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Aryn Sands

@Wall Street Financial Group, Inc.

Latest period2024 - Q4ReportedManaged Assets$102.363MTotal holdings39
Assets growth rate7.93%Assets growth rate (2-Q avg)34.55%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Wall Street Financial Group, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 39 positions.

Assets under management

The assets under management (AUM) of Wall Street Financial Group, Inc. 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 102.363M in assets, with a quarterly growth rate of 7.93% and a 2-quarter average growth rate of 34.55%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FXZFirst Tr Exchange Traded Fd
Recent Activity
Exited
0%
$966,848
14,422 shares@ $67.04 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Exited
0%
$571,878
2,039 shares@ $280.47 avg price
JQUAJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$206,776
3,655 shares@ $56.58 avg price
CATCaterpillar Inc
Recent Activity
Exited
0%
$202,209
517 shares@ $391.12 avg price