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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
ANETArista Networks Inc
| 0% | $10.426M 27,165 shares@ $383.82 avg price | Exited |
VRTXVertex Pharmaceuticals Inc
| 0% | $3.796M 8,163 shares@ $465.08 avg price | Exited |
HSYHershey Co
| 0% | $2.509M 13,084 shares@ $191.79 avg price | Exited |
MROMarathon Oil Corp
| 0% | $2.069M 77,683 shares@ $26.63 avg price | Exited |
CECelanese Corp Del
| 0% | $1.002M 7,368 shares@ $135.96 avg price | Exited |
ACNAccenture Plc Ireland
| 0% | $421,590 1,193 shares@ $353.39 avg price | Exited |
MURMurphy Oil Corp
| 0% | $310,882 9,214 shares@ $33.75 avg price | Exited |
GWXSpdr Index Shs Fds
| 0% | $280,501 8,219 shares@ $34.13 avg price | Exited |
SCHFSchwab Strategic Tr
| 0% | $246,185 5,987 shares@ $41.12 avg price | Exited |
IWMIshares Tr
| 0% | $242,979 1,100 shares@ $220.89 avg price | Exited |