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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
WMTWalmart Inc
Recent Activity
Decreased -3.35%
0.06%
$257,238
2,766 shares@ $93.0 avg price
FASTFastenal Co
Recent Activity
Decreased -7.35%
0.06%
$257,008
3,588 shares@ $71.63 avg price
LNTAlliant Energy Corp
Recent Activity
Decreased -33.07%
0.06%
$256,273
4,523 shares@ $56.66 avg price
WECWec Energy Group Inc
Recent Activity
Decreased -1.63%
0.06%
$246,602
2,640 shares@ $93.41 avg price
BNSBank Nova Scotia Halifax
Recent Activity
Decreased -1.43%
0.06%
$246,391
4,802 shares@ $51.32 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -23.41%
0.06%
$244,267
3,575 shares@ $68.33 avg price
RYRoyal Bk Cda
Recent Activity
Decreased -2.93%
0.06%
$238,616
2,015 shares@ $118.42 avg price
CMECme Group Inc
Recent Activity
Decreased -2.44%
0.05%
$219,115
956 shares@ $229.2 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -1.87%
0.05%
$213,807
1,362 shares@ $156.99 avg price
AEEAmeren Corp
Recent Activity
Decreased -11.61%
0.05%
$209,711
2,382 shares@ $88.04 avg price