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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
MOAltria Group Inc
Recent Activity
Decreased -3.08%
0.08%
$335,437
6,594 shares@ $50.88 avg price
PNWPinnacle West Cap Corp
Recent Activity
Decreased -0.38%
0.07%
$320,826
3,924 shares@ $81.76 avg price
TRVTravelers Companies Inc
Recent Activity
Decreased -4.23%
0.07%
$320,753
1,380 shares@ $232.43 avg price
DFEVDimensional Etf Trust
Recent Activity
Decreased -1.59%
0.07%
$311,058
12,184 shares@ $25.54 avg price
EWSIshares Inc
Recent Activity
Decreased -9.29%
0.07%
$305,211
14,078 shares@ $21.68 avg price
DISDisney Walt Co
Recent Activity
Decreased -49.47%
0.07%
$301,700
2,777 shares@ $108.65 avg price
VNMVaneck Etf Trust
Recent Activity
Decreased -8.35%
0.07%
$300,866
27,032 shares@ $11.13 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -7.1%
0.07%
$299,844
1,439 shares@ $208.37 avg price
FLOTIshares Tr
Recent Activity
Decreased -2.09%
0.07%
$297,548
5,840 shares@ $50.95 avg price
AMGNAmgen Inc
Recent Activity
Decreased -5.8%
0.07%
$289,235
1,103 shares@ $262.23 avg price