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 $10 Billions to $200 Billions
