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Kmg Fiduciary Partners

Latest statistics and disclosures from Kmg Fiduciary Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, AAPL, IVV, MSFT, GOOGL, and represent 22.71% of Kmg Fiduciary Partners's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$7.3M), IVV, JAAA, BRK.B, HYLS, LLY, SPLG, AMZN, IJH, GTO.
Started 12 new stock positions in BE, FETH, MPC, IWN, TSM, VLY, IAU, JAAA, NEM, CL. CLF, GEV.
Reduced shares in these 10 stocks: IWB, PLTR, SCHG, IWR, TSLA, , SOFI, CGGR, IWY, COWZ.
Sold out of its positions in IWR, SOFI, ACN.
Kmg Fiduciary Partners was a net buyer of stock by $44M.
Kmg Fiduciary Partners has $1.5B in assets under management (AUM), dropping by 10.41%.
Central Index Key (CIK): 0001773205

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Portfolio Holdings for Kmg Fiduciary Partners

Kmg Fiduciary Partners holds 297 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	5.4	$80M	+9%	430k	186.58	View chart
Apple (AAPL)	5.0	$74M		290k	254.63	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.6	$69M	+5%	103k	669.30	View chart
Microsoft Corporation (MSFT)	4.5	$67M		130k	517.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.2	$48M		196k	243.10	View chart
Amazon (AMZN)	2.7	$40M	+2%	182k	219.57	View chart
JPMorgan Chase & Co. (JPM)	2.6	$39M		123k	315.43	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	2.6	$39M	+2%	494k	78.34	View chart
Meta Platforms Cl A (META)	2.2	$33M		44k	734.37	View chart
Goldman Sachs (GS)	1.6	$24M		31k	796.34	View chart
Eli Lilly & Co. (LLY)	1.6	$24M	+5%	32k	763.00	View chart
Oracle Corporation (ORCL)	1.4	$21M		73k	281.24	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.3	$20M		224k	87.31	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$19M	+8%	38k	502.74	View chart
Abbvie (ABBV)	1.2	$18M	+2%	77k	231.54	View chart
Qualcomm (QCOM)	1.1	$16M	+3%	95k	166.36	View chart
Invesco Actively Managed Exc Total Return (GTO)	1.1	$16M	+6%	331k	47.51	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	1.0	$16M	+6%	318k	49.03	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.0	$15M		328k	46.24	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	1.0	$15M	+9%	360k	42.05	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.0	$15M		70k	206.51	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$14M	+7%	212k	65.26	View chart
Broadcom (AVGO)	0.9	$13M	+2%	40k	329.91	View chart
Procter & Gamble Company (PG)	0.9	$13M	+5%	86k	153.65	View chart
Advanced Micro Devices (AMD)	0.9	$13M	+4%	79k	161.79	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$13M		43k	293.74	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.8	$12M		182k	67.26	View chart
Chevron Corporation (CVX)	0.8	$12M		76k	155.29	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$12M		97k	120.72	View chart
Coca-Cola Company (KO)	0.8	$12M	+2%	174k	66.32	View chart
Raytheon Technologies Corp (RTX)	0.7	$11M	+2%	67k	167.33	View chart
Costco Wholesale Corporation (COST)	0.7	$11M	+4%	12k	925.65	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.7	$11M	+9%	221k	49.29	View chart
salesforce (CRM)	0.7	$11M	+5%	45k	237.00	View chart
Visa Com Cl A (V)	0.7	$10M	+4%	31k	341.38	View chart
American Express Company (AXP)	0.7	$10M		31k	332.16	View chart
Lowe's Companies (LOW)	0.7	$10M	+3%	41k	251.31	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.7	$10M	+2%	366k	27.75	View chart
Cisco Systems (CSCO)	0.7	$10M	+3%	147k	68.42	View chart
Blackrock (BLK)	0.7	$10M	+2%	8.6k	1165.84	View chart
Cintas Corporation (CTAS)	0.7	$9.9M	+4%	48k	205.26	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$9.3M	+2%	93k	100.25	View chart
Cardinal Health (CAH)	0.6	$9.2M		59k	156.96	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.6	$9.1M		64k	142.41	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.6	$8.9M		123k	72.26	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.6	$8.8M	+6%	212k	41.58	View chart
International Business Machines (IBM)	0.6	$8.7M		31k	282.16	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.6	$8.6M		67k	128.38	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$8.3M	+3%	70k	118.83	View chart
Palo Alto Networks (PANW)	0.5	$8.2M	+3%	40k	203.62	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.5	$8.2M	+2%	424k	19.21	View chart
Applied Materials (AMAT)	0.5	$8.1M		40k	204.74	View chart
Marriott Intl Cl A (MAR)	0.5	$7.9M	+5%	30k	260.44	View chart
Duke Energy Corp Com New (DUK)	0.5	$7.5M	+10%	60k	123.75	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.5	$7.1M		51k	139.67	View chart
Intuitive Surgical Com New (ISRG)	0.5	$7.0M	+7%	16k	447.24	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.4	$6.5M		186k	35.28	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$6.5M		27k	243.55	View chart
Welltower Inc Com reit (WELL)	0.4	$6.4M		36k	178.14	View chart
General Dynamics Corporation (GD)	0.4	$6.3M		18k	341.00	View chart
Chipotle Mexican Grill (CMG)	0.4	$6.0M	+9%	152k	39.19	View chart
Tesla Motors (TSLA)	0.4	$5.7M	-5%	13k	444.72	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$5.7M	+4%	99k	57.10	View chart
UnitedHealth (UNH)	0.4	$5.6M	+9%	16k	345.31	View chart
Morgan Stanley Com New (MS)	0.4	$5.5M		35k	158.96	View chart
Intel Corporation (INTC)	0.4	$5.4M		161k	33.55	View chart
Netflix (NFLX)	0.4	$5.3M		4.4k	1198.92	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.4	$5.3M	+9%	100k	53.03	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$5.3M		63k	84.11	View chart
Vertiv Holdings Com Cl A (VRT)	0.3	$5.2M		34k	150.86	View chart
MetLife (MET)	0.3	$4.9M	+2%	60k	82.37	View chart
Delta Air Lines Inc Del Com New (DAL)	0.3	$4.8M		85k	56.75	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.3	$4.6M	+2%	82k	56.45	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.3	$4.6M	+2%	96k	47.55	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$4.5M		9.6k	468.40	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.3	$4.5M		7.6k	596.00	View chart
Merck & Co (MRK)	0.3	$4.5M		54k	83.93	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$4.4M		14k	307.86	View chart
General Motors Company (GM)	0.3	$4.4M		72k	60.97	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.3	$4.4M		174k	25.10	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$4.4M		88k	49.46	View chart
Caterpillar (CAT)	0.3	$4.4M		9.1k	477.17	View chart
Verizon Communications (VZ)	0.3	$4.3M	+5%	99k	43.95	View chart
Corning Incorporated (GLW)	0.3	$4.3M		53k	82.03	View chart
Northrop Grumman Corporation (NOC)	0.3	$4.3M		7.1k	609.36	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$4.3M		113k	38.02	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.3	$4.1M	+28%	65k	62.71	View chart
Prudential Financial (PRU)	0.3	$4.0M	+5%	38k	103.74	View chart
Allstate Corporation (ALL)	0.3	$4.0M		19k	214.65	View chart
Dell Technologies CL C (DELL)	0.3	$3.9M		28k	141.77	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$3.9M		8.1k	479.60	View chart
Novo-nordisk A S Adr (NVO)	0.3	$3.9M		70k	55.49	View chart
Uber Technologies (UBER)	0.3	$3.9M		40k	97.97	View chart
Coinbase Global Com Cl A (COIN)	0.3	$3.8M	-2%	11k	337.49	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.3	$3.8M		61k	62.22	View chart
Kinder Morgan (KMI)	0.3	$3.7M	+20%	132k	28.31	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$3.7M		32k	113.88	View chart
Walt Disney Company (DIS)	0.2	$3.7M		32k	114.50	View chart
Pepsi (PEP)	0.2	$3.6M	+2%	25k	140.44	View chart
Boeing Company (BA)	0.2	$3.6M		17k	215.83	View chart
Us Bancorp Del Com New (USB)	0.2	$3.5M	+3%	73k	48.33	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$3.5M	-10%	109k	31.91	View chart
Pfizer (PFE)	0.2	$3.4M	+9%	132k	25.48	View chart
Cigna Corp (CI)	0.2	$3.2M	+3%	11k	288.24	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$3.1M	+5%	47k	65.92	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$3.0M	+3%	17k	178.73	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$3.0M	+3%	61k	49.39	View chart
Rbc Cad (RY)	0.2	$3.0M		20k	147.32	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.2	$3.0M		52k	57.25	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$2.9M	+5%	26k	111.22	View chart
3M Company (MMM)	0.2	$2.9M		18k	155.18	View chart
Phillips 66 (PSX)	0.2	$2.8M		21k	136.02	View chart
Thermo Fisher Scientific (TMO)	0.2	$2.8M	+4%	5.8k	484.99	View chart
NetApp (NTAP)	0.2	$2.8M		23k	118.46	View chart
McDonald's Corporation (MCD)	0.2	$2.7M		9.0k	303.89	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$2.7M	-5%	65k	42.03	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.2	$2.7M		294k	9.10	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$2.6M		34k	78.09	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$2.6M		14k	186.49	View chart
Exxon Mobil Corporation (XOM)	0.2	$2.6M	+27%	23k	112.75	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$2.6M	-17%	7.1k	365.48	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)	0.2	$2.5M		27k	92.16	View chart
United Parcel Service CL B (UPS)	0.2	$2.5M	+14%	30k	83.53	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$2.5M		27k	93.37	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$2.5M	+7%	50k	49.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.5M		7.5k	328.19	View chart
Home Depot (HD)	0.2	$2.4M	+27%	6.0k	405.20	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$2.3M	+11%	4.7k	490.38	View chart
Truist Financial Corp equities (TFC)	0.2	$2.3M		51k	45.72	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$2.3M	-6%	40k	57.47	View chart
Johnson & Johnson (JNJ)	0.1	$2.2M		12k	185.41	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.1	$2.2M	-3%	72k	30.29	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.1M	+7%	6.1k	352.75	View chart
Crown Castle Intl (CCI)	0.1	$2.1M	+2%	22k	96.49	View chart
Wal-Mart Stores (WMT)	0.1	$2.1M		20k	103.06	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$2.1M	NEW	41k	50.78	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.0M		37k	54.18	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$2.0M		44k	45.80	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$2.0M		64k	31.62	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.0M	-17%	11k	182.42	View chart
Abbott Laboratories (ABT)	0.1	$1.9M	-6%	15k	133.94	View chart
Bristol Myers Squibb (BMY)	0.1	$1.9M	+2%	43k	45.10	View chart
Amgen (AMGN)	0.1	$1.9M	-3%	6.8k	282.21	View chart
Hp (HPQ)	0.1	$1.9M	+5%	70k	27.23	View chart
Devon Energy Corporation (DVN)	0.1	$1.9M	+2%	54k	35.06	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.1	$1.9M		27k	68.94	View chart
Starwood Property Trust (STWD)	0.1	$1.9M		97k	19.37	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$1.8M	-5%	46k	39.54	View chart
Kraft Heinz (KHC)	0.1	$1.8M	+4%	70k	26.04	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$1.8M	+2%	26k	69.95	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.8M		7.4k	241.96	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$1.8M	-2%	68k	26.30	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.7M		75k	23.28	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$1.7M		48k	34.75	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$1.7M	+5%	34k	48.84	View chart
Dow (DOW)	0.1	$1.7M	+6%	73k	22.93	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.7M	+4%	53k	31.42	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$1.7M		29k	57.52	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$1.6M		19k	87.03	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.6M	+3%	15k	111.47	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$1.6M	-4%	70k	22.72	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.5M		20k	78.91	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$1.5M		2.00	754200.00	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$1.5M	-3%	14k	104.96	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.4M		5.7k	254.28	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$1.4M	+4%	61k	23.12	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.4M		17k	81.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.1	$1.4M		25k	55.95	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.1	$1.3M	+6%	33k	40.16	View chart
Ab Active Etfs Short Duration H (SYFI)	0.1	$1.3M	+13%	36k	36.13	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.3M		3.6k	355.45	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.3M		6.1k	203.59	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.2M		12k	106.49	View chart
Yum! Brands (YUM)	0.1	$1.2M	+2%	8.1k	152.00	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$1.2M	-3%	13k	89.62	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$1.1M		45k	25.71	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.1M		13k	91.42	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.1M		8.5k	129.72	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.1M		20k	53.40	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$1.1M	+6%	23k	47.58	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$1.1M		3.7k	293.76	View chart
Citigroup Com New (C)	0.1	$1.1M		11k	101.50	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$1.1M		25k	43.41	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$1.0M	-2%	26k	39.62	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$1.0M	+5%	10k	99.81	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$1.0M		11k	93.64	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$1.0M	+2%	22k	46.08	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$997k		9.0k	110.66	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$992k		5.7k	174.58	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$986k		17k	58.72	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$977k	+2%	4.5k	215.79	View chart
Texas Instruments Incorporated (TXN)	0.1	$941k	+4%	5.1k	183.72	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$940k		1.3k	746.47	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$927k	+9%	20k	45.84	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$889k		11k	84.00	View chart
Metropcs Communications (TMUS)	0.1	$864k		3.6k	239.35	View chart
Ford Motor Company (F)	0.1	$858k	-6%	72k	11.96	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$857k	+2%	13k	66.22	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$849k		8.9k	95.89	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$842k	+7%	16k	51.28	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$829k	-8%	19k	42.79	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$822k	+8%	22k	37.78	View chart
Analog Devices (ADI)	0.1	$799k		3.3k	245.70	View chart
Starbucks Corporation (SBUX)	0.1	$776k	-7%	9.2k	84.60	View chart
Bank of New York Mellon Corporation (BK)	0.1	$768k		7.1k	108.96	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$739k	-19%	17k	43.92	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$736k		4.3k	170.85	View chart
Altria (MO)	0.0	$734k		11k	66.06	View chart
Conduent Incorporate (CNDT)	0.0	$734k		262k	2.80	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$726k		14k	53.87	View chart
Bank of America Corporation (BAC)	0.0	$715k		14k	51.59	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$707k	-10%	7.1k	99.53	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$699k		5.9k	118.44	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$680k		7.6k	89.34	View chart
Owens Corning (OC)	0.0	$670k		4.7k	141.45	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$659k		1.1k	600.44	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$651k	-3%	24k	27.30	View chart
Kla Corp Com New (KLAC)	0.0	$647k		600.00	1078.60	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.0	$626k		6.2k	101.60	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$624k	-21%	2.3k	273.62	View chart
Wisdomtree Tr Em Mkts Qtly Div (DGRE)	0.0	$610k	+2%	21k	28.68	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.0	$593k	-12%	17k	34.17	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.0	$590k	+2%	11k	55.87	View chart
Hca Holdings (HCA)	0.0	$589k		1.4k	426.20	View chart
Charles Schwab Corporation (SCHW)	0.0	$559k		5.9k	95.46	View chart
First Horizon National Corporation (FHN)	0.0	$539k		24k	22.61	View chart
Honeywell International (HON)	0.0	$534k	-2%	2.5k	210.53	View chart
Intuit (INTU)	0.0	$532k		779.00	682.95	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$524k	+3%	856.00	612.44	View chart
Vistra Energy (VST)	0.0	$516k		2.6k	195.94	View chart
Waste Management (WM)	0.0	$503k		2.3k	220.83	View chart
Ameriprise Financial (AMP)	0.0	$491k		999.00	491.25	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$478k		4.3k	110.59	View chart
Fiserv (FI)	0.0	$471k		3.7k	128.94	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$469k	+2%	3.5k	135.66	View chart
Entergy Corporation (ETR)	0.0	$466k		5.0k	93.19	View chart
Saia (SAIA)	0.0	$459k		1.5k	299.36	View chart
Spdr Series Trust Dj Reit Etf (RWR)	0.0	$457k	-6%	4.6k	100.30	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$450k	+13%	17k	26.84	View chart
Bloom Energy Corp Com Cl A (BE)	0.0	$443k	NEW	5.2k	84.57	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$441k		3.1k	141.50	View chart
Pulte (PHM)	0.0	$437k		3.3k	132.11	View chart
Ge Aerospace Com New (GE)	0.0	$422k	+21%	1.4k	300.77	View chart
Southern Company (SO)	0.0	$420k		4.4k	94.76	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.0	$416k		8.6k	48.30	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.0	$404k		4.8k	83.41	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$399k		23k	17.27	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$396k		2.6k	154.23	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$391k	NEW	5.4k	72.77	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$382k		7.5k	50.63	View chart
Vanguard World Health Car Etf (VHT)	0.0	$362k		1.4k	259.60	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$351k	-22%	1.1k	326.37	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$333k		2.7k	122.45	View chart
RPM International (RPM)	0.0	$330k		2.8k	117.88	View chart
Eaton Corp SHS (ETN)	0.0	$329k		879.00	374.33	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$323k		4.8k	66.91	View chart
Paypal Holdings (PYPL)	0.0	$323k		4.8k	67.06	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$322k		1.7k	189.70	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$321k		3.6k	89.57	View chart
Ingersoll Rand (IR)	0.0	$308k		3.7k	82.62	View chart
At&t (T)	0.0	$308k		11k	28.24	View chart
Trane Technologies SHS (TT)	0.0	$284k		673.00	421.96	View chart
Automatic Data Processing (ADP)	0.0	$279k		950.00	293.50	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$274k	+4%	6.4k	42.95	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.0	$272k	-5%	4.9k	55.71	View chart
Simon Property (SPG)	0.0	$271k		1.4k	187.69	View chart
First Tr Exchange-traded SHS (QQEW)	0.0	$270k		1.9k	141.11	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$265k		890.00	297.62	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$263k		3.5k	76.01	View chart
TransDigm Group Incorporated (TDG)	0.0	$255k		194.00	1314.66	View chart
Leidos Holdings (LDOS)	0.0	$253k		1.3k	188.96	View chart
Norfolk Southern (NSC)	0.0	$248k	-2%	827.00	300.41	View chart
Hartford Financial Services (HIG)	0.0	$248k		1.9k	133.39	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$246k	-9%	5.4k	45.60	View chart
Colgate-Palmolive Company (CL)	0.0	$245k	NEW	3.1k	79.93	View chart
Boston Scientific Corporation (BSX)	0.0	$245k		2.5k	97.63	View chart
Ge Vernova (GEV)	0.0	$245k	NEW	398.00	614.96	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$244k	+7%	1.7k	140.99	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$242k	-8%	2.7k	89.77	View chart
Fidelity Ethereum SHS (FETH)	0.0	$238k	NEW	5.7k	41.55	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$238k		6.1k	38.90	View chart
Steel Dynamics (STLD)	0.0	$236k		1.7k	139.43	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$234k		4.6k	50.63	View chart
Marathon Petroleum Corp (MPC)	0.0	$233k	NEW	1.2k	192.74	View chart
Alliant Energy Corporation (LNT)	0.0	$231k		3.4k	67.41	View chart
Nike CL B (NKE)	0.0	$230k		3.3k	69.73	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$229k	-8%	1.2k	194.50	View chart
Fifth Third Ban (FITB)	0.0	$229k		5.1k	44.55	View chart
Sun Communities (SUI)	0.0	$227k		1.8k	129.02	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$219k	NEW	1.2k	176.87	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$210k	NEW	750.00	279.38	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$208k	-5%	3.1k	68.07	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$208k		531.00	391.64	View chart
Newmont Mining Corporation (NEM)	0.0	$205k	NEW	2.4k	84.31	View chart
Yum China Holdings (YUMC)	0.0	$201k	-17%	4.7k	42.92	View chart
Cleveland-cliffs (CLF)	0.0	$190k	NEW	16k	12.20	View chart
Valley National Ban (VLY)	0.0	$182k	NEW	17k	10.60	View chart

Past Filings by Kmg Fiduciary Partners

SEC 13F filings are viewable for Kmg Fiduciary Partners going back to 2018

Kmg Fiduciary Partners 2025 Q3 filed Oct. 10, 2025
Kmg Fiduciary Partners 2025 Q2 filed July 10, 2025
Kmg Fiduciary Partners 2025 Q1 filed April 14, 2025
Kmg Fiduciary Partners 2024 Q4 filed Jan. 15, 2025
Kmg Fiduciary Partners 2024 Q3 filed Oct. 17, 2024
Kmg Fiduciary Partners 2024 Q2 filed July 18, 2024
Kmg Fiduciary Partners 2024 Q1 filed April 10, 2024
Kmg Fiduciary Partners 2023 Q4 filed Jan. 10, 2024
Kmg Fiduciary Partners 2023 Q3 filed Oct. 25, 2023
Kmg Fiduciary Partners 2023 Q2 filed July 14, 2023
Kmg Fiduciary Partners 2023 Q1 filed April 13, 2023
Kmg Fiduciary Partners 2022 Q4 filed Jan. 12, 2023
Kmg Fiduciary Partners 2022 Q3 filed Oct. 27, 2022
Kmg Fiduciary Partners 2022 Q2 filed July 13, 2022
Kmg Fiduciary Partners 2022 Q1 filed April 19, 2022
Kmg Fiduciary Partners 2021 Q4 filed Jan. 12, 2022

View all past filings

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