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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
VXUSVanguard Star Fds
Recent Activity
Decreased -12.92%
0.17%
$757,957
13,017 shares@ $58.23 avg price
IVVIshares Tr
Recent Activity
Decreased -2.36%
0.17%
$747,829
1,282 shares@ $583.33 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.22%
0.16%
$731,843
3,051 shares@ $239.87 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -0.99%
0.15%
$685,853
11,676 shares@ $58.75 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.23%
0.15%
$656,185
1,683 shares@ $389.9 avg price
CATCaterpillar Inc
Recent Activity
Decreased -1.56%
0.14%
$641,979
1,829 shares@ $351.0 avg price
IWNIshares Tr
Recent Activity
Decreased -0.34%
0.14%
$605,731
3,787 shares@ $159.96 avg price
SLVIshares Silver Tr
Recent Activity
Decreased -0.48%
0.13%
$577,822
20,928 shares@ $27.61 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -29.76%
0.13%
$573,800
1,102 shares@ $520.69 avg price
PMARInnovator Etfs Trust
Recent Activity
Decreased -0.67%
0.12%
$532,265
13,290 shares@ $40.06 avg price