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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
CGGOCapital Group Gbl Growth Eqt
Recent Activity
Decreased -7.78%
0.07%
$802,207
27,454 shares@ $29.23 avg price
BXBlackstone Inc
Recent Activity
Decreased -0.11%
0.07%
$762,959
4,425 shares@ $172.43 avg price
FIFiserv Inc
Recent Activity
Decreased -10.46%
0.07%
$750,462
3,653 shares@ $205.44 avg price
ADIAnalog Devices Inc
Recent Activity
Decreased -0.31%
0.07%
$741,273
3,489 shares@ $212.47 avg price
VGTVanguard World Fd
Recent Activity
Decreased -4.01%
0.06%
$698,909
1,124 shares@ $621.81 avg price
BACBank America Corp
Recent Activity
Decreased -0.62%
0.06%
$640,897
14,582 shares@ $43.96 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Decreased -1.65%
0.06%
$632,036
13,078 shares@ $48.33 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -6.96%
0.06%
$628,826
7,341 shares@ $85.66 avg price
IWYIshares Tr
Recent Activity
Decreased -3.19%
0.06%
$612,552
2,604 shares@ $235.24 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -4.86%
0.05%
$596,806
2,642 shares@ $225.9 avg price