Verum Partners LLC

13F Portfolio Filings

Latest 13F report
Q3 2024 - Oct 16, 2024
Value $
$341M
Signature - Title
Holly Skipper - Chief Compliance Officer
Location
2333 Randolph Road, Suite 250, Charlotte, NC
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 162 $341M +$26.5M -$11.1M +$15.4M GOVT, JPST, VOO, FPAG, IVV 13F-HR 10/16/2024, 08:18 AM
Q2 2024 153 $310M +$55.3M -$30.3M +$25M GOVT, JPST, FPAG, VOO, IVV 13F-HR 7/15/2024, 09:56 AM
Q1 2024 156 $282M +$34.3M -$19.8M +$14.5M GOVT, JPST, IVV, FPAG, FNDF 13F-HR 4/18/2024, 01:02 PM
Q4 2023 142 $253M +$28.6M -$18M +$10.6M GOVT, JPST, IVV, IJR, VIG 13F-HR 1/18/2024, 09:34 AM
Q3 2023 132 $224M +$124M -$6.22M +$118M JPST, IVV, IJR, VIG, GOVT 13F-HR 10/10/2023, 02:20 PM
Q2 2023 105 $110M +$17.9M -$5.08M +$12.8M JPST, VGSH, FNDF, FNDX, VEA 13F-HR 7/24/2023, 10:24 AM
Q1 2023 64 $93.6M +$14.2M -$3.94M +$10.3M JPST, VGSH, FNDF, IVV, FNDX 13F-HR 4/13/2023, 11:15 AM
Q4 2022 69 $81.4M $0 $0 VGSH, FNDF, IVV, FNDX, VEA 13F-HR 1/25/2023, 02:59 PM