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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
KOCoca Cola Co
Recent Activity
Increased 59.61%
0.38%
$4.087M
65,652 shares@ $62.26 avg price
BDXBecton Dickinson & Co
Recent Activity
Increased 6.96%
0.33%
$3.616M
15,940 shares@ $226.88 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 72.9%
0.32%
$3.491M
29,003 shares@ $120.36 avg price
EPDEnterprise Prods Partners L
Recent Activity
Increased 30.77%
0.32%
$3.47M
110,648 shares@ $31.37 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 62.71%
0.29%
$3.093M
8,791 shares@ $351.8 avg price
WMTWalmart Inc
Recent Activity
Increased 90.41%
0.22%
$2.388M
26,432 shares@ $90.35 avg price
PHParker-hannifin Corp
Recent Activity
Increased 836.22%
0.21%
$2.203M
3,464 shares@ $636.06 avg price
ORCLOracle Corp
Recent Activity
Increased 260.37%
0.21%
$2.2M
13,200 shares@ $166.64 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 7.44%
0.19%
$2.048M
10,460 shares@ $195.84 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 3.71%
0.18%
$1.906M
4,204 shares@ $453.28 avg price