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VERITY ASSET MANAGEMENT, INC.
VERITY ASSET MANAGEMENT, INC.
Latest filing: 2026-06-30
VERITY ASSET MANAGEMENT, INC. runs VERITY ASSET MANAGEMENT, INC. and currently holds 223 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $264.35M. Their top holdings are SPY, BSJR, BSJQ, IVV, BSJS. The top five represent 16.0% of reported portfolio weight. VERITY ASSET MANAGEMENT, INC. ranks #595 out of 1000 investors tracked by Alpha Score. In the most recent quarter, VERITY ASSET MANAGEMENT, INC. initiated 3 new positions. They added to 76 existing positions. They trimmed 21 positions. Their current best-performing preview position is AMD with returns of +185.56%.
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223 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SPY STATE STREET SPDR SP 500 ETF TRUST | 4.97% | $521.32 | $765.62 | +46.86% | Added +15.69% |
 BSJR INVESCO BULLETSHARES 2027 HI YLD CORP BD ETF | 3.07% | $22.37 | $22.44 | +0.31% | Added +14.19% |
 BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORPORATE BOND ETF | 2.71% | $23.21 | $22.95 | -1.12% | Trimmed -6.30% |
 IVV ISHARES CORE SP 500 ETF | 2.68% | $597.19 | $769.30 | +28.82% | Added +4.70% |
 BSJS INVESCO BULLETSHARES 2028 HI YLD CORP BD ETF | 2.58% | $21.70 | $21.85 | +0.67% | Added +24.64% |
 IBM INTERNATIONAL BUSINESS MACHINES CORP | 2.09% | $243.40 | $235.62 | -3.20% | Added +1.57% |
 AMD ADVANCED MICRO DEVICES INC | 1.90% | $139.06 | $473.25 | +240.32% | Trimmed -22.10% |
 HALO HALOZYME THERAPEUTICS INC | 1.64% | $47.83 | $108.17 | +126.16% | Added +4.45% |
 WMT WALMART INC | 1.61% | $81.41 | $103.70 | +27.38% | Added +1.86% |
 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 1.57% | $51.86 | $59.84 | +15.39% | Added +0.60% |
Showing 1-10 of 223