test

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
AMZNAmazon Com Inc
Recent Activity
Decreased -2.65%
0.86%
$2.972M
13,548 shares@ $219.39 avg price
DFEVDimensional Etf Trust
Recent Activity
Decreased -0.68%
0.69%
$2.366M
90,258 shares@ $26.21 avg price
SHYGIshares Tr
Recent Activity
Decreased -6.06%
0.58%
$1.986M
46,606 shares@ $42.61 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -2.99%
0.58%
$1.985M
25,695 shares@ $77.28 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -2.28%
0.55%
$1.877M
4,142 shares@ $453.29 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Decreased -7.19%
0.52%
$1.797M
30,890 shares@ $58.18 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -0.18%
0.51%
$1.76M
7,132 shares@ $246.81 avg price
IXUSIshares Tr
Recent Activity
Decreased -1.41%
0.5%
$1.721M
26,023 shares@ $66.14 avg price
PRFInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.72%
0.46%
$1.593M
39,492 shares@ $40.34 avg price
VONVVanguard Scottsdale Fds
Recent Activity
Decreased -1.36%
0.41%
$1.416M
17,422 shares@ $81.25 avg price