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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
VNQVanguard Index Fds
Recent Activity
Increased 8.58%
0.33%
$1.138M
12,771 shares@ $89.08 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -18.94%
0.31%
$1.074M
1,172 shares@ $916.55 avg price
HYEMVaneck Etf Trust
Recent Activity
Increased 10.78%
0.31%
$1.073M
55,111 shares@ $19.47 avg price
VNQIVanguard Intl Equity Index F
Recent Activity
Increased 12.44%
0.29%
$1.013M
25,601 shares@ $39.56 avg price
VVisa Inc
Recent Activity
Increased 13.93%
0.29%
$1.008M
3,190 shares@ $316.06 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 1.18%
0.26%
$902,941
18,409 shares@ $49.05 avg price
TJXTjx Cos Inc New
Recent Activity
Increased 52.31%
0.24%
$837,954
6,936 shares@ $120.82 avg price
INTUIntuit
Recent Activity
Increased 78.75%
0.21%
$734,464
1,169 shares@ $628.29 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -27.32%
0.16%
$554,563
1,141 shares@ $486.04 avg price
AMATApplied Matls Inc
Recent Activity
New Position
0.14%
$492,606
3,029 shares@ $162.63 avg price