Verum Partners LLC Incresed Positions in Q2 2025

Verum Partners LLC

  • $434 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20.6K
+ 48.46%
$456.74 - $568.03 $9.41M - $11.7M
63.1K $35.9B
Vanguard Mun Bd Fds
162K
+ 3177.37%
N/A
167K $12.3B
VB
Vanguard Small Cap ETF

ETFs
20.9K
+ 138.19%
$193.73 - $237.37 $4.04M - $4.95M
36K $8.53B
VTI
Vanguard Total Stock Market Et

ETFs
15K
+ 1433.56%
$243.75 - $303.93 $3.67M - $4.57M
16.1K $4.89B
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
71.8K
+ 96.24%
$33.13 - $40.67 $2.38M - $2.92M
146K $5.95B
LLY
Eli Lilly & CO

Healthcare
3.46K
+ 487.06%
$713.71 - $898.95 $2.47M - $3.11M
4.17K $3.25B
AMZN
Amazon Com Inc

Consumer Cyclical
7.54K
+ 69.42%
$167.32 - $223.3 $1.26M - $1.68M
18.4K $4.03B
DFIV
Dimensional ETF Tr

ETFs
39.9K
+ 75.22%
$34.67 - $43.21 $1.38M - $1.72M
92.9K $3.98B
MSFT
Microsoft Corp

Technology
713
+ 8.94%
$354.56 - $497.45 $253K - $355K
8.69K $4.32B
VEA
Vanguard Ftse Developed Market

ETFs
13K
+ 17.29%
$45.65 - $57.01 $592K - $740K
88K $5.02B
NVDA
Nvidia Corp

Technology
1.28K
+ 9.17%
$94.31 - $157.99 $121K - $202K
15.3K $2.41B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
28.4K
+ 2.1%
$22.54 - $23.17 $640K - $658K
1.38M $31.7B
TSLA
Tesla, Inc.

Consumer Cyclical
170
+ 2.36%
$221.86 - $362.89 $37.7K - $61.7K
7.39K $2.35B
XLK
Technology Sector Spdr

ETFs
14
+ 0.14%
$179.73 - $253.23 $2.52K - $3.55K
10K $2.54B
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
852
+ 1.29%
$46.22 - $57.51 $39.4K - $49K
66.9K $3.84B
Vanguard Malvern Fds
5.03K
+ 137.37%
N/A
8.68K $676M
RY
Royal Bank Of Canada

Financial Services
1
+ 0.01%
$108.36 - $131.55 $108 - $132
19.7K $2.59B
GE
General Electric CO

Industrials
546
+ 19.11%
$166.81 - $257.39 $91.1K - $141K
3.4K $876M
JPM
Jpmorgan Chase & CO

Financial Services
68
+ 1.07%
$210.28 - $289.91 $14.3K - $19.7K
6.43K $1.86B
Ge Vernova Inc
147
+ 20.97%
N/A
848 $449M
ORCL
Oracle Corp

Technology
145
+ 6.73%
$122.82 - $218.63 $17.8K - $31.7K
2.3K $503M
META
Meta Platforms, Inc.

Communication Services
102
+ 14.91%
$484.66 - $738.09 $49.4K - $75.3K
786 $580M
HD
Home Depot, Inc.

Consumer Cyclical
493
+ 13.13%
$335.24 - $380.78 $165K - $188K
4.25K $1.56B
GOOG
Alphabet Inc.

Communication Services
374
+ 7.04%
$146.58 - $180.01 $54.8K - $67.3K
5.68K $1.01B
V
Visa Inc.

Financial Services
460
+ 27.93%
$308.27 - $373.31 $142K - $172K
2.11K $748M
ABT
Abbott Laboratories

Healthcare
1.12K
+ 50.27%
$123.95 - $138.08 $139K - $155K
3.35K $455M
IVW
Ishares S&P 500 Growth ETF

ETFs
8
+ 0.09%
$82.96 - $110.1 $664 - $881
9.18K $1.01B
NOV
Nov Inc.

Energy
15.2K
+ 100.24%
$11.11 - $15.41 $169K - $235K
30.4K $378M
GOOGL
Alphabet Inc.

Communication Services
238
+ 5.43%
$144.7 - $178.6 $34.4K - $42.5K
4.62K $814M
WMT
Walmart Inc.

Consumer Defensive
632
+ 10.5%
$81.79 - $99.98 $51.7K - $63.2K
6.65K $651M
COST
Costco Wholesale Corp

Consumer Defensive
86
+ 13.74%
$908.13 - $1056.85 $78.1K - $90.9K
712 $705M
ETN
Eaton Corp PLC

Industrials
49
+ 4.8%
$246.52 - $356.99 $12.1K - $17.5K
1.07K $382M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.1%
$416.06 - $551.64 $416 - $552
1.05K $577M
IEFA
Ishares Tr

ETFs
87
+ 0.89%
$67.83 - $84.09 $5.9K - $7.32K
9.81K $819M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.09%
$272.36 - $339.57 $545 - $679
2.28K $774M
IWM
Ishares Russell 2000 ETF

ETFs
8
+ 0.19%
$174.82 - $215.79 $1.4K - $1.73K
4.29K $926M
MA
Mastercard Inc

Financial Services
102
+ 10.41%
$479.92 - $590.74 $49K - $60.3K
1.08K $608M
CAT
Caterpillar Inc

Industrials
26
+ 2.52%
$273.94 - $388.21 $7.12K - $10.1K
1.06K $411M
WFC
Wells Fargo & Company

Financial Services
128
+ 1.79%
$60.98 - $80.12 $7.81K - $10.3K
7.27K $582M
RTX
Raytheon Technologies Corp

Industrials
73
+ 1.82%
$113.75 - $148.48 $8.3K - $10.8K
4.09K $598M
NPO
Enpro Industries, Inc

Industrials
18
+ 0.95%
$137.27 - $193.1 $2.47K - $3.48K
1.91K $365M
Blackrock Inc
16
+ 3.93%
N/A
423 $444M
IWY
Ishares Tr Russell 200 Growth

ETFs
2
+ 0.12%
$187.5 - $246.51 $375 - $493
1.64K $404M
ICE
Intercontinental Exchange, Inc.

Financial Services
232
+ 16.37%
$151.62 - $183.47 $35.2K - $42.6K
1.65K $302M
ABBV
Abb Vie Inc.

Healthcare
670
+ 23.97%
$170.16 - $206.27 $114K - $138K
3.47K $643M
TJX
Tjx Companies Inc

Consumer Cyclical
400
+ 10.72%
$119.13 - $135.03 $47.7K - $54K
4.13K $510M
VXF
Vanguard Extended Market ETF

ETFs
128
+ 8.57%
$150.43 - $192.71 $19.3K - $24.7K
1.62K $313M
PM
Philip Morris International Inc.

Consumer Defensive
99
+ 6.94%
$149.23 - $184.95 $14.8K - $18.3K
1.53K $278M
HON
Honeywell International Inc

Industrials
81
+ 5.34%
$182.86 - $232.88 $14.8K - $18.9K
1.6K $372M
Activity Summary
Buys All Purchases 93 New Holdings 13 Increased Positions 80 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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