Verum Partners LLC Reduced Holdings in Q3 2025

Verum Partners LLC

  • $471 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-2.88K
- 29.4%
$81.7 - $87.53 $236K - $252K
6.93K $605M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.74K
- 29.15%
$132.9 - $142.03 $232K - $248K
4.24K $597M
VZ
Verizon Communications Inc

Communication Services
-4.58K
- 35.17%
$40.84 - $45.06 $187K - $206K
8.43K $371M
ACN
Accenture PLC

Technology
-147
- 7.81%
$232.56 - $304.78 $34.2K - $44.8K
1.73K $428M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.24K
- 12.14%
$91.44 - $91.77 $114K - $114K
8.99K $825M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-2.91K
- 5.49%
$70.77 - $73.59 $206K - $214K
50.1K $3.67B
VONV
Vanguard Russell 1000 Value Et

ETFs
-1.69K
- 10.45%
$84.55 - $89.54 $143K - $152K
14.5K $1.3B
PG
Procter & Gamble CO

Consumer Defensive
-171
- 2.36%
$150.47 - $161.22 $25.7K - $27.6K
7.08K $1.09B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.55K
- 8.28%
$26.38 - $27.95 $93.6K - $99.1K
39.3K $1.07B
COST
Costco Wholesale Corp

Consumer Defensive
-16
- 2.25%
$915.95 - $994.57 $14.7K - $15.9K
696 $644M
CI
Cigna Corp

Healthcare
-36
- 4.07%
$262.23 - $334.39 $9.44K - $12K
848 $244M
PAYX
Paychex Inc

Industrials
-23
- 1.01%
$126.69 - $147.99 $2.91K - $3.4K
2.24K $284M
HON
Honeywell International Inc

Industrials
-36
- 2.25%
$207.7 - $240.4 $7.48K - $8.65K
1.56K $329M
DUK
Duke Energy Corp

Utilities
-518
- 12.7%
$116.31 - $125.93 $60.2K - $65.2K
3.56K $441M
Vanguard Malvern Fds
-583
- 6.71%
N/A
8.1K $637M
ABT
Abbott Laboratories

Healthcare
-202
- 6.03%
$120.51 - $136.62 $24.3K - $27.6K
3.15K $421M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-392
- 7.58%
$78.96 - $80.04 $31K - $31.4K
4.78K $382M
AIG
American International Group, Inc.

Financial Services
-17
- 0.54%
$76.34 - $85.87 $1.3K - $1.46K
3.14K $246M
CB
Chubb LTD

Financial Services
-21
- 2.28%
$265.99 - $289.59 $5.59K - $6.08K
902 $255M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-415
- 7.63%
$45.41 - $48.26 $18.8K - $20K
5.02K $240M
JBL
Jabil Inc

Technology
-29
- 0.99%
$202.08 - $234.45 $5.86K - $6.8K
2.9K $630M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-104
- 2.92%
$82.38 - $83.0 $8.57K - $8.63K
3.45K $286M
PANW
Palo Alto Networks Inc

Technology
-18
- 0.72%
$167.06 - $208.19 $3.01K - $3.75K
2.48K $504M
VV
Vanguard Large Cap ETF

ETFs
-85
- 9.55%
$285.05 - $309.14 $24.2K - $26.3K
805 $248M
BX
Blackstone Inc.

Financial Services
-369
- 13.69%
$152.77 - $188.68 $56.4K - $69.6K
2.33K $398M
KOS
Kosmos Energy Ltd.

Energy
-1.82K
- 10.72%
$1.62 - $2.39 $2.95K - $4.35K
15.2K $25.2M
MRK
Merck & Co., Inc.

Healthcare
-238
- 6.7%
$77.6 - $87.37 $18.5K - $20.8K
3.31K $278M
VGSH
Vanguard

ETFs
-9
- 0.23%
$58.43 - $58.88 $526 - $530
3.98K $234M
AMGN
Amgen Inc

Healthcare
-14
- 1.11%
$271.18 - $309.22 $3.8K - $4.33K
1.25K $352M
TCHP
T Rowe Price Exchange Traded F

Technology
-530
- 7.16%
$44.9 - $49.35 $23.8K - $26.2K
6.87K $336M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-60
- 4.58%
$182.33 - $194.5 $10.9K - $11.7K
1.25K $243M
AXP
American Express CO

Financial Services
-12
- 1.89%
$294.27 - $342.31 $3.53K - $4.11K
624 $207M
IWY
Ishares Tr Russell 200 Growth

ETFs
-143
- 8.73%
$243.93 - $275.62 $34.9K - $39.4K
1.5K $409M
ETN
Eaton Corp PLC

Industrials
-32
- 2.99%
$342.99 - $392.76 $11K - $12.6K
1.04K $388M
NOV
Nov Inc.

Energy
-1.31K
- 4.32%
$11.88 - $14.16 $15.6K - $18.6K
29.1K $386M
VTV
Vanguard Value ETF

ETFs
-560
- 4.87%
$175.51 - $186.57 $98.3K - $104K
10.9K $2.04B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-102
- 2.77%
$459.11 - $506.91 $46.8K - $51.7K
3.58K $1.8B
HIG
Hartford Financial Services Group, Inc.

Financial Services
-33
- 1.31%
$119.73 - $134.7 $3.95K - $4.45K
2.49K $332M
JPM
Jpmorgan Chase & CO

Financial Services
-468
- 7.28%
$282.78 - $316.06 $132K - $148K
5.96K $1.88B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1
- 0.02%
$87.29 - $93.61 $87.3 - $93.6
4.43K $414M
IWD
Ishares Russell 1000 Val ETF

ETFs
-231
- 3.33%
$192.76 - $203.86 $44.5K - $47.1K
6.72K $1.37B
WMT
Walmart Inc.

Consumer Defensive
-165
- 2.48%
$94.4 - $104.27 $15.6K - $17.2K
6.49K $669M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-951
- 2.77%
$27.61 - $29.15 $26.3K - $27.7K
33.4K $971M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-94
- 2.08%
$187.97 - $199.47 $17.7K - $18.8K
4.43K $884M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-74
- 0.9%
$68.24 - $73.73 $5.05K - $5.46K
8.11K $596M
HCA
Hca Healthcare, Inc.

Healthcare
-11
- 1.13%
$334.32 - $426.2 $3.68K - $4.69K
963 $411M
DAL
Delta Air Lines, Inc.

Industrials
-6
- 0.12%
$49.0 - $61.97 $294 - $372
5K $283M
IDEV
Ishares Core Msci Intl Develop

ETFs
-275
- 1.67%
$74.68 - $80.26 $20.5K - $22.1K
16.2K $1.3B
Blackrock Inc
-2
- 0.47%
N/A
421 $491M
Activity Summary
Buys All Purchases 76 New Holdings 7 Increased Positions 69 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 1
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