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
GENGen Digital Inc
Recent Activity
Decreased -5.83%
0.09%
$402,290
14,955 shares@ $26.91 avg price
AZOAutozone Inc
Recent Activity
Decreased -0.82%
0.09%
$390,158
120 shares@ $3251.32 avg price
MKLMarkel Group Inc
Recent Activity
Decreased -0.86%
0.09%
$381,832
230 shares@ $1660.14 avg price
ARTYIshares Tr
Recent Activity
Decreased -22.71%
0.09%
$377,083
9,973 shares@ $37.82 avg price
LAMRLamar Advertising Co New
Recent Activity
Decreased -1.71%
0.09%
$373,360
3,147 shares@ $118.64 avg price
WSOWatsco Inc
Recent Activity
Decreased -3.26%
0.09%
$371,088
800 shares@ $463.86 avg price
FXEInvesco Currencyshares Euro
Recent Activity
Decreased -7.68%
0.08%
$355,376
3,759 shares@ $94.55 avg price
IXUSIshares Tr
Recent Activity
Decreased -7%
0.08%
$350,115
5,360 shares@ $65.32 avg price
BCXBlackrock Res & Commodities
Recent Activity
Decreased -21.08%
0.08%
$337,549
37,715 shares@ $8.95 avg price
PSAPublic Storage Oper Co
Recent Activity
Decreased -0.08%
0.08%
$336,384
1,164 shares@ $288.99 avg price