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Stephen Tuttle

@Signet Financial Management, Llc

Latest period2024 - Q4ReportedManaged Assets$783.484MTotal holdings268
Assets growth rate-0.13%Assets growth rate (2-Q avg)2.85%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Signet Financial Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 268 positions.

Assets under management

The assets under management (AUM) of Signet Financial Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 783.484M in assets, with a quarterly growth rate of -0.13% and a 2-quarter average growth rate of 2.85%. The portfolio is managed by Stephen Tuttle, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYGSpdr Ser Tr
Recent Activity
Decreased -1.37%
4.87%
$38.083M
433,254 shares@ $87.91 avg price
AAPLApple Inc
Recent Activity
Decreased -0.54%
4.66%
$36.479M
145,673 shares@ $250.42 avg price
SPYVSpdr Ser Tr
Recent Activity
Decreased -1.42%
4.12%
$32.261M
630,839 shares@ $51.14 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -0.34%
2.59%
$20.237M
49,306 shares@ $410.45 avg price
MDYVSpdr Ser Tr
Recent Activity
Decreased -3.28%
1.73%
$13.531M
168,720 shares@ $80.21 avg price
MDYGSpdr Ser Tr
Recent Activity
Decreased -2.74%
1.66%
$12.95M
149,036 shares@ $86.9 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 2.8%
1.59%
$12.422M
29,470 shares@ $421.51 avg price
SPTSSpdr Ser Tr
Recent Activity
Increased 4.27%
1.59%
$12.385M
426,912 shares@ $29.01 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -2.25%
1.57%
$12.284M
52,984 shares@ $231.84 avg price
GOOGAlphabet Inc
Recent Activity
Increased 0.15%
1.56%
$12.177M
63,942 shares@ $190.45 avg price