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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
MSTYYieldmax Mstr Option Income Strategy Etf
Recent Activity
New Position
0.08%
$785,572
29,858 shares@ $26.32 avg price
PNCPnc Financial Services
Recent Activity
New Position
0.08%
$785,285
4,072 shares@ $192.85 avg price
SPDSimplify Us Equity Plus Downside Convexity Etf
Recent Activity
New Position
0.08%
$750,998
22,504 shares@ $33.38 avg price
MDYVSpdr S&p 400 Mid Cap Value Etf
Recent Activity
New Position
0.08%
$736,096
9,178 shares@ $80.21 avg price
LDOSLeidos Holdings Inc Com
Recent Activity
New Position
0.08%
$735,570
5,106 shares@ $144.06 avg price
TTWOTake-two Interactive
Recent Activity
New Position
0.08%
$734,479
3,990 shares@ $184.08 avg price
LULULululemon Athletica Inc Com
Recent Activity
New Position
0.08%
$726,579
1,900 shares@ $382.41 avg price
EOGEog Resources
Recent Activity
New Position
0.08%
$699,441
5,706 shares@ $122.58 avg price
GLWCorning Inc Com
Recent Activity
New Position
0.08%
$694,457
14,614 shares@ $47.52 avg price
MARMarriott Intl Inc New Cl A
Recent Activity
New Position
0.07%
$690,973
2,477 shares@ $278.96 avg price