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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
INDAIshares Tr
Recent Activity
New Position
3.53%
$11.981M
227,594 shares@ $52.65 avg price
AMLPAlps Etf Tr
Recent Activity
New Position
3.49%
$11.851M
246,071 shares@ $48.16 avg price
OUNZVaneck Merk Gold Etf
Recent Activity
New Position
3.43%
$11.629M
459,645 shares@ $25.31 avg price
SPTLSpdr Ser Tr
Recent Activity
New Position
3.2%
$10.872M
415,129 shares@ $26.2 avg price
RWRSpdr Ser Tr
Recent Activity
New Position
3.11%
$10.561M
106,832 shares@ $98.87 avg price
CEFSprott Physical Gold & Silve
Recent Activity
New Position
2.54%
$8.614M
362,552 shares@ $23.77 avg price
SGOVIshares Tr
Recent Activity
New Position
0.95%
$3.21M
31,998 shares@ $100.32 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -55.56%
0.8%
$2.709M
6,427 shares@ $421.51 avg price
GDXJVaneck Etf Trust
Recent Activity
New Position
0.8%
$2.708M
63,342 shares@ $42.76 avg price
PHYSSprott Physical Gold Tr
Recent Activity
New Position
0.61%
$2.064M
102,506 shares@ $20.15 avg price