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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
BKBank New York Mellon Corp
Recent Activity
Decreased -0.3%
0.05%
$545,493
7,100 shares@ $76.83 avg price
MOAltria Group Inc
Recent Activity
Decreased -1.62%
0.05%
$524,111
10,023 shares@ $52.3 avg price
CALFPacer Fds Tr
Recent Activity
Decreased -4.05%
0.04%
$467,759
10,628 shares@ $44.02 avg price
WMWaste Mgmt Inc Del
Recent Activity
Decreased -0.21%
0.04%
$460,485
2,282 shares@ $201.8 avg price
SCHWSchwab Charles Corp
Recent Activity
Decreased -13.58%
0.04%
$458,705
6,198 shares@ $74.01 avg price
IJTIshares Tr
Recent Activity
Decreased -0.06%
0.04%
$422,219
3,119 shares@ $135.37 avg price
MKCMccormick & Co Inc
Recent Activity
Decreased -3.97%
0.04%
$368,239
4,830 shares@ $76.24 avg price
SOSouthern Co
Recent Activity
Decreased -0.33%
0.04%
$365,403
4,439 shares@ $82.32 avg price
HDVIshares Tr
Recent Activity
Decreased -3.09%
0.03%
$323,533
2,882 shares@ $112.26 avg price
RODMLattice Strategies Tr
Recent Activity
Decreased -2.47%
0.03%
$315,263
11,093 shares@ $28.42 avg price