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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
DRIDarden Restaurants Inc
Recent Activity
New Position
0.07%
$312,695
1,737 shares@ $180.03 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.07%
$311,514
4,173 shares@ $74.65 avg price
KGCKinross Gold Corp
Recent Activity
New Position
0.07%
$309,275
29,624 shares@ $10.45 avg price
VXFVanguard Index Fds
Recent Activity
New Position
0.07%
$298,935
1,582 shares@ $188.97 avg price
DELLDell Technologies Inc
Recent Activity
New Position
0.07%
$298,402
2,600 shares@ $114.77 avg price
SKXSkechers U S A Inc
Recent Activity
New Position
0.07%
$297,812
4,249 shares@ $70.09 avg price
NKENike Inc
Recent Activity
New Position
0.07%
$292,205
4,104 shares@ $71.21 avg price
DUKDuke Energy Corp New
Recent Activity
New Position
0.07%
$290,931
2,748 shares@ $105.88 avg price
IAUGInnovator Etfs Trust
Recent Activity
New Position
0.07%
$289,678
11,990 shares@ $24.16 avg price
GNRCGenerac Hldgs Inc
Recent Activity
New Position
0.07%
$286,541
1,820 shares@ $157.45 avg price