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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
GSGoldman Sachs Group Inc
Recent Activity
Increased 0.09%
1.36%
$16.399M
28,638 shares@ $572.62 avg price
IEFAIshares Tr
Recent Activity
Increased 1.26%
1.24%
$14.929M
212,427 shares@ $70.28 avg price
ABBVAbbvie Inc
Recent Activity
Increased 3.49%
1.23%
$14.798M
83,277 shares@ $177.7 avg price
QCOMQualcomm Inc
Recent Activity
Increased 4.47%
1.19%
$14.332M
93,295 shares@ $153.63 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 2.12%
1.19%
$14.296M
31,539 shares@ $453.29 avg price
JPIBJ P Morgan Exchange Traded F
Recent Activity
Increased 4.78%
1.15%
$13.819M
292,399 shares@ $47.26 avg price
IJHIshares Tr
Recent Activity
Increased 6.13%
1.12%
$13.462M
216,041 shares@ $62.32 avg price
ORCLOracle Corp
Recent Activity
Decreased -0.62%
1.11%
$13.398M
80,403 shares@ $166.65 avg price
IVEIshares Tr
Recent Activity
Increased 0.17%
1.11%
$13.39M
70,149 shares@ $190.89 avg price
PGProcter And Gamble Co
Recent Activity
Increased 1.19%
1.1%
$13.236M
78,952 shares@ $167.66 avg price