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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
NVDANvidia Corporation
Recent Activity
Decreased -68.39%
0.45%
$1.523M↑ Call
11,338 shares@ $134.3 avg price
PSLVSprott Physical Silver Tr
Recent Activity
New Position
0.45%
$1.521M
157,657 shares@ $9.65 avg price
TSLATesla Inc
Recent Activity
New Position
0.33%
$1.12M
2,773 shares@ $403.84 avg price
BITBBitwise Bitcoin Etf Tr
Recent Activity
New Position
0.31%
$1.05M
20,642 shares@ $50.86 avg price
AAPLApple Inc
Recent Activity
Decreased -99.19%
0.27%
$889,492↓ Put
3,552 shares@ $250.43 avg price
ISRGIntuitive Surgical Inc
Recent Activity
New Position
0.22%
$730,744↓ Put
1,400 shares@ $521.96 avg price
GLDSpdr Gold Tr
Recent Activity
New Position
0.22%
$714,526
2,951 shares@ $242.14 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -64.88%
0.21%
$690,402
1,178 shares@ $586.08 avg price
SILGlobal X Fds
Recent Activity
New Position
0.19%
$644,709
20,293 shares@ $31.78 avg price
SLVIshares Silver Tr
Recent Activity
New Position
0.19%
$625,653
23,762 shares@ $26.33 avg price