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
CTASCintas Corp Recent Activity New Position	0.25%	$322,798 1,767 shares@ $182.69 avg price	New Position
COSTCostco Whsl Corp New Recent Activity New Position	0.24%	$307,957 336 shares@ $916.54 avg price	New Position
TSLATesla Inc Recent Activity New Position	0.22%	$286,491 709 shares@ $404.08 avg price	New Position
VGTVanguard World Fd Recent Activity New Position	0.22%	$281,977 453 shares@ $622.47 avg price	New Position
VTVVanguard Index Fds Recent Activity New Position	0.21%	$271,593 1,604 shares@ $169.33 avg price	New Position
GOOGAlphabet Inc Recent Activity New Position	0.19%	$248,978 1,307 shares@ $190.5 avg price	New Position
IVVIshares Tr Recent Activity New Position	0.19%	$248,127 421 shares@ $589.38 avg price	New Position
QCOMQualcomm Inc Recent Activity New Position	0.19%	$242,344 1,578 shares@ $153.58 avg price	New Position
SRESempra Recent Activity New Position	0.18%	$236,516 2,696 shares@ $87.73 avg price	New Position
VVisa Inc Recent Activity New Position	0.18%	$235,994 747 shares@ $315.93 avg price	New Position