Verum Partners LLC Purchases in Q4 2024

Verum Partners LLC

  • $347 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
1
+ 0.15%
$378.79 - $428.11 $379 - $428
666 $273M
TJX
Tjx Companies Inc

Consumer Cyclical
42
+ 1.16%
$112.15 - $127.2 $4.71K - $5.34K
3.67K $443M
TFC
Truist Financial Corp

Financial Services
39
+ 0.37%
$41.51 - $48.1 $1.62K - $1.88K
10.6K $458M
PWB
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.04%
$98.04 - $108.11 $98 - $108
2.32K $236M
SYK
Stryker Corp

Healthcare
10
+ 1.5%
$345.14 - $392.15 $3.45K - $3.92K
676 $243M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
30
+ 0.12%
$40.82 - $45.39 $1.22K - $1.36K
24.2K $1.01B
AIG
American International Group, Inc.

Financial Services
53
+ 1.79%
$70.0 - $79.22 $3.71K - $4.2K
3.02K $220M
ACN
Accenture PLC

Technology
14
+ 0.81%
$343.9 - $376.86 $4.81K - $5.28K
1.74K $614M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
12
+ 0.4%
$103.6 - $112.52 $1.24K - $1.35K
3.02K $317M
VO
Vanguard Mid Cap ETF

ETFs
4
+ 0.24%
$261.5 - $284.63 $1.05K - $1.14K
1.68K $445M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
15
+ 0.35%
$61.68 - $67.87 $925 - $1.02K
4.29K $267M
NOV
Nov Inc.

Energy
1.25K
+ 9.04%
$14.06 - $16.79 $17.5K - $21K
15.1K $220M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
119
+ 1.41%
$51.54 - $52.55 $6.13K - $6.25K
8.58K $443M
COMP
Compass, Inc.

Technology
157
+ 1.05%
$5.4 - $7.33 $848 - $1.15K
15.2K $88.7M
MUB
Ishares National Muni Bond ETF

ETFs
30
+ 0.94%
$105.78 - $108.7 $3.17K - $3.26K
3.24K $345M
IWN
Ishares Russell2000 Val ETF

ETFs
5
+ 0.3%
$162.69 - $181.35 $813 - $907
1.66K $273M
ORCL
Oracle Corp

Technology
23
+ 1.09%
$165.41 - $192.43 $3.8K - $4.43K
2.13K $355M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
16
+ 0.26%
$81.68 - $82.93 $1.31K - $1.33K
6.29K $515M
VT
Vanguard Total World Stk Index

ETFs
31
+ 0.69%
$117.09 - $123.07 $3.63K - $3.82K
4.49K $528M
XLI
Industrial Sector Spdr

ETFs
8
+ 0.36%
$131.76 - $143.99 $1.05K - $1.15K
2.25K $296M
PEP
Pepsico Inc

Consumer Defensive
142
+ 8.79%
$151.29 - $176.1 $21.5K - $25K
1.76K $267M
PANW
Palo Alto Networks Inc

Technology
1.13K
+ 84.66%
$181.96 - $405.9 $206K - $459K
2.47K $449M
CB
Chubb LTD

Financial Services
13
+ 1.38%
$271.57 - $301.89 $3.53K - $3.92K
953 $263M
MCD
Mcdonalds Corp

Consumer Cyclical
51
+ 3.21%
$288.47 - $316.54 $14.7K - $16.1K
1.64K $475M
WBND
Legg Mason ETF Invt Tr Westn A

ETFs
3
+ 0.03%
$19.5 - $20.7 $58.5 - $62.1
10.4K $203M
BND
Vanguard Bd Index Fd Inc Total

ETFs
125
+ 1.71%
$71.75 - $75.11 $8.97K - $9.39K
7.42K $534M
MMM
3 M CO

Industrials
43
+ 1.63%
$124.74 - $137.12 $5.36K - $5.9K
2.68K $346M
PG
Procter & Gamble CO

Consumer Defensive
122
+ 1.93%
$161.05 - $179.7 $19.6K - $21.9K
6.45K $1.08B
HIG
Hartford Financial Services Group, Inc.

Financial Services
42
+ 1.76%
$107.06 - $123.74 $4.5K - $5.2K
2.43K $266M
ICE
Intercontinental Exchange, Inc.

Financial Services
4
+ 0.29%
$148.29 - $166.93 $593 - $668
1.39K $206M
RTX
Raytheon Technologies Corp

Industrials
31
+ 0.77%
$114.45 - $127.21 $3.55K - $3.94K
4.05K $468M
CAT
Caterpillar Inc

Industrials
9
+ 1.05%
$360.37 - $416.88 $3.24K - $3.75K
866 $314M
SCHX
Schwab Strategic Tr Us Large C

ETFs
60.1K
+ 189.83%
$22.4 - $68.28 $1.35M - $4.1M
91.8K $2.13B
CMCSA
Comcast Corp

Communication Services
54
+ 0.98%
$37.39 - $45.14 $2.02K - $2.44K
5.55K $208M
HD
Home Depot, Inc.

Consumer Cyclical
52
+ 1.39%
$385.02 - $431.37 $20K - $22.4K
3.79K $1.47B
MRK
Merck & Co., Inc.

Healthcare
9
+ 0.27%
$96.31 - $114.76 $867 - $1.03K
3.39K $337M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
7
+ 0.03%
$105.45 - $117.99 $738 - $826
24.7K $2.62B
GE
General Electric CO

Industrials
19
+ 0.65%
$159.95 - $194.23 $3.04K - $3.69K
2.94K $491M
MSFT
Microsoft Corp

Technology
21
+ 0.26%
$406.35 - $454.46 $8.53K - $9.54K
8.14K $3.43B
VTV
Vanguard Value ETF

ETFs
11
+ 0.09%
$168.32 - $181.87 $1.85K - $2K
12.4K $2.11B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
43.6K
+ 197.35%
$26.93 - $84.95 $1.18M - $3.71M
65.8K $1.8B
HCA
Hca Healthcare, Inc.

Healthcare
12
+ 1.29%
$297.52 - $415.61 $3.57K - $4.99K
941 $282M
FNDA
Schwab Fundamental U S Small C

ETFs
87.2K
+ 92.91%
$29.26 - $59.11 $2.55M - $5.15M
181K $5.37B
FNDX
Schwab Fundamental U S Large C

ETFs
188K
+ 170.33%
$23.49 - $71.77 $4.42M - $13.5M
299K $7.08B
Activity Summary
Buys All Purchases 95 New Holdings 6 Increased Positions 89 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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