Stephen Tuttle

@Signet Financial Management, Llc

Latest period2024 - Q4

Reported6d ago

Managed Assets$783.484M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
JMSTJ P Morgan Exchange Traded F Recent Activity Increased 1.29%	0.49%	$3.823M 75,387 shares@ $50.71 avg price	Increased 1.29%
UTHRUnited Therapeutics Corp Del Recent Activity Increased 0.97%	0.49%	$3.816M 10,816 shares@ $352.84 avg price	Increased 0.97%
AVDVAmerican Centy Etf Tr Recent Activity Increased 1.27%	0.48%	$3.712M 57,040 shares@ $65.09 avg price	Increased 1.27%
IEFIshares Tr Recent Activity Increased 11.72%	0.43%	$3.35M 36,234 shares@ $92.45 avg price	Increased 11.72%
VYMVanguard Whitehall Fds Recent Activity Increased 0.16%	0.42%	$3.286M 25,756 shares@ $127.59 avg price	Increased 0.16%
NVDANvidia Corporation Recent Activity Increased 27.01%	0.41%	$3.188M 23,742 shares@ $134.29 avg price	Increased 27.01%
NOWServicenow Inc Recent Activity Increased 0.21%	0.41%	$3.176M 2,996 shares@ $1060.13 avg price	Increased 0.21%
VOEVanguard Index Fds Recent Activity Increased 0.22%	0.4%	$3.132M 19,360 shares@ $161.78 avg price	Increased 0.22%
FITBFifth Third Bancorp Recent Activity Increased 0.16%	0.4%	$3.116M 73,697 shares@ $42.29 avg price	Increased 0.16%
SCHISchwab Strategic Tr Recent Activity Increased 103.21%	0.4%	$3.1M 140,479 shares@ $22.08 avg price	Increased 103.21%