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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
PHParker-hannifin Corp
Recent Activity
Exited
0%
$1.569M
2,483 shares@ $631.82 avg price
JNJJohnson & Johnson
Recent Activity
Exited
0%
$1.564M
9,654 shares@ $162.06 avg price
BACBank America Corp
Recent Activity
Exited
0%
$1.543M
38,874 shares@ $39.69 avg price
BMYBristol-myers Squibb Co
Recent Activity
Exited
0%
$1.532M
29,602 shares@ $51.74 avg price
CMCSAComcast Corp New
Recent Activity
Exited
0%
$1.526M
36,522 shares@ $41.78 avg price
GLPIGaming & Leisure Pptys Inc
Recent Activity
Exited
0%
$1.49M
28,959 shares@ $51.46 avg price
ABBVAbbvie Inc
Recent Activity
Exited
0%
$1.368M
6,926 shares@ $197.48 avg price
IQVIqvia Hldgs Inc
Recent Activity
Exited
0%
$1.343M
5,666 shares@ $236.97 avg price
TSCOTractor Supply Co
Recent Activity
Exited
0%
$1.333M
4,581 shares@ $290.93 avg price
DFSDiscover Finl Svcs
Recent Activity
Exited
0%
$1.271M
9,057 shares@ $140.3 avg price