test

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
DISDisney Walt Co
Recent Activity
Increased 2.63%
0.53%
$6.333M
56,878 shares@ $111.36 avg price
FTBDFidelity Merrimack Str Tr
Recent Activity
Increased 11.53%
0.52%
$6.178M
128,500 shares@ $48.09 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -0.63%
0.51%
$6.071M
105,527 shares@ $57.53 avg price
AVGOBroadcom Inc
Recent Activity
Increased 66.71%
0.5%
$5.976M
25,776 shares@ $231.84 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 109.1%
0.49%
$5.887M
32,355 shares@ $181.96 avg price
TSLATesla Inc
Recent Activity
Decreased -6.79%
0.49%
$5.831M
14,438 shares@ $403.85 avg price
IWSIshares Tr
Recent Activity
Increased 4.09%
0.47%
$5.658M
43,748 shares@ $129.34 avg price
DUKDuke Energy Corp New
Recent Activity
Increased 5.48%
0.47%
$5.613M
52,097 shares@ $107.75 avg price
JNJJohnson & Johnson
Recent Activity
Increased 5.67%
0.46%
$5.459M
37,750 shares@ $144.63 avg price
VZVerizon Communications Inc
Recent Activity
Increased 1.94%
0.45%
$5.415M
135,400 shares@ $40.0 avg price