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Holly Skipper

@Verum Partners Llc

Latest period2024 - Q4ReportedManaged Assets$347.449MTotal holdings164
Assets growth rate1.75%Assets growth rate (2-Q avg)6.01%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Verum Partners Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 164 positions.

Assets under management

The assets under management (AUM) of Verum Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 347.449M in assets, with a quarterly growth rate of 1.75% and a 2-quarter average growth rate of 6.01%. The portfolio is managed by Holly Skipper, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -40.36%
4.44%
$15.41M
305,939 shares@ $50.38 avg price
IVVIshares Tr
Recent Activity
Decreased -3.34%
4.28%
$14.851M
25,228 shares@ $588.69 avg price
FNDFSchwab Strategic Tr
Recent Activity
Decreased -1.42%
3.5%
$12.144M
365,664 shares@ $33.22 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -0.91%
1.99%
$6.903M
35,249 shares@ $195.83 avg price
AAPLApple Inc
Recent Activity
Decreased -1.3%
1.73%
$5.981M
23,882 shares@ $250.43 avg price
IWFIshares Tr
Recent Activity
Decreased -0.28%
1.33%
$4.611M
11,482 shares@ $401.57 avg price
KOCoca Cola Co
Recent Activity
Decreased -0.1%
1.12%
$3.874M
62,224 shares@ $62.27 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -6.26%
1.07%
$3.712M
77,634 shares@ $47.82 avg price
VOOGVanguard Admiral Fds Inc
Recent Activity
Decreased -8.45%
1.07%
$3.687M
10,071 shares@ $366.07 avg price
SPHQInvesco Exchange Traded Fd T
Recent Activity
Decreased -7.68%
1.05%
$3.645M
54,376 shares@ $67.04 avg price