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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
IWOIshares Tr
Recent Activity
Decreased -6.49%
0.13%
$256,735
892 shares@ $287.82 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -0.22%
0.12%
$242,481
4,814 shares@ $50.37 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -5.51%
0.12%
$240,645
411 shares@ $585.52 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -6.07%
0.12%
$234,164
1,237 shares@ $189.3 avg price
DSIIshares Tr
Recent Activity
Decreased -3.31%
0.11%
$218,957
1,986 shares@ $110.26 avg price