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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
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
VOVanguard Index Fds
Recent Activity
Decreased -1.97%
0.92%
$11.057M
41,864 shares@ $264.13 avg price
MARMarriott Intl Inc New
Recent Activity
Decreased -0.12%
0.86%
$10.359M
37,136 shares@ $278.95 avg price
CVXChevron Corp New
Recent Activity
Decreased -0.73%
0.83%
$9.918M
68,478 shares@ $144.85 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 4.93%
0.81%
$9.772M
10,666 shares@ $916.23 avg price
AXPAmerican Express Co
Recent Activity
Decreased -1.89%
0.79%
$9.535M
32,127 shares@ $296.8 avg price
RTXRtx Corporation
Recent Activity
Increased 0.6%
0.79%
$9.485M
81,969 shares@ $115.72 avg price
CAHCardinal Health Inc
Recent Activity
Increased 2.76%
0.79%
$9.459M
79,977 shares@ $118.28 avg price