Verum Partners LLC Purchases and Sells in Q4 2025

Verum Partners LLC

$496 Billion
Q4 2025

Top Buys

Incresed Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VANGUARD MUN BD FDS	298K + 162.99%	N/A	480K $36.3B
VANGUARD MALVERN FDS	47.9K + 17.31%	N/A	325K $25.3B
SYLD	33.7K + 17.77%	$65.95 - $69.74 $2.22M - $2.35M	223K $15.5B
BAC	44.6K + 340.91%	$48.65 - $54.11 $2.17M - $2.41M	57.7K $3.17B
INVESTMENT MANAGERS SER TR I	16.5K + 1.76%	N/A	954K $35.4B
VOO	1.1K + 1.67%	$600.51 - $631.95 $658K - $692K	66.6K $41.8B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHB	17K New	$25.2 - $26.46 $429K - $451K	17K $447M
FNDE	10.5K New	$34.78 - $37.69 $364K - $395K	10.5K $378M
MS	1.17K New	$151.86 - $169.92 $177K - $198K	1.17K $207M
CRM	757 New	$235.69 - $263.41 $178K - $199K	757 $201M
IUSG	1.19K New	$161.21 - $171.97 $192K - $205K	1.19K $201M

Top Sells

Reduced Positions

86 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VANGUARD MUN BD FDS	-205K - 91.43%	N/A	19.2K $1.47B
AMZN	-4.4K - 23.46%	$213.04 - $254.0 $937K - $1.12M	14.4K $3.31B
MSFT	-362 - 4.25%	$496.82 - $542.07 $180K - $196K	8.16K $3.94B
FNDX	-23.8K - 9.78%	$25.68 - $26.95 $611K - $641K	220K $5.98B
HD	-427 - 9.98%	$358.03 - $397.02 $153K - $170K	3.85K $1.33B
VXUS	-4.65K - 57.29%	$72.17 - $75.74 $335K - $352K	3.46K $261M

Options

Puts

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ROYAL BK CDA	-1.6K - 9.2%	N/A	15.8K $59.4M

Activity Summary All Purchases 71 New Holdings 5 Increased Positions 66 All Sells 86 Reductions 86 Sold out 0 Calls 0 Puts 1

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