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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
GPNGlobal Pmts Inc Com
Recent Activity
New Position
0.07%
$677,515
6,046 shares@ $112.07 avg price
ZTSZoetis
Recent Activity
New Position
0.07%
$663,328
4,071 shares@ $162.94 avg price
TBILUs Treasury 3 Month Bill Etf
Recent Activity
New Position
0.07%
$655,559
13,148 shares@ $49.86 avg price
ACMAecom Com
Recent Activity
New Position
0.07%
$655,375
6,135 shares@ $106.83 avg price
DEDeere & Co
Recent Activity
New Position
0.07%
$612,899
1,447 shares@ $423.57 avg price
VMCVulcan Matls Co Com
Recent Activity
New Position
0.07%
$611,706
2,378 shares@ $257.24 avg price
XLKTechnology Select Sector Spdr Fund
Recent Activity
New Position
0.07%
$598,659
2,575 shares@ $232.49 avg price
TGTTarget Corp Com
Recent Activity
New Position
0.06%
$584,654
4,325 shares@ $135.19 avg price
SCHXSchwab U.s. Large-cap Etf
Recent Activity
New Position
0.06%
$572,708
24,707 shares@ $23.18 avg price
SLYVS&p Small Cap Value Etf
Recent Activity
New Position
0.06%
$558,878
6,405 shares@ $87.26 avg price