Verus Capital Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed July 9, 2026), Verus Capital Partners, LLC reported 362 stock positions worth $1.0 billion. Its top holding was Apple (AAPL) at 15.8% of the portfolio, followed by Amazon.com (AMZN, 8.8%) and Nvidia (NVDA, 6.8%). Compared with Q3 2024, it opened 29 new positions, sold out of 25, added to 163 and reduced 156. The biggest buy was Nvidia (NVDA, shares +18%) and the biggest sale Exxon Mobil (XOM, shares −68%).
- Most Recent 13F
- Q2 2026
- Location
- SCOTTSDALE, AZ
- CIK
- 0001796874
- Portfolio Value
- $1.0B (Q4 2024)
- SEC Filing
- 0001796874-26-000005 ↗ filed Jul 9, 2026
Holdings Value
Holdings 362 stocks · $1.0B
| AAPL Apple Inc. | 15.82% | 661,062 | $165.5M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 8.77% | 418,098 | $91.7M | Add +3.7% |
| NVDA Nvidia Corp. | 6.83% | 532,979 | $71.5M | Add +18.1% |
| MSFT Microsoft Corp. | 6.82% | 169,318 | $71.4M | Add +0.8% |
| AMD Advanced Micro Devices | 4.17% | 361,942 | $43.6M | Add +2.2% |
| IVV iShares Core S&P 500 ETF | 3.02% | 53,781 | $31.6M | Reduce -5.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.56% | 304,593 | $26.8M | Reduce -2.1% |
| GOOGL Alphabet Inc. Class A | 2.08% | 115,021 | $21.8M | Add +3.5% |
| GTO Invesco Total Return Bond Et | 1.78% | 401,356 | $18.6M | Add +4.6% |
| IJR iShares Core S&P Small-Cap E | 1.63% | 147,815 | $17.0M | Reduce -7.4% |
| GOF Guggenheim Strategic Opport | 1.61% | 1,104,801 | $16.9M | Add +53.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.19% | 242,344 | $12.4M | Add +3.7% |
| QQQ Invesco QQQ Trust Series 1 | 1.13% | 23,104 | $11.8M | Add +1.2% |
| DGRO iShares Core Dividend Growth | 1.09% | 185,731 | $11.4M | Add +2.3% |
| ABBV Abbvie Inc. | 1.03% | 60,885 | $10.8M | Reduce -1.8% |
| USMV iShares MSCI USA Min Vol Fac | 0.95% | 112,088 | $10.0M | Reduce -1.0% |
| FMB First Trust Managed Municipa | 0.93% | 191,773 | $9.8M | Reduce -4.9% |
| IQLT iShares MSCI International Q | 0.92% | 257,928 | $9.6M | Reduce -27.5% |
| GBIL Goldman Sachs Access Treasur | 0.84% | 88,644 | $8.7M | Reduce -8.1% |
| JCPB JPMorgan Core Plus Bond ETF | 0.81% | 185,269 | $8.5M | Add +0.8% |
| SCHD Schwab US DVD Equity ETF | 0.80% | 307,618 | $8.4M | Add +4.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.74% | 172,256 | $7.8M | Reduce -21.6% |
| NOC Northrop Grumman Corp. | 0.71% | 15,847 | $7.4M | Add +0.0% |
| TSLA Tesla Inc. | 0.64% | 16,537 | $6.7M | Add +5.9% |
| VZ Verizon Communications Inc. | 0.61% | 159,468 | $6.4M | Add +10.1% |
| XOM Exxon Mobil Corp. | 0.58% | 56,763 | $6.1M | Reduce -67.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.57% | 10,115 | $5.9M | Add +10.7% |
| QUAL iShares MSCI USA Quality Fac | 0.53% | 31,314 | $5.6M | Reduce -9.0% |
| IVW iShares S&P 500 Growth ETF | 0.50% | 51,344 | $5.2M | Reduce -12.2% |
| COWG Pacer US LRG Cap Cows GR LD | 0.48% | 158,342 | $5.1M | Add +50.1% |
| GOOG Alphabet Inc. Class C | 0.48% | 26,472 | $5.0M | Add +3.6% |
| COWZ Pacer US Cash Cows 100 ETF | 0.48% | 89,067 | $5.0M | Add +58.1% |
| JPIB JPMorgan Intl BND ETF | 0.47% | 104,549 | $4.9M | Reduce -1.6% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.47% | 81,394 | $4.9M | Add +82.2% |
| META Meta Platforms Inc. Class A | 0.47% | 8,314 | $4.9M | Add +1.7% |
| JIVE JPM Interntl Value ETF filed as J P MORGAN EXCHANGE TRADED F | 0.46% | 86,784 | $4.8M | New |
| PLTR Palantir Technologies Inc. Class A | 0.42% | 58,596 | $4.4M | Add +22.2% |
| SCTXX Schwab Amt Tax FR MNY-Ultra | 0.41% | 4,303,808 | $4.3M | Add +20.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.41% | 83,343 | $4.3M | Reduce -12.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.38% | 15,219 | $4.0M | Add +1.0% |
| EFV iShares MSCI Eafe Value ETF | 0.34% | 68,554 | $3.6M | Reduce -4.9% |
| OEF iShares S&P 100 ETF | 0.34% | 12,198 | $3.5M | Add +5.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.33% | 7,720 | $3.5M | Reduce -0.4% |
| EFG iShares MSCI Eafe Growth ETF | 0.33% | 36,148 | $3.5M | Reduce -4.3% |
| TPC Tutor Perini Corp. | 0.33% | 142,140 | $3.4M | Reduce -12.2% |
| TLT iShares 20+ Year Treasury BD | 0.32% | 37,953 | $3.3M | Reduce -4.5% |
| NOBL Proshares S&P 500 Dividend A | 0.31% | 32,970 | $3.3M | Add +4.8% |
| JPM JPMorgan Chase & Co. | 0.31% | 13,358 | $3.2M | Reduce -4.7% |
| MUB iShares National Muni Bond E | 0.29% | 28,297 | $3.0M | Add +4.4% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.28% | 67,275 | $3.0M | Add +67.7% |
| ORCL Oracle Corp. | 0.27% | 17,267 | $2.9M | Add +6.1% |
| BA The Boeing Co. | 0.27% | 16,120 | $2.9M | Add +8.9% |
| MO Altria Group Inc. | 0.27% | 54,341 | $2.8M | Add +4.3% |
| COST Costco Wholesale Corp. | 0.27% | 3,089 | $2.8M | Add +5.4% |
| V Visa Inc. Class A | 0.26% | 8,648 | $2.7M | Add +3.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.26% | 24,175 | $2.7M | Add +4.9% |
| JEPI JPMorgan Equity Premium Inco | 0.26% | 46,723 | $2.7M | Reduce -14.2% |
| MCD McDonald's Corp. | 0.26% | 9,267 | $2.7M | Reduce -9.8% |
| T AT&T Inc. | 0.24% | 109,316 | $2.5M | Reduce -3.2% |
| CVX Chevron Corp. | 0.24% | 17,079 | $2.5M | Add +2.8% |
| VONG Vanguard Russell 1000 Growth | 0.23% | 23,732 | $2.5M | Add +9.8% |
| ULST SS Ultra Short TM Bond ETF | 0.23% | 58,975 | $2.4M | Add +9.4% |
| XLP SS Consumer Staples Sel Sect | 0.23% | 30,103 | $2.4M | Reduce -1.3% |
| GLD SPDR Gold Shares | 0.22% | 9,556 | $2.3M | Reduce -23.1% |
| MBB iShares MBS ETF | 0.21% | 24,120 | $2.2M | Reduce -12.4% |
| PYPL PayPal Holdings Inc. | 0.21% | 25,785 | $2.2M | Add +20.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.21% | 38,939 | $2.2M | Reduce -3.0% |
| VNQ Vanguard Real Estate ETF | 0.21% | 24,219 | $2.2M | Reduce -0.9% |
| IVE iShares S&P 500 Value ETF | 0.20% | 11,081 | $2.1M | Reduce -14.5% |
| SRLN SS Blackstone Sr Loan ETF | 0.20% | 50,596 | $2.1M | Add +2.8% |
| XLK SS Technology Select Sector | 0.20% | 9,078 | $2.1M | Add +5.7% |
| CMG Chipotle Mexican Grill Inc. | 0.20% | 34,522 | $2.1M | Add +28.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.20% | 12,672 | $2.0M | Reduce -0.8% |
| XLV SS Health Care Select Sector | 0.19% | 14,828 | $2.0M | Reduce -27.1% |
| VEA Vanguard Ftse Developed ETF | 0.19% | 42,257 | $2.0M | Reduce -4.5% |
| USHY iShares Broad Usd High Yield | 0.19% | 54,036 | $2.0M | Add +2.9% |
| HD Home Depot Inc. | 0.18% | 4,882 | $1.9M | Add +6.4% |
| IYW iShares Ustechnology ETF | 0.18% | 11,735 | $1.9M | Reduce -15.4% |
| CME Cme Group Inc. | 0.18% | 8,014 | $1.9M | Add +3.4% |
| CLIP Global X 1-3 Month T-Bill | 0.17% | 18,250 | $1.8M | New |
| IWF iShares Russell 1000 Growth | 0.17% | 4,524 | $1.8M | Reduce -1.6% |
| VOO Vanguard S&P 500 ETF | 0.17% | 3,344 | $1.8M | Reduce -36.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.17% | 7,185 | $1.7M | Reduce -1.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.16% | 3,988 | $1.7M | Add +13.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.16% | 9,931 | $1.7M | Add +4.1% |
| AMAT Applied Materials Inc. | 0.16% | 10,210 | $1.7M | Add +9.9% |
| FCX Freeport-McMoran Inc. | 0.16% | 43,484 | $1.7M | Reduce -14.6% |
| VYM Vanguard High DVD Yield ETF | 0.16% | 12,899 | $1.6M | Reduce -2.0% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.15% | 19,814 | $1.6M | Add +23.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 5,505 | $1.6M | Add +0.1% |
| IEMG iShares Core MSCI Emerging | 0.15% | 30,390 | $1.6M | Reduce -8.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.14% | 18,285 | $1.5M | Reduce -6.0% |
| BP BP PLC-Spons ADR | 0.14% | 48,951 | $1.4M | Reduce -37.8% |
| QYLD Global X Nasd 100 Cov Call | 0.14% | 79,025 | $1.4M | Add +8.9% |
| NFLX Netflix Inc. | 0.14% | 1,605 | $1.4M | Add +0.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.14% | 5,626 | $1.4M | Reduce -11.5% |
| OBDC Blue Owl Capital Corp. | 0.13% | 93,336 | $1.4M | Add +113.7% |
| JYNT The Joint Corp. | 0.13% | 130,914 | $1.4M | Reduce -1.5% |
| PCT Purecycle Technologies Inc. | 0.13% | 135,240 | $1.4M | Add +6.0% |
| ESGU iShares ESG Aware MSCI USA | 0.13% | 10,844 | $1.4M | Add +1.2% |
Options reported separately and not counted above: AMD calls ($1.2M), PCT calls ($513K), TIDAL TR II calls ($190K), LCID calls ($15K).
Portfolio Sells Q3 2024 → Q4 2024
| XOM Exxon Mobil Corp. | Reduce -67.8% | 0.58% | −1.44 |
| IQLT iShares MSCI International Q | Reduce -27.5% | 0.92% | −0.53 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -21.6% | 0.74% | −0.27 |
| IJR iShares Core S&P Small-Cap E | Reduce -7.4% | 1.63% | −0.20 |
| IVV iShares Core S&P 500 ETF | Reduce -5.6% | 3.02% | −0.19 |
| ABBV Abbvie Inc. | Reduce -1.8% | 1.03% | −0.16 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −0.14 |
| XLV SS Health Care Select Sector | Reduce -27.1% | 0.19% | −0.11 |
| BP BP PLC-Spons ADR | Reduce -37.8% | 0.14% | −0.10 |
| TPC Tutor Perini Corp. | Reduce -12.2% | 0.33% | −0.10 |
| VOO Vanguard S&P 500 ETF | Reduce -36.7% | 0.17% | −0.10 |
| ICOW Pacer Developed Markets Inte | Reduce -47.0% | 0.09% | −0.09 |
| FMB First Trust Managed Municipa | Reduce -4.9% | 0.93% | −0.09 |
| FCX Freeport-McMoran Inc. | Reduce -14.6% | 0.16% | −0.09 |
| GLD SPDR Gold Shares | Reduce -23.1% | 0.22% | −0.07 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.07 |
| QUAL iShares MSCI USA Quality Fac | Reduce -9.0% | 0.53% | −0.07 |
| TLT iShares 20+ Year Treasury BD | Reduce -4.5% | 0.32% | −0.07 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -4.3% | 0.33% | −0.06 |
| JEPI JPMorgan Equity Premium Inco | Reduce -14.2% | 0.26% | −0.06 |
| EFV iShares MSCI Eafe Value ETF | Reduce -4.9% | 0.34% | −0.06 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -1.0% | 0.95% | −0.06 |
| ECOW Pacer Emerging Markets Cash | Reduce -55.5% | 0.03% | −0.06 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -12.9% | 0.41% | −0.06 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -22.2% | 0.11% | −0.05 |
| IVW iShares S&P 500 Growth ETF | Reduce -12.2% | 0.50% | −0.05 |
| MCD McDonald's Corp. | Reduce -9.8% | 0.26% | −0.05 |
| IVE iShares S&P 500 Value ETF | Reduce -14.5% | 0.20% | −0.05 |
| MBB iShares MBS ETF | Reduce -12.4% | 0.21% | −0.05 |
| CHKP Check Point Software Tech | Sold out | 0.00% | −0.04 |
| GBIL Goldman Sachs Access Treasur | Reduce -8.1% | 0.84% | −0.04 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.5% | 0.19% | −0.04 |
| IEMG iShares Core MSCI Emerging | Reduce -8.0% | 0.15% | −0.03 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -3.0% | 0.21% | −0.03 |
| JPIB JPMorgan Intl BND ETF | Reduce -1.6% | 0.47% | −0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -25.5% | 0.03% | −0.03 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -12.9% | 0.12% | −0.03 |
| STRL Sterling Infrastructure Inc. | Reduce -29.2% | 0.12% | −0.03 |
| VCR Vanguard Consumer Discre ETF | Sold out | 0.00% | −0.03 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -21.0% | 0.09% | −0.03 |
| ESGE iShares Inc. iShares ESG Awar | Sold out | 0.00% | −0.03 |
| IYW iShares Ustechnology ETF | Reduce -15.4% | 0.18% | −0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -0.9% | 0.21% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Sold out | 0.00% | −0.03 |
| EMB iShares JP Morgan Usd Emergi | Reduce -15.6% | 0.08% | −0.03 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.03 |
| ALB Albemarle Corp. | Sold out | 0.00% | −0.02 |
| HII Huntington Ingalls Industrie | Sold out | 0.00% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| NVDA Nvidia Corp. | Add +18.1% | 6.83% | +1.47 |
| AMZN Amazon.com Inc. | Add +3.7% | 8.77% | +1.41 |
| GOF Guggenheim Strategic Opport | Add +53.3% | 1.61% | +0.50 |
| JIVE JPM Interntl Value ETF | New | 0.46% | +0.46 |
| GOOGL Alphabet Inc. Class A | Add +3.5% | 2.08% | +0.28 |
| PLTR Palantir Technologies Inc. Class A | Add +22.2% | 0.42% | +0.25 |
| TSLA Tesla Inc. | Add +5.9% | 0.64% | +0.24 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | Add +82.2% | 0.47% | +0.20 |
| COWG Pacer US LRG Cap Cows GR LD | Add +50.1% | 0.48% | +0.19 |
| CLIP Global X 1-3 Month T-Bill | New | 0.17% | +0.17 |
| COWZ Pacer US Cash Cows 100 ETF | Add +58.1% | 0.48% | +0.16 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Add +67.7% | 0.28% | +0.10 |
| MTUM iShares MSCI USA Momentum Fa | New | 0.10% | +0.10 |
| ZETA Zeta Global Holdings Corp. Class A | New | 0.08% | +0.08 |
| SLND Southland Holdings Inc. | Add +573.9% | 0.10% | +0.08 |
| OBDC Blue Owl Capital Corp. | Add +113.7% | 0.13% | +0.07 |
| X United States Steel Corp. | Add +147.3% | 0.12% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +3.6% | 0.48% | +0.06 |
| SCTXX Schwab Amt Tax FR MNY-Ultra | Add +20.9% | 0.41% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +10.7% | 0.57% | +0.05 |
| BA The Boeing Co. | Add +8.9% | 0.27% | +0.05 |
| CMG Chipotle Mexican Grill Inc. | Add +28.8% | 0.20% | +0.05 |
| PYPL PayPal Holdings Inc. | Add +20.9% | 0.21% | +0.05 |
| DIS The Walt Disney Co. | Add +4.9% | 0.26% | +0.04 |
| OXY Occidental Petroleum Corp. | Add +188.3% | 0.06% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.2% | 1.13% | +0.04 |
| IWV iShares Russell 3000 ETF | New | 0.04% | +0.04 |
| BABA Alibaba Group Holding-SP ADR | New | 0.04% | +0.04 |
| V Visa Inc. Class A | Add +3.0% | 0.26% | +0.04 |
| IAU iShares Gold Trust | Add +123.2% | 0.06% | +0.03 |
| IWY iShares Russell Top 200 Grow | New | 0.03% | +0.03 |
| AVGO Broadcom Inc. | Add +3.0% | 0.12% | +0.03 |
| VONG Vanguard Russell 1000 Growth | Add +9.8% | 0.23% | +0.03 |
| SCHG Schwab US Large-Cap Growth | New | 0.03% | +0.03 |
| CHWY Chewy Inc. Class A | New | 0.03% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | New | 0.03% | +0.03 |
| EPD Enterprise Products Partners | Add +81.7% | 0.06% | +0.03 |
| SPLV Invesco S&P 500 Low Volatili | New | 0.03% | +0.03 |
| HDV iShares Core High Dividend E | New | 0.03% | +0.03 |
| NFLX Netflix Inc. | Add +0.8% | 0.14% | +0.03 |
| OEF iShares S&P 100 ETF | Add +5.6% | 0.34% | +0.03 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.03% | +0.03 |
| XLF SS Financial Select Sector | Add +101.0% | 0.05% | +0.02 |
| BKNG Booking Holdings Inc. | New | 0.02% | +0.02 |
| REGL Prshrs S&P Mid 400 DVD Arist | Add +23.2% | 0.15% | +0.02 |
| LNG Cheniere Energy Inc. | New | 0.02% | +0.02 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.02% | +0.02 |
| IXN iShares Global Tech ETF | New | 0.02% | +0.02 |
| IBKR Interactive Brokers Gro Class A | New | 0.02% | +0.02 |
| PCY Invesco Emerging Markets Sov | Add +66.9% | 0.07% | +0.02 |
Options Activity Q3 2024 → Q4 2024
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 6,000 | $3.4Mbefore exit |
| AMD Advanced Micro Devices | call | New | 10,000 | $1.2M |
| PCT Purecycle Technologies Inc. | call | New | 50,000 | $513K |
| TIDAL TR II | call | New | 22,800 | $190K |
| NVDA Nvidia Corp. | call | Sold out | 500 | $61Kbefore exit |
| LCID Lucid Group Inc. | call | Reduce -66.7% | 5,000 | $15K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 501 | $1.8B | AAPL, AMD, NVDA, MU, AMZN |
| Q1 2026 | 461 | $1.5B | AAPL, NVDA, AMZN, AMD, GOOGL |
| Q4 2025Amended | 444 | $1.5B | AAPL, NVDA, AMZN, MSFT, AMD |
| Q3 2025Amended | 416 | $1.3B | AAPL, NVDA, AMZN, MSFT, AMD |
| Q2 2025Amended | 370 | $1.1B | AAPL, AMZN, NVDA, MSFT, AMD |
| Q1 2025Amended | 373 | $1.0B | AAPL, AMZN, MSFT, NVDA, AMD |
| Q4 2024Amended | 362 | $1.0B | AAPL, AMZN, NVDA, MSFT, AMD |
| Q3 2024Amended | 358 | $1.0B | AAPL, AMZN, MSFT, AMD, NVDA |
| Q2 2024Amended | 344 | $964.6M | AAPL, AMZN, MSFT, AMD, NVDA |
| Q1 2024 | 349 | $903.8M | AAPL, AMZN, MSFT, AMD, IVV |