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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
MELIMercadolibre
Recent Activity
Exited
0%
$2.573M
1,254 shares@ $2051.97 avg price
SGOVIshares 0-3 Month Treasury Bond Etf
Recent Activity
Exited
0%
$1.591M
15,799 shares@ $100.72 avg price
EPIWisdomtree India Earnings Fund
Recent Activity
Exited
0%
$1.343M
26,619 shares@ $50.47 avg price
3899⤦Grayscale Bitcoin Mini Trust (btc)
Recent Activity
Exited
0%
$378,133
67,164 shares@ $5.63 avg price
CGWInvesco S&p Global Water Index Etf
Recent Activity
Exited
0%
$354,164
5,787 shares@ $61.2 avg price
AGGIshares Core U.s. Aggregate Bond Etf
Recent Activity
Exited
0%
$252,750
2,496 shares@ $101.27 avg price
MBBIshares Mbs Etf
Recent Activity
Exited
0%
$237,747
2,481 shares@ $95.83 avg price
DVYIshares Select Dividend Etf
Recent Activity
Exited
0%
$219,723
1,627 shares@ $135.05 avg price
VEAVanguard Ftse Developed Markets
Recent Activity
Exited
0%
$216,713
4,104 shares@ $52.81 avg price
PLDPrologis Inc. Com
Recent Activity
Exited
0%
$208,236
1,649 shares@ $126.29 avg price