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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
CRMSalesforce Inc
Recent Activity
Exited
0%
$1.267M
4,630 shares@ $273.71 avg price
PGProcter And Gamble Co
Recent Activity
Exited
0%
$1.262M
7,283 shares@ $173.22 avg price
GOOGAlphabet Inc
Recent Activity
Exited
0%
$1.216M
7,271 shares@ $167.19 avg price
PEPPepsico Inc
Recent Activity
Exited
0%
$1.164M
6,843 shares@ $170.04 avg price
MAMastercard Incorporated
Recent Activity
Exited
0%
$1.158M
2,345 shares@ $493.81 avg price
CATCaterpillar Inc
Recent Activity
Exited
0%
$1.155M
2,952 shares@ $391.12 avg price
KOCoca Cola Co
Recent Activity
Exited
0%
$1.15M
16,006 shares@ $71.87 avg price
TMUST-mobile Us Inc
Recent Activity
Exited
0%
$1.148M
5,561 shares@ $206.37 avg price
DELLDell Technologies Inc
Recent Activity
Exited
0%
$1.143M
9,644 shares@ $118.55 avg price
NEENextera Energy Inc
Recent Activity
Exited
0%
$1.141M
13,496 shares@ $84.54 avg price