.69 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +20.8% | 3.55% | +0.63 |
| MUB iShares National Muni Bond E | Add +5.9% | 4.45% | +0.25 |
| TSLA Tesla Inc. | Add +86.8% | 0.38% | +0.25 |
| VOO Vanguard S&P 500 ETF | Add +21.9% | 1.07% | +0.23 |
| BNDX Vanguard Total Intl Bond ETF | Add +14.7% | 1.61% | +0.20 |
| IEMG iShares Core MSCI Emerging | Add +12.5% | 4.21% | +0.18 |
| SPHY SS SPDR P High Yield ETF | Add +17.9% | 0.89% | +0.13 |
| SMLR Semler Scientific Inc. | New | 0.12% | +0.12 |
| AMZN Amazon.com Inc. | Add +8.0% | 0.54% | +0.12 |
| AAPL Apple Inc. | Add +3.4% | 1.03% | +0.12 |
| HD Home Depot Inc. | New | 0.10% | +0.10 |
| HYD Vaneck High Yield Muni ETF | Add +5.5% | 1.97% | +0.10 |
| T AT&T Inc. | New | 0.08% | +0.08 |
| WFC Wells Fargo & Co. | New | 0.08% | +0.08 |
| AXP American Express Co. | New | 0.08% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +2.7% | 0.47% | +0.08 |
| DKNG Draftkings Inc. Class A | Add +17.1% | 0.53% | +0.06 |
| AVGO Broadcom Inc. | Add +25.5% | 0.14% | +0.06 |
| V Visa Inc. Class A | Add +6.7% | 0.27% | +0.05 |
| NVDA Nvidia Corp. | Add +1.2% | 0.39% | +0.05 |
| MSFT Microsoft Corp. | Add +6.8% | 0.72% | +0.05 |
| CRM Salesforce Inc. | Add +4.5% | 0.19% | +0.04 |
| MA Mastercard Inc. Class A | Add +5.9% | 0.29% | +0.04 |
| CEG Constellation Energy | Add +25.4% | 0.29% | +0.03 |
| IWO iShares Russell 2000 Growth | Add +2.0% | 0.45% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.4% | 7.59% | +0.02 |
| META Meta Platforms Inc. Class A | Add +3.5% | 0.28% | +0.02 |
| DXCM Dexcom Inc. | Add +0.5% | 0.12% | +0.02 |
| IWN iShares Russell 2000 Value E | Add +1.8% | 0.47% | +0.01 |
| PM Philip Morris International | Add +0.4% | 0.09% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.6% | 0.09% | +0.00 |
| AZN Astrazeneca PLC-Spons ADR | Add +4.7% | 0.09% | −0.01 |
| LLY Eli Lilly & Co. | Add +1.6% | 0.10% | −0.01 |
| MPC Marathon Petroleum Corp. | Add +1.0% | 0.09% | −0.01 |
| UNH Unitedhealth Group Inc. | Add +1.2% | 0.16% | −0.02 |
| ZTS Zoetis Inc. | Add +2.8% | 0.15% | −0.02 |
| DHR Danaher Corp. | Add +1.6% | 0.15% | −0.02 |
| ADBE Adobe Inc. | Add +1.9% | 0.22% | −0.03 |
| BND Vanguard Total Bond Market | Add +0.7% | 6.65% | −0.11 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.4% | 4.26% | −0.36 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 100 | $372.3M | SCHG, SCHV, IDEV, VTV, VUG |
| Q1 2026 | 96 | $326.1M | SCHG, SCHV, IDEV, VTV, VUG |
| Q4 2025 | 94 | $325.8M | SCHG, SCHV, IDEV, VUG, VTV |
| Q3 2025 | 94 | $316.8M | SCHG, SCHV, IDEV, VUG, VTV |
| Q2 2025 | 94 | $290.8M | SCHG, SCHV, IDEV, VUG, VTV |
| Q1 2025 | 92 | $257.1M | SCHG, SCHV, IDEV, VTV, VUG |
| Q4 2024 | 91 | $261.3M | SCHG, SCHV, IDEV, VUG, VTV |
| Q3 2024 | 94 | $266.5M | SCHG, SCHV, VTV, IDEV, VUG |
| Q2 2024 | 96 | $246.9M | SCHX, VEA, VUG, VTV, BND |
| Q1 2024 | 96 | $244.0M | SCHX, VEA, VTV, VUG, BND |