0001481714-20-000001.txt : 20200121 0001481714-20-000001.hdr.sgml : 20200121 20200121145626 ACCESSION NUMBER: 0001481714-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200121 DATE AS OF CHANGE: 20200121 EFFECTIVENESS DATE: 20200121 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: 20536167 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 12-31-2019 12-31-2019 Verus Financial Partners, Inc.

9030 STONY POINT PARKWAY SUITE 160 RICHMOND VA 23235

13F HOLDINGS REPORT 028-13642 N Julie Waitman 804-648-5008 Julie Waitman Richmond VA 01-21-2020 0 74 330960 false INFORMATION TABLE 2 verus4q19.xml ABBVIE INC COM 00287Y109 288 3253 SH SOLE 3253 0 0 ALTRIA GROUP INC COM 02209S103 4236 84876 SH SOLE 82582 0 2294 AMERICAN ELEC PWR INC COM 025537101 384 4067 SH SOLE 4067 0 0 ANTHEM INC COM 036752103 838 2775 SH SOLE 2775 0 0 APPLE INC COM 037833100 1735 5909 SH SOLE 5909 0 0 AT&T INC COM 00206R102 514 13148 SH SOLE 13148 0 0 BALL CORP COM 058498106 208 3221 SH SOLE 3221 0 0 BANK AMER CORP COM 060505104 331 9406 SH SOLE 9406 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 534 2359 SH SOLE 2359 0 0 BRANDYWINE RLTY TR SH BEN INT NEW 105368203 888 56350 SH SOLE 56350 0 0 CAPITAL ONE FINL CORP COM 14040H105 282 2739 SH SOLE 2739 0 0 CARMAX INC COM 143130102 3740 42657 SH SOLE 42657 0 0 CHEVRON CORP NEW COM 166764100 240 1994 SH SOLE 1994 0 0 COCA COLA CO COM 191216100 420 7585 SH SOLE 7585 0 0 COMCAST CORP NEW CL A 20030N101 258 5748 SH SOLE 5748 0 0 COSTCO WHSL CORP NEW COM 22160K105 252 857 SH SOLE 857 0 0 CSX CORP COM 126408103 349 4825 SH SOLE 4825 0 0 DOMINION RES INC VA NEW COM 25746U109 1882 22724 SH SOLE 22724 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 363 3980 SH SOLE 3980 0 0 EXXON MOBIL CORP COM 30231G102 775 11100 SH SOLE 11100 0 0 FACEBOOK INC CL A 30303M102 206 1002 SH SOLE 751 0 251 GENERAL ELECTRIC CO COM 369604103 137 12249 SH SOLE 11483 0 766 GRAINGER W W INC COM 384802104 404 1192 SH SOLE 1192 0 0 HCA HEALTHCARE INC COM 40412C101 1220 8253 SH SOLE 8253 0 0 HOME DEPOT INC COM 437076102 852 3900 SH SOLE 3900 0 0 HONEYWELL INTL INC COM 438516106 285 1608 SH SOLE 1608 0 0 INTEL CORP COM 458140100 321 5362 SH SOLE 5362 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 243 1813 SH SOLE 1813 0 0 ISHARES TR CORE S&P MCP ETF 464287507 4779 23218 SH SOLE 23006 0 212 ISHARES TR CORE S&P500 ETF 464287200 24261 75055 SH SOLE 74334 0 721 ISHARES TR RUS 1000 VAL ETF 464287598 403 2955 SH SOLE 2955 0 0 ISHARES TR SELECT DIVID ETF 464287168 1418 13419 SH SOLE 13419 0 0 ISHARES TR MODERT ALLOC ETF 464289875 1112 27715 SH SOLE 27348 0 367 ISHARES TR CONSER ALLOC ETF 464289883 411 11336 SH SOLE 10902 0 434 ISHARES TR GRWT ALLOCAT ETF 464289867 1634 34152 SH SOLE 33391 0 761 ISHARES TR AGGRES ALLOC ETF 464289859 1262 21758 SH SOLE 21474 0 284 ISHARES TR CORE MSCI TOTAL 46432F834 2895 46776 SH SOLE 46776 0 0 JOHNSON & JOHNSON COM 478160104 639 4382 SH SOLE 4382 0 0 JPMORGAN CHASE & CO COM 46625H100 250 1792 SH SOLE 0 0 1792 LAKELAND BANCORP INC COM 511637100 178 10256 SH SOLE 10256 0 0 LOWES COS INC COM 548661107 1161 9696 SH SOLE 9696 0 0 MAXIMUS INC COM 577933104 485 6526 SH SOLE 6526 0 0 MCDONALDS CORP COM 580135101 440 2225 SH SOLE 2225 0 0 MERCK & CO INC COM 58933Y105 277 3047 SH SOLE 3047 0 0 MICROSOFT CORP CL A 594918104 1618 10262 SH SOLE 10262 0 0 MONDELEZ INTL INC COM 609207105 505 9160 SH SOLE 9160 0 0 NASDAQ INC COM 631103108 684 6388 SH SOLE 6388 0 0 NORFOLK SOUTHERN CORP COM 655844108 521 2683 SH SOLE 2683 0 0 PEPSICO INC COM 713448108 270 1978 SH SOLE 1978 0 0 PFIZER INC COM 717081103 578 14742 SH SOLE 14742 0 0 PHILIP MORRIS INTL INC COM 718172109 2985 35076 SH SOLE 35076 0 0 POLARIS INDS INC COM 731068102 709 6975 SH SOLE 6975 0 0 PROCTER AND GAMBLE CO COM 742718109 398 3189 SH SOLE 3189 0 0 SOUTHERN CO COM 842587107 372 5839 SH SOLE 5839 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 701 2179 SH SOLE 2179 0 0 TRUIST FINL CORP COM 89832Q109 473 8400 SH SOLE 8400 0 0 UDR INC COM 902653104 427 9145 SH SOLE 9145 0 0 UNION PACIFIC CORP COM 907818108 220 1218 SH SOLE 1218 0 0 VALERO ENERGY CORP NEW COM 91913Y100 204 2178 SH SOLE 2178 0 0 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 76205 945358 SH SOLE 935868 0 9490 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 2251 26848 SH SOLE 26848 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 653 11534 SH SOLE 11534 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 94462 577326 SH SOLE 570930 0 6396 VANGUARD INDEX FDS MID CAP ETF 922908629 7677 43087 SH SOLE 42886 0 201 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1954 14257 SH SOLE 14257 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 216 2324 SH SOLE 2324 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 937 5656 SH SOLE 5656 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 222 1217 SH SOLE 1217 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 31524 213233 SH SOLE 212203 0 1030 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 5817 108219 SH SOLE 105866 0 2353 VANGUARD STAR FD VG TL INTL STK F 921909768 221 3968 SH SOLE 3968 0 0 VANGUARD WORLD FD MEGA CAP INDEX 921910873 33693 301582 SH SOLE 300172 0 1410 VERIZON COMMUNICATIONS INC COM 92343V104 390 6351 SH SOLE 6351 0 0 WALMART INC COM 931142103 283 2381 SH SOLE 2381 0 0