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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
UNHUnitedhealth Group Inc
Recent Activity
Decreased -0.37%
0.59%
$7.031M
13,899 shares@ $505.87 avg price
IBMInternational Business Machs
Recent Activity
Decreased -0.42%
0.57%
$6.865M
31,228 shares@ $219.84 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -0.63%
0.51%
$6.071M
105,527 shares@ $57.53 avg price
TSLATesla Inc
Recent Activity
Decreased -6.79%
0.49%
$5.831M
14,438 shares@ $403.85 avg price
INTCIntel Corp
Recent Activity
Decreased -19.87%
0.43%
$5.103M
254,493 shares@ $20.06 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -20.13%
0.39%
$4.676M
37,083 shares@ $126.1 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Decreased -2.18%
0.39%
$4.605M
8,085 shares@ $569.56 avg price
WELLWelltower Inc
Recent Activity
Decreased -0.18%
0.38%
$4.568M
36,243 shares@ $126.03 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Decreased -0.55%
0.36%
$4.321M
53,828 shares@ $80.28 avg price
PRUPrudential Finl Inc
Recent Activity
Decreased -0.09%
0.35%
$4.223M
35,631 shares@ $118.53 avg price