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TABITHA LETOURNEAU MEYERER

@Fiduciary Family Office, Llc

Latest period2024 - Q4ReportedManaged Assets$339.88MTotal holdings59
Assets growth rate12.18%Assets growth rate (2-Q avg)15.86%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Fiduciary Family Office, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 59 positions.

Assets under management

The assets under management (AUM) of Fiduciary Family Office, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 339.88M in assets, with a quarterly growth rate of 12.18% and a 2-quarter average growth rate of 15.86%. The portfolio is managed by TABITHA LETOURNEAU MEYERER, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RSPInvesco Exchange Traded Fd T
Recent Activity
New Position
13.28%
$45.106M
257,411 shares@ $175.24 avg price
GDXVaneck Etf Trust
Recent Activity
New Position
7.6%
$25.807M
761,043 shares@ $33.91 avg price
XLUSelect Sector Spdr Tr
Recent Activity
New Position
7.12%
$24.186M
319,538 shares@ $75.7 avg price
TLTIshares Tr
Recent Activity
New Position
6.94%
$23.578M
269,987 shares@ $87.34 avg price
HGERHarbor Etf Trust
Recent Activity
New Position
6.87%
$23.325M
1.054M shares@ $22.14 avg price
EMXCIshares Inc
Recent Activity
New Position
6.75%
$22.919M
413,335 shares@ $55.46 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 7190.87%
6.73%
$22.844M
472,667 shares@ $48.33 avg price
IJHIshares Tr
Recent Activity
Increased 6398.23%
6.65%
$22.573M
362,276 shares@ $62.32 avg price
XLISelect Sector Spdr Tr
Recent Activity
New Position
6.61%
$22.445M
170,346 shares@ $131.77 avg price
XTLSpdr Ser Tr
Recent Activity
New Position
3.99%
$13.538M
126,479 shares@ $107.04 avg price