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
APDAir Prods & Chems Inc
Recent Activity
Decreased -22.32%
0.07%
$287,511
981 shares@ $293.08 avg price
MCHIIshares Tr
Recent Activity
Decreased -24.36%
0.07%
$281,886
6,449 shares@ $43.72 avg price
MDTMedtronic Plc
Recent Activity
Decreased -1.52%
0.07%
$281,019
3,484 shares@ $80.66 avg price
GPCGenuine Parts Co
Recent Activity
Decreased -4.77%
0.07%
$277,489
2,394 shares@ $115.92 avg price
HPQHp Inc
Recent Activity
Decreased -1.94%
0.06%
$274,404
8,265 shares@ $33.21 avg price
EDConsolidated Edison Inc
Recent Activity
Decreased -33.69%
0.06%
$271,943
3,085 shares@ $88.16 avg price
ULUnilever Plc
Recent Activity
Decreased -0.86%
0.06%
$266,443
4,833 shares@ $55.13 avg price
BMYBristol-myers Squibb Co
Recent Activity
Decreased -5.82%
0.06%
$266,397
4,772 shares@ $55.83 avg price
TXNTexas Instrs Inc
Recent Activity
Decreased -0.64%
0.06%
$264,499
1,391 shares@ $190.16 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -0.46%
0.06%
$259,861
6,873 shares@ $37.81 avg price