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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
MSFTMicrosoft Corp
Recent Activity
Decreased -55.56%
0.8%
$2.709M
6,427 shares@ $421.51 avg price
NVDANvidia Corporation
Recent Activity
Decreased -68.39%
0.45%
$1.523M↑ Call
11,338 shares@ $134.3 avg price
AAPLApple Inc
Recent Activity
Decreased -99.19%
0.27%
$889,492↓ Put
3,552 shares@ $250.43 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -64.88%
0.21%
$690,402
1,178 shares@ $586.08 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -84.96%
0.18%
$605,516
2,760 shares@ $219.39 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -86.69%
0.13%
$435,074↓ Put
1,815 shares@ $239.72 avg price
IVVIshares Tr
Recent Activity
Decreased -27.63%
0.12%
$388,341
660 shares@ $588.4 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -76.54%
0.12%
$386,000↓ Put
500 shares@ $772.0 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -61.52%
0.08%
$264,730
2,461 shares@ $107.58 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -94.62%
0.07%
$234,204
400 shares@ $585.51 avg price