Verum Partners LLC Portfolio Holdings

Verum Partners LLC

  • $310 Billion
  • Q2 2024

Verum Partners LLC has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $310 Billion distributed in 153 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 $31.2B, Jp Morgan ETF Tr Ultra Short I with a value of $24B, Investment Managers Ser Tr I with a value of $16.1B, Vanguard Index Fds S&P 500 ETF with a value of $15.4B, and Ishares Core S&P 500 ETF with a value of $14.7B.

Examining the 13F form we can see an increase of $28.1B in the current position value, from $282B to 310B.

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 $310 Billion
ETFs: $226 Billion
Technology: $13.5 Billion
Consumer Cyclical: $8.13 Billion
Financial Services: $7.3 Billion
Consumer Defensive: $6.07 Billion
Healthcare: $4.06 Billion
Industrials: $4.02 Billion
Communication Services: $3.2 Billion
Other: $1.64 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$107M
$151 Million 0.05% of portfolio
27,173
Q2 2024 Added 5.76%

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $310 Billion
  • Prior Value $282 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 6 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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