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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
AMZNAmazon Com Inc
Recent Activity
Decreased -4.18%
0.95%
$3.366M
15,341 shares@ $219.39 avg price
VWOBVanguard Whitehall Fds
Recent Activity
Increased 8.07%
0.88%
$3.086M
48,866 shares@ $63.16 avg price
ABNBAirbnb Inc
Recent Activity
Increased 25.34%
0.79%
$2.775M
21,118 shares@ $131.42 avg price
SPIPSpdr Ser Tr
Recent Activity
Increased 9.83%
0.78%
$2.743M
108,375 shares@ $25.32 avg price
CRMSalesforce Inc
Recent Activity
Decreased -19.12%
0.77%
$2.725M
8,151 shares@ $334.34 avg price
ORLYOreilly Automotive Inc
Recent Activity
Increased 100.3%
0.68%
$2.38M
2,007 shares@ $1186.08 avg price
AZOAutozone Inc
Recent Activity
Increased 90.03%
0.62%
$2.196M
686 shares@ $3201.24 avg price
EQIXEquinix Inc
Recent Activity
Increased 11.11%
0.59%
$2.065M
2,191 shares@ $942.7 avg price
NVONovo-nordisk A S
Recent Activity
Increased 115.57%
0.59%
$2.056M
23,904 shares@ $86.02 avg price
XMMOInvesco Exchange Traded Fd T
Recent Activity
Decreased -7.54%
0.58%
$2.036M
16,484 shares@ $123.53 avg price