Verity Asset Management, Inc. Diversified Active

CIK: 0001597298 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 13, 2015

Total Value ($000): $99,964 (100.0% shares, 0.0% debt)

Holdings (93)

IBB ISHARES TR NASDAQ BIOTECH ETF 7.4%
Value ($000) $7,386 Shares 24,349 Est. Cost $243.82 Unrealized
XLY SELECT SECTOR SPDR TR CONSUMER 6.3%
Value ($000) $6,270 Shares 84,431 Est. Cost $75.31 Unrealized
ITB ISHARES US HOME CONSTRUCTION ETF 6.2%
Value ($000) $6,238 Shares 238,995 Est. Cost $25.78 Unrealized
POWERSHARES ETF TR II VAR RATE PFD PORT 5.2%
Value ($000) $5,174 Shares 212,995 Est. Cost $24.65 Unrealized
IGV ISHARES GOLDMAN SACHS SOFTWARE INDEX FUND 3.8%
Value ($000) $3,781 Shares 39,947 Est. Cost $95.58 Unrealized
KRE SPDR SER TR S&P REGL BKG ETF 3.8%
Value ($000) $3,778 Shares 91,740 Est. Cost $41.31 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 3.2%
Value ($000) $3,233 Shares 74,672 Est. Cost $42.32 Unrealized
NOC NORTHROP GRUMMAN CORP 3.2%
Value ($000) $3,195 Shares 19,254 Est. Cost $114.49 Unrealized +23.7%
IWM ISHARES TR RUSSELL 2000 ETF 3.2%
Value ($000) $3,156 Shares 28,900 Est. Cost $123.88 Unrealized
POWERSHARES WATER RESOURCE PORTFOLIO 3.0%
Value ($000) $3,040 Shares 148,015 Est. Cost $25.77 Unrealized
XLV SELECT SECTOR SPDR FD HEALTH CARE 3.0%
Value ($000) $3,011 Shares 45,464 Est. Cost $58.35 Unrealized
VTR VENTAS INC 2.5%
Value ($000) $2,456 Shares 43,802 Est. Cost $47.00 Unrealized -11.6%
TBT PROSHARES TR ULTRASHORT 20+ YR TREAS NEW 2.4%
Value ($000) $2,350 Shares 54,196 Est. Cost $42.55 Unrealized
DIN DINEEQUITY INC COM 2.0%
Value ($000) $1,992 Shares 21,728 Est. Cost $64.88 Unrealized -4.2%
BB & T CORP 2.0%
Value ($000) $1,967 Shares 55,250 Est. Cost $37.44 Unrealized
SUNTRUST BANKS 1.9%
Value ($000) $1,945 Shares 50,874 Est. Cost $41.09 Unrealized
SWEDISH EXPT CR CORP ELEMENTS LKD TO ROGERS INTL COMMODITY INDEX AGRI TOTAL RETURN 1.9%
Value ($000) $1,927 Shares 302,545 Est. Cost $7.95 Unrealized
IYT ISHARES DOW JONES TRANSPORTATION AV INDEX FUND 1.9%
Value ($000) $1,895 Shares 13,545 Est. Cost $139.90 Unrealized
PFF ISHARES US PREFERRED STOCK ETF 1.9%
Value ($000) $1,884 Shares 48,810 Est. Cost $38.60 Unrealized
BARCLAYS BK PLC IPATH DOW JONES AIG GRAINS TOTAL RETURN 1.9%
Value ($000) $1,881 Shares 56,564 Est. Cost $38.36 Unrealized
MS MORGAN STANLEY CO 1.9%
Value ($000) $1,861 Shares 59,093 Est. Cost $26.39 Unrealized +3.3%
FXI ISHARES TR CHINA LARGE CAP ETF 1.6%
Value ($000) $1,631 Shares 45,969 Est. Cost $38.24 Unrealized
MLM MARTIN MARIETTA MATERIALS INC. 1.4%
Value ($000) $1,413 Shares 9,296 Est. Cost $134.21 Unrealized +11.3%
GLD SPDR GOLD TR GOLD SHS 1.4%
Value ($000) $1,396 Shares 13,062 Est. Cost $116.98 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CO ETF 1.4%
Value ($000) $1,376 Shares 11,849 Est. Cost $115.70 Unrealized
HD HOME DEPOT INC. 1.4%
Value ($000) $1,363 Shares 11,800 Est. Cost $90.45 Unrealized 0.0%
DUPONT DENEMOURS & CO 1.2%
Value ($000) $1,238 Shares 25,688 Est. Cost $60.00 Unrealized
IHF ISHARES US HEALTHCARE PROVIDERS ETF 1.2%
Value ($000) $1,231 Shares 9,933 Est. Cost $101.50 Unrealized
PRU PRUDENTIAL FINANCIAL INC 1.0%
Value ($000) $968 Shares 12,697 Est. Cost $53.21 Unrealized -0.4%
EFZ PROSHARES TR SHORT MSCI EAFE FD 0.9%
Value ($000) $880 Shares 25,180 Est. Cost $34.95 Unrealized
CLAYMORE EXCHANGE TRADED FD GUGGENHEIM BULLETSHARES 2017 0.8%
Value ($000) $833 Shares 32,805 Est. Cost $25.39 Unrealized
DFE WISDOMTREE TR EUROPE SMALLCAP DIVID FD 0.8%
Value ($000) $799 Shares 14,846 Est. Cost $55.65 Unrealized
AAPL APPLE COMPUTER INC COM 0.6%
Value ($000) $637 Shares 5,776 Est. Cost $22.79 Unrealized +15.3%
CLAYMORE EXCHANGE-TRADED FD TR GUGGENHEIM BULLETSHARES 2016 0.6%
Value ($000) $588 Shares 22,745 Est. Cost $25.85 Unrealized
XLB SELECT SECTOR SPDR TR MATLS 0.6%
Value ($000) $588 Shares 14,727 Est. Cost $48.39 Unrealized
MSFT MICROSOFT CORP 0.6%
Value ($000) $577 Shares 13,037 Est. Cost $37.66 Unrealized +3.3%
GNTX GENTEX CORP 0.6%
Value ($000) $574 Shares 37,013 Est. Cost $15.89 Unrealized 0.0%
IEF ISHARES TR BARCLAYS 7-10 YR TREAS BD ETF 0.6%
Value ($000) $572 Shares 5,303 Est. Cost $107.86 Unrealized
SANDERSON FARMS, INC. 0.6%
Value ($000) $570 Shares 8,317 Est. Cost $78.42 Unrealized
THO THOR INDUSTRIES INC. 0.6%
Value ($000) $559 Shares 10,786 Est. Cost $44.54 Unrealized 0.0%
VNQ VANGUARD REIT VIPERS 0.6%
Value ($000) $553 Shares 7,324 Est. Cost $75.51 Unrealized
WLK WESTLAKE CHEMICAL CORPORATION COMMON STOCK 0.5%
Value ($000) $499 Shares 9,626 Est. Cost $59.78 Unrealized -16.4%
AIT APPLIED INDUSTRIAL TECHNOLOGIES, INC. COMMON STOCK 0.5%
Value ($000) $465 Shares 12,184 Est. Cost $35.74 Unrealized -6.3%
ARCC ARES CAPITAL CORPORATION - CLOSED END FUND 0.5%
Value ($000) $464 Shares 32,051 Est. Cost $5.96 Unrealized -2.6%
PEOPLE'S UNITED FINANCIAL, INC. - COMMON STOCK 0.5%
Value ($000) $455 Shares 28,952 Est. Cost $16.23 Unrealized
JETS ETF SER SOLUTIONS US GLOBAL JETS 0.4%
Value ($000) $406 Shares 17,483 Est. Cost $23.22 Unrealized
MEREDITH CORPORATION 0.4%
Value ($000) $403 Shares 9,457 Est. Cost $42.61 Unrealized
DGX QUEST DIAGONSTIC 0.4%
Value ($000) $392 Shares 6,385 Est. Cost $56.82 Unrealized 0.0%
TRN TRINITY INDUSTRIES 0.4%
Value ($000) $387 Shares 17,057 Est. Cost $16.10 Unrealized -15.0%
AMAT APPLIED MATERIALS 0.4%
Value ($000) $385 Shares 26,241 Est. Cost $18.01 Unrealized -18.2%
TIME WARNER INC COM NEW 0.4%
Value ($000) $371 Shares 5,403 Est. Cost $68.67 Unrealized
TGNA TEGNA INC COM SHS 0.4%
Value ($000) $359 Shares 16,026 Est. Cost $16.94 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $345 Shares 3,700 Est. Cost $74.09 Unrealized -2.2%
CORESITE RLTY CORP COM 0.3%
Value ($000) $331 Shares 6,444 Est. Cost $51.37 Unrealized
TRIUMPH GROUP INC NEW 0.3%
Value ($000) $322 Shares 7,660 Est. Cost $65.98 Unrealized
GENERAL ELECTRIC CO 0.3%
Value ($000) $311 Shares 12,345 Est. Cost $24.79 Unrealized
FINISH LINE, INC. (THE) - CLASS A COMMON STOCK 0.3%
Value ($000) $307 Shares 15,884 Est. Cost $19.33 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION VIPERS 0.3%
Value ($000) $292 Shares 3,956 Est. Cost $75.36 Unrealized
PCG PG&E CORP 0.3%
Value ($000) $277 Shares 5,240 Est. Cost $47.04 Unrealized 0.0%
AMERIGAS PARTNERS, L LP 0.3%
Value ($000) $276 Shares 6,635 Est. Cost $41.60 Unrealized
PROSHARES TR ULTRASHORT FTSE EUROPE NEW JAN 2014 0.3%
Value ($000) $272 Shares 4,382 Est. Cost $54.15 Unrealized
SO SOUTHERN CO 0.3%
Value ($000) $265 Shares 5,934 Est. Cost $27.79 Unrealized +1.9%
MAGELLAN MIDSTREAM P LP 0.3%
Value ($000) $264 Shares 4,385 Est. Cost $75.65 Unrealized
WELL WELLTOWER INC 0.3%
Value ($000) $259 Shares 3,820 Est. Cost $44.80 Unrealized 0.0%
GILD GILEAD SCIENCE INC. 0.3%
Value ($000) $257 Shares 2,614 Est. Cost $77.50 Unrealized 0.0%
TLT ISHARES 20+ YR TREASURY BOND ETF 0.2%
Value ($000) $249 Shares 2,018 Est. Cost $123.39 Unrealized
TWO HBRS INVT CORP COM 0.2%
Value ($000) $241 Shares 27,313 Est. Cost $8.82 Unrealized
STORE CAP CORP 0.2%
Value ($000) $237 Shares 11,489 Est. Cost $20.63 Unrealized
DUK DUKE ENERGY CORP 0.2%
Value ($000) $237 Shares 3,294 Est. Cost $47.18 Unrealized 0.0%
IWF ISHARES TR RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $236 Shares 2,536 Est. Cost $93.06 Unrealized
SPECTRA ENERGY PARTN LP 0.2%
Value ($000) $236 Shares 5,870 Est. Cost $40.20 Unrealized
CARE CAP PPTYS INC COM 0.2%
Value ($000) $234 Shares 7,109 Est. Cost $32.92 Unrealized
O REALTY INCM CORP REIT 0.2%
Value ($000) $232 Shares 4,900 Est. Cost $26.39 Unrealized +5.2%
MO ALTRIA GROUP INC 0.2%
Value ($000) $225 Shares 4,139 Est. Cost $27.01 Unrealized 0.0%
KHC KRAFT HEINZ COMPANY 0.2%
Value ($000) $224 Shares 3,180 Est. Cost $47.82 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $217 Shares 4,985 Est. Cost $27.01 Unrealized 0.0%
FLOT ISHARES FLOATING RATE BOND ETF 0.2%
Value ($000) $213 Shares 4,223 Est. Cost $50.64 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $213 Shares 2,862 Est. Cost $55.57 Unrealized -11.7%
TCF FINANCIAL CORP 0.2%
Value ($000) $207 Shares 13,648 Est. Cost $15.17 Unrealized
PG PROCTER & GAMBLE 0.2%
Value ($000) $207 Shares 2,880 Est. Cost $63.28 Unrealized -11.0%
SEATTLE GENETICS, INC. 0.2%
Value ($000) $204 Shares 5,286 Est. Cost $48.38 Unrealized
DZZ DEUTSCHE BK AG LONDON BRH GOLD DOUBLES SHORT EXCH TRD NTS 0.2%
Value ($000) $179 Shares 21,973 Est. Cost $7.47 Unrealized
SVA SINOVAC BIOTECH LTD 0.2%
Value ($000) $174 Shares 34,232 Est. Cost $5.11 Unrealized +3.7%
SPECIAL DIVERSIFIED OPPORTUNITIES INC COM 0.1%
Value ($000) $140 Shares 139,936 Est. Cost $1.16 Unrealized
SIM GRUPO SIMEC, S.A. DE C.V. 0.1%
Value ($000) $130 Shares 17,571 Est. Cost $8.41 Unrealized
INVITAE CORP 0.1%
Value ($000) $122 Shares 16,922 Est. Cost $7.21 Unrealized
OCLARO INC COM NEW 0.1%
Value ($000) $114 Shares 49,540 Est. Cost $2.30 Unrealized
SYNTA PHARMACEUTICALS CORP. - COMMON STOCK 0.1%
Value ($000) $112 Shares 64,476 Est. Cost $4.27 Unrealized
GTIM GOOD TIMES RESTAURANTS INC COM PAR $0.001 NEW 0.1%
Value ($000) $95 Shares 15,147 Est. Cost $7.48 Unrealized 0.0%
MEDLEY CAP CORP COM 0.1%
Value ($000) $82 Shares 11,035 Est. Cost $7.43 Unrealized
URG UR ENERGY INC COM ISIN#CA91688R1082 0.0%
Value ($000) $38 Shares 67,133 Est. Cost $0.92 Unrealized -29.1%
BARCLAYS BK PLC IPATH DOW JONES AIG NATURAL GAS TOTAL RETURN SUB INDEX ETN 0.0%
Value ($000) $36 Shares 38,869 Est. Cost $0.93 Unrealized
WACCAMAW BANKSHARES INC - COMMON STOCK 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized