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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 5.04%
20.88%
$29.574M
370,313 shares@ $79.87 avg price
MINTPimco Etf Tr
Recent Activity
Increased 0.69%
8.48%
$12.009M
119,497 shares@ $100.51 avg price
PSQProshares Tr
Recent Activity
Increased 347.63%
3.44%
$4.871M
131,406 shares@ $37.07 avg price
IJRIshares Tr
Recent Activity
Increased 0.23%
3.26%
$4.612M
39,408 shares@ $117.04 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 16.48%
2.43%
$3.442M
28,690 shares@ $119.96 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.38%
1.77%
$2.501M
18,356 shares@ $136.24 avg price
CAVACava Group Inc
Recent Activity
Increased 24.73%
1.65%
$2.332M
20,175 shares@ $115.62 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Increased 1.61%
1.4%
$1.977M
25,939 shares@ $76.24 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 114.85%
1.06%
$1.495M
16,148 shares@ $92.57 avg price
AAPLApple Inc
Recent Activity
Increased 0.11%
0.99%
$1.391M
5,848 shares@ $237.88 avg price