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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
DEODiageo Plc
Recent Activity
New Position
0.06%
$240,362
2,033 shares@ $118.24 avg price
VOOVVanguard Admiral Fds Inc
Recent Activity
New Position
0.06%
$235,067
1,293 shares@ $181.8 avg price
VALEVale S A
Recent Activity
New Position
0.05%
$226,432
26,639 shares@ $8.51 avg price
SCHDSchwab Strategic Tr
Recent Activity
New Position
0.05%
$225,496
8,349 shares@ $27.01 avg price
VGTVanguard World Fd
Recent Activity
New Position
0.05%
$223,906
365 shares@ $613.45 avg price
IJHIshares Tr
Recent Activity
New Position
0.05%
$222,247
3,591 shares@ $61.9 avg price
INOVInnovator Etfs Trust
Recent Activity
New Position
0.05%
$221,650
7,769 shares@ $28.54 avg price
AOAIshares Tr
Recent Activity
New Position
0.05%
$219,920
2,904 shares@ $75.74 avg price
ETHEGrayscale Ethereum Trust Etf
Recent Activity
New Position
0.05%
$219,105
8,017 shares@ $27.34 avg price
PLTRPalantir Technologies Inc
Recent Activity
New Position
0.05%
$217,519
3,234 shares@ $67.27 avg price