TABITHA LETOURNEAU MEYERER

@Fiduciary Family Office, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$339.88M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
GOOGLAlphabet Inc Recent Activity Exited	0%	$5.582M 33,658 shares@ $165.85 avg price	Exited
JEPIJ P Morgan Exchange Traded F Recent Activity Exited	0%	$4.324M 72,655 shares@ $59.51 avg price	Exited
VBVanguard Index Fds Recent Activity Exited	0%	$3.527M 14,869 shares@ $237.21 avg price	Exited
VBRVanguard Index Fds Recent Activity Exited	0%	$3.483M 17,347 shares@ $200.79 avg price	Exited
PMPhilip Morris Intl Inc Recent Activity Exited	0%	$3.409M 28,078 shares@ $121.41 avg price	Exited
MRKMerck & Co Inc Recent Activity Exited	0%	$3.2M 28,182 shares@ $113.56 avg price	Exited
VVisa Inc Recent Activity Exited	0%	$2.884M 10,489 shares@ $274.96 avg price	Exited
FIFiserv Inc Recent Activity Exited	0%	$2.741M 15,259 shares@ $179.65 avg price	Exited
ORCLOracle Corp Recent Activity Exited	0%	$2.545M 14,937 shares@ $170.4 avg price	Exited
VOVanguard Index Fds Recent Activity Exited	0%	$2.509M 9,510 shares@ $263.83 avg price	Exited