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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
SLYGSpdr Ser Tr
Recent Activity
Decreased -3.54%
0.77%
$6.016M
66,590 shares@ $90.36 avg price
VSTVistra Corp
Recent Activity
Decreased -1.21%
0.76%
$5.892M
42,735 shares@ $137.88 avg price
VOOGVanguard Admiral Fds Inc
Recent Activity
Decreased -2.96%
0.74%
$5.754M
15,718 shares@ $366.05 avg price
DFSDiscover Finl Svcs
Recent Activity
Decreased -0.52%
0.72%
$5.585M
32,240 shares@ $173.23 avg price
BACBank America Corp
Recent Activity
Decreased -0.52%
0.7%
$5.461M
124,253 shares@ $43.96 avg price
SUBIshares Tr
Recent Activity
Decreased -3%
0.7%
$5.452M
51,687 shares@ $105.49 avg price
STIPIshares Tr
Recent Activity
Decreased -4.63%
0.7%
$5.446M
54,134 shares@ $100.6 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