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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
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
TSLATesla Inc
Recent Activity
Decreased -34.17%
2.26%
$8.005M
19,822 shares@ $403.85 avg price
IJRIshares Tr
Recent Activity
Decreased -11.2%
1.58%
$5.594M
48,549 shares@ $115.22 avg price
NFLXNetflix Inc
Recent Activity
Decreased -13.81%
1.23%
$4.347M
4,877 shares@ $891.4 avg price
GBTCGrayscale Bitcoin Trust Etf
Recent Activity
Decreased -5.13%
1.21%
$4.256M
57,503 shares@ $74.03 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -4.18%
0.95%
$3.366M
15,341 shares@ $219.39 avg price
CRMSalesforce Inc
Recent Activity
Decreased -19.12%
0.77%
$2.725M
8,151 shares@ $334.34 avg price
XMMOInvesco Exchange Traded Fd T
Recent Activity
Decreased -7.54%
0.58%
$2.036M
16,484 shares@ $123.53 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Decreased -64.27%
0.44%
$1.549M
18,148 shares@ $85.35 avg price