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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
USFRWisdomtree Tr
Recent Activity
Increased 8.16%
1.11%
$8.654M
171,983 shares@ $50.32 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -0.18%
1.05%
$8.182M
10,598 shares@ $772.0 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Decreased -0.57%
1.02%
$7.975M
135,655 shares@ $58.79 avg price
AGZIshares Tr
Recent Activity
Decreased -2.22%
1.01%
$7.844M
72,654 shares@ $107.96 avg price
VTVVanguard Index Fds
Recent Activity
Increased 4.5%
0.96%
$7.453M
44,023 shares@ $169.3 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -2.25%
0.94%
$7.338M
41,296 shares@ $177.7 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Increased 0.49%
0.93%
$7.255M
189,087 shares@ $38.37 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.14%
0.91%
$7.094M
32,333 shares@ $219.4 avg price
AMATApplied Matls Inc
Recent Activity
Decreased -0.48%
0.84%
$6.51M
40,028 shares@ $162.64 avg price
DELLDell Technologies Inc
Recent Activity
Decreased -1.68%
0.78%
$6.037M
52,389 shares@ $115.25 avg price