Verity & Verity, LLC
RIA/Wealth
Verity & Verity, LLC is a RIA/Wealth based in Beaufort, SC led by William Wymond Verity, managing $1.2B across 134 long positions as of Q3 2025 with AVGO as the largest holding (6% allocation).
PresidentWilliam Wymond Verity
- Portfolio Value
- $1.2B
- Positions
- 134
- Top Holding
- AVGO at 5.55%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Verity & Verity, LLC's portfolio (30.6% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $69.4M | 5.55% | -$998.0K Sold | 0.00% 210.3K shares | |
Drug Manufacturers - General Healthcare | $40.1M | 3.21% | +$273.4K Bought | 0.01% 173.4K shares | |
Software - Infrastructure Technology | $39.3M | 3.14% | -$147.6K Sold | 0.00% 75.8K shares | |
Banks - Diversified Financial Services | $39.1M | 3.13% | +$630.9 Bought | 0.00% 124.0K shares | |
Aerospace & Defense Industrials | $35.8M | 2.86% | -$3.9M Sold | 0.02% 213.8K shares | |
Oil & Gas Integrated Energy | $33.4M | 2.67% | +$267.9K Bought | 0.01% 215.1K shares | |
Drug Manufacturers - General Healthcare | $32.7M | 2.62% | +$23.1M Bought | 0.02% 1.3M shares | |
Consumer Electronics Technology | $31.8M | 2.54% | +$202.2K Bought | 0.00% 124.7K shares | |
Asset Management Financial Services | $31.2M | 2.50% | +$147.1K Bought | 0.09% 269.0K shares | |
Drug Manufacturers - General Healthcare | $30.0M | 2.40% | -$1.5M Sold | 0.02% 270.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Verity & Verity, LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+631.1% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Verity & Verity, LLC
GthenA