test

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
MCKMckesson Corp
Recent Activity
Exited
0%
$858,808
1,737 shares@ $494.43 avg price
SLBSchlumberger Ltd
Recent Activity
Exited
0%
$829,519
19,774 shares@ $41.95 avg price
CSCOCisco Sys Inc
Recent Activity
Exited
0%
$798,257
14,999 shares@ $53.23 avg price
CNPCenterpoint Energy Inc
Recent Activity
Exited
0%
$793,222
26,962 shares@ $29.42 avg price
MDLZMondelez Intl Inc
Recent Activity
Exited
0%
$783,554
10,636 shares@ $73.67 avg price
AMTAmerican Tower Corp New
Recent Activity
Exited
0%
$768,378
3,304 shares@ $232.56 avg price
APHAmphenol Corp New
Recent Activity
Exited
0%
$759,114
11,650 shares@ $65.16 avg price
SCHXSchwab Strategic Tr
Recent Activity
Exited
0%
$750,353
11,059 shares@ $67.85 avg price
STESteris Plc
Recent Activity
Exited
0%
$726,564
2,996 shares@ $242.52 avg price
VNQVanguard Index Fds
Recent Activity
Exited
0%
$715,940
7,349 shares@ $97.43 avg price