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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
XOMExxon Mobil Corp
Recent Activity
Increased 33.05%
0.16%
$724,503
6,800 shares@ $106.55 avg price
DFICDimensional Etf Trust
Recent Activity
Increased 93.56%
0.16%
$706,410
27,605 shares@ $25.59 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -0.99%
0.15%
$685,853
11,676 shares@ $58.75 avg price
MRKMerck & Co Inc
Recent Activity
Increased 4.4%
0.15%
$681,966
6,871 shares@ $99.26 avg price
VOOVanguard Index Fds
Recent Activity
New Position
0.15%
$668,964
1,253 shares@ $533.89 avg price
DCORDimensional Etf Trust
Recent Activity
New Position
0.15%
$664,638
10,447 shares@ $63.62 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.23%
0.15%
$656,185
1,683 shares@ $389.9 avg price
CATCaterpillar Inc
Recent Activity
Decreased -1.56%
0.14%
$641,979
1,829 shares@ $351.0 avg price
LLYEli Lilly & Co
Recent Activity
Increased 89.19%
0.14%
$629,764
787 shares@ $800.21 avg price
JNJJohnson & Johnson
Recent Activity
Increased 5.82%
0.14%
$620,790
4,370 shares@ $142.06 avg price