Carl Szasz

@Verde Capital Management

Latest period2024 - Q4

Reported2d 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
VNQIVanguard Intl Equity Index F Recent Activity Increased 12.44%	0.29%	$1.013M 25,601 shares@ $39.56 avg price	Increased 12.44%
VVisa Inc Recent Activity Increased 13.93%	0.29%	$1.008M 3,190 shares@ $316.06 avg price	Increased 13.93%
BNDXVanguard Charlotte Fds Recent Activity Increased 1.18%	0.26%	$902,941 18,409 shares@ $49.05 avg price	Increased 1.18%
TJXTjx Cos Inc New Recent Activity Increased 52.31%	0.24%	$837,954 6,936 shares@ $120.82 avg price	Increased 52.31%
INTUIntuit Recent Activity Increased 78.75%	0.21%	$734,464 1,169 shares@ $628.29 avg price	Increased 78.75%
SYKStryker Corporation Recent Activity Increased 0.19%	0.12%	$396,933 1,102 shares@ $360.2 avg price	Increased 0.19%
IVVIshares Tr Recent Activity Increased 30.95%	0.11%	$376,034 639 shares@ $588.48 avg price	Increased 30.95%
CBSHCommerce Bancshares Inc Recent Activity Increased 5.4%	0.07%	$222,618 3,573 shares@ $62.31 avg price	Increased 5.4%