Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Kmg Fiduciary Partners

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

Top 5 stock holdings are AAPL, IVV, MSFT, NVDA, AMZN, and represent 22.01% of Kmg Fiduciary Partners's stock portfolio.
Added to shares of these 10 stocks: IJH (+$12M), SPLG (+$9.2M), RDVY (+$6.2M), CGMS (+$5.4M), BKLC, AVLV, AGG, FSIG, FTBD, IVW.
Started 33 new stock positions in IWN, CALF, KMI, DELL, FBND, CGGO, CGGR, FTLS, CGDV, COWZ.
Reduced shares in these 10 stocks: , IVV (-$6.9M), QCOM, MCD, AMD, NVDA, STWD, EFG, CAH, CVS.
Sold out of its positions in BLK, CAG, INFL, VLO, AON.
Kmg Fiduciary Partners was a net buyer of stock by $94M.
Kmg Fiduciary Partners has $1.2B in assets under management (AUM), dropping by 13.84%.
Central Index Key (CIK): 0001773205

Tip: Access up to 7 years of quarterly data

Positions held by Kmg Fiduciary Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Kmg Fiduciary Partners

Kmg Fiduciary Partners holds 267 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.6	$65M	-2%	279k	233.00	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.3	$62M	-10%	107k	576.82	View chart
Microsoft Corporation (MSFT)	4.5	$52M	+3%	121k	430.30	View chart
NVIDIA Corporation (NVDA)	3.8	$44M	-7%	362k	121.44	View chart
Amazon (AMZN)	2.8	$32M		174k	186.33	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.7	$31M	+42%	457k	67.51	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.5	$29M	-2%	178k	165.85	View chart
Meta Platforms Cl A (META)	2.3	$26M	+4%	46k	572.44	View chart
JPMorgan Chase & Co. (JPM)	2.2	$26M		123k	210.86	View chart
Eli Lilly & Co. (LLY)	2.0	$23M		26k	885.92	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.4	$16M	+3%	210k	78.05	View chart
Abbvie (ABBV)	1.4	$16M	-6%	81k	197.48	View chart
Qualcomm (QCOM)	1.3	$15M	-21%	89k	170.05	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$14M	+23%	31k	460.26	View chart
Goldman Sachs (GS)	1.2	$14M		29k	495.11	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.2	$14M	-4%	70k	197.17	View chart
Oracle Corporation (ORCL)	1.2	$14M	+3%	81k	170.40	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	1.2	$14M	+24%	279k	48.66	View chart
Procter & Gamble Company (PG)	1.2	$14M	+17%	78k	173.20	View chart
Coca-Cola Company (KO)	1.2	$14M	-5%	188k	71.86	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	1.1	$13M	+13%	305k	41.96	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.1	$13M	+1934%	204k	62.32	View chart
Invesco Actively Managed Exc Total Return (GTO)	1.1	$13M	+14%	260k	48.30	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.0	$11M	-4%	43k	263.83	View chart
Chevron Corporation (CVX)	0.9	$10M	-14%	69k	147.27	View chart
Raytheon Technologies Corp (RTX)	0.9	$9.9M	-9%	82k	121.16	View chart
Lowe's Companies (LOW)	0.8	$9.8M	-9%	36k	270.85	View chart
Advanced Micro Devices (AMD)	0.8	$9.4M	-27%	57k	164.08	View chart
Marriott Intl Cl A (MAR)	0.8	$9.2M	+3%	37k	248.60	View chart
Costco Wholesale Corporation (COST)	0.8	$9.0M	+93%	10k	886.56	View chart
American Express Company (AXP)	0.8	$8.9M		33k	271.20	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.7	$8.7M	+25%	177k	49.04	View chart
Cardinal Health (CAH)	0.7	$8.6M	-21%	78k	110.52	View chart
UnitedHealth (UNH)	0.7	$8.2M		14k	584.69	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$7.9M	+141%	83k	95.75	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.7	$7.7M	+402%	131k	59.21	View chart
Cisco Systems (CSCO)	0.7	$7.6M	+74%	143k	53.22	View chart
Intel Corporation (INTC)	0.6	$7.5M	+41%	318k	23.46	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$7.4M	-19%	63k	116.96	View chart
Intuitive Surgical Com New (ISRG)	0.6	$7.0M		14k	491.27	View chart
International Business Machines (IBM)	0.6	$6.9M		31k	221.08	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.6	$6.7M	+11%	160k	41.76	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.6	$6.6M	+58%	56k	117.29	View chart
salesforce (CRM)	0.6	$6.6M	+2%	24k	273.71	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$6.5M	+292%	64k	101.27	View chart
Delta Air Lines Inc Del Com New (DAL)	0.6	$6.4M	+2%	126k	50.79	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.5	$6.4M	+362%	58k	109.56	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.5	$6.3M	+554%	228k	27.84	View chart
United Parcel Service CL B (UPS)	0.5	$6.3M	+76%	46k	136.34	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$6.3M	-8%	106k	59.51	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.5	$6.3M	+374%	95k	65.83	View chart
Verizon Communications (VZ)	0.5	$6.0M	-12%	133k	44.91	View chart
Fidelity Merrimack Str Tr Tactical Bond (FTBD)	0.5	$5.8M	+496%	115k	50.42	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.5	$5.8M	+504%	302k	19.20	View chart
Johnson & Johnson (JNJ)	0.5	$5.8M	+2%	36k	162.06	View chart
Duke Energy Corp Com New (DUK)	0.5	$5.7M	-14%	49k	115.30	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.5	$5.6M	+76%	42k	132.25	View chart
Walt Disney Company (DIS)	0.5	$5.3M	+2%	55k	96.19	View chart
Applied Materials (AMAT)	0.5	$5.3M		26k	202.05	View chart
Palo Alto Networks (PANW)	0.5	$5.3M	+4%	16k	341.80	View chart
General Dynamics Corporation (GD)	0.4	$4.8M	+2%	16k	302.21	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.4	$4.7M	-4%	8.3k	569.67	View chart
Welltower Inc Com reit (WELL)	0.4	$4.6M		36k	128.03	View chart
Pepsi (PEP)	0.4	$4.6M		27k	170.05	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$4.6M	+7%	91k	50.28	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$4.5M	-3%	27k	167.19	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$4.5M	-2%	54k	83.75	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$4.4M	-37%	41k	107.65	View chart
Prudential Financial (PRU)	0.4	$4.3M	-25%	36k	121.10	View chart
MetLife (MET)	0.4	$4.2M		51k	82.48	View chart
Merck & Co (MRK)	0.4	$4.1M	-4%	36k	113.56	View chart
Caterpillar (CAT)	0.4	$4.1M	+2%	10k	391.12	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.4	$4.1M	+384%	134k	30.28	View chart
Tesla Motors (TSLA)	0.4	$4.1M	+2%	16k	261.63	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$4.0M	+15%	76k	52.66	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$3.9M	-2%	11k	375.37	View chart
Visa Com Cl A (V)	0.3	$3.8M		14k	274.95	View chart
Metropcs Communications (TMUS)	0.3	$3.8M	+2%	19k	206.36	View chart
Morgan Stanley Com New (MS)	0.3	$3.6M		35k	104.24	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$3.6M		14k	263.29	View chart
Netflix (NFLX)	0.3	$3.5M		4.9k	709.23	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.3	$3.4M		134k	25.09	View chart
Paypal Holdings (PYPL)	0.3	$3.3M	+3%	43k	78.03	View chart
Cigna Corp (CI)	0.3	$3.2M	-4%	9.2k	346.45	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.3	$3.2M	+369%	57k	55.70	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$3.1M	-2%	95k	33.23	View chart
Allstate Corporation (ALL)	0.3	$3.1M		17k	189.64	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.3	$3.1M	-27%	57k	54.43	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$3.1M		8.1k	383.92	View chart
Kinder Morgan (KMI)	0.3	$3.1M	NEW	139k	22.09	View chart
Northrop Grumman Corporation (NOC)	0.3	$3.0M	+3%	5.8k	528.04	View chart
McDonald's Corporation (MCD)	0.3	$3.0M	-55%	10k	304.52	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$2.9M	+350%	80k	36.38	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$2.9M	NEW	62k	46.74	View chart
Pfizer (PFE)	0.2	$2.9M	NEW	100k	28.94	View chart
General Motors Company (GM)	0.2	$2.8M	+3%	62k	44.84	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$2.7M	-8%	8.7k	314.38	View chart
Us Bancorp Del Com New (USB)	0.2	$2.7M	+4%	59k	45.73	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$2.7M	NEW	26k	104.18	View chart
Broadcom (AVGO)	0.2	$2.7M	+3189%	16k	172.50	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$2.7M		34k	78.37	View chart
Ford Motor Company (F)	0.2	$2.6M		250k	10.56	View chart
Starbucks Corporation (SBUX)	0.2	$2.6M		27k	97.49	View chart
Citigroup Com New (C)	0.2	$2.6M		41k	62.60	View chart
Thermo Fisher Scientific (TMO)	0.2	$2.5M	+4%	4.0k	618.62	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$2.4M	NEW	42k	57.83	View chart
Amgen (AMGN)	0.2	$2.4M		7.4k	322.21	View chart
CVS Caremark Corporation (CVS)	0.2	$2.4M	-46%	38k	62.88	View chart
Starwood Property Trust (STWD)	0.2	$2.4M	-59%	117k	20.38	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$2.3M	NEW	64k	36.44	View chart
First Horizon National Corporation (FHN)	0.2	$2.3M		150k	15.53	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.2	$2.3M	+360%	42k	54.02	View chart
Dell Technologies CL C (DELL)	0.2	$2.3M	NEW	19k	118.54	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$2.2M		27k	83.63	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$2.2M		13k	174.57	View chart
3M Company (MMM)	0.2	$2.2M		16k	136.70	View chart
NetApp (NTAP)	0.2	$2.2M	-2%	18k	123.51	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$2.1M	+28%	42k	49.41	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.2	$2.0M	NEW	67k	30.28	View chart
Lululemon Athletica (LULU)	0.2	$2.0M	+11%	7.4k	271.35	View chart
Corning Incorporated (GLW)	0.2	$2.0M		45k	45.15	View chart
Phillips 66 (PSX)	0.2	$2.0M	+4%	15k	131.45	View chart
Rbc Cad (RY)	0.2	$2.0M		16k	124.73	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$2.0M		34k	57.41	View chart
Crown Castle Intl (CCI)	0.2	$2.0M	+3%	17k	118.63	View chart
Home Depot (HD)	0.2	$2.0M		4.8k	405.22	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.2	$2.0M	NEW	22k	90.20	View chart
American Electric Power Company (AEP)	0.2	$1.9M		19k	102.60	View chart
Cleveland-cliffs (CLF)	0.2	$1.9M	+14%	150k	12.77	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.9M	+2%	16k	117.22	View chart
Abbott Laboratories (ABT)	0.2	$1.8M		16k	114.01	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)	0.2	$1.8M	+407%	19k	92.87	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$1.8M		16k	110.47	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$1.7M	NEW	51k	34.28	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.7M		36k	47.85	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$1.7M		35k	48.68	View chart
Medtronic SHS (MDT)	0.1	$1.7M	+4%	19k	90.03	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.7M	-4%	5.9k	283.18	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.6M	-4%	21k	78.69	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.1	$1.6M	+4%	46k	34.89	View chart
Uber Technologies (UBER)	0.1	$1.6M	+2%	21k	75.16	View chart
Bristol Myers Squibb (BMY)	0.1	$1.6M	+2%	31k	51.74	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.6M		39k	41.12	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.6M	-2%	19k	80.30	View chart
Wal-Mart Stores (WMT)	0.1	$1.6M	+3%	19k	80.75	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.5M		7.0k	220.89	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$1.5M	NEW	66k	23.12	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.1	$1.5M		25k	60.04	View chart
Devon Energy Corporation (DVN)	0.1	$1.4M	+4%	36k	39.12	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$1.4M	NEW	20k	71.76	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$1.4M		2.00	691180.00	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$1.4M	NEW	22k	63.47	View chart
Diageo Spon Adr New (DEO)	0.1	$1.4M	+2%	9.6k	140.34	View chart
Nike CL B (NKE)	0.1	$1.3M		15k	88.40	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$1.3M	-18%	14k	96.38	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.3M	-6%	5.4k	237.21	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$1.3M	+9%	16k	78.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.1	$1.3M		25k	50.52	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.3M		13k	97.42	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.2M	+2%	11k	108.63	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.2M	-11%	6.2k	189.81	View chart
Stellantis SHS (STLA)	0.1	$1.2M	+8%	82k	14.05	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$1.1M	NEW	11k	102.58	View chart
Yum! Brands (YUM)	0.1	$1.1M		8.0k	139.71	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.1	$1.1M		124k	8.72	View chart
Cintas Corporation (CTAS)	0.1	$1.1M	+300%	5.2k	205.88	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$1.1M	NEW	34k	31.08	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$1.0M	-5%	16k	65.00	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.0M		8.3k	123.62	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$1.0M	+20%	24k	41.95	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.0M		4.9k	206.57	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$996k	-4%	5.9k	167.67	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$971k		15k	66.52	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$969k	NEW	27k	36.49	View chart
Owens Corning (OC)	0.1	$959k		5.4k	176.52	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$937k	-5%	20k	45.86	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$927k	NEW	20k	45.71	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$925k	NEW	27k	34.79	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$914k		20k	45.70	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$898k	NEW	30k	30.15	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$889k		3.7k	243.45	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$888k		9.8k	90.80	View chart
Conduent Incorporate (CNDT)	0.1	$875k		217k	4.03	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$857k		3.5k	243.05	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$847k		19k	45.89	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$841k	NEW	8.6k	98.07	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$816k	-6%	4.1k	198.06	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$808k		8.8k	91.93	View chart
Analog Devices (ADI)	0.1	$806k		3.5k	230.17	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$739k		6.5k	112.97	View chart
Fiserv (FI)	0.1	$733k		4.1k	179.64	View chart
Ab Active Etfs Short Duration H (SYFI)	0.1	$707k	NEW	20k	35.95	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$696k	NEW	8.2k	84.53	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$693k	-6%	7.9k	87.80	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$687k	+2%	1.2k	586.52	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$678k		4.4k	153.13	View chart
Saia (SAIA)	0.1	$671k		1.5k	437.26	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$648k		11k	57.56	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$646k	NEW	8.4k	76.68	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$603k	-4%	13k	45.32	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$600k		5.9k	101.65	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$592k	NEW	2.7k	220.07	View chart
Bank of America Corporation (BAC)	0.1	$582k		15k	39.68	View chart
Honeywell International (HON)	0.0	$574k		2.8k	206.70	View chart
Hca Holdings (HCA)	0.0	$562k		1.4k	406.43	View chart
Wisdomtree Tr Em Mkts Qtly Div (DGRE)	0.0	$533k		19k	27.75	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.0	$526k	-3%	4.9k	106.73	View chart
Altria (MO)	0.0	$520k		10k	51.04	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.0	$515k	NEW	11k	46.52	View chart
Bank of New York Mellon Corporation (BK)	0.0	$512k		7.1k	71.86	View chart
Boeing Company (BA)	0.0	$507k	-21%	3.3k	152.05	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.0	$477k		9.0k	52.75	View chart
Waste Management (WM)	0.0	$475k		2.3k	207.60	View chart
Pulte (PHM)	0.0	$474k		3.3k	143.54	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$472k		32k	14.70	View chart
Ameriprise Financial (AMP)	0.0	$469k	-6%	999.00	469.81	View chart
Intuit (INTU)	0.0	$466k	-6%	751.00	621.00	View chart
Charles Schwab Corporation (SCHW)	0.0	$465k	-2%	7.2k	64.81	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$435k		3.1k	139.49	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$428k		4.0k	107.66	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$414k		5.0k	82.30	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$404k		17k	23.45	View chart
Southern Company (SO)	0.0	$402k	-28%	4.5k	90.17	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.0	$385k		4.8k	79.46	View chart
Fifth Third Ban (FITB)	0.0	$370k		8.6k	42.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$369k	+7%	756.00	488.15	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$352k		4.0k	88.14	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$350k	-4%	3.0k	117.62	View chart
Ingersoll Rand (IR)	0.0	$349k		3.6k	98.16	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$348k		2.6k	135.44	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.0	$347k	-30%	11k	30.50	View chart
Vanguard World Health Car Etf (VHT)	0.0	$338k		1.2k	282.20	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$337k	+33%	2.8k	120.38	View chart
RPM International (RPM)	0.0	$335k	+2%	2.8k	121.00	View chart
Entergy Corporation (ETR)	0.0	$331k		2.5k	131.61	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$316k		3.6k	88.28	View chart
Vistra Energy (VST)	0.0	$311k		2.6k	118.53	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$302k		1.7k	179.16	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$302k		573.00	527.31	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$294k		8.0k	36.92	View chart
Eaton Corp SHS (ETN)	0.0	$291k		879.00	331.44	View chart
TransDigm Group Incorporated (TDG)	0.0	$274k		192.00	1427.13	View chart
Trane Technologies SHS (TT)	0.0	$270k		694.00	388.73	View chart
Automatic Data Processing (ADP)	0.0	$266k		961.00	276.73	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$259k	-2%	732.00	353.71	View chart
At&t (T)	0.0	$256k	-7%	12k	22.00	View chart
Yum China Holdings (YUMC)	0.0	$256k	NEW	5.7k	45.02	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$253k		543.00	465.08	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$245k	NEW	6.3k	38.53	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$242k		6.0k	40.48	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.0	$240k	NEW	1.9k	125.45	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$238k		4.0k	59.23	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$238k		890.00	267.37	View chart
Simon Property (SPG)	0.0	$234k		1.4k	169.03	View chart
Boston Scientific Corporation (BSX)	0.0	$229k		2.7k	83.80	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$228k		4.6k	49.31	View chart
Prologis (PLD)	0.0	$227k		1.8k	126.28	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$227k	NEW	923.00	245.45	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.0	$219k	-17%	3.9k	56.61	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$215k	-8%	6.1k	35.24	View chart
Steel Dynamics (STLD)	0.0	$214k		1.7k	126.08	View chart
Norfolk Southern (NSC)	0.0	$210k	NEW	844.00	248.50	View chart
Ge Aerospace Com New (GE)	0.0	$210k	NEW	1.1k	188.63	View chart
Alliant Energy Corporation (LNT)	0.0	$208k	NEW	3.4k	60.69	View chart
Onto Innovation (ONTO)	0.0	$208k		1.0k	207.56	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$206k	NEW	1.2k	166.82	View chart
Marathon Petroleum Corp (MPC)	0.0	$204k		1.3k	162.91	View chart

Past Filings by Kmg Fiduciary Partners

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

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
Kmg Fiduciary Partners 2021 Q3 filed Oct. 12, 2021
Kmg Fiduciary Partners 2021 Q2 filed July 20, 2021
Kmg Fiduciary Partners 2021 Q1 filed April 8, 2021
Kmg Fiduciary Partners 2020 Q4 filed Jan. 13, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z