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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
VIGIVanguard Whitehall Fds
Recent Activity
Increased 13.4%
1.23%
$4.253M
53,172 shares@ $79.99 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.26%
0.99%
$3.43M
8,137 shares@ $421.49 avg price
PXFInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 12.36%
0.93%
$3.203M
66,884 shares@ $47.9 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.19%
0.9%
$3.108M
5,303 shares@ $586.13 avg price
VBVanguard Index Fds
Recent Activity
Increased 0.35%
0.9%
$3.092M
12,870 shares@ $240.28 avg price
TSLATesla Inc
Recent Activity
Increased 1.32%
0.82%
$2.836M
7,023 shares@ $403.84 avg price
VIOOVanguard Admiral Fds Inc
Recent Activity
Increased 0.03%
0.76%
$2.619M
24,697 shares@ $106.04 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 4.22%
0.68%
$2.33M
10,020 shares@ $232.53 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 189.83%
0.62%
$2.127M
91,757 shares@ $23.19 avg price
VTVVanguard Index Fds
Recent Activity
Increased 0.09%
0.61%
$2.105M
12,434 shares@ $169.31 avg price