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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
PAGPPlains Gp Hldgs L P
Recent Activity
New Position
0.05%
$217,129
10,851 shares@ $20.02 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.05%
$216,094
226 shares@ $956.17 avg price
IOCTInnovator Etfs Trust
Recent Activity
New Position
0.05%
$212,911
7,279 shares@ $29.26 avg price
SCHFSchwab Strategic Tr
Recent Activity
New Position
0.05%
$209,790
11,402 shares@ $18.4 avg price