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Verdence Capital Advisors

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
821548745
SEC advisor number
801-110722
FINRA CRD number
288512
AUM ?
$2.47B (as of 18 Nov 21)
Accounts
4,105 (as of 18 Nov 21)
Employees
29 (18 investment advisory or research)
Address
Verdence Capital Advisors
217 INTERNATIONAL CIRCLE, SUITE 200
HUNT VALLEY
MD 21030
Phone
410-472-5380

Investment data

Data from SEC filings
Top 50 of 490 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$28M 197.84K 209.95K -5.8
$22.87M 449.87K 425.09K +5.8
$19.78M 46.1K 45.77K +0.7
$18.7M 239.7K 234.59K +2.2
$15.99M 56.71K 52.62K +7.8
$12.68M 77.49K 78.36K -1.1
$11.68M 101.74K 98.53K +3.3
$10.02M 145.82K 146.78K -0.7
$9.47M 58.63K 59.01K -0.6
$8.32M 165.14K 161.3K +2.4
$8.28M 55.94K 55.8K +0.3
$8.2M 150.61K 154.05K -2.2
$8.12M 16.74K 16.97K -1.3
$8.03M 36.71K 35K +4.9
$8M 2.99K 2.94K +1.7
$8M 106.47K 94.55K +12.6
$7.35M 72.42K 70.85K +2.2
$7.13M 224.47K 160.22K +40.1
$6.95M 118.1K 116.54K +1.3
$6.88M 127.32K 117.97K +7.9
$6.82M 97.2K 84.39K +15.2
$6.72M 2.04K 2.02K +1.0
$6.51M 19.18K 18.43K +4.1
$6.49M 14.45K 14.19K +1.8
$6.38M 107.82K 93.87K +14.9
$6.38M 45.63K 42.48K +7.4
$6.19M 104.1K 101.2K +2.9
$5.99M 76.62K 74.79K +2.4
$5.77M 51.65K 50.67K +1.9
$5.52M 31.81K 32.03K -0.7
$5.4M 125.48K 134.56K -6.7
$5.35M 67.82K 52.95K +28.1
$5.3M 21.84K 21.71K +0.6
Dimensional Etf Trust
$5.21M 117.34K 117.34K 0
$4.86M 70.68K 70.63K +0.1
$4.76M 2.8K 2.8K +0.1
$4.65M 14.18K 13.61K +4.2
$4.48M 46.02K 46.04K -0.0
$4.38M 1.64K 1.4K +17.6
$4.35M 10.1K 5.42K +86.3
$4.33M 101.89K 106.34K -4.2
$4.26M 24.29K 19.35K +25.5
$4.18M 34.98K 35.05K -0.2
$4.13M 38.28K 38.09K +0.5
$4.08M 58.85K 46.27K +27.2
$3.97M 67.7K 63.27K +7.0
$3.81M 71.56K 69.74K +2.6
$3.73M 22.28K 22.35K -0.3
$3.71M 13.17K 14.11K -6.6
$3.64M 32.04K 32.4K -1.1
Holdings list only includes long positions. Only includes long positions.

Calendar

29 Nov 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings