test

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
MUBIshares Tr
Recent Activity
Decreased -2.05%
1.11%
$5.087M
48,154 shares@ $105.65 avg price
BILSpdr Ser Tr
Recent Activity
Increased 5.13%
1.11%
$5.07M
55,385 shares@ $91.55 avg price
IAUIshares Gold Tr
Recent Activity
Decreased -4.29%
1.02%
$4.665M
91,876 shares@ $50.78 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 4.18%
0.85%
$3.9M
9,309 shares@ $418.97 avg price
IWDIshares Tr
Recent Activity
Decreased -4.41%
0.83%
$3.78M
20,592 shares@ $183.57 avg price
SCHWSchwab Charles Corp
Recent Activity
Decreased -6.11%
0.82%
$3.748M
51,503 shares@ $72.77 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Increased 15.27%
0.71%
$3.253M
57,377 shares@ $56.69 avg price
VBRVanguard Index Fds
Recent Activity
Increased 5.07%
0.71%
$3.23M
16,546 shares@ $195.22 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 23.59%
0.7%
$3.212M
5,534 shares@ $580.46 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -2.19%
0.69%
$3.135M
12,629 shares@ $248.21 avg price