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Aryn Sands

@Hart & Patterson Financial Group Llc

Latest period2024 - Q4ReportedManaged Assets$205.756MTotal holdings72
Assets growth rate-2.56%Assets growth rate (2-Q avg)1.02%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Hart & Patterson Financial Group Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 72 positions.

Assets under management

The assets under management (AUM) of Hart & Patterson Financial Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 205.756M in assets, with a quarterly growth rate of -2.56% and a 2-quarter average growth rate of 1.02%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHASchwab Strategic Tr
Recent Activity
Increased 88.12%
3.19%
$6.548M
253,224 shares@ $25.87 avg price
BCIAbrdn Etfs
Recent Activity
Increased 2.72%
2.6%
$5.346M
270,662 shares@ $19.76 avg price
ESGUIshares Tr
Recent Activity
Decreased -6.28%
2.57%
$5.28M
40,991 shares@ $128.83 avg price
ACWVIshares Inc
Recent Activity
Decreased -2.34%
2.57%
$5.269M
48,253 shares@ $109.21 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 0.01%
2.48%
$5.099M
101,724 shares@ $50.13 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 7.42%
2.18%
$4.47M
62,160 shares@ $71.92 avg price
ESGDIshares Tr
Recent Activity
Increased 5.65%
2.14%
$4.393M
57,700 shares@ $76.14 avg price
MUBIshares Tr
Recent Activity
Increased 15.41%
2.06%
$4.233M
39,725 shares@ $106.56 avg price
SEIQSei Exchange Traded Funds
Recent Activity
Decreased -2.06%
1.99%
$4.092M
117,111 shares@ $34.94 avg price
VWOBVanguard Whitehall Fds
Recent Activity
Increased 2.19%
1.99%
$4.089M
64,746 shares@ $63.16 avg price