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Brian Kenney

@Afg Fiduciary Services Limited Partnership

Latest period2024 - Q4ReportedManaged Assets$141.678MTotal holdings73
Assets growth rate-4.59%Assets growth rate (2-Q avg)-0.5%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Afg Fiduciary Services Limited Partnership's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Afg Fiduciary Services Limited Partnership over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 141.678M in assets, with a quarterly growth rate of -4.59% and a 2-quarter average growth rate of -0.5%. The portfolio is managed by Brian Kenney, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SHProshares Tr
Recent Activity
New Position
3.13%
$4.429M
105,467 shares@ $41.99 avg price
PULSPgim Etf Tr
Recent Activity
New Position
2.65%
$3.754M
75,602 shares@ $49.66 avg price
1489⤦Cava Group Inc
Recent Activity
New Position
0.44%
$612,733↑ Call
5,300 shares@ $115.61 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
New Position
0.32%
$446,040
7,875 shares@ $56.64 avg price
EPIWisdomtree Tr
Recent Activity
New Position
0.29%
$405,975
9,233 shares@ $43.97 avg price
XLFSelect Sector Spdr Tr
Recent Activity
New Position
0.28%
$394,059
7,964 shares@ $49.49 avg price
SQQQProshares Tr
Recent Activity
New Position
0.22%
$309,252
10,281 shares@ $30.08 avg price
VSTVistra Corp
Recent Activity
New Position
0.21%
$285,897
1,690 shares@ $169.17 avg price
PLTRPalantir Technologies Inc
Recent Activity
New Position
0.2%
$279,374
4,100 shares@ $68.14 avg price
WWDWoodward Inc
Recent Activity
New Position
0.17%
$234,166
1,275 shares@ $183.66 avg price