0001481714-18-000004.txt : 20181109 0001481714-18-000004.hdr.sgml : 20181109 20181109132142 ACCESSION NUMBER: 0001481714-18-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181109 DATE AS OF CHANGE: 20181109 EFFECTIVENESS DATE: 20181109 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Verus Financial Partners, Inc. CENTRAL INDEX KEY: 0001481714 IRS NUMBER: 541631632 STATE OF INCORPORATION: VA FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13642 FILM NUMBER: 181172252 BUSINESS ADDRESS: STREET 1: 9030 STONY POINT PARKWAY SUITE 160 CITY: RICHMOND STATE: VA ZIP: 23235 BUSINESS PHONE: 804-592-3465 MAIL ADDRESS: STREET 1: 9030 STONY POINT PARKWAY SUITE 160 CITY: RICHMOND STATE: VA ZIP: 23235 FORMER COMPANY: FORMER CONFORMED NAME: Kuehl Shepherd Kozlowski & Associates,Inc. DATE OF NAME CHANGE: 20100121 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001481714 XXXXXXXX 09-30-2018 09-30-2018 Verus Financial Partners, Inc.
9030 STONY POINT PARKWAY SUITE 160 RICHMOND VA 23235
13F HOLDINGS REPORT 028-13642 N
Julie Waitman Vice President 804-648-5008 Julie Waitman Richmond VA 11-09-2018 0 51 278665 false
INFORMATION TABLE 2 Verus3q18.xml ABBVIE INC COM 00287Y109 248 2624 SH SOLE 2624 0 0 ALTRIA GROUP INC COM 02209S103 4892 81106 SH SOLE 79128 0 1978 AMERICAN ELEC PWR INC COM 025537101 225 3181 SH SOLE 3181 0 0 ANTHEM INC COM 036752103 265 969 SH SOLE 969 0 0 APPLE INC COM 037833100 947 4197 SH SOLE 3777 0 420 AT&T INC COM 00206R102 491 14621 SH SOLE 14621 0 0 BANK AMER CORP COM 060505104 301 10224 SH SOLE 10224 0 0 BB&T CORP COM 054937107 343 7071 SH SOLE 7071 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 383 1791 SH SOLE 1791 0 0 BRANDYWINE RLTY TR SH BEN INT NEW 105368203 958 60951 SH SOLE 60951 0 0 CAPITAL ONE FINL CORP COM 14040H105 598 6295 SH SOLE 6295 0 0 CARMAX INC COM 143130102 3233 43300 SH SOLE 43300 0 0 CHEVRON CORP NEW COM 166764100 320 2621 SH SOLE 2621 0 0 COCA COLA CO COM 191216100 238 5145 SH SOLE 5145 0 0 CSX CORP COM 126408103 237 3200 SH SOLE 3200 0 0 DOMINION RES INC VA NEW COM 25746U109 1608 22874 SH SOLE 22874 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 312 3905 SH SOLE 3905 0 0 EXXON MOBIL CORP COM 30231G102 909 10693 SH SOLE 10693 0 0 FACEBOOK INC CL A 30303M102 203 1232 SH SOLE 925 0 307 GENERAL ELECTRIC CO COM 369604103 220 19498 SH SOLE 18802 0 696 GRAINGER W W INC COM 384802104 416 1164 SH SOLE 1164 0 0 HCA HEALTHCARE INC COM 40412C101 1440 10350 SH SOLE 10350 0 0 HOME DEPOT INC COM 437076102 217 1048 SH SOLE 1048 0 0 ISHARES TR CORE S&P MCP ETF 464287507 5245 26057 SH SOLE 25040 0 1017 ISHARES TR CORE S&P500 ETF 464287200 24050 82159 SH SOLE 79999 0 2160 ISHARES TR RUS 1000 VAL ETF 464287598 327 2584 SH SOLE 2584 0 0 ISHARES TR MODERT ALLOC ETF 464289875 808 21313 SH SOLE 21313 0 0 ISHARES TR CONSER ALLOC ETF 464289883 349 10203 SH SOLE 10203 0 0 ISHARES TR GRWT ALLOCAT ETF 464289867 1074 23805 SH SOLE 23805 0 0 ISHARES TR AGGRES ALLOC ETF 464289859 729 13353 SH SOLE 12797 0 556 JOHNSON & JOHNSON COM 478160104 521 3769 SH SOLE 3769 0 0 LOWES COS INC COM 548661107 1274 11095 SH SOLE 11095 0 0 MAXIMUS INC COM 577933104 492 7564 SH SOLE 7564 0 0 MICROSOFT CORP CL A 594918104 460 4022 SH SOLE 3656 0 366 MONDELEZ INTL INC COM 609207105 229 5330 SH SOLE 5330 0 0 NORFOLK SOUTHERN CORP COM 655844108 207 1150 SH SOLE 1150 0 0 PFIZER INC COM 717081103 454 10294 SH SOLE 10294 0 0 PHILIP MORRIS INTL INC COM 718172109 2431 29812 SH SOLE 29812 0 0 POLARIS INDS INC COM 731068102 735 7281 SH SOLE 7281 0 0 SOUTHERN CO COM 842587107 261 5976 SH SOLE 5976 0 0 SPDR S&P 500 ETF TR UNIT 78462F103 354 1218 SH SOLE 1218 0 0 UDR INC COM 902653104 317 7848 SH SOLE 7848 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 69150 878648 SH SOLE 866578 0 12070 VANGUARD INDEX FDS TOTAL STK MKT 922908769 72094 481752 SH SOLE 475292 0 6460 VANGUARD INDEX FDS MID CAP ETF 922908629 7500 45676 SH SOLE 45489 0 187 VANGUARD INDEX FDS SMALL CP ETF 922908751 400 2461 SH SOLE 2215 0 246 VANGUARD INDEX FDS GROWTH ETF 922908736 214 1326 SH SOLE 1326 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 29795 223165 SH SOLE 222204 0 961 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 5931 113957 SH SOLE 112757 0 1200 VANGUARD WORLD FD MEGA CAP INDEX 921910873 33848 336834 SH SOLE 334120 0 2714 VERIZON COMMUNICATIONS INC COM 92343V104 412 7716 SH SOLE 7716 0 0