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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
HALOHalozyme Therapeutics Inc Com
Recent Activity
New Position
0.05%
$397,875
8,322 shares@ $47.82 avg price
MARAMara Holdings Inc Com
Recent Activity
New Position
0.05%
$396,543
23,646 shares@ $16.77 avg price
SPGIS&p Global Inc Com
Recent Activity
New Position
0.04%
$391,980
787 shares@ $498.07 avg price
GSKGsk Plc Sponsored Adr
Recent Activity
New Position
0.04%
$389,843
11,527 shares@ $33.82 avg price
LBRDKLiberty Broadband Corp Com Ser C
Recent Activity
New Position
0.04%
$375,819
5,027 shares@ $74.77 avg price
NFLXNetflix
Recent Activity
New Position
0.04%
$348,873
391 shares@ $892.26 avg price
SWKStanley Black & Decker Inc Com
Recent Activity
New Position
0.04%
$330,112
4,111 shares@ $80.3 avg price
UPSUnited Parcel Service
Recent Activity
New Position
0.04%
$325,281
2,580 shares@ $126.08 avg price
USBUs Bancorp Del Com New
Recent Activity
New Position
0.03%
$295,885
6,186 shares@ $47.84 avg price
TLTIshares 20 Year Treasury Bond Etf
Recent Activity
New Position
0.03%
$291,863
3,342 shares@ $87.34 avg price