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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
WWJDInspire International Etf
Recent Activity
Increased 1.66%
0.95%
$9.374M
323,256 shares@ $29.01 avg price
MSTRMicrostrategy Inc Cl A New
Recent Activity
Increased 91.79%
0.91%
$8.982M
31,014 shares@ $289.63 avg price
PWRQuanta Services
Recent Activity
Increased 26.59%
0.86%
$8.492M
26,870 shares@ $316.06 avg price
BABAAlibaba Group Hldg Ltd Sponsored Ads
Recent Activity
Increased 11.89%
0.86%
$8.455M
99,713 shares@ $84.79 avg price
RSGRepublic Services
Recent Activity
Increased 0.78%
0.85%
$8.358M
41,547 shares@ $201.19 avg price
LMTLockheed Martin
Recent Activity
Increased 6.19%
0.85%
$8.356M
17,196 shares@ $485.95 avg price
PYPLPaypal
Recent Activity
Increased 9.92%
0.84%
$8.307M
97,330 shares@ $85.36 avg price
KMIKinder Morgan Inc
Recent Activity
Increased 105.76%
0.83%
$8.158M
297,755 shares@ $27.41 avg price
NEENextera Energy
Recent Activity
Increased 8.73%
0.82%
$8.077M
112,669 shares@ $71.69 avg price
FCXFreeport-mcmoran
Recent Activity
Increased 1.1%
0.8%
$7.818M
205,312 shares@ $38.08 avg price