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Aryn Sands

@Kmg Fiduciary Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$1.208BTotal holdings270
Assets growth rate4.34%Assets growth rate (2-Q avg)9.09%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Kmg Fiduciary Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 270 positions.

Assets under management

The assets under management (AUM) of Kmg Fiduciary Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.208B in assets, with a quarterly growth rate of 4.34% and a 2-quarter average growth rate of 9.09%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -0.7%
5.74%
$69.312M
276,782 shares@ $250.43 avg price
IVVIshares Tr
Recent Activity
Decreased -2.04%
5.09%
$61.431M
104,354 shares@ $588.69 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.37%
4.29%
$51.74M
122,752 shares@ $421.5 avg price
NVDANvidia Corporation
Recent Activity
Decreased -0.5%
4.01%
$48.404M
360,446 shares@ $134.29 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 1.05%
3.2%
$38.54M
175,670 shares@ $219.4 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 1.32%
2.82%
$34.049M
179,866 shares@ $189.3 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 6.93%
2.79%
$33.689M
488,666 shares@ $68.95 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.08%
2.45%
$29.583M
123,413 shares@ $239.71 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -3.77%
2.13%
$25.675M
43,850 shares@ $585.51 avg price
LLYEli Lilly & Co
Recent Activity
Increased 3.26%
1.69%
$20.35M
26,361 shares@ $771.99 avg price