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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
WELLWelltower Inc
Recent Activity
Increased 4.51%
0.57%
$2.002M
15,883 shares@ $126.03 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
Increased 20.33%
0.53%
$1.856M
30,786 shares@ $60.31 avg price
AAPLApple Inc
Recent Activity
Increased 9.93%
0.51%
$1.791M
7,152 shares@ $250.41 avg price
PLDPrologis Inc.
Recent Activity
Increased 3.23%
0.49%
$1.726M
16,325 shares@ $105.71 avg price
CAVACava Group Inc
Recent Activity
New Position
0.48%
$1.7M
15,069 shares@ $112.8 avg price
AMTAmerican Tower Corp New
Recent Activity
Increased 2.74%
0.48%
$1.668M
9,093 shares@ $183.41 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 50.37%
0.45%
$1.562M
3,705 shares@ $421.51 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Decreased -64.27%
0.44%
$1.549M
18,148 shares@ $85.35 avg price
CTASCintas Corp
Recent Activity
Increased 225.43%
0.41%
$1.419M
7,768 shares@ $182.71 avg price
PGRProgressive Corp
Recent Activity
New Position
0.34%
$1.198M
4,999 shares@ $239.61 avg price