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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
NDAQNasdaq Inc
Recent Activity
Increased 26.24%
0.07%
$748,902
9,687 shares@ $77.32 avg price
NVDANvidia Corporation
Recent Activity
Increased 7.54%
0.07%
$727,852
5,420 shares@ $134.3 avg price
GOOGAlphabet Inc
Recent Activity
Increased 35.15%
0.06%
$652,447
3,426 shares@ $190.44 avg price
KLACKla Corp
Recent Activity
Increased 14.79%
0.06%
$557,656
885 shares@ $630.12 avg price
SYYSysco Corp
Recent Activity
Increased 18.22%
0.05%
$506,700
6,627 shares@ $76.46 avg price
MRKMerck & Co Inc
Recent Activity
Increased 5.8%
0.05%
$490,337
4,929 shares@ $99.49 avg price
METAMeta Platforms Inc
Recent Activity
Increased 14.27%
0.05%
$487,730
833 shares@ $585.52 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 205.21%
0.05%
$482,362
17,656 shares@ $27.33 avg price
FDSFactset Resh Sys Inc
Recent Activity
Increased 18.42%
0.05%
$481,721
1,003 shares@ $480.29 avg price
AFLAflac Inc
Recent Activity
Increased 57.19%
0.05%
$469,745
4,541 shares@ $103.45 avg price