Fund HoldingsVerity Asset Management, Inc.

Total Portfolio Value
$134.83M
Total Bought
$26.63M
Total Sold
$60.17M
Net Transaction
-$33.54M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
J P MORGAN EXCHANGETRADED FD
EQUITY PREMIUM
65,720150,453+84,7333,5888,3256.17%+4,736
SPDR SP 500 ETF TR TR UNIT(SPY)4,03212,894+8,8621,6515,7164.24%+4,065
ISHARES CORE SP SMALLCAP ETF17,23033,092+15,8621,6663,2982.45%+1,631
PACER U.S. CASH COWS 100 ETF
US CASH COWS 100
18,83444,820+25,9868842,1461.59%+1,261
VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE TERM GOVT BOND INDEX FD
INTER TERM TREAS
020,904+20,90401,2260.91%+1,226
INVESCO SP 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
9,76516,122+6,3571,4122,4121.79%+1,000
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
NASDAQ EQT PREM
52,37269,366+16,9942,3613,3552.49%+994
VANGUARD SCOTTSDALE FDS VANGUARD LONG TERM GOVT BOND INDEX FD
LONG TERM TREAS
014,197+14,19709020.67%+902
Academy Sports and Outdoors, Inc.(ASO)015,642+15,64208450.63%+845
HF SINCLAIR CORP(DINO)09,243+9,24304120.31%+412
ARES CAPITAL CORPORATION CLOSED END FUND(ARCC)021,707+21,70704080.30%+408
ISHARES SP 500 GROWTH ETF7,39212,341+4,9494728700.65%+397
INTERNATIONAL SEAWAYS INC(INSW)09,649+9,64903690.27%+369
PROSHARES VIX SHORTTERM FUTURES ETF014,650+14,65003660.27%+366
BOISE CASCADE CO DEL(BCC)03,586+3,58603240.24%+324
SPROTT PHYSICAL GOLD TR UNIT(PHYS)046,446+46,44606930.51%+693
MARATHON OIL CORPORATION012,694+12,69402920.22%+292
COTERRA ENERGY INC41,95752,035+10,0781,0301,3160.98%+287
ALPHABET INC CAP STK CL A(GOOG)02,373+2,37302840.21%+284
DEVON ENERGY CORP NEW(DVN)05,530+5,53002670.20%+267
FABRINET SHS ISINKYG3323L1005(FN)02,048+2,04802660.20%+266
NVIDIA CORP(NVDA)5,0413,939-1,1021,4001,6661.24%+266
THOR INDUSTRIES INC.(THO)02,536+2,53602620.19%+262
CF INDUSTRIES HOLDINGS, INC. COMMON STOCK(CF)03,775+3,77502620.19%+262
FLOWSERVE CORP(FLS)06,905+6,90502570.19%+257
ISHARES US MEDICAL DEVICES ETF04,437+4,43702510.19%+251
VF CORP(VFC)012,732+12,73202430.18%+243
ISHARES MSCI SAUDI ARABIA ETF
MSCI SAUDI ARBIA
05,820+5,82002410.18%+241
FIDELITY COVINGTON TR MSCI CONSUMER STAPLES INDEX ETF05,099+5,09902320.17%+232
OWENS CORNING COMMON STOCK(OC)01,720+1,72002240.17%+224
NEXSTAR MEDIA GROUP INC(NXST)01,344+1,34402240.17%+224
ARCBEST CORP COM(ARCB)02,250+2,25002220.16%+222
COMMERCIAL METALS CO(CMC)34,50436,118+1,6141,6871,9021.41%+215
PATTERSON UTI ENERGY INC COM(PTEN)017,278+17,27802070.15%+207
MDC HOLDINGS INC04,395+4,39502060.15%+206
HAVERTY FURNITURE COMPANIES INC06,757+6,75702040.15%+204
VANGUARD CHARLOTTE FDS TOTAL INTL BD INDEX FD
TOTAL INT BD ETF
10,52613,956+3,4305156820.51%+167
SHOCKWAVE MED INC4,8114,221-5901,0431,2050.89%+162
JOHN WILEY SONS INC CLA(WLY)011,261+11,26103830.28%+383
VANECK GOLD MINERS ETF
GOLD MINERS ETF
16,51622,938+6,4225346910.51%+156
SONIC AUTOMOTIVE INC(SAH)08,980+8,98004280.32%+428
ORACLE CORP(ORCL)5,3285,32804956350.47%+139
EATON VANCE SR FLTNG RATE TR COM
COM
99,484107,768+8,2841,1271,2660.94%+139
HEWLETT PACKARD ENTERPRISE CO COM(HPE)018,657+18,65703130.23%+313
SPDR SER TR SP BIOTECH ETF
ST STR SP BIOT
15,75915,962+2031,2011,3280.98%+127
RIVERNORTH/DOUBLELINE STRATEGIC OPPORTUNITY FUND INC036,472+36,47203110.23%+311
WALMART, INC.(WMT)11,76311,670-931,7341,8341.36%+100
PROSHARES TR ULTRASHORT 20 YR TREAS NEW
PSHS ULTSH 20YRS
28,79930,738+1,9398059040.67%+98
MADRIGAL PHARMACEUTICALS INC(MDGL)01,966+1,96604540.34%+454
BROADCOM INC(AVGO)0484+48404200.31%+420
SKECHERS U.S.A. INC13,77914,054+2756557400.55%+85
INVESCO WATER RESOURCES ETF
WATER RES ETF
31,94431,677-2671,7041,7861.32%+82
MEDTRONIC PLC SHS ISINIE00BTN1Y115(MDT)04,115+4,11503630.27%+363
ROCKWELL INTERNATIONAL CORPORATION(ROK)01,177+1,17703880.29%+388
MERCK CO INC NEW(MRK)7,8587,883+258369100.67%+74
ISHARES SILVER TRUST(SLV)35,02540,209+5,1847758400.62%+65
INTERNATIONAL BUSINESS MACHINES CORP(IBM)16,47816,601+1232,1602,2211.65%+61
WORTHINGTON INDUSTRIES INC(WOR)11,03011,089+597137700.57%+57
WISDOMTREE TR INDIA EARNINGS FD(WT)20,68120,386-2956527090.53%+57
UNITED STATES NAT GAS FD LP ETF NEW027,120+27,12002010.15%+201
HEICO CORPORATION(HEI)6,1096,135+261,0451,0860.81%+41
ISHARES LATIN AMERICA 40 ETF011,467+11,46703120.23%+312
INVESCO SENIOR INCOME TRUST077,655+77,65502990.22%+299
GOLDMAN SACHS PHYSICAL GOLD ETF(AAAU)012,995+12,99502470.18%+247
MSC INDL DIRECT INC CL A(MSM)04,948+4,94804710.35%+471
KKR INCOME OPPORTUNITIES FD COM018,332+18,33202130.16%+213
IONQ INC(IONQ)020,643+20,64302790.21%+279
AMGEN COMMON(AMGN)3,1173,516+3997547810.58%+27
FRANKLIN RES INC COM(BEN)012,003+12,00303210.24%+321
PROCTER GAMBLE(PG)01,612+1,61202450.18%+245
PINNACLE WEST CAPITAL(PNW)03,122+3,12202540.19%+254
INTUIT INC(INTU)0750+75003440.25%+344
AIR PRODUCTS CHEMICALS0786+78602350.17%+235
BROOKFIELD INFRASTRUCTURE PARTNERS L.P. LIMITED PARTNERSHIP UNITS
LP INT UNIT
09,168+9,16803350.25%+335
FIRST TR MLP ENERGY INCOME FD033,941+33,94102620.19%+262
EXXON MOBIL CORP COM(XOM)03,171+3,17103400.25%+340
EMERSON ELEC. CO.(EMR)5,8295,736-935085180.38%+11
MASTERCARD INCORPORATED CLASS A COMMON(MA)0787+78703100.23%+310
NOVARTIS AG SPNSRD ADR ISIN:CH0012005267(NVS)02,147+2,14702170.16%+217
THE CLOROX CO(CLX)01,566+1,56602490.18%+249
UR ENERGY INC COM ISINCA91688R10820228,574+228,57402400.18%+240
PUBLIC SERVICE ENTERPRISE GP(PEG)03,727+3,72702330.17%+233
ISHARES TR CHINA LARGE CAP ETF24,14026,238+2,0987137130.53%+1
UNITEDHEALTH GROUP INC COM(UNH)0524+52402520.19%+252
EVERGY INC(EVRG)04,206+4,20602460.18%+246
CONTRA AVI GENOMIC MEDICINE INC030,500+30,500040.00%+4
PHILIP MORRIS INTL INC COM(PM)13,61913,565-541,3241,3240.98%-0
KELLOGG CO7,1677,103-644804790.36%-1
NXP SEMICONDUCTORS NV COM CNS ELIGIBLE
COM
02,111+2,11104320.32%+432
COMCAST CORP CL A(CCZ)12,62211,336-1,2864794710.35%-8
ROKU INC COM CL A(ROKU)12,80913,019+2108438330.62%-10
EASTMAN CHEMICAL COMPANY(EMN)03,142+3,14202630.20%+263
MONDELEZ INTL INC CL A(MDLZ)03,795+3,79502770.21%+277
VUZIX CORP NEW049,144+49,14402510.19%+251
VERIZON COMMUNICATIONS(VZ)12,66412,845+1814924780.35%-15
DOMINION ENERGY INC(D)06,211+6,21103220.24%+322
NEXTERA ENERGY INC COM(NEE)5,7495,715-344434240.31%-19
HYLIION HOLDINGS CORP075,333+75,33301260.09%+126
SPDR SER TR SP AEROSPACE DEFENSE ETF
ST STR SP AERO
02,006+2,00602440.18%+244
CVS HEALTH CORP(CVS)03,736+3,73602580.19%+258
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