Verum Partners LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $371 Billion distributed in 160 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Investment Managers Ser Tr I with a value of $33B, Ishares U.S. Treasury Bond ETF with a value of $31B, Ishares Core S&P Sm Cap ETF with a value of $25.2B, Vanguard Index Fds S&P 500 ETF with a value of $21.9B, and Vanguard Malvern Fds with a value of $19.8B.
Examining the 13F form we can see an increase of $23.4B in the current position value, from $347B to 371B.
Verum Partners LLC is based out at Charlotte, NC
Below you can find more details about Verum Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$371 Billion
ETFs: $251 Billion
Technology: $13.7 Billion
Financial Services: $10.6 Billion
Consumer Cyclical: $8.12 Billion
Consumer Defensive: $7 Billion
Industrials: $4.78 Billion
Healthcare: $4.32 Billion
Communication Services: $3.06 Billion
Other: $1.95 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions