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Kevin Cuff

@Verdence Capital Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$1.255BTotal holdings638
Assets growth rate11.72%Assets growth rate (2-Q avg)6.99%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Verdence Capital Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 638 positions.

Assets under management

The assets under management (AUM) of Verdence Capital Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.255B in assets, with a quarterly growth rate of 11.72% and a 2-quarter average growth rate of 6.99%. The portfolio is managed by Kevin Cuff, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Increased 0.85%
4.03%
$50.563M
217,010 shares@ $233.01 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 2.95%
2.88%
$36.025M
83,721 shares@ $430.3 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -1.37%
2.17%
$27.117M
47,262 shares@ $573.77 avg price
VOOVanguard Index Fds
Recent Activity
Increased 3.38%
1.68%
$20.98M
39,760 shares@ $527.67 avg price
AGGIshares Tr
Recent Activity
Increased 11.53%
1.49%
$18.616M
183,826 shares@ $101.27 avg price
BILSpdr Ser Tr
Recent Activity
Increased 84.82%
1.42%
$17.812M
194,009 shares@ $91.82 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -7.77%
1.4%
$17.49M
82,945 shares@ $210.86 avg price
AVGOBroadcom Inc
Recent Activity
Increased 919.05%
1.39%
$17.378M
100,743 shares@ $172.5 avg price
EFAIshares Tr
Recent Activity
Increased 7.55%
1.14%
$14.218M
170,010 shares@ $83.64 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 2.25%
1.08%
$13.533M
72,630 shares@ $186.34 avg price