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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
DHRDanaher
Recent Activity
Decreased -5.26%
0.79%
$7.771M
33,852 shares@ $229.55 avg price
MDLZMondelez Intl Inc Cl A
Recent Activity
Decreased -23.28%
0.65%
$6.335M
106,054 shares@ $59.74 avg price
XOMExxon Mobil
Recent Activity
Decreased -30.79%
0.51%
$4.97M
46,199 shares@ $107.57 avg price
EMXCIshares Emerging Markets Ex China Etf
Recent Activity
Decreased -6.91%
0.4%
$3.904M
70,398 shares@ $55.45 avg price
BOTZGlobal Robotics And Ai Etf
Recent Activity
Decreased -64.65%
0.32%
$3.066M
95,977 shares@ $31.96 avg price
SECTMain Sector Rotation Etf
Recent Activity
Decreased -1.53%
0.29%
$2.836M
51,596 shares@ $54.96 avg price
CVXChevron
Recent Activity
Decreased -22.27%
0.25%
$2.425M
16,744 shares@ $144.84 avg price
PEPPepsi
Recent Activity
Decreased -54.08%
0.24%
$2.36M
15,520 shares@ $152.06 avg price
CCICrown Castle Int.
Recent Activity
Decreased -71.33%
0.24%
$2.312M
25,478 shares@ $90.76 avg price
CRWDCrowdstrike
Recent Activity
Decreased -32.83%
0.19%
$1.782M
5,209 shares@ $342.16 avg price