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Aryn Sands

@Fiduciary Financial Group, Llc

Latest period2024 - Q4ReportedManaged Assets$459.726MTotal holdings274
Assets growth rate5.57%Assets growth rate (2-Q avg)5.37%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Fiduciary Financial Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 274 positions.

Assets under management

The assets under management (AUM) of Fiduciary Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 459.726M in assets, with a quarterly growth rate of 5.57% and a 2-quarter average growth rate of 5.37%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ANETArista Networks Inc
Recent Activity
Exited
0%
$982,940
2,456 shares@ $400.22 avg price
ADBEAdobe Inc
Recent Activity
Exited
0%
$447,608
902 shares@ $496.24 avg price
PRUPrudential Finl Inc
Recent Activity
Exited
0%
$447,135
3,699 shares@ $120.88 avg price
SOSouthern Co
Recent Activity
Exited
0%
$434,128
4,862 shares@ $89.3 avg price
ANAutonation Inc
Recent Activity
Exited
0%
$420,442
2,552 shares@ $164.75 avg price
FDXFedex Corp
Recent Activity
Exited
0%
$409,091
1,565 shares@ $261.4 avg price
DOWDow Inc
Recent Activity
Exited
0%
$407,642
7,661 shares@ $53.22 avg price
HPEHewlett Packard Enterprise C
Recent Activity
Exited
0%
$385,642
18,390 shares@ $20.98 avg price
SHELShell Plc
Recent Activity
Exited
0%
$382,175
5,598 shares@ $68.27 avg price
PGRProgressive Corp
Recent Activity
Exited
0%
$373,281
1,499 shares@ $249.03 avg price