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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
FBINFortune Brands Innovations I
Recent Activity
Exited
0%
$916,519
10,237 shares@ $89.54 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Exited
0%
$916,387
5,585 shares@ $164.09 avg price
IRMIron Mtn Inc Del
Recent Activity
Exited
0%
$910,832
7,665 shares@ $118.84 avg price
CMICummins Inc
Recent Activity
Exited
0%
$909,850
2,810 shares@ $323.8 avg price
GDGeneral Dynamics Corp
Recent Activity
Exited
0%
$900,451
2,980 shares@ $302.17 avg price
ADPAutomatic Data Processing In
Recent Activity
Exited
0%
$896,328
3,239 shares@ $276.73 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Exited
0%
$892,039
11,432 shares@ $78.04 avg price
RSGRepublic Svcs Inc
Recent Activity
Exited
0%
$872,449
4,344 shares@ $200.85 avg price
MCHPMicrochip Technology Inc.
Recent Activity
Exited
0%
$867,935
10,810 shares@ $80.3 avg price
NKENike Inc
Recent Activity
Exited
0%
$860,119
9,730 shares@ $88.4 avg price