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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
PNOVInnovator Etfs Trust
Recent Activity
Decreased -1.45%
0.03%
$297,393
7,852 shares@ $37.88 avg price
LULULululemon Athletica Inc
Recent Activity
Decreased -89.64%
0.03%
$294,479
770 shares@ $382.45 avg price
VHTVanguard World Fd
Recent Activity
Decreased -3.75%
0.03%
$292,510
1,153 shares@ $253.7 avg price
VIGIVanguard Whitehall Fds
Recent Activity
Decreased -0.08%
0.03%
$286,284
3,579 shares@ $79.99 avg price
ADPAutomatic Data Processing In
Recent Activity
Decreased -0.41%
0.03%
$280,143
957 shares@ $292.74 avg price
TTTrane Technologies Plc
Recent Activity
Decreased -1.72%
0.03%
$251,897
682 shares@ $369.36 avg price
TAt&t Inc
Recent Activity
Decreased -5.88%
0.03%
$249,653
10,964 shares@ $22.78 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -4.23%
0.03%
$246,582
701 shares@ $351.76 avg price
BSXBoston Scientific Corp
Recent Activity
Decreased -4.46%
0.02%
$233,125
2,610 shares@ $89.32 avg price
FITBFifth Third Bancorp
Recent Activity
Decreased -36.87%
0.02%
$230,763
5,458 shares@ $42.28 avg price