test

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
AJGGallagher Arthur J & Co Com
Recent Activity
New Position
0.14%
$1.293M
4,554 shares@ $283.86 avg price
TELTe Connectivity Plc Ord Shs
Recent Activity
New Position
0.13%
$1.285M
8,986 shares@ $142.97 avg price
CHTRCharter Communications
Recent Activity
New Position
0.13%
$1.285M
3,748 shares@ $342.78 avg price
WWDWoodward Inc Com
Recent Activity
New Position
0.13%
$1.275M
7,659 shares@ $166.43 avg price
HLTHilton Worldwide Hldgs Inc Com
Recent Activity
New Position
0.13%
$1.246M
5,043 shares@ $247.17 avg price
ROPRoper Technologies Inc Com
Recent Activity
New Position
0.13%
$1.232M
2,369 shares@ $519.87 avg price
KLACKla Corp Com New
Recent Activity
New Position
0.13%
$1.19M
1,889 shares@ $630.13 avg price
JJacobs Solutions Inc Com
Recent Activity
New Position
0.12%
$1.163M
8,705 shares@ $133.63 avg price
AAAlcoa Corp Com
Recent Activity
New Position
0.12%
$1.147M
30,357 shares@ $37.78 avg price
TMUST-mobile Us Inc Com
Recent Activity
New Position
0.12%
$1.121M
5,077 shares@ $220.74 avg price