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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
VOOVanguard Index Fds
Recent Activity
Exited
0%
$2.41M
4,567 shares@ $527.68 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Exited
0%
$2.403M
5,220 shares@ $460.26 avg price
WFCWells Fargo Co New
Recent Activity
Exited
0%
$2.395M
42,391 shares@ $56.5 avg price
HDHome Depot Inc
Recent Activity
Exited
0%
$2.346M
5,789 shares@ $405.22 avg price
AXPAmerican Express Co
Recent Activity
Exited
0%
$2.262M
8,340 shares@ $271.21 avg price
UNHUnitedhealth Group Inc
Recent Activity
Exited
0%
$2.225M
3,806 shares@ $584.68 avg price
AVGOBroadcom Inc
Recent Activity
Exited
0%
$2.179M
12,633 shares@ $172.51 avg price
IBKRInteractive Brokers Group In
Recent Activity
Exited
0%
$2.107M
15,120 shares@ $139.36 avg price
KRKroger Co
Recent Activity
Exited
0%
$2.077M
36,255 shares@ $57.31 avg price
ADBEAdobe Inc
Recent Activity
Exited
0%
$2.001M
3,865 shares@ $517.79 avg price