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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
AMGNAmgen Inc
Recent Activity
Decreased -5.02%
0.16%
$1.841M
7,064 shares@ $260.63 avg price
HDHome Depot Inc
Recent Activity
Decreased -2.99%
0.16%
$1.829M
4,702 shares@ $389.01 avg price
ABTAbbott Labs
Recent Activity
Decreased -2.25%
0.15%
$1.778M
15,721 shares@ $113.12 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -8.15%
0.14%
$1.573M
14,627 shares@ $107.58 avg price
ISTBIshares Tr
Recent Activity
Decreased -6.56%
0.13%
$1.547M
32,386 shares@ $47.78 avg price
CVSCvs Health Corp
Recent Activity
Decreased -11.15%
0.13%
$1.511M
33,663 shares@ $44.9 avg price
CATCaterpillar Inc
Recent Activity
Decreased -60.71%
0.13%
$1.484M
4,090 shares@ $362.75 avg price
HYGIshares Tr
Recent Activity
Decreased -11.51%
0.12%
$1.349M
17,156 shares@ $78.66 avg price
FTLSFirst Tr Exch Traded Fd Iii
Recent Activity
Decreased -5.91%
0.12%
$1.342M
20,389 shares@ $65.82 avg price
UBERUber Technologies Inc
Recent Activity
Decreased -2.53%
0.11%
$1.26M
20,885 shares@ $60.32 avg price