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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
ANETArista Networks Inc
Recent Activity
New Position
1.53%
$11.935M
107,982 shares@ $110.53 avg price
WPCWp Carey Inc
Recent Activity
New Position
0.25%
$1.942M
35,644 shares@ $54.48 avg price
THCTenet Healthcare Corp
Recent Activity
New Position
0.2%
$1.526M
12,086 shares@ $126.24 avg price
LINLinde Plc
Recent Activity
New Position
0.1%
$748,582
1,788 shares@ $418.68 avg price
SBUXStarbucks Corp
Recent Activity
New Position
0.09%
$661,354
7,248 shares@ $91.25 avg price
BINCBlackrock Etf Trust Ii
Recent Activity
New Position
0.08%
$559,254
10,751 shares@ $52.02 avg price
XLRESelect Sector Spdr Tr
Recent Activity
New Position
0.06%
$461,523
11,348 shares@ $40.67 avg price
VBVanguard Index Fds
Recent Activity
New Position
0.05%
$319,813
1,331 shares@ $240.29 avg price
APPApplovin Corp
Recent Activity
New Position
0.05%
$317,030
979 shares@ $323.84 avg price
MOAltria Group Inc
Recent Activity
New Position
0.04%
$277,555
5,308 shares@ $52.29 avg price