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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
SPHQPowershares S&p 500 Quality
Recent Activity
Decreased -2.7%
0.16%
$1.536M
22,922 shares@ $67.04 avg price
QQHHcm Defender 100 Index Etf
Recent Activity
Decreased -14.98%
0.14%
$1.347M
20,097 shares@ $67.04 avg price
LGHHcm Defender 500 Index Etf
Recent Activity
Decreased -13.47%
0.13%
$1.197M
22,994 shares@ $52.08 avg price
IJKIshares S&p Mid-cap Growth Etf
Recent Activity
Decreased -0.69%
0.11%
$1.052M
11,572 shares@ $90.94 avg price
MDYSpdr S&p Midcap 400 Etf Trust
Recent Activity
Decreased -1.88%
0.08%
$742,985
1,304 shares@ $569.78 avg price
CORZZCore Scientific Inc New Wt Exp 012329
Recent Activity
Decreased -6.58%
0.07%
$686,952
48,998 shares@ $14.03 avg price
SHYIshares 1-3 Year Treasury Bond Etf
Recent Activity
Decreased -77.28%
0.06%
$573,857
7,000 shares@ $81.98 avg price
BPBp Plc Sponsored Adr
Recent Activity
Decreased -1.42%
0.06%
$544,420
18,417 shares@ $29.57 avg price
QUALIshares Edge Msci Usa Quality Factor
Recent Activity
Decreased -4%
0.06%
$512,336
2,877 shares@ $178.08 avg price
IWMIshares Russell 2000 Etf
Recent Activity
Decreased -14.06%
0.06%
$500,988
2,267 shares@ $221.0 avg price