Verum Partners LLC Sells in Q4 2024

Verum Partners LLC

  • $347 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-207K
- 40.37%
$50.37 - $50.6 $10.4M - $10.5M
306K $15.4B
FNDF
Schwab Fundamental Intl Large

ETFs
-5.29K
- 1.43%
$32.92 - $37.15 $174K - $197K
366K $12.1B
VEA
Vanguard Ftse Developed Market

ETFs
-5.19K
- 6.27%
$47.57 - $52.44 $247K - $272K
77.6K $3.71B
KO
Coca Cola CO

Consumer Defensive
-65
- 0.1%
$61.74 - $71.71 $4.01K - $4.66K
62.2K $3.87B
VOOV
Vanguard S&P 500 Value ETF

ETFs
-1.63K
- 23.43%
$184.21 - $199.29 $300K - $324K
5.31K $981M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-4.53K
- 7.69%
$65.67 - $69.79 $297K - $316K
54.4K $3.64B
VONG
Vanguard Russell 1000 Growth E

ETFs
-3.39K
- 25.17%
$95.27 - $107.82 $323K - $365K
10.1K $1.04B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-621
- 0.68%
$26.16 - $29.13 $16.2K - $18.1K
90.3K $2.37B
IVV
Ishares Core S&P 500 ETF

ETFs
-872
- 3.34%
$570.51 - $610.59 $497K - $532K
25.2K $14.9B
Core Scientific Inc New
-36.3K
- 57.3%
N/A
27K $222M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-445
- 29.89%
$481.22 - $538.17 $214K - $239K
1.04K $534M
IWD
Ishares Russell 1000 Val ETF

ETFs
-754
- 9.49%
$183.23 - $199.79 $138K - $151K
7.19K $1.33B
ICSH
Blackrock Ultra Short Term Bon

ETFs
-3.4K
- 22.36%
$50.35 - $50.69 $171K - $172K
11.8K $595M
LOW
Lowes Companies Inc

Consumer Cyclical
-13
- 0.18%
$244.52 - $284.07 $3.18K - $3.69K
7.13K $1.76B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-3.01K
- 6.06%
$42.33 - $43.3 $127K - $130K
46.6K $1.99B
VGSH
Vanguard

ETFs
-2.4K
- 7.2%
$58.02 - $58.88 $139K - $141K
30.9K $1.8B
VIG
Vanguard Dividend Appreciation

ETFs
-327
- 0.92%
N/A
35.2K $6.9B
LLY
Eli Lilly & CO

Healthcare
-65
- 8.69%
$727.2 - $932.06 $47.3K - $60.6K
683 $527M
UNH
Unitedhealth Group Inc

Healthcare
-5
- 0.32%
$485.52 - $625.25 $2.43K - $3.13K
1.57K $794M
VZ
Verizon Communications Inc

Communication Services
-1K
- 6.28%
$39.6 - $45.21 $39.7K - $45.3K
15K $599M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-930
- 8.45%
$340.59 - $380.5 $317K - $354K
10.1K $3.69B
IDEV
Ishares Core Msci Intl Develop

ETFs
-71
- 0.42%
$64.18 - $70.42 $4.56K - $5K
16.8K $1.08B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-1.07K
- 10.1%
$80.93 - $85.66 $86.5K - $91.6K
9.52K $770M
AMGN
Amgen Inc

Healthcare
-90
- 6.62%
$258.78 - $328.31 $23.3K - $29.5K
1.27K $331M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-793
- 2.99%
$77.02 - $78.58 $61.1K - $62.3K
25.7K $1.99B
JNJ
Johnson & Johnson

Healthcare
-192
- 4.9%
$143.34 - $165.86 $27.5K - $31.8K
3.72K $539M
IEFA
Ishares Tr

ETFs
-259
- 2.59%
$70.06 - $77.43 $18.1K - $20.1K
9.72K $683M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-97
- 2.29%
$442.29 - $483.08 $42.9K - $46.9K
4.14K $1.88B
ABBV
Abb Vie Inc.

Healthcare
-82
- 2.76%
$164.99 - $203.87 $13.5K - $16.7K
2.88K $513M
IEMG
Ishares Inc

ETFs
-68
- 0.58%
N/A
11.7K $613M
QCOM
Qualcomm Inc

Technology
-163
- 8.32%
$150.4 - $178.04 $24.5K - $29K
1.8K $276M
VONV
Vanguard Russell 1000 Value Et

ETFs
-241
- 1.36%
$80.87 - $87.69 $19.5K - $21.1K
17.4K $1.42B
CI
Cigna Corp

Healthcare
-1
- 0.13%
$265.59 - $358.58 $266 - $359
762 $210M
WFC
Wells Fargo & Company

Financial Services
-2.64K
- 27.04%
$54.98 - $77.35 $145K - $204K
7.12K $500M
DUK
Duke Energy Corp

Utilities
-154
- 3.73%
$105.76 - $120.76 $16.3K - $18.6K
3.97K $428M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-712
- 6.99%
$49.79 - $51.14 $35.5K - $36.4K
9.47K $475M
GPC
Genuine Parts CO

Consumer Cyclical
-7
- 0.4%
$113.11 - $143.63 $792 - $1.01K
1.74K $203M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-985
- 15.35%
$38.88 - $44.07 $38.3K - $43.4K
5.43K $224M
DHC
Diversified Healthcare Trust

Real Estate
-518
- 4.35%
$2.17 - $4.13 $1.12K - $2.14K
11.4K $26.2M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-290
- 0.73%
$40.15 - $42.9 $11.6K - $12.4K
39.5K $1.59B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-167
- 2.54%
$77.86 - $79.27 $13K - $13.2K
6.41K $500M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-139
- 2.2%
$126.68 - $134.74 $17.6K - $18.7K
6.17K $787M
VV
Vanguard Large Cap ETF

ETFs
-96
- 7.97%
$260.27 - $280.65 $25K - $26.9K
1.11K $299M
WTI
W&T Offshore Inc

Energy
-3.94K
- 26.73%
$1.37 - $2.79 $5.4K - $11K
10.8K $18M
ETN
Eaton Corp PLC

Industrials
-28
- 2.69%
$326.96 - $377.52 $9.15K - $10.6K
1.01K $337M
T
At&T Inc.

Communication Services
-713
- 5.5%
$21.22 - $23.88 $15.1K - $17K
12.2K $279M
IWM
Ishares Russell 2000 ETF

ETFs
-1
- 0.02%
$216.13 - $242.4 $216 - $242
4.28K $945M
ALLY
Ally Financial Inc.

Financial Services
-31
- 0.55%
$34.12 - $39.98 $1.06K - $1.24K
5.59K $201M
VTI
Vanguard Total Stock Market Et

ETFs
-16
- 1.72%
$280.04 - $302.45 $4.48K - $4.84K
916 $266M
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
Track This Portfolio

Track Verum Partners LLC Portfolio

Follow Verum Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Verum Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Verum Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email