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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
XLISelect Sector Spdr Tr
Recent Activity
Decreased -2.1%
0.03%
$275,905
2,094 shares@ $131.76 avg price