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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
VICIVici Pptys Inc
Recent Activity
Increased 16.83%
1.34%
$14.577M
499,056 shares@ $29.22 avg price
CMCSAComcast Corp New
Recent Activity
Increased 11.8%
1.32%
$14.442M
384,824 shares@ $37.53 avg price
MDTMedtronic Plc
Recent Activity
Increased 1.53%
1.31%
$14.281M
178,781 shares@ $79.88 avg price
CINFCincinnati Finl Corp
Recent Activity
Increased 7.89%
1.3%
$14.165M
98,573 shares@ $143.7 avg price
NEENextera Energy Inc
Recent Activity
Increased 6.14%
1.29%
$14.047M
195,945 shares@ $71.69 avg price
FNFFidelity National Financial
Recent Activity
Increased 4.41%
1.24%
$13.486M
240,223 shares@ $56.14 avg price
PGProcter And Gamble Co
Recent Activity
Increased 13.29%
1.23%
$13.439M
80,161 shares@ $167.66 avg price
VZVerizon Communications Inc
Recent Activity
Increased 12.82%
1.18%
$12.924M
323,171 shares@ $40.0 avg price
AMPAmeriprise Finl Inc
Recent Activity
Increased 2.83%
1.18%
$12.863M
24,159 shares@ $532.43 avg price
CMICummins Inc
Recent Activity
Increased 1.6%
1.12%
$12.268M
35,192 shares@ $348.6 avg price