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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
ILTBIshares Tr
Recent Activity
Increased 6.83%
2.23%
$7.876M
161,895 shares@ $48.66 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 14.94%
2.04%
$7.23M
90,067 shares@ $80.28 avg price
NVDANvidia Corporation
Recent Activity
Increased 3.62%
2.01%
$7.123M
53,041 shares@ $134.29 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
IMCGIshares Tr
Recent Activity
Increased 8.03%
1.18%
$4.165M
55,148 shares@ $75.54 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 106.29%
1.08%
$3.797M
147,008 shares@ $25.84 avg price
SPOTSpotify Technology S A
Recent Activity
Increased 9.38%
1.05%
$3.702M
8,274 shares@ $447.38 avg price
GOOGAlphabet Inc
Recent Activity
Increased 9.51%
0.99%
$3.486M
18,303 shares@ $190.45 avg price