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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
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -0.04%
0.12%
$517,346
2,477 shares@ $208.86 avg price
BKBank New York Mellon Corp
Recent Activity
Decreased -5.41%
0.11%
$481,783
6,388 shares@ $75.43 avg price
IBMInternational Business Machs
Recent Activity
Decreased -1.45%
0.11%
$474,880
2,161 shares@ $219.76 avg price
VOEVanguard Index Fds
Recent Activity
Decreased -8.74%
0.11%
$470,009
2,953 shares@ $159.17 avg price
ETEnergy Transfer L P
Recent Activity
Decreased -1.32%
0.11%
$467,032
24,049 shares@ $19.43 avg price
BXBlackstone Inc
Recent Activity
Decreased -6.78%
0.11%
$464,053
2,815 shares@ $164.86 avg price
KMIKinder Morgan Inc Del
Recent Activity
Decreased -3.69%
0.1%
$453,026
16,088 shares@ $28.16 avg price
EQHEquitable Hldgs Inc
Recent Activity
Decreased -5.13%
0.1%
$439,547
9,142 shares@ $48.08 avg price
PKGPackaging Corp Amer
Recent Activity
Decreased -5.41%
0.1%
$433,979
1,903 shares@ $228.05 avg price
ALLAllstate Corp
Recent Activity
Decreased -24.79%
0.09%
$409,037
2,260 shares@ $180.99 avg price