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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
FNDXSchwab Strategic Tr
Recent Activity
Increased 170.33%
2.04%
$7.078M
298,898 shares@ $23.68 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
FNDASchwab Strategic Tr
Recent Activity
Increased 92.91%
1.55%
$5.374M
180,954 shares@ $29.7 avg price
IWFIshares Tr
Recent Activity
Decreased -0.28%
1.33%
$4.611M
11,482 shares@ $401.57 avg price
FYLDCambria Etf Tr
Recent Activity
Increased 17.3%
1.3%
$4.493M
178,234 shares@ $25.21 avg price
VIGIVanguard Whitehall Fds
Recent Activity
Increased 13.4%
1.23%
$4.253M
53,172 shares@ $79.99 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