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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
GBTCGrayscale Bitcoin Trust Etf
Recent Activity
Increased 1.03%
0.21%
$938,575
12,501 shares@ $75.08 avg price
DBCInvesco Db Commdy Indx Trck
Recent Activity
Decreased -13.88%
0.21%
$935,551
42,218 shares@ $22.17 avg price
NFLXNetflix Inc
Recent Activity
Decreased -8.77%
0.19%
$870,360
1,039 shares@ $837.7 avg price
EWYIshares Inc
Recent Activity
Decreased -60.76%
0.19%
$861,083
16,089 shares@ $53.52 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -0.91%
0.19%
$858,916
12,277 shares@ $69.97 avg price
USEPInnovator Etfs Trust
Recent Activity
0.19%
$850,380
24,257 shares@ $35.06 avg price
VPLVanguard Intl Equity Index F
Recent Activity
Decreased -0.7%
0.19%
$832,152
11,910 shares@ $69.88 avg price
BACBank America Corp
Recent Activity
Decreased -6.1%
0.18%
$824,205
18,271 shares@ $45.12 avg price
UFEBInnovator Etfs Trust
Recent Activity
0.18%
$792,947
23,800 shares@ $33.32 avg price
PJULInnovator Etfs Trust
Recent Activity
0.18%
$792,665
19,338 shares@ $41.0 avg price