Verum Partners LLC Sells in Q4 2025

Verum Partners LLC

  • $496 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard Mun Bd Fds
-205K
- 91.43%
N/A
19.2K $1.47B
AMZN
Amazon Com Inc

Consumer Cyclical
-4.4K
- 23.46%
$213.04 - $254.0 $937K - $1.12M
14.4K $3.31B
MSFT
Microsoft Corp

Technology
-362
- 4.25%
$496.82 - $542.07 $180K - $196K
8.16K $3.94B
FNDX
Schwab Fundamental U S Large C

ETFs
-23.8K
- 9.78%
$25.68 - $26.95 $611K - $641K
220K $5.98B
HD
Home Depot, Inc.

Consumer Cyclical
-427
- 9.98%
$358.03 - $397.02 $153K - $170K
3.85K $1.33B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-4.65K
- 57.29%
$72.17 - $75.74 $335K - $352K
3.46K $261M
FNDA
Schwab Fundamental U S Small C

ETFs
-11.5K
- 8.88%
$29.85 - $31.55 $342K - $362K
118K $3.71B
PG
Procter & Gamble CO

Consumer Defensive
-1.15K
- 16.18%
$145.5 - $153.18 $167K - $175K
5.93K $850M
VIG
Vanguard Dividend Appreciation

ETFs
-1.51K
- 4.66%
N/A
30.9K $6.78B
UNH
Unitedhealth Group Inc

Healthcare
-438
- 26.16%
$320.52 - $369.92 $140K - $162K
1.24K $408M
TSLA
Tesla, Inc.

Consumer Cyclical
-328
- 4.35%
$401.99 - $468.37 $132K - $154K
7.21K $3.24B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.41K
- 15.82%
$74.09 - $75.1 $105K - $106K
7.52K $557M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-5.86K
- 6.46%
$25.85 - $27.19 $152K - $159K
84.9K $2.29B
LOW
Lowes Companies Inc

Consumer Cyclical
-125
- 1.75%
$225.0 - $247.99 $28.1K - $31K
7K $1.69B
NOV
Nov Inc.

Energy
-11K
- 37.66%
$12.31 - $15.72 $135K - $172K
18.1K $284M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-202
- 5.65%
$475.68 - $513.11 $96.1K - $104K
3.38K $1.7B
OEF
Ishares S&P 100 ETF

ETFs
-394
- 10.45%
N/A
3.38K $1.16B
NPO
Enpro Industries, Inc

Industrials
-285
- 11.18%
$209.86 - $234.03 $59.8K - $66.7K
2.26K $485M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.33K
- 2.96%
$52.54 - $55.77 $69.6K - $73.9K
43.4K $2.33B
ADP
Automatic Data Processing Inc

Industrials
-28
- 1.48%
$250.9 - $292.94 $7.03K - $8.2K
1.87K $481M
VXF
Vanguard Extended Market ETF

ETFs
-346
- 21.28%
$204.22 - $215.05 $70.7K - $74.4K
1.28K $268M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-842
- 3.71%
$78.65 - $79.19 $66.2K - $66.7K
21.8K $1.72B
VEA
Vanguard Ftse Developed Market

ETFs
-4.62K
- 5.28%
$59.18 - $62.09 $274K - $287K
82.9K $5.18B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-333
- 3.51%
$426.99 - $455.46 $142K - $152K
9.16K $4.07B
ETN
Eaton Corp PLC

Industrials
-1
- 0.1%
$352.39 - $387.75 $352 - $388
1.04K $330M
VTI
Vanguard Total Stock Market Et

ETFs
-501
- 3.21%
$321.8 - $337.95 $161K - $169K
15.1K $5.06B
T
At&T Inc.

Communication Services
-382
- 2.73%
$24.44 - $27.55 $9.34K - $10.5K
13.6K $338M
VONG
Vanguard Russell 1000 Growth E

ETFs
-528
- 6.24%
$118.2 - $126.51 $62.4K - $66.8K
7.93K $965M
DUK
Duke Energy Corp

Utilities
-251
- 7.05%
$121.57 - $129.03 $30.5K - $32.4K
3.31K $388M
COST
Costco Wholesale Corp

Consumer Defensive
-7
- 1.01%
$910.94 - $954.99 $6.38K - $6.68K
689 $594M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-99
- 0.03%
$50.57 - $50.77 $5.01K - $5.03K
311K $15.7B
ABBV
Abb Vie Inc.

Healthcare
-156
- 4.57%
$211.96 - $244.38 $33.1K - $38.1K
3.26K $745M
IEFA
Ishares Tr

ETFs
-665
- 9.6%
$86.09 - $89.88 $57.2K - $59.8K
6.26K $560M
BX
Blackstone Inc.

Financial Services
-17
- 0.73%
$138.42 - $168.45 $2.35K - $2.86K
2.31K $356M
Blackrock Inc
-1
- 0.24%
N/A
420 $450M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-391
- 14.94%
$106.97 - $112.08 $41.8K - $43.8K
2.23K $249M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-2.27K
- 5.83%
$44.13 - $46.37 $100K - $105K
36.6K $1.72B
HON
Honeywell International Inc

Industrials
-68
- 4.36%
$194.07 - $220.67 $13.2K - $15K
1.49K $291M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-416
- 12.05%
$82.69 - $83.12 $34.4K - $34.6K
3.04K $251M
PAYX
Paychex Inc

Industrials
-13
- 0.58%
$111.08 - $128.59 $1.44K - $1.67K
2.23K $250M
IEMG
Ishares Inc

ETFs
-704
- 5.67%
N/A
11.7K $787M
CI
Cigna Corp

Healthcare
-66
- 7.78%
$244.41 - $311.0 $16.1K - $20.5K
782 $215M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-519
- 5.22%
$50.56 - $50.76 $26.2K - $26.3K
9.43K $477M
IXUS
Ishares Tr

ETFs
-847
- 3.73%
$81.21 - $85.27 $68.8K - $72.2K
21.9K $1.85B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-290
- 1.29%
$106.25 - $112.78 $30.8K - $32.7K
22.2K $2.46B
MMM
3 M CO

Industrials
-208
- 7.19%
$148.75 - $171.6 $30.9K - $35.7K
2.68K $430M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-303
- 8.82%
$63.25 - $66.24 $19.2K - $20.1K
3.13K $207M
CVX
Chevron Corp

Energy
-40
- 1.05%
$148.9 - $157.72 $5.96K - $6.31K
3.75K $572M
SYK
Stryker Corp

Healthcare
-3
- 0.41%
$353.81 - $388.35 $1.06K - $1.17K
731 $257M
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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