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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
PYPLPaypal Hldgs Inc
Recent Activity
Increased 2%
0.38%
$2.957M
34,648 shares@ $85.36 avg price
DFIVDimensional Etf Trust
Recent Activity
Increased 2.32%
0.36%
$2.789M
78,607 shares@ $35.48 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 7.32%
0.35%
$2.708M
4,620 shares@ $586.14 avg price
CGMUCapital Grp Fixed Incm Etf T
Recent Activity
Increased 1.23%
0.35%
$2.689M
99,895 shares@ $26.92 avg price
ADBEAdobe Inc
Recent Activity
Increased 2.63%
0.34%
$2.659M
5,979 shares@ $444.69 avg price
JNJJohnson & Johnson
Recent Activity
Increased 10.99%
0.34%
$2.594M
17,940 shares@ $144.62 avg price
COPConocophillips
Recent Activity
Increased 400.48%
0.32%
$2.504M
25,249 shares@ $99.17 avg price
IBMInternational Business Machs
Recent Activity
Increased 1.96%
0.32%
$2.475M
11,261 shares@ $219.83 avg price
MCKMckesson Corp
Recent Activity
Increased 1.28%
0.3%
$2.317M
4,065 shares@ $569.95 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 0.1%
0.29%
$2.263M
39,013 shares@ $58.0 avg price