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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
AERAercap Holdings Nv Shs
Recent Activity
New Position
0.21%
$2.007M
20,970 shares@ $95.7 avg price
COFCapital One Finl Corp Com
Recent Activity
New Position
0.17%
$1.616M
9,061 shares@ $178.33 avg price
TYLTyler Technologies Inc Com
Recent Activity
New Position
0.17%
$1.594M
2,765 shares@ $576.65 avg price
GEVGe Vernova Inc Com
Recent Activity
New Position
0.16%
$1.576M
4,792 shares@ $328.94 avg price
WFCWells Fargo
Recent Activity
New Position
0.16%
$1.522M
21,667 shares@ $70.25 avg price
WPCWp Carey Inc Com
Recent Activity
New Position
0.15%
$1.418M
26,034 shares@ $54.48 avg price
EAGLEagle Capital Select Equity Etf
Recent Activity
New Position
0.15%
$1.417M
50,894 shares@ $27.86 avg price
ARGTGlobal X Msci Argentina Etf
Recent Activity
New Position
0.15%
$1.406M
17,009 shares@ $82.67 avg price
HUMHumana Inc Com
Recent Activity
New Position
0.14%
$1.375M
5,418 shares@ $253.72 avg price
ADIAnalog Devices Inc Com
Recent Activity
New Position
0.14%
$1.317M
6,200 shares@ $212.46 avg price