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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
VWOVanguard Intl Equity Index F
Recent Activity
Increased 36.87%
0.6%
$2.081M
47,261 shares@ $44.05 avg price
DFIVDimensional Etf Trust
Recent Activity
Increased 15.88%
0.55%
$1.903M
53,632 shares@ $35.48 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 197.36%
0.52%
$1.797M
65,762 shares@ $27.33 avg price
NVDANvidia Corporation
Recent Activity
Increased 4.11%
0.52%
$1.786M
13,296 shares@ $134.3 avg price
AVGOBroadcom Inc
Recent Activity
Increased 2.09%
0.52%
$1.78M
7,677 shares@ $231.85 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.81%
0.44%
$1.525M
6,362 shares@ $239.72 avg price
HDHome Depot Inc
Recent Activity
Increased 1.4%
0.43%
$1.474M
3,789 shares@ $388.97 avg price
OEFIshares Tr
Recent Activity
Increased 0.19%
0.36%
$1.238M
4,285 shares@ $288.86 avg price
PGProcter And Gamble Co
Recent Activity
Increased 1.93%
0.32%
$1.081M
6,446 shares@ $167.65 avg price
PRFZInvesco Exchange Traded Fd T
Recent Activity
Increased 0.13%
0.3%
$1.008M
24,233 shares@ $41.61 avg price