Verum Partners LLC Incresed Positions in Q3 2024

Verum Partners LLC

  • $341 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.56K
+ 14.85%
$475.2 - $527.7 $2.17M - $2.41M
35.3K $18.6B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
86K
+ 6.23%
$22.38 - $23.66 $1.92M - $2.03M
1.47M $34.4B
SYLD
Cambria Shareholder Yld ETF

ETFs
30.1K
+ 21.74%
$66.68 - $72.81 $2.01M - $2.19M
169K $12.2B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
36.7K
+ 7.7%
$50.25 - $50.74 $1.84M - $1.86M
513K $26B
Investment Managers Ser Tr I
40.7K
+ 7.46%
N/A
586K $18.1B
2023 ETF Series Trust Ii
43.8K
+ 14.57%
N/A
345K $11.2B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.62K
+ 4.85%
$105.53 - $118.34 $593K - $665K
122K $14.2B
Vanguard Malvern Fds
15.9K
+ 12.35%
N/A
145K $11.5B
FNDF
Schwab Fundamental Intl Large

ETFs
14K
+ 3.92%
$33.67 - $37.71 $471K - $527K
371K $13.9B
AAPL
Apple Inc.

Technology
232
+ 0.97%
$207.23 - $234.82 $48.1K - $54.5K
24.2K $5.64B
TSLA
Tesla, Inc.

Consumer Cyclical
349
+ 5.3%
$191.76 - $263.26 $66.9K - $91.9K
6.93K $1.81B
LOW
Lowes Companies Inc

Consumer Cyclical
4
+ 0.06%
$213.3 - $270.78 $853 - $1.08K
7.15K $1.94B
HD
Home Depot, Inc.

Consumer Cyclical
33
+ 0.89%
$333.64 - $405.2 $11K - $13.4K
3.74K $1.51B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9
+ 0.21%
$405.19 - $478.57 $3.65K - $4.31K
4.24K $1.95B
IDEV
Ishares Core Msci Intl Develop

ETFs
1.16K
+ 7.37%
$63.46 - $71.43 $73.4K - $82.6K
16.8K $1.19B
UNH
Unitedhealth Group Inc

Healthcare
44
+ 2.87%
$488.01 - $604.18 $21.5K - $26.6K
1.58K $921M
SCHX
Schwab Strategic Tr Us Large C

ETFs
86
+ 0.27%
$61.11 - $67.85 $5.26K - $5.84K
31.7K $2.15B
ABBV
Abb Vie Inc.

Healthcare
185
+ 6.65%
$163.84 - $199.33 $30.3K - $36.9K
2.97K $586M
JNJ
Johnson & Johnson

Healthcare
301
+ 8.33%
$145.48 - $167.38 $43.8K - $50.4K
3.92K $635M
AVGO
Broadcom Inc.

Technology
6.78K
+ 912.11%
$136.27 - $1745.86 $924K - $11.8M
7.52K $1.3B
NVDA
Nvidia Corp

Technology
1.04K
+ 8.88%
$98.91 - $134.91 $103K - $141K
12.8K $1.55B
BX
Blackstone Inc.

Financial Services
16
+ 0.53%
$120.77 - $159.66 $1.93K - $2.55K
3.06K $469M
MMM
3 M CO

Industrials
5
+ 0.19%
$99.69 - $139.42 $498 - $697
2.63K $360M
MCD
Mcdonalds Corp

Consumer Cyclical
27
+ 1.73%
$245.82 - $304.51 $6.64K - $8.22K
1.59K $484M
WMT
Walmart Inc.

Consumer Defensive
21
+ 0.33%
$66.91 - $81.4 $1.41K - $1.71K
6.3K $509M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
17
+ 0.07%
$37.68 - $42.0 $641 - $714
24.2K $1.01B
HCA
Hca Healthcare, Inc.

Healthcare
7
+ 0.76%
$315.12 - $406.43 $2.21K - $2.85K
929 $378M
ADP
Automatic Data Processing Inc

Industrials
8
+ 0.41%
$233.44 - $279.45 $1.87K - $2.24K
1.95K $539M
VZ
Verizon Communications Inc

Communication Services
293
+ 1.87%
$38.89 - $45.0 $11.4K - $13.2K
16K $717M
ORCL
Oracle Corp

Technology
40
+ 1.94%
$125.9 - $170.35 $5.04K - $6.81K
2.11K $359M
PG
Procter & Gamble CO

Consumer Defensive
88
+ 1.41%
$160.76 - $177.82 $14.1K - $15.6K
6.32K $1.1B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
22
+ 0.35%
$117.9 - $128.2 $2.59K - $2.82K
6.31K $808M
SCHV
Schwab Strategic Tr Us Large C

ETFs
36
+ 0.43%
$73.43 - $80.37 $2.64K - $2.89K
8.42K $677M
META
Meta Platforms, Inc.

Communication Services
23
+ 3.91%
$453.41 - $572.44 $10.4K - $13.2K
611 $350M
HIG
Hartford Financial Services Group, Inc.

Financial Services
21
+ 0.89%
$98.71 - $117.61 $2.07K - $2.47K
2.39K $281M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.13%
$283.28 - $314.39 $850 - $943
2.25K $708M
VO
Vanguard Mid Cap ETF

ETFs
7
+ 0.42%
$237.84 - $263.83 $1.66K - $1.85K
1.68K $443M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
538
+ 5.58%
$49.93 - $51.15 $26.9K - $27.5K
10.2K $521M
VXF
Vanguard Extended Market ETF

ETFs
9
+ 0.35%
$163.98 - $182.92 $1.48K - $1.65K
2.56K $467M
VT
Vanguard Total World Stk Index

ETFs
15
+ 0.34%
$107.72 - $119.96 $1.62K - $1.8K
4.46K $534M
TJX
Tjx Companies Inc

Consumer Cyclical
54
+ 1.51%
$107.93 - $120.23 $5.83K - $6.49K
3.63K $427M
NPO
Enpro Industries, Inc

Industrials
7
+ 0.37%
$141.73 - $171.51 $992 - $1.2K
1.88K $305M
IVW
Ishares S&P 500 Growth ETF

ETFs
11
+ 0.12%
$84.77 - $97.13 $932 - $1.07K
9.19K $880M
PEP
Pepsico Inc

Consumer Defensive
126
+ 8.46%
$161.9 - $179.3 $20.4K - $22.6K
1.62K $275M
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 1.66%
$801.83 - $917.05 $6.41K - $7.34K
491 $436M
AMGN
Amgen Inc

Healthcare
18
+ 1.34%
$309.38 - $337.38 $5.57K - $6.07K
1.36K $438M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
8
+ 0.31%
$97.05 - $106.1 $776 - $849
2.58K $272M
DAL
Delta Air Lines, Inc.

Industrials
8
+ 0.16%
$37.32 - $51.8 $299 - $414
4.96K $252M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12
+ 0.28%
$57.32 - $62.65 $688 - $752
4.27K $266M
Activity Summary
Buys All Purchases 79 New Holdings 11 Increased Positions 68 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Verum Partners LLC Portfolio

Follow Verum Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Verum Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Verum Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email