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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
CLColgate Palmolive Co Com
Recent Activity
New Position
0.42%
$4.066M
44,729 shares@ $90.91 avg price
SPGSimon Property Group
Recent Activity
New Position
0.37%
$3.654M
21,216 shares@ $172.21 avg price
VSTVistra Corp Com
Recent Activity
New Position
0.35%
$3.42M
24,803 shares@ $137.88 avg price
JQUAJpmorgan U.s. Quality Factor Etf
Recent Activity
New Position
0.28%
$2.738M
47,802 shares@ $57.28 avg price
AONAon Plc Shs Cl A
Recent Activity
New Position
0.28%
$2.72M
7,573 shares@ $359.17 avg price
WDAYWorkday Inc Cl A
Recent Activity
New Position
0.26%
$2.486M
9,634 shares@ $258.03 avg price
SYKStryker Corporation Com
Recent Activity
New Position
0.26%
$2.486M
6,904 shares@ $360.05 avg price
SHELRoyal Dutch Shell Adr
Recent Activity
New Position
0.23%
$2.215M
35,349 shares@ $62.66 avg price
XSMOInvesco S&p Smallcap Momentum Etf
Recent Activity
New Position
0.22%
$2.112M
31,945 shares@ $66.11 avg price
SAPSap Se Spon Adr
Recent Activity
New Position
0.21%
$2.069M
8,402 shares@ $246.21 avg price