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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
CMCSAComcast Corp New
Recent Activity
Decreased -4.09%
0.47%
$3.626M
96,606 shares@ $37.54 avg price
ITGartner Inc
Recent Activity
Decreased -0.21%
0.46%
$3.604M
7,439 shares@ $484.47 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -1.14%
0.45%
$3.469M
17,502 shares@ $198.19 avg price
HIGHartford Finl Svcs Group Inc
Recent Activity
Decreased -1.24%
0.44%
$3.372M
30,826 shares@ $109.41 avg price
IEFIshares Tr
Recent Activity
Increased 11.72%
0.43%
$3.35M
36,234 shares@ $92.45 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 0.16%
0.42%
$3.286M
25,756 shares@ $127.59 avg price
NVDANvidia Corporation
Recent Activity
Increased 27.01%
0.41%
$3.188M
23,742 shares@ $134.29 avg price
NOWServicenow Inc
Recent Activity
Increased 0.21%
0.41%
$3.176M
2,996 shares@ $1060.13 avg price
VOEVanguard Index Fds
Recent Activity
Increased 0.22%
0.4%
$3.132M
19,360 shares@ $161.78 avg price
CGXUCapital Group Intl Focus Eqt
Recent Activity
Decreased -0.91%
0.4%
$3.117M
126,345 shares@ $24.67 avg price