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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
XLISelect Sector Spdr Tr
Recent Activity
Increased 5.4%
0.19%
$1.421M
10,786 shares@ $131.76 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 0.74%
0.17%
$1.318M
19,111 shares@ $68.94 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 146.24%
0.17%
$1.311M
9,527 shares@ $137.58 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 13.43%
0.15%
$1.175M
2,417 shares@ $486.02 avg price
DVYIshares Tr
Recent Activity
Increased 1.52%
0.15%
$1.129M
8,599 shares@ $131.3 avg price
NEENextera Energy Inc
Recent Activity
Increased 3.64%
0.15%
$1.104M
15,406 shares@ $71.7 avg price
HMOPHartford Fds Exchange Traded
Recent Activity
Increased 2.89%
0.14%
$1.083M
28,023 shares@ $38.66 avg price
AVUSAmerican Centy Etf Tr
Recent Activity
Increased 0.04%
0.13%
$949,046
9,791 shares@ $96.94 avg price
MSCIMsci Inc
Recent Activity
Increased 0.81%
0.11%
$825,405
1,376 shares@ $599.86 avg price
DGRSWisdomtree Tr
Recent Activity
Increased 0.96%
0.11%
$821,796
16,041 shares@ $51.24 avg price