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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
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
GOOGAlphabet Inc
Recent Activity
Increased 0.15%
1.56%
$12.177M
63,942 shares@ $190.45 avg price
SPMBSpdr Ser Tr
Recent Activity
Increased 2.57%
1.47%
$11.493M
533,328 shares@ $21.55 avg price
VTIPVanguard Malvern Fds
Recent Activity
Increased 2.1%
1.43%
$11.181M
230,911 shares@ $48.42 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Increased 1.86%
1.33%
$10.347M
303,171 shares@ $34.14 avg price
METAMeta Platforms Inc
Recent Activity
Increased 4.09%
1.24%
$9.649M
16,480 shares@ $585.51 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 2.92%
1.19%
$9.303M
47,506 shares@ $195.84 avg price
VTIVanguard Index Fds
Recent Activity
Increased 0.23%
1.18%
$9.19M
31,709 shares@ $289.81 avg price
URIUnited Rentals Inc
Recent Activity
Increased 0.22%
1.15%
$8.985M
12,755 shares@ $704.44 avg price