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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
XLISelect Sector Spdr Tr
Recent Activity
Increased 0.36%
0.09%
$296,043
2,247 shares@ $131.76 avg price
HCAHca Healthcare Inc
Recent Activity
Increased 1.3%
0.09%
$282,441
941 shares@ $300.15 avg price
IVOOVanguard Admiral Fds Inc
Recent Activity
Increased 0.63%
0.08%
$273,767
2,595 shares@ $105.5 avg price
VUGVanguard Index Fds
Recent Activity
Increased 0.16%
0.08%
$273,402
666 shares@ $410.52 avg price
IWNIshares Tr
Recent Activity
Increased 0.31%
0.08%
$272,708
1,661 shares@ $164.19 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 3.41%
0.08%
$268,232
4,531 shares@ $59.2 avg price
IJHIshares Tr
Recent Activity
Increased 0.36%
0.08%
$267,227
4,289 shares@ $62.31 avg price
PEPPepsico Inc
Recent Activity
Increased 8.8%
0.08%
$267,111
1,757 shares@ $152.03 avg price
HIGHartford Finl Svcs Group Inc
Recent Activity
Increased 1.76%
0.08%
$266,038
2,432 shares@ $109.4 avg price
CBChubb Limited
Recent Activity
Increased 1.39%
0.08%
$263,198
953 shares@ $276.18 avg price