Aryn Sands

@Define Financial, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$132.476M

Total holdings34

Assets growth rate0%

Assets growth rate (2-Q avg)0%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Define Financial, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 34 positions.

Assets under management

The assets under management (AUM) of Define Financial, 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 132.476M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VVVanguard Index Fds Recent Activity New Position	0.49%	$640,396 2,374 shares@ $269.76 avg price	New Position
BRK.BBerkshire Hathaway Inc Del Recent Activity New Position	0.47%	$613,288 1,353 shares@ $453.29 avg price	New Position
NVDANvidia Corporation Recent Activity New Position	0.45%	$589,299 4,388 shares@ $134.3 avg price	New Position
STZConstellation Brands Inc Recent Activity New Position	0.36%	$475,948 2,154 shares@ $220.97 avg price	New Position
MSFTMicrosoft Corp Recent Activity New Position	0.32%	$423,768 1,005 shares@ $421.66 avg price	New Position
VOOVanguard Index Fds Recent Activity New Position	0.32%	$413,786 768 shares@ $538.79 avg price	New Position
TTEKTetra Tech Inc New Recent Activity New Position	0.32%	$412,084 10,343 shares@ $39.85 avg price	New Position
FHLCFidelity Covington Trust Recent Activity New Position	0.3%	$395,595 6,053 shares@ $65.36 avg price	New Position
VUGVanguard Index Fds Recent Activity New Position	0.3%	$384,228 936 shares@ $410.5 avg price	New Position
NOBLProshares Tr Recent Activity New Position	0.29%	$381,481 3,832 shares@ $99.56 avg price	New Position