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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
QQQInvesco Qqq Tr
Recent Activity
Increased 55%
1.98%
$9.099M
17,941 shares@ $507.19 avg price
VTIVanguard Index Fds
Recent Activity
Increased 9.79%
1.81%
$8.294M
28,868 shares@ $287.3 avg price
AAXJIshares Tr
Recent Activity
Increased 3.08%
1.58%
$7.246M
103,183 shares@ $70.22 avg price
FLRNSpdr Ser Tr
Recent Activity
Increased 2.44%
1.55%
$7.119M
231,132 shares@ $30.81 avg price
DUHPDimensional Etf Trust
Recent Activity
Increased 2.5%
1.48%
$6.803M
202,834 shares@ $33.54 avg price
DFLVDimensional Etf Trust
Recent Activity
Increased 5.49%
1.24%
$5.685M
190,519 shares@ $29.85 avg price
DIHPDimensional Etf Trust
Recent Activity
Increased 5.93%
1.13%
$5.176M
205,618 shares@ $25.18 avg price
BILSpdr Ser Tr
Recent Activity
Increased 5.13%
1.11%
$5.07M
55,385 shares@ $91.55 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 4.18%
0.85%
$3.9M
9,309 shares@ $418.97 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Increased 15.27%
0.71%
$3.253M
57,377 shares@ $56.69 avg price