test

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
EMBIshares Tr
Recent Activity
Increased 0.88%
0.11%
$812,514
9,125 shares@ $89.05 avg price
OEFIshares Tr
Recent Activity
Increased 1.11%
0.1%
$763,979
2,645 shares@ $288.84 avg price
LOWLowes Cos Inc
Recent Activity
Increased 0.07%
0.1%
$750,272
3,040 shares@ $246.8 avg price
SPTMSpdr Ser Tr
Recent Activity
Increased 0.72%
0.1%
$749,073
10,487 shares@ $71.43 avg price
JCPBJ P Morgan Exchange Traded F
Recent Activity
Increased 10.87%
0.1%
$743,500
16,138 shares@ $46.08 avg price
DFAXDimensional Etf Trust
Recent Activity
Increased 0.21%
0.09%
$681,258
27,404 shares@ $24.86 avg price
TSLATesla Inc
Recent Activity
Increased 16%
0.09%
$670,778
1,661 shares@ $403.84 avg price
MGKVanguard World Fd
Recent Activity
Increased 0.47%
0.09%
$670,600
1,953 shares@ $343.37 avg price
QABAFirst Tr Nasdaq Aba Cmnty Bk
Recent Activity
Increased 25.73%
0.09%
$647,805
11,661 shares@ $55.56 avg price
JPEMJ P Morgan Exchange Traded F
Recent Activity
Increased 9.66%
0.09%
$635,855
12,256 shares@ $51.89 avg price