Verum Partners LLC Incresed Positions in Q4 2025

Verum Partners LLC

  • $496 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard Mun Bd Fds
298K
+ 162.99%
N/A
480K $36.3B
Vanguard Malvern Fds
47.9K
+ 17.31%
N/A
325K $25.3B
SYLD
Cambria Shareholder Yld ETF

ETFs
33.7K
+ 17.77%
$65.95 - $69.74 $2.22M - $2.35M
223K $15.5B
BAC
Bank Of America Corp

Financial Services
44.6K
+ 340.91%
$48.65 - $54.11 $2.17M - $2.41M
57.7K $3.17B
Investment Managers Ser Tr I
16.5K
+ 1.76%
N/A
954K $35.4B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.1K
+ 1.67%
$600.51 - $631.95 $658K - $692K
66.6K $41.8B
Gmo ETF Trust
16.8K
+ 4.14%
N/A
423K $16.3B
FNDF
Schwab Fundamental Intl Large

ETFs
14.6K
+ 3.9%
$42.35 - $45.18 $619K - $660K
389K $17.6B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
58.1K
+ 4.04%
$23.04 - $23.36 $1.34M - $1.36M
1.49M $34.4B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
10.4K
+ 20.46%
$88.45 - $91.41 $917K - $948K
61.1K $5.58B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.4K
+ 2.59%
$114.27 - $121.15 $617K - $654K
214K $25.7B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.4K
+ 60.06%
$91.46 - $91.76 $494K - $496K
14.4K $1.32B
GOOGL
Alphabet Inc.

Communication Services
307
+ 5.84%
$236.57 - $291.31 $72.6K - $89.4K
5.57K $1.74B
GOOG
Alphabet Inc.

Communication Services
24
+ 0.42%
$237.49 - $291.74 $5.7K - $7K
5.76K $1.81B
KO
Coca Cola CO

Consumer Defensive
315
+ 0.5%
$66.1 - $71.61 $20.8K - $22.6K
63.9K $4.47B
AVGO
Broadcom Inc.

Technology
106
+ 1.67%
$324.63 - $385.98 $34.4K - $40.9K
6.46K $2.23B
MRK
Merck & Co., Inc.

Healthcare
500
+ 15.1%
$82.49 - $92.93 $41.2K - $46.5K
3.81K $401M
CAT
Caterpillar Inc

Industrials
7
+ 0.67%
$480.82 - $585.49 $3.37K - $4.1K
1.06K $604M
XLK
Technology Sector Spdr

ETFs
10.3K
+ 102.68%
$278.39 - $304.13 $2.87M - $3.13M
20.3K $2.93B
XOM
Exxon Mobil Corp

Energy
573
+ 14.57%
$110.64 - $119.78 $63.4K - $68.6K
4.51K $542M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
141
+ 0.28%
$72.21 - $75.0 $10.2K - $10.6K
50.3K $3.77B
NVDA
Nvidia Corp

Technology
476
+ 2.81%
$179.83 - $207.04 $85.6K - $98.6K
17.4K $3.25B
VT
Vanguard Total World Stk Index

ETFs
496
+ 11.8%
$135.16 - $141.78 $67K - $70.3K
4.7K $663M
WMT
Walmart Inc.

Consumer Defensive
174
+ 2.68%
$101.18 - $109.03 $17.6K - $19K
6.66K $742M
RTX
Raytheon Technologies Corp

Industrials
35
+ 0.85%
$157.0 - $179.44 $5.5K - $6.28K
4.13K $758M
DAL
Delta Air Lines, Inc.

Industrials
62
+ 1.24%
$55.65 - $62.32 $3.45K - $3.86K
5.06K $351M
AMAT
Applied Materials Inc

Technology
49
+ 4.69%
$209.95 - $240.89 $10.3K - $11.8K
1.09K $281M
AMGN
Amgen Inc

Healthcare
12
+ 0.96%
$290.13 - $341.71 $3.48K - $4.1K
1.26K $412M
TJX
Tjx Companies Inc

Consumer Cyclical
51
+ 1.25%
$138.56 - $147.63 $7.07K - $7.53K
4.12K $632M
HCA
Hca Healthcare, Inc.

Healthcare
9
+ 0.93%
$410.68 - $476.61 $3.7K - $4.29K
972 $454M
CSCO
Cisco Systems, Inc.

Technology
56
+ 1.27%
$67.46 - $78.0 $3.78K - $4.37K
4.46K $343M
COMP
Compass, Inc.

Technology
108
+ 0.7%
$6.92 - $9.5 $747 - $1.03K
15.4K $163M
TFC
Truist Financial Corp

Financial Services
10
+ 0.09%
$41.09 - $45.64 $411 - $456
10.8K $533M
JBL
Jabil Inc

Technology
6
+ 0.21%
$193.99 - $222.32 $1.16K - $1.33K
2.91K $663M
CB
Chubb LTD

Financial Services
18
+ 2.0%
$268.2 - $296.22 $4.83K - $5.33K
920 $287M
AXP
American Express CO

Financial Services
16
+ 2.56%
$316.26 - $372.77 $5.06K - $5.96K
640 $237M
VOOV
Vanguard S&P 500 Value ETF

ETFs
18
+ 0.41%
$195.54 - $204.93 $3.52K - $3.69K
4.45K $912M
IWM
Ishares Russell 2000 ETF

ETFs
30
+ 0.69%
$236.79 - $250.33 $7.1K - $7.51K
4.35K $1.07B
AIG
American International Group, Inc.

Financial Services
10
+ 0.32%
$76.15 - $84.05 $762 - $841
3.15K $269M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.08%
$589.5 - $635.77 $590 - $636
1.24K $764M
PEP
Pepsico Inc

Consumer Defensive
85
+ 4.97%
$138.84 - $153.71 $11.8K - $13.1K
1.8K $258M
QCOM
Qualcomm Inc

Technology
28
+ 1.2%
$153.59 - $187.68 $4.3K - $5.26K
2.36K $404M
HIG
Hartford Financial Services Group, Inc.

Financial Services
17
+ 0.68%
$122.36 - $133.85 $2.08K - $2.28K
2.51K $346M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
13
+ 0.31%
$137.47 - $143.13 $1.79K - $1.86K
4.25K $610M
RIG
Transocean Ltd.

Energy
232
+ 2.14%
$3.08 - $4.23 $715 - $981
11.1K $45.8M
IWN
Ishares Russell2000 Val ETF

ETFs
9
+ 0.54%
$172.34 - $181.51 $1.55K - $1.63K
1.69K $306M
QUAL
Ishares Msci Usa Quality Facto

ETFs
12
+ 0.96%
$191.01 - $199.18 $2.29K - $2.39K
1.26K $251M
CSX
Csx Corp

Industrials
44
+ 0.61%
$34.88 - $36.67 $1.53K - $1.61K
7.25K $263M
DHC
Diversified Healthcare Trust

Real Estate
216
+ 1.87%
$4.05 - $4.77 $875 - $1.03K
11.8K $57.1M
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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