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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
WFCWells Fargo Co New
Recent Activity
Increased 0.41%
0.52%
$3.998M
56,916 shares@ $70.24 avg price
OPEREtf Ser Solutions
Recent Activity
Increased 3.35%
0.5%
$3.842M
38,393 shares@ $100.07 avg price
VOOVVanguard Admiral Fds Inc
Recent Activity
Decreased -0.01%
0.49%
$3.825M
20,730 shares@ $184.51 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
Increased 1.29%
0.49%
$3.823M
75,387 shares@ $50.71 avg price
UTHRUnited Therapeutics Corp Del
Recent Activity
Increased 0.97%
0.49%
$3.816M
10,816 shares@ $352.84 avg price
AVDVAmerican Centy Etf Tr
Recent Activity
Increased 1.27%
0.48%
$3.712M
57,040 shares@ $65.09 avg price
MASMasco Corp
Recent Activity
Decreased -1.33%
0.47%
$3.668M
50,544 shares@ $72.57 avg price
IEMGIshares Inc
Recent Activity
Decreased -0.58%
0.47%
$3.662M
70,130 shares@ $52.22 avg price
JBLJabil Inc
Recent Activity
Decreased -0.9%
0.47%
$3.657M
25,412 shares@ $143.91 avg price
VOTVanguard Index Fds
Recent Activity
Decreased -1.95%
0.47%
$3.656M
14,406 shares@ $253.76 avg price