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| Name: |
Verum Partners LLC |
| City: |
CHARLOTTE |
| State: |
NC |
| Zip: |
28207 |
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data |
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| Holdings
Found :
9 |
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Unchanged Positions |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IWV |
iShares Tr Russell 3000 Indx |
42 |
- |
$299.39 |
$1,662,000 |
5,539 |
0.59% |
146,000 |
0 |
0.011 |
Closed - End Fund - E... |
|
|
JKF |
iShares Morningstar Large V... |
55 |
- |
$76.38 |
$953,000 |
12,400 |
0.34% |
77,000 |
0 |
0.027 |
Closed - End Fund - E... |
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QQQ |
Invesco QQQ Trust Series I |
64 |
- |
$445.93 |
$682,000 |
1,537 |
0.24% |
53,000 |
0 |
0 |
Closed - End Fund - Debt |
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IEFA |
Ishares Core Msci Eafe |
65 |
- |
$0.00 |
$667,000 |
8,988 |
0.24% |
35,000 |
0 |
0 |
N/A |
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JBL |
Jabil Circuit Inc |
80 |
- |
$117.65 |
$520,000 |
3,884 |
0.18% |
25,000 |
0 |
0.003 |
Printed Circuit Boards |
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MFC |
Manulife Financial Corporat... |
108 |
- |
$26.01 |
$321,000 |
12,851 |
0.11% |
37,000 |
0 |
0.001 |
Life & Health Insurance |
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PANW |
Palo Alto Networks Inc |
116 |
- |
$301.54 |
$293,000 |
1,032 |
0.1% |
-11,000 |
0 |
0.001 |
Networking & Communic... |
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IYF |
iShares Dow Jones US Financ... |
121 |
- |
$95.35 |
$287,000 |
3,000 |
0.1% |
31,000 |
0 |
0 |
Closed - End Fund - E... |
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VOE |
Vanguard Mid-Cap Value ETF |
123 |
- |
$154.61 |
$285,000 |
1,825 |
0.1% |
20,000 |
0 |
0.002 |
Closed - End Fund - E... |
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