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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
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Increased 17.52%
0.76%
$9.09M
153,695 shares@ $59.14 avg price
VNLAJanus Detroit Str Tr
Recent Activity
Increased 5.1%
0.76%
$9.07M
185,441 shares@ $48.91 avg price
LOWLowes Cos Inc
Recent Activity
Increased 0.25%
0.75%
$8.957M
36,294 shares@ $246.81 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 2.74%
0.73%
$8.713M
147,187 shares@ $59.2 avg price
IVWIshares Tr
Recent Activity
Increased 3.99%
0.73%
$8.711M
85,793 shares@ $101.53 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.72%
$8.693M
8,480 shares@ $1025.16 avg price
CRMSalesforce Inc
Recent Activity
Increased 2.28%
0.69%
$8.24M
24,648 shares@ $334.33 avg price
DALDelta Air Lines Inc Del
Recent Activity
Increased 0.03%
0.64%
$7.621M
125,970 shares@ $60.51 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Increased 0.15%
0.62%
$7.437M
14,249 shares@ $521.95 avg price
AGGIshares Tr
Recent Activity
Increased 18.45%
0.62%
$7.389M
76,259 shares@ $96.9 avg price