Verum Partners LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $341 Billion distributed in 162 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 $34.4B, Jp Morgan ETF Tr Ultra Short I with a value of $26B, Vanguard Index Fds S&P 500 ETF with a value of $18.6B, Investment Managers Ser Tr I with a value of $18.1B, and Ishares Core S&P 500 ETF with a value of $15.1B.
Examining the 13F form we can see an increase of $31.8B in the current position value, from $310B to 341B.
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
$341 Billion
ETFs: $246 Billion
Technology: $14.5 Billion
Consumer Cyclical: $9.18 Billion
Financial Services: $7.72 Billion
Consumer Defensive: $6.79 Billion
Healthcare: $4.73 Billion
Industrials: $4.41 Billion
Communication Services: $3.32 Billion
Other: $1.61 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
