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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
SPYCSimplify Us Equity Plus Convexity Etf
Recent Activity
New Position
0.06%
$553,376
14,788 shares@ $37.43 avg price
BTCGrayscale Bitcoin Mini Trust Etf
Recent Activity
New Position
0.06%
$534,303
12,761 shares@ $41.87 avg price
DFSDiscover Finl Svcs Com
Recent Activity
New Position
0.06%
$505,832
2,920 shares@ $173.24 avg price
BABoeing
Recent Activity
New Position
0.05%
$482,325
2,725 shares@ $177.0 avg price
TXTTextron Inc Com
Recent Activity
New Position
0.05%
$479,286
6,266 shares@ $76.49 avg price
MDTMedtronic
Recent Activity
New Position
0.05%
$470,019
5,884 shares@ $79.89 avg price
ALLAllstate
Recent Activity
New Position
0.05%
$450,743
2,338 shares@ $192.79 avg price
EXPEExpedia Group Inc Com New
Recent Activity
New Position
0.05%
$450,360
2,417 shares@ $186.34 avg price
PHMPulte Group
Recent Activity
New Position
0.05%
$449,757
4,130 shares@ $108.9 avg price
GDGeneral Dynamics Corp Com
Recent Activity
New Position
0.05%
$429,752
1,631 shares@ $263.49 avg price