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Victoria Latham

@Fiduciary Alliance Llc

Latest period2024 - Q4ReportedManaged Assets$989.141MTotal holdings353
Assets growth rate31.2%Assets growth rate (2-Q avg)26.77%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Fiduciary Alliance Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 353 positions.

Assets under management

The assets under management (AUM) of Fiduciary Alliance Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 989.141M in assets, with a quarterly growth rate of 31.2% and a 2-quarter average growth rate of 26.77%. The portfolio is managed by Victoria Latham, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple
Recent Activity
Increased 16.93%
5.73%
$56.624M
226,116 shares@ $250.43 avg price
MSFTMicrosoft
Recent Activity
Increased 13.95%
4.28%
$42.256M
100,252 shares@ $421.5 avg price
SPYSpdr S&p 500 Etf Trust
Recent Activity
Increased 9.34%
3.66%
$36.172M
61,719 shares@ $586.09 avg price
JPMJpmorgan Chase
Recent Activity
Increased 27.2%
3.44%
$33.967M
141,701 shares@ $239.71 avg price
AMZNAmazon
Recent Activity
Increased 36.16%
2.87%
$28.321M
129,090 shares@ $219.4 avg price
BRK.BBerkshire Hathaway Cl B
Recent Activity
Increased 8.97%
2.46%
$24.319M
53,651 shares@ $453.28 avg price
NVDANvidia Corporation Com
Recent Activity
Increased 12.09%
2.41%
$23.746M
176,826 shares@ $134.29 avg price
HDHome Depot
Recent Activity
Increased 21.84%
1.9%
$18.73M
48,151 shares@ $388.99 avg price
COPConocophillips
Recent Activity
Increased 13.64%
1.88%
$18.499M
186,535 shares@ $99.17 avg price
SPDWSpdr S&p World Ex-us
Recent Activity
Increased 2.13%
1.62%
$15.992M
468,554 shares@ $34.13 avg price