Verum Partners LLC Portfolio Holdings

Verum Partners LLC

  • $347 Billion
  • Q4 2024

Verum Partners LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $347 Billion distributed in 164 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares U.S. Treasury Bond ETF with a value of $34.6B, Investment Managers Ser Tr I with a value of $30.6B, Vanguard Index Fds S&P 500 ETF with a value of $20.5B, Jp Morgan ETF Tr Ultra Short I with a value of $15.4B, and Ishares Core S&P Sm Cap ETF with a value of $14.9B.

Examining the 13F form we can see an increase of $5.95B in the current position value, from $341B to 347B.

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 $347 Billion
ETFs: $233 Billion
Technology: $15.8 Billion
Consumer Cyclical: $10.3 Billion
Financial Services: $10.2 Billion
Consumer Defensive: $6.26 Billion
Industrials: $4.45 Billion
Healthcare: $4.02 Billion
Communication Services: $3.36 Billion
Other: $1.62 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $347 Billion
  • Prior Value $341 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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