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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
IJHIshares Tr
Recent Activity
Decreased -1.05%
4.88%
$6.9M
107,928 shares@ $63.93 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -5.56%
4.8%
$6.786M
30,385 shares@ $223.36 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -0.62%
4.34%
$6.137M
11,878 shares@ $516.71 avg price
PSQProshares Tr
Recent Activity
Increased 347.63%
3.44%
$4.871M
131,406 shares@ $37.07 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -24.87%
3.26%
$4.613M
18,534 shares@ $248.89 avg price
IJRIshares Tr
Recent Activity
Increased 0.23%
3.26%
$4.612M
39,408 shares@ $117.04 avg price
SHProshares Tr
Recent Activity
New Position
3.13%
$4.429M
105,467 shares@ $41.99 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -5.47%
2.8%
$3.954M
17,020 shares@ $232.3 avg price