Aryn Sands

@Fiduciary Financial Group, Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$459.726M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
REETIshares Tr Recent Activity Increased 6.33%	0.65%	$2.976M 128,038 shares@ $23.24 avg price	Increased 6.33%
COINCoinbase Global Inc Recent Activity Increased 0.15%	0.65%	$2.949M 11,395 shares@ $258.78 avg price	Increased 0.15%
GNRSpdr Index Shs Fds Recent Activity Decreased -26.13%	0.64%	$2.916M 57,520 shares@ $50.7 avg price	Decreased -26.13%
GOOGAlphabet Inc Recent Activity Increased 0.45%	0.63%	$2.886M 14,942 shares@ $193.17 avg price	Increased 0.45%
IWFIshares Tr Recent Activity Increased 4.57%	0.61%	$2.762M 6,936 shares@ $398.15 avg price	Increased 4.57%
IWBIshares Tr Recent Activity	0.59%	$2.672M 8,362 shares@ $319.52 avg price
BRK.BBerkshire Hathaway Inc Del Recent Activity Increased 1.29%	0.57%	$2.609M 5,895 shares@ $442.67 avg price	Increased 1.29%
EWGIshares Inc Recent Activity Decreased -2.55%	0.5%	$2.27M 70,859 shares@ $32.04 avg price	Decreased -2.55%
SGOLEtfs Gold Tr Recent Activity Increased 2.82%	0.49%	$2.219M 86,417 shares@ $25.69 avg price	Increased 2.82%
USMVIshares Tr Recent Activity	0.48%	$2.189M 24,970 shares@ $87.69 avg price