Verity Asset Management, Inc. Diversified Active

CIK: 0001597298 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 15, 2015

Total Value ($000): $102,876 (100.0% shares, 0.0% debt)

Holdings (80)

SHORT S&P500 PROSHARES 6.8%
Value ($000) $7,010 Shares 326,658 Est. Cost $21.46 Unrealized
IBB ISHARES TR NASDAQ BIOTECH ETF 6.4%
Value ($000) $6,615 Shares 19,262 Est. Cost $227.05 Unrealized
XLY SELECT SECTOR SPDR TR CONSUMER 5.6%
Value ($000) $5,754 Shares 76,370 Est. Cost $75.34 Unrealized
IWM Ishares TR Russell 2000 ETF 4.9%
Value ($000) $5,047 Shares 40,585 Est. Cost $123.85 Unrealized
ABERDEEN ASIA-PACIFIC INCOME FUND 4.6%
Value ($000) $4,760 Shares 884,726 Est. Cost $5.76 Unrealized
ITB ISHARES US HOME CONSTRUCTION ETF 4.4%
Value ($000) $4,504 Shares 159,532 Est. Cost $24.81 Unrealized
PFF ISHARES US PREFERRED STOCK ETF 4.3%
Value ($000) $4,450 Shares 110,936 Est. Cost $39.46 Unrealized
MARKET VECTORS ETF TR SEMICONDUCTOR ETF 4.1%
Value ($000) $4,240 Shares 76,666 Est. Cost $44.83 Unrealized
MS MORGAN STANLEY CO 3.1%
Value ($000) $3,181 Shares 89,115 Est. Cost $26.37 Unrealized +1.2%
NOC NORTHROP GRUMMAN CORP 3.1%
Value ($000) $3,167 Shares 19,678 Est. Cost $114.24 Unrealized +17.1%
POWERSHARES WATER RESOURCE PORTFOLIO 3.0%
Value ($000) $3,042 Shares 122,162 Est. Cost $26.22 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 2.9%
Value ($000) $2,998 Shares 38,645 Est. Cost $83.37 Unrealized
GLD SPDR GOLD TR GOLD SHS 2.9%
Value ($000) $2,958 Shares 26,026 Est. Cost $117.06 Unrealized
XLV SELECT SECTOR SPDR FD HEALTH CARE 2.8%
Value ($000) $2,866 Shares 39,527 Est. Cost $55.95 Unrealized
XLF SELECT SECTOR SPDR TR FINANCIAL 2.4%
Value ($000) $2,503 Shares 103,810 Est. Cost $24.72 Unrealized
IHF ISHARES US HEALTHCARE PROVIDERS ETF 2.2%
Value ($000) $2,268 Shares 17,042 Est. Cost $101.50 Unrealized
XRT SPDR RETAIL ETF 2.1%
Value ($000) $2,158 Shares 21,360 Est. Cost $96.55 Unrealized
BB&T Corporation 2.0%
Value ($000) $2,100 Shares 53,862 Est. Cost $37.47 Unrealized
VTR Ventas Inc 2.0%
Value ($000) $2,048 Shares 28,040 Est. Cost $49.06 Unrealized +8.9%
SWEDISH EXPT CR CORP ELEMENTS LKD TO ROGERS INTL COMMODITY INDEX AGRI RETURN 1.9%
Value ($000) $2,002 Shares 295,719 Est. Cost $7.97 Unrealized
SUNTRUST BANKS 1.9%
Value ($000) $1,996 Shares 48,565 Est. Cost $41.10 Unrealized
IGV ISHARES GOLDMAN SACHS SOFTWARE INDEX FUND 1.8%
Value ($000) $1,865 Shares 19,409 Est. Cost $91.46 Unrealized
DFE WISDOMTREE TR EUROPE SMALLCAP DIVID FD 1.6%
Value ($000) $1,654 Shares 29,719 Est. Cost $55.65 Unrealized
DIA SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 1.6%
Value ($000) $1,641 Shares 9,245 Est. Cost $177.86 Unrealized
BARCLAYS BK PLC IPATH DOW JONES AIG GRAINS RETURN 1.5%
Value ($000) $1,557 Shares 44,143 Est. Cost $39.23 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 1.4%
Value ($000) $1,481 Shares 33,339 Est. Cost $41.53 Unrealized
TBT PROSHARES TR ULTRASHORT 20+ YR TREAS NEW 1.4%
Value ($000) $1,438 Shares 34,341 Est. Cost $41.87 Unrealized
DIN DINEEQUITY INC COM 1.3%
Value ($000) $1,299 Shares 12,139 Est. Cost $66.95 Unrealized 0.0%
FXI ISHARES TR CHINA LARGE CAP ETF 1.1%
Value ($000) $1,121 Shares 25,257 Est. Cost $43.19 Unrealized
MEDTRONIC PLC SHS ISIN#IE00BTN1Y115 1.1%
Value ($000) $1,117 Shares 14,318 Est. Cost $57.36 Unrealized
AAPL Apple Computer 1.0%
Value ($000) $979 Shares 7,894 Est. Cost $22.05 Unrealized +21.7%
ASHR DBX ETF TR DB X-TRACKERS HARVEST CSI 300 CHINA CL A SHS 0.8%
Value ($000) $813 Shares 19,532 Est. Cost $41.62 Unrealized
MSFT Microsoft Corp 0.6%
Value ($000) $570 Shares 14,033 Est. Cost $37.66 Unrealized -1.1%
WESTERN REFINING, INC. COMMON STOCK 0.4%
Value ($000) $424 Shares 8,577 Est. Cost $37.76 Unrealized
WLK WESTLAKE CHEMICAL CORPORATION COMMON STOCK 0.4%
Value ($000) $422 Shares 5,870 Est. Cost $57.80 Unrealized -5.6%
HP HELMERICH & PAYNE INC 0.4%
Value ($000) $371 Shares 5,448 Est. Cost $65.43 Unrealized 0.0%
SANDERSON FARMS, INC. 0.4%
Value ($000) $365 Shares 4,584 Est. Cost $81.62 Unrealized
RES RPC INC. 0.4%
Value ($000) $362 Shares 28,259 Est. Cost $11.76 Unrealized -8.1%
JNJ Johnson & Johnson 0.3%
Value ($000) $326 Shares 3,269 Est. Cost $75.11 Unrealized 0.0%
HASI HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAP INC 0.3%
Value ($000) $307 Shares 16,781 Est. Cost $8.93 Unrealized 0.0%
General Electric Company 0.3%
Value ($000) $305 Shares 12,305 Est. Cost $24.79 Unrealized
HOSPITALITY PROPERTIES TRUST 0.3%
Value ($000) $305 Shares 9,252 Est. Cost $31.19 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION VIPERS 0.3%
Value ($000) $305 Shares 3,793 Est. Cost $75.20 Unrealized
CVX Chevron Corporation 0.3%
Value ($000) $290 Shares 2,746 Est. Cost $66.90 Unrealized 0.0%
AMERIGAS PARTNERS LP 0.3%
Value ($000) $289 Shares 6,115 Est. Cost $47.65 Unrealized
PLANTRONICS INC 0.3%
Value ($000) $287 Shares 5,416 Est. Cost $52.99 Unrealized
HAL HALLIBURTON CO. 0.3%
Value ($000) $283 Shares 6,451 Est. Cost $39.28 Unrealized -13.9%
KRE SPDR SER TR S&P REGL BKG ETF 0.3%
Value ($000) $276 Shares 6,768 Est. Cost $40.78 Unrealized
AETNA US HEALTHCARE INC COM 0.3%
Value ($000) $273 Shares 2,571 Est. Cost $77.36 Unrealized
KALU KAISER ALUMINUM CORPORATION - COMMON STOCK 0.3%
Value ($000) $272 Shares 3,540 Est. Cost $52.19 Unrealized 0.0%
ARCC ARES CAPITAL CORPORATION - CLOSED END FUND 0.3%
Value ($000) $268 Shares 15,580 Est. Cost $5.89 Unrealized 0.0%
DGX QUEST DIAGONSTIC 0.3%
Value ($000) $262 Shares 3,407 Est. Cost $50.52 Unrealized +14.0%
SBRA SABRA HEALTH CARE REIT INC 0.3%
Value ($000) $260 Shares 7,844 Est. Cost $33.15 Unrealized
O REALTY INCOME CORP REIT 0.2%
Value ($000) $250 Shares 4,845 Est. Cost $26.33 Unrealized +14.2%
SWK STANLEY BLACK & DECKER INC COM 0.2%
Value ($000) $246 Shares 2,575 Est. Cost $72.52 Unrealized 0.0%
MAGELLAN MIDSTREAM PTNRS 0.2%
Value ($000) $246 Shares 3,130 Est. Cost $81.84 Unrealized
INGERSOLL-RAND PLC ( IRELAND) (NEW) 0.2%
Value ($000) $244 Shares 3,582 Est. Cost $68.12 Unrealized
XOM Exxon Mobil Corporation 0.2%
Value ($000) $243 Shares 2,862 Est. Cost $55.57 Unrealized 0.0%
PG Procter & Gamble 0.2%
Value ($000) $242 Shares 2,955 Est. Cost $63.59 Unrealized 0.0%
EMN EASTMAN CHEMICAL COMPANY 0.2%
Value ($000) $241 Shares 3,484 Est. Cost $57.78 Unrealized -11.6%
HUN HUNTSMAN COPORATION COMMON STOCK, $0.01 PAR VALUE 0.2%
Value ($000) $240 Shares 10,824 Est. Cost $22.33 Unrealized 0.0%
TLT ISHARES TR BOND 20+ YEAR TREASURY BOND ETF 0.2%
Value ($000) $231 Shares 1,761 Est. Cost $131.18 Unrealized
AFL A F L A C INC 0.2%
Value ($000) $229 Shares 3,580 Est. Cost $23.60 Unrealized 0.0%
EOG EOG RESOURCES 0.2%
Value ($000) $229 Shares 2,496 Est. Cost $66.21 Unrealized 0.0%
NATIONAL OILWELL VARCO INC 0.2%
Value ($000) $229 Shares 4,589 Est. Cost $73.26 Unrealized
H C P INC REIT 0.2%
Value ($000) $227 Shares 5,230 Est. Cost $43.89 Unrealized
IWV Ishares TR Russell 3000 ETF 0.2%
Value ($000) $226 Shares 1,829 Est. Cost $122.19 Unrealized
SPECTRA ENERGY PARTNERS 0.2%
Value ($000) $218 Shares 4,230 Est. Cost $51.54 Unrealized
EWG Ishares MSCI Germany ETF 0.2%
Value ($000) $213 Shares 7,132 Est. Cost $29.87 Unrealized
MCD McDonalds Corp 0.2%
Value ($000) $210 Shares 2,174 Est. Cost $72.15 Unrealized 0.0%
UGI UGI CORPORATION 0.2%
Value ($000) $209 Shares 6,423 Est. Cost $35.06 Unrealized 0.0%
IWP ISHARES TR RUSSELL MID-CAP GROWTH ETF 0.2%
Value ($000) $202 Shares 2,062 Est. Cost $93.16 Unrealized
IWB ISHARES TR RUSSELL 1000 ETF 0.2%
Value ($000) $201 Shares 1,735 Est. Cost $114.60 Unrealized
BLV VANGUARD LT BD ETF 0.2%
Value ($000) $200 Shares 2,081 Est. Cost $96.11 Unrealized
CHAMBERS STREET PROPERTIES 0.1%
Value ($000) $133 Shares 16,839 Est. Cost $7.90 Unrealized
SPECIAL DIVERSIFIED OPPORTUNITIES INC COM 0.1%
Value ($000) $114 Shares 97,961 Est. Cost $1.16 Unrealized
MAGAL SECURITY SYSTEMS LTD. - ORDINARY SHARES 0.1%
Value ($000) $114 Shares 20,885 Est. Cost $5.46 Unrealized
SYNTA PHARMACEUTICALS CORP. - COMMON STOCK 0.1%
Value ($000) $110 Shares 56,518 Est. Cost $5.18 Unrealized
SVA SINOVAC BIOTECH LTD 0.1%
Value ($000) $88 Shares 17,671 Est. Cost $4.93 Unrealized 0.0%
NXT-ID INC 0.1%
Value ($000) $87 Shares 29,394 Est. Cost $2.96 Unrealized