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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
SGOVIshares Tr
Recent Activity
Increased 2.9%
1.12%
$8.771M
87,435 shares@ $100.33 avg price
CATCaterpillar Inc
Recent Activity
Increased 0.13%
1.11%
$8.687M
23,948 shares@ $362.76 avg price
USFRWisdomtree Tr
Recent Activity
Increased 8.16%
1.11%
$8.654M
171,983 shares@ $50.32 avg price
VTVVanguard Index Fds
Recent Activity
Increased 4.5%
0.96%
$7.453M
44,023 shares@ $169.3 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Increased 0.49%
0.93%
$7.255M
189,087 shares@ $38.37 avg price
SPSBSpdr Ser Tr
Recent Activity
Increased 4.99%
0.69%
$5.353M
179,267 shares@ $29.87 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 5.44%
0.68%
$5.293M
5,777 shares@ $916.21 avg price
IWDIshares Tr
Recent Activity
Increased 0.01%
0.67%
$5.224M
28,217 shares@ $185.13 avg price
IVVIshares Tr
Recent Activity
Increased 2.12%
0.63%
$4.915M
8,348 shares@ $588.71 avg price
PWRQuanta Svcs Inc
Recent Activity
Increased 0.25%
0.63%
$4.912M
15,543 shares@ $316.05 avg price