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Carl Szasz

@Verde Capital Management

Latest period2024 - Q4ReportedManaged Assets$354.473MTotal holdings64
Assets growth rate6.33%Assets growth rate (2-Q avg)6.08%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Verde Capital Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 64 positions.

Assets under management

The assets under management (AUM) of Verde Capital Management 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 354.473M in assets, with a quarterly growth rate of 6.33% and a 2-quarter average growth rate of 6.08%. The portfolio is managed by Carl Szasz, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ESGVVanguard World Fd
Recent Activity
Increased 2.32%
16.65%
$59.008M
562,572 shares@ $104.9 avg price
MOATVaneck Etf Trust
Recent Activity
Increased 0.28%
14.85%
$52.618M
567,460 shares@ $92.73 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 0.98%
8.5%
$30.128M
143,162 shares@ $210.45 avg price
FNDFSchwab Strategic Tr
Recent Activity
Increased 13.57%
7.45%
$26.389M
794,619 shares@ $33.21 avg price
IJHIshares Tr
Recent Activity
Increased 2.64%
7.24%
$25.657M
411,757 shares@ $62.31 avg price
HEFAIshares Tr
Recent Activity
Increased 11.34%
5.84%
$20.674M
594,941 shares@ $34.75 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
Decreased -11.4%
2.52%
$8.913M
168,004 shares@ $53.06 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -3.12%
2.46%
$8.689M
16,997 shares@ $511.23 avg price
BIVVanguard Bd Index Fds
Recent Activity
Increased 3.01%
2.3%
$8.122M
108,682 shares@ $74.74 avg price
TSLATesla Inc
Recent Activity
Decreased -34.17%
2.26%
$8.005M
19,822 shares@ $403.85 avg price