Verum Partners LLC Incresed Positions in Q1 2025

Verum Partners LLC

  • $371 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
126K
+ 2804.32%
$115.08 - $123.97 $14.5M - $15.6M
130K $15.1B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
111K
+ 85.71%
$102.49 - $119.96 $11.4M - $13.3M
241K $25.2B
Vanguard Malvern Fds
69.8K
+ 37.54%
N/A
256K $19.8B
Investment Managers Ser Tr I
88.5K
+ 8.77%
N/A
1.1M $33B
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
50.4K
+ 207.83%
$37.35 - $43.35 $1.88M - $2.18M
74.6K $2.82B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.57K
+ 12.04%
$507.05 - $563.67 $2.32M - $2.57M
42.5K $21.9B
FNDF
Schwab Fundamental Intl Large

ETFs
2.68K
+ 0.73%
$32.9 - $37.45 $88.2K - $100K
368K $13.3B
FYLD
Cambria Foreign Shareholder Yi

ETFs
30.6K
+ 17.19%
$24.97 - $27.67 $765K - $848K
209K $5.63B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
14.2K
+ 4.63%
$50.39 - $50.66 $714K - $718K
320K $16.2B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
7.68K
+ 14.44%
$78.97 - $85.82 $606K - $659K
60.8K $5.05B
2023 ETF Series Trust Ii
20.9K
+ 5.75%
N/A
384K $12B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
91
+ 2.2%
$442.66 - $534.52 $40.3K - $48.6K
4.23K $2.25B
VB
Vanguard Small Cap ETF

ETFs
2.23K
+ 17.36%
$217.89 - $252.64 $487K - $564K
15.1K $3.35B
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.96K
+ 27.01%
$25.77 - $27.6 $205K - $220K
37.4K $994M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.94K
+ 6.23%
$42.5 - $46.71 $125K - $137K
50.2K $2.27B
XOM
Exxon Mobil Corp

Energy
1.07K
+ 38.76%
$105.44 - $118.93 $113K - $127K
3.83K $456M
COST
Costco Wholesale Corp

Consumer Defensive
125
+ 24.95%
$890.62 - $1076.86 $111K - $135K
626 $592M
VUG
Vanguard Growth ETF

ETFs
401
+ 60.21%
$369.1 - $427.61 $148K - $171K
1.07K $396M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
958
+ 1.06%
$25.44 - $27.95 $24.4K - $26.8K
91.2K $2.47B
CVX
Chevron Corp

Energy
222
+ 8.15%
$146.71 - $167.97 $32.6K - $37.3K
2.95K $493M
VZ
Verizon Communications Inc

Communication Services
336
+ 2.24%
$37.81 - $46.49 $12.7K - $15.6K
15.3K $694M
T
At&T Inc.

Communication Services
839
+ 6.85%
$21.56 - $28.28 $18.1K - $23.7K
13.1K $370M
PG
Procter & Gamble CO

Consumer Defensive
394
+ 6.11%
$158.56 - $176.26 $62.5K - $69.4K
6.84K $1.17B
MMM
3 M CO

Industrials
177
+ 6.61%
$129.7 - $155.12 $23K - $27.5K
2.85K $419M
DUK
Duke Energy Corp

Utilities
100
+ 2.52%
$105.87 - $121.97 $10.6K - $12.2K
4.07K $497M
AMGN
Amgen Inc

Healthcare
7
+ 0.55%
$258.59 - $327.36 $1.81K - $2.29K
1.28K $398M
CI
Cigna Corp

Healthcare
79
+ 10.37%
$274.49 - $329.0 $21.7K - $26K
841 $277M
V
Visa Inc.

Financial Services
25
+ 1.54%
$306.92 - $362.71 $7.67K - $9.07K
1.65K $577M
LLY
Eli Lilly & CO

Healthcare
28
+ 4.1%
$725.72 - $929.72 $20.3K - $26K
711 $587M
VRSK
Verisk Analytics, Inc.

Industrials
11
+ 0.49%
$268.63 - $301.33 $2.95K - $3.31K
2.24K $666M
ABT
Abbott Laboratories

Healthcare
73
+ 3.39%
$111.1 - $140.22 $8.11K - $10.2K
2.23K $296M
MCD
Mcdonalds Corp

Consumer Cyclical
40
+ 2.44%
$279.74 - $321.29 $11.2K - $12.9K
1.68K $525M
COMP
Compass, Inc.

Technology
338
+ 2.23%
$5.35 - $10.24 $1.81K - $3.46K
15.5K $135M
HCA
Hca Healthcare, Inc.

Healthcare
8
+ 0.85%
$296.7 - $345.55 $2.37K - $2.76K
949 $328M
AIG
American International Group, Inc.

Financial Services
27
+ 0.89%
$70.5 - $86.94 $1.9K - $2.35K
3.04K $265M
ICE
Intercontinental Exchange, Inc.

Financial Services
31
+ 2.24%
$142.8 - $176.36 $4.43K - $5.47K
1.42K $244M
HIG
Hartford Financial Services Group, Inc.

Financial Services
24
+ 0.99%
$106.31 - $123.73 $2.55K - $2.97K
2.46K $304M
MA
Mastercard Inc

Financial Services
25
+ 2.62%
$504.67 - $576.31 $12.6K - $14.4K
980 $537M
CAT
Caterpillar Inc

Industrials
167
+ 19.28%
$326.75 - $407.63 $54.6K - $68.1K
1.03K $341M
VTI
Vanguard Total Stock Market Et

ETFs
133
+ 14.52%
$271.18 - $303.12 $36.1K - $40.3K
1.05K $288M
META
Meta Platforms, Inc.

Communication Services
40
+ 6.21%
$576.36 - $736.67 $23.1K - $29.5K
684 $394M
WFC
Wells Fargo & Company

Financial Services
18
+ 0.25%
$66.78 - $81.42 $1.2K - $1.47K
7.14K $512M
NOV
Nov Inc.

Energy
138
+ 0.92%
$13.99 - $16.43 $1.93K - $2.27K
15.2K $231M
TJX
Tjx Companies Inc

Consumer Cyclical
60
+ 1.63%
$112.81 - $126.16 $6.77K - $7.57K
3.73K $454M
SYK
Stryker Corp

Healthcare
4
+ 0.59%
$355.18 - $399.9 $1.42K - $1.6K
680 $253M
Vanguard Malvern Fds
2
+ 0.05%
N/A
3.66K $284M
WBND
Legg Mason ETF Invt Tr Westn A

ETFs
1
+ 0.01%
$19.34 - $20.13 $19.3 - $20.1
10.4K $209M
WTI
W&T Offshore Inc

Energy
2.01K
+ 18.56%
$1.44 - $1.89 $2.89K - $3.79K
12.8K $19.9M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
145
+ 1.52%
$78.0 - $84.37 $11.3K - $12.2K
9.66K $772M
Activity Summary
Buys All Purchases 80 New Holdings 7 Increased Positions 73 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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