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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
MCDMcdonalds Corp
Recent Activity
New Position
0.14%
$477,270
1,646 shares@ $289.96 avg price
SYKStryker Corporation
Recent Activity
Increased 0.19%
0.12%
$396,933
1,102 shares@ $360.2 avg price
IVVIshares Tr
Recent Activity
Increased 30.95%
0.11%
$376,034
639 shares@ $588.48 avg price
VUGVanguard Index Fds
Recent Activity
New Position
0.11%
$359,545
876 shares@ $410.44 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
New Position
0.1%
$329,989
563 shares@ $586.13 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -23.77%
0.08%
$267,602
529 shares@ $505.87 avg price
ORCLOracle Corp
Recent Activity
New Position
0.08%
$254,959
1,530 shares@ $166.64 avg price
GOOGLAlphabet Inc
Recent Activity
New Position
0.07%
$226,339
1,196 shares@ $189.25 avg price
CBSHCommerce Bancshares Inc
Recent Activity
Increased 5.4%
0.07%
$222,618
3,573 shares@ $62.31 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -9.27%
0.07%
$222,303
2,877 shares@ $77.27 avg price