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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
IJRIshares S&p Small Cap Etf
Recent Activity
Increased 5.56%
1.37%
$13.517M
117,316 shares@ $115.23 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
Increased 10.51%
1.31%
$12.908M
243,311 shares@ $53.06 avg price
GOOGLAlphabet Cl A
Recent Activity
Increased 27.42%
1.3%
$12.819M
67,719 shares@ $189.3 avg price
MSMorgan Stanley
Recent Activity
Increased 4.01%
1.24%
$12.198M
97,023 shares@ $125.72 avg price
PLTRPalantir Technologies Inc Cl A
Recent Activity
Increased 38.23%
1.22%
$12.061M
159,476 shares@ $75.64 avg price
SCHGSchwab U.s. Large-cap Growth
Recent Activity
Increased 366.53%
1.2%
$11.85M
425,200 shares@ $27.87 avg price
SCHDSchwab Us Dividend Equity Etf
Recent Activity
Increased 277.58%
1.19%
$11.76M
430,466 shares@ $27.32 avg price
JNJJohnson & Johnson
Recent Activity
Increased 7.14%
1.16%
$11.387M
78,738 shares@ $144.62 avg price
ETNEaton Corp
Recent Activity
Increased 0.68%
1%
$9.839M
29,649 shares@ $331.87 avg price
SCHRSchwab Intermediate-term Us Treasury
Recent Activity
Increased 126.63%
0.97%
$9.5M
391,107 shares@ $24.29 avg price