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
WMTWalmart Inc Recent Activity Exited	0%	$1.951M 24,164 shares@ $80.75 avg price	Exited
VIGVanguard Specialized Funds Recent Activity Exited	0%	$1.951M 9,850 shares@ $198.06 avg price	Exited
NSCNorfolk Southn Corp Recent Activity Exited	0%	$1.916M 7,709 shares@ $248.51 avg price	Exited
BKBank New York Mellon Corp Recent Activity Exited	0%	$1.791M 24,928 shares@ $71.86 avg price	Exited
COSTCostco Whsl Corp New Recent Activity Exited	0%	$1.771M 1,998 shares@ $886.53 avg price	Exited
NVONovo-nordisk A S Recent Activity Exited	0%	$1.728M 14,509 shares@ $119.08 avg price	Exited
ACNAccenture Plc Ireland Recent Activity Exited	0%	$1.691M 4,784 shares@ $353.48 avg price	Exited
FANGDiamondback Energy Inc Recent Activity Exited	0%	$1.676M 9,723 shares@ $172.4 avg price	Exited
TFCTruist Finl Corp Recent Activity Exited	0%	$1.669M 39,027 shares@ $42.78 avg price	Exited
INGRIngredion Inc Recent Activity Exited	0%	$1.62M 11,786 shares@ $137.44 avg price	Exited