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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
FITBFifth Third Bancorp
Recent Activity
Increased 0.16%
0.4%
$3.116M
73,697 shares@ $42.29 avg price
EOGEog Res Inc
Recent Activity
Decreased -14.38%
0.4%
$3.114M
25,402 shares@ $122.58 avg price
KOCoca Cola Co
Recent Activity
Decreased -0.44%
0.4%
$3.104M
49,852 shares@ $62.27 avg price
SCHISchwab Strategic Tr
Recent Activity
Increased 103.21%
0.4%
$3.1M
140,479 shares@ $22.08 avg price
SYFSynchrony Financial
Recent Activity
Decreased -0.12%
0.39%
$2.999M
46,145 shares@ $65.0 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Increased 2%
0.38%
$2.957M
34,648 shares@ $85.36 avg price
HDHome Depot Inc
Recent Activity
Decreased -4.56%
0.36%
$2.813M
7,232 shares@ $388.98 avg price
REGNRegeneron Pharmaceuticals
Recent Activity
Decreased -2.72%
0.36%
$2.793M
3,920 shares@ $712.4 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