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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
EVTRMorgan Stanley Etf Trust
| 1.95% | $1.995M 40,013 shares@ $49.87 avg price | Increased 53.55% |
VPUVanguard World Fd
| 1.41% | $1.441M 8,817 shares@ $163.43 avg price | Increased 19.19% |
VCLTVanguard Scottsdale Fds
| 1.4% | $1.431M 19,136 shares@ $74.79 avg price | Increased 23.8% |
BONDPimco Etf Tr
| 0.92% | $936,884 10,361 shares@ $90.43 avg price | Increased 91.31% |
TSLATesla Inc
| 0.81% | $825,853 2,045 shares@ $403.85 avg price | Increased 15.15% |
MSFTMicrosoft Corp
| 0.79% | $806,034 1,912 shares@ $421.57 avg price | Increased 15.95% |
AAPLApple Inc
| 0.76% | $776,564 3,101 shares@ $250.43 avg price | Increased 29.38% |
AMZNAmazon Com Inc
| 0.45% | $452,656 2,063 shares@ $219.42 avg price | Increased 22.51% |
METAMeta Platforms Inc
| 0.34% | $341,352 583 shares@ $585.51 avg price | Increased 19.23% |
COSTCostco Whsl Corp New
| 0.27% | $267,551 292 shares@ $916.28 avg price | Increased 5.42% |