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Kendra Means

@Verity & Verity, Llc

Latest period2024 - Q4ReportedManaged Assets$1.096BTotal holdings131
Assets growth rate7.37%Assets growth rate (2-Q avg)12%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Verity & Verity, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 131 positions.

Assets under management

The assets under management (AUM) of Verity & Verity, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.096B in assets, with a quarterly growth rate of 7.37% and a 2-quarter average growth rate of 12%. The portfolio is managed by Kendra Means, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SWKSSkyworks Solutions Inc
Recent Activity
Exited
0%
$8.096M
81,973 shares@ $98.77 avg price
IYTIshares Tr
Recent Activity
Exited
0%
$4.66M
67,620 shares@ $68.91 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$318,271
390 shares@ $816.08 avg price
CCICrown Castle Inc
Recent Activity
Exited
0%
$255,055
2,150 shares@ $118.64 avg price
ULUnilever Plc
Recent Activity
Exited
0%
$227,360
3,500 shares@ $64.96 avg price
BMYBristol-myers Squibb Co
Recent Activity
Exited
0%
$225,845
4,365 shares@ $51.74 avg price
AQNAlgonquin Pwr Utils Corp
Recent Activity
Exited
0%
$54,533
10,006 shares@ $5.46 avg price