Verum Partners LLC Incresed Positions in Q4 2024

Verum Partners LLC

  • $347 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Investment Managers Ser Tr I
423K
+ 72.19%
N/A
1.01M $30.6B
Vanguard Malvern Fds
41.2K
+ 28.5%
N/A
186K $14.1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.67K
+ 7.58%
$521.84 - $558.82 $1.39M - $1.49M
38K $20.5B
TSLA
Tesla, Inc.

Consumer Cyclical
91
+ 1.31%
$213.65 - $479.86 $19.4K - $43.7K
7.02K $2.84B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8K
+ 6.58%
$113.92 - $127.38 $911K - $1.02M
130K $14.9B
AVGO
Broadcom Inc.

Technology
157
+ 2.09%
$159.67 - $250.0 $25.1K - $39.3K
7.68K $1.78B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12.7K
+ 36.86%
$44.04 - $49.49 $561K - $630K
47.3K $2.08B
SYLD
Cambria Shareholder Yld ETF

ETFs
15.5K
+ 9.16%
$68.06 - $76.27 $1.05M - $1.18M
184K $12.6B
2023 ETF Series Trust Ii
18.2K
+ 5.27%
N/A
363K $11.6B
FYLD
Cambria Foreign Shareholder Yi

ETFs
26.3K
+ 17.3%
$24.86 - $27.99 $653K - $736K
178K $4.49B
JPM
Jpmorgan Chase & CO

Financial Services
51
+ 0.81%
$205.18 - $250.29 $10.5K - $12.8K
6.36K $1.53B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
38.4K
+ 2.61%
$22.39 - $23.45 $859K - $900K
1.51M $34.6B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
8.07K
+ 56.69%
$26.01 - $28.19 $210K - $227K
22.3K $583M
XLK
Technology Sector Spdr

ETFs
405
+ 4.21%
$220.26 - $241.44 $89.2K - $97.8K
10K $2.33B
DFIV
Dimensional ETF Tr

ETFs
7.35K
+ 15.88%
$34.86 - $37.97 $256K - $279K
53.6K $1.9B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
6.28K
+ 13.4%
$79.93 - $88.06 $502K - $553K
53.2K $4.25B
GOOGL
Alphabet Inc.

Communication Services
31
+ 0.72%
$161.86 - $196.66 $5.02K - $6.1K
4.32K $818M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
7.35K
+ 12.35%
$47.66 - $51.84 $350K - $381K
66.9K $3.2B
JBL
Jabil Inc

Technology
3
+ 0.08%
$118.97 - $147.77 $357 - $443
3.89K $559M
SCHV
Schwab Strategic Tr Us Large C

ETFs
21K
+ 249.86%
$25.79 - $80.4 $543K - $1.69M
29.5K $768M
V
Visa Inc.

Financial Services
62
+ 3.97%
$273.87 - $320.91 $17K - $19.9K
1.62K $513M
WMT
Walmart Inc.

Consumer Defensive
150
+ 2.38%
$79.1 - $95.7 $11.9K - $14.4K
6.45K $583M
SPY
Spdr S&P 500 ETF Trust

ETFs
10
+ 0.19%
$567.81 - $607.81 $5.68K - $6.08K
5.3K $3.11B
BX
Blackstone Inc.

Financial Services
8
+ 0.26%
$148.45 - $199.05 $1.19K - $1.59K
3.07K $529M
BAC
Bank Of America Corp

Financial Services
92
+ 0.73%
$39.22 - $47.77 $3.61K - $4.39K
12.8K $561M
OEF
Ishares S&P 100 ETF

ETFs
8
+ 0.19%
N/A
4.29K $1.24B
IVW
Ishares S&P 500 Growth ETF

ETFs
9
+ 0.1%
$94.43 - $105.47 $850 - $949
9.2K $934M
VB
Vanguard Small Cap ETF

ETFs
44
+ 0.34%
$233.76 - $261.58 $10.3K - $11.5K
12.9K $3.09B
DAL
Delta Air Lines, Inc.

Industrials
13
+ 0.26%
$47.46 - $65.77 $617 - $855
4.97K $301M
CVX
Chevron Corp

Energy
362
+ 15.33%
$141.15 - $162.53 $51.1K - $58.8K
2.72K $394M
MA
Mastercard Inc

Financial Services
25
+ 2.69%
$491.3 - $536.15 $12.3K - $13.4K
955 $503M
ADP
Automatic Data Processing Inc

Industrials
31
+ 1.59%
$280.08 - $307.97 $8.68K - $9.55K
1.98K $579M
CSCO
Cisco Systems, Inc.

Technology
149
+ 3.4%
$52.45 - $60.02 $7.82K - $8.94K
4.53K $268M
XOM
Exxon Mobil Corp

Energy
518
+ 23.07%
$105.51 - $125.37 $54.7K - $64.9K
2.76K $297M
META
Meta Platforms, Inc.

Communication Services
33
+ 5.4%
$554.08 - $632.68 $18.3K - $20.9K
644 $377M
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.06%
$216.72 - $244.71 $217 - $245
1.63K $385M
NPO
Enpro Industries, Inc

Industrials
24
+ 1.28%
$145.61 - $195.16 $3.49K - $4.68K
1.9K $328M
VXF
Vanguard Extended Market ETF

ETFs
14
+ 0.55%
$179.17 - $207.15 $2.51K - $2.9K
2.58K $490M
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 2.04%
$873.59 - $994.69 $8.74K - $9.95K
501 $459M
ABT
Abbott Laboratories

Healthcare
198
+ 10.12%
$111.93 - $119.39 $22.2K - $23.6K
2.16K $244M
IWB
Ishares Tr Russell 1000 ETF

ETFs
9
+ 0.4%
$311.11 - $335.64 $2.8K - $3.02K
2.26K $728M
PAYX
Paychex Inc

Industrials
46
+ 2.05%
$135.86 - $148.73 $6.25K - $6.84K
2.29K $321M
VRSK
Verisk Analytics, Inc.

Industrials
6
+ 0.27%
$262.86 - $294.75 $1.58K - $1.77K
2.23K $613M
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
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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