Carl Szasz

@Verde Capital Management

Latest period2024 - Q4

Reported1d ago

Managed Assets$354.473M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
CAVACava Group Inc Recent Activity New Position	0.48%	$1.7M 15,069 shares@ $112.8 avg price	New Position
PGRProgressive Corp Recent Activity New Position	0.34%	$1.198M 4,999 shares@ $239.61 avg price	New Position
AMATApplied Matls Inc Recent Activity New Position	0.14%	$492,606 3,029 shares@ $162.63 avg price	New Position
MCDMcdonalds Corp Recent Activity New Position	0.14%	$477,270 1,646 shares@ $289.96 avg price	New Position
VUGVanguard Index Fds Recent Activity New Position	0.11%	$359,545 876 shares@ $410.44 avg price	New Position
SPYSpdr S&p 500 Etf Tr Recent Activity New Position	0.1%	$329,989 563 shares@ $586.13 avg price	New Position
ORCLOracle Corp Recent Activity New Position	0.08%	$254,959 1,530 shares@ $166.64 avg price	New Position
GOOGLAlphabet Inc Recent Activity New Position	0.07%	$226,339 1,196 shares@ $189.25 avg price	New Position
CAHCardinal Health Inc Recent Activity New Position	0.07%	$219,982 1,860 shares@ $118.27 avg price	New Position
XOMExxon Mobil Corp Recent Activity New Position	0.06%	$210,724 1,959 shares@ $107.57 avg price	New Position