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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
IVWIshares Tr
Recent Activity
Increased 0.1%
0.27%
$933,678
9,196 shares@ $101.54 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.73%
0.24%
$817,711
4,320 shares@ $189.29 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 249.86%
0.23%
$767,964
29,458 shares@ $26.07 avg price
IWBIshares Tr
Recent Activity
Increased 0.4%
0.21%
$727,942
2,260 shares@ $322.1 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 0.81%
0.18%
$613,640
1,744 shares@ $351.86 avg price
VRSKVerisk Analytics Inc
Recent Activity
Increased 0.28%
0.18%
$613,383
2,227 shares@ $275.44 avg price
DBMFLitman Gregory Fds Tr
Recent Activity
Increased 56.7%
0.17%
$583,291
22,297 shares@ $26.17 avg price
WMTWalmart Inc
Recent Activity
Increased 2.38%
0.17%
$582,990
6,453 shares@ $90.35 avg price
ADPAutomatic Data Processing In
Recent Activity
Increased 1.6%
0.17%
$578,712
1,977 shares@ $292.73 avg price
BACBank America Corp
Recent Activity
Increased 0.73%
0.17%
$561,227
12,770 shares@ $43.95 avg price