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