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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
TOLToll Brothers Inc Com
Recent Activity
New Position
0.12%
$1.117M
8,868 shares@ $125.96 avg price
EMREmerson Elec Co Com
Recent Activity
New Position
0.12%
$1.112M
8,973 shares@ $123.94 avg price
GDDYGodaddy Inc Cl A
Recent Activity
New Position
0.11%
$1.045M
5,295 shares@ $197.37 avg price
NDAQNasdaq Inc
Recent Activity
New Position
0.11%
$1.015M
13,124 shares@ $77.31 avg price
PSXPhillips 66 Com
Recent Activity
New Position
0.09%
$861,220
7,559 shares@ $113.94 avg price
CLHClean Harbors Inc Com
Recent Activity
New Position
0.09%
$845,534
3,674 shares@ $230.14 avg price
TTTrane Technologies Plc Shs
Recent Activity
New Position
0.09%
$838,425
2,270 shares@ $369.36 avg price
GSLCTr Activebeta Us Large Cap Equity Etf
Recent Activity
New Position
0.09%
$834,229
7,243 shares@ $115.18 avg price
SVOLSimplify Volatility Premium Etf
Recent Activity
New Position
0.09%
$825,409
39,702 shares@ $20.8 avg price
TMOThermo Fisher Scientific Inc Com
Recent Activity
New Position
0.09%
$810,534
1,558 shares@ $520.25 avg price