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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
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
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
HYLSFirst Tr Exchange-traded Fd
Recent Activity
Increased 3.64%
1.09%
$13.082M
316,515 shares@ $41.33 avg price
GTOInvesco Actively Managed Exc
Recent Activity
Increased 4.08%
1.05%
$12.569M
270,886 shares@ $46.4 avg price
KOCoca Cola Co
Recent Activity
Increased 2.85%
1%
$12.038M
193,353 shares@ $62.26 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 4.93%
0.81%
$9.772M
10,666 shares@ $916.23 avg price
RTXRtx Corporation
Recent Activity
Increased 0.6%
0.79%
$9.485M
81,969 shares@ $115.72 avg price