Verum Partners LLC Reduced Holdings in Q4 2025

Verum Partners LLC

  • $496 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-37
- 4.71%
$470.44 - $504.26 $17.4K - $18.7K
749 $365M
PM
Philip Morris International Inc.

Consumer Defensive
-52
- 3.17%
$144.33 - $160.86 $7.51K - $8.36K
1.59K $255M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-621
- 5.5%
$27.18 - $28.91 $16.9K - $18K
10.7K $299M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-34
- 0.68%
$45.61 - $48.53 $1.55K - $1.65K
4.99K $233M
IWD
Ishares Russell 1000 Val ETF

ETFs
-246
- 3.66%
$199.44 - $208.01 $49.1K - $51.2K
6.47K $1.36B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-169
- 3.82%
$92.24 - $96.56 $15.6K - $16.3K
4.26K $409M
MA
Mastercard Inc

Financial Services
-7
- 0.64%
$536.85 - $580.45 $3.76K - $4.06K
1.08K $618M
MCD
Mcdonalds Corp

Consumer Cyclical
-12
- 0.67%
$293.81 - $310.11 $3.53K - $3.72K
1.79K $547M
JNJ
Johnson & Johnson

Healthcare
-356
- 10.13%
$185.98 - $199.58 $66.2K - $71.1K
3.16K $654M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-29
- 1.36%
$98.0 - $102.56 $2.84K - $2.97K
2.11K $216M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-263
- 0.79%
$28.46 - $29.45 $7.48K - $7.75K
33.1K $980M
IDEV
Ishares Core Msci Intl Develop

ETFs
-343
- 2.12%
$79.1 - $82.39 $27.1K - $28.3K
15.9K $1.31B
IVW
Ishares S&P 500 Growth ETF

ETFs
-92
- 1.0%
$118.29 - $126.28 $10.9K - $11.6K
9.08K $1.12B
ACN
Accenture PLC

Technology
-86
- 4.96%
$234.02 - $253.35 $20.1K - $21.8K
1.65K $442M
V
Visa Inc.

Financial Services
-17
- 0.75%
$325.75 - $352.42 $5.54K - $5.99K
2.26K $791M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-7
- 0.31%
$358.39 - $376.54 $2.51K - $2.64K
2.27K $849M
GE
General Electric CO

Industrials
-26
- 0.76%
$291.49 - $314.28 $7.58K - $8.17K
3.38K $1.04B
Ge Vernova Inc
-23
- 2.73%
N/A
821 $537M
INTC
Intel Corp

Technology
-259
- 3.18%
$34.71 - $41.53 $8.99K - $10.8K
7.88K $291M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-989
- 0.68%
$43.97 - $46.55 $43.5K - $46K
145K $6.64B
VONV
Vanguard Russell 1000 Value Et

ETFs
-182
- 1.26%
$87.55 - $91.32 $15.9K - $16.6K
14.3K $1.32B
JPM
Jpmorgan Chase & CO

Financial Services
-14
- 0.23%
$294.11 - $320.41 $4.12K - $4.49K
5.95K $1.92B
VTV
Vanguard Value ETF

ETFs
-64
- 0.59%
$182.87 - $189.72 $11.7K - $12.1K
10.9K $2.08B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-5
- 0.05%
$459.47 - $491.71 $2.3K - $2.46K
11.1K $5.23B
WFC
Wells Fargo & Company

Financial Services
-12
- 0.16%
$77.62 - $87.3 $931 - $1.05K
7.4K $689M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1
- 0.02%
$653.02 - $687.39 $653 - $687
4.74K $3.23B
IVV
Ishares Core S&P 500 ETF

ETFs
-454
- 1.83%
$656.2 - $690.71 $298K - $314K
24.3K $16.6B
ACWI
Ishares Msci Acwi ETF

ETFs
-396
- 0.83%
$135.71 - $142.56 $53.7K - $56.5K
47.1K $6.67B
RY
Royal Bank Of Canada

Financial Services
-1.81K
- 10.09%
$143.64 - $149.05 $260K - $269K
16.1K $2.74B
VB
Vanguard Small Cap ETF

ETFs
-68
- 0.19%
$248.1 - $260.08 $16.9K - $17.7K
35.7K $9.21B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-474
- 0.53%
$31.06 - $33.86 $14.7K - $16K
89K $3B
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-676
- 1.03%
$60.25 - $64.15 $40.7K - $43.4K
64.9K $4.25B
DFIV
Dimensional ETF Tr

ETFs
-284
- 0.31%
$45.13 - $48.25 $12.8K - $13.7K
92K $4.59B
AAPL
Apple Inc.

Technology
-88
- 0.37%
$245.27 - $275.25 $21.6K - $24.2K
24K $6.53B
LLY
Eli Lilly & CO

Healthcare
-345
- 8.25%
$799.57 - $1025.28 $276K - $354K
3.84K $4.12B
Activity Summary
Buys All Purchases 71 New Holdings 5 Increased Positions 66 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 1
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