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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
AFGAmerican Finl Group Inc Ohio
Recent Activity
Increased 8.71%
0.15%
$1.556M
11,367 shares@ $136.93 avg price
VVisa Inc
Recent Activity
Increased 137.7%
0.14%
$1.505M
4,761 shares@ $316.01 avg price
PPGPpg Inds Inc
Recent Activity
Increased 1.75%
0.12%
$1.24M
10,383 shares@ $119.45 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 36.9%
0.1%
$1.038M
2,052 shares@ $505.87 avg price
BACBank America Corp
Recent Activity
Increased 3.95%
0.1%
$1.031M
23,458 shares@ $43.95 avg price
AXPAmerican Express Co
Recent Activity
Increased 75.37%
0.1%
$999,292
3,367 shares@ $296.8 avg price
IVVIshares Tr
Recent Activity
Increased 6.59%
0.09%
$952,484
1,618 shares@ $588.68 avg price
ADPAutomatic Data Processing In
Recent Activity
Increased 17.45%
0.08%
$871,164
2,976 shares@ $292.73 avg price
ITWIllinois Tool Wks Inc
Recent Activity
Increased 307.51%
0.08%
$853,523
3,366 shares@ $253.58 avg price
KVUEKenvue Inc
Recent Activity
Increased 112.62%
0.08%
$793,964
37,188 shares@ $21.36 avg price