Kmg Fiduciary Partners

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

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

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Portfolio Holdings for Kmg Fiduciary Partners

Companies in the Kmg Fiduciary Partners portfolio as of the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 9.0 $58M -5% 121k 476.99
Apple (AAPL) 8.4 $54M 304k 177.57
Microsoft Corporation (MSFT) 5.5 $36M 106k 336.32
Amazon (AMZN) 3.4 $22M +4% 6.6k 3334.29
Alphabet Cap Stk Cl A (GOOGL) 3.3 $21M 7.4k 2896.97
JPMorgan Chase & Co. (JPM) 2.7 $17M +2% 108k 158.35
Qualcomm (QCOM) 2.3 $15M -2% 83k 182.86
Procter & Gamble Company (PG) 1.6 $11M -3% 64k 163.58
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.6 $10M -7% 20k 517.69
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.6 $10M -7% 118k 87.01
Ishares Tr Core Us Aggbd Et (AGG) 1.5 $9.7M 85k 114.08
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.3 $8.7M -5% 66k 132.52
UnitedHealth (UNH) 1.3 $8.7M -7% 17k 502.17
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.3 $8.4M -5% 73k 115.22

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Ishares Tr Rus 1000 Grw Etf (IWF) 1.3 $8.3M 27k 305.61
CVS Caremark Corporation (CVS) 1.3 $8.2M +10% 80k 103.16
BlackRock (BLK) 1.3 $8.2M 8.9k 915.64
Coca-Cola Company (KO) 1.3 $8.1M +3% 137k 59.21
American Express Company (AXP) 1.2 $7.5M -6% 46k 163.60
Walt Disney Company (DIS) 1.1 $7.4M +19% 48k 154.89
Abbvie (ABBV) 1.1 $7.1M +20% 53k 135.41
Merck & Co (MRK) 1.0 $6.8M -2% 88k 76.64
Intel Corporation (INTC) 1.0 $6.7M +5% 131k 51.50
NVIDIA Corporation (NVDA) 1.0 $6.6M +78% 23k 294.11
McDonald's Corporation (MCD) 1.0 $6.6M +7% 25k 268.06
Pepsi (PEP) 1.0 $6.6M -22% 38k 173.72
Meta Platforms Cl A (FB) 1.0 $6.4M +6% 19k 336.35
Ishares Tr Rus Mdcp Val Etf (IWS) 1.0 $6.3M -6% 52k 122.38
Verizon Communications (VZ) 1.0 $6.3M -12% 121k 51.96
Invesco Actively Managed Etf Var Rate Invt (VRIG) 0.9 $5.6M +2% 222k 25.06
salesforce (CRM) 0.8 $5.4M 21k 254.14
Goldman Sachs (GS) 0.8 $5.3M +14% 14k 382.51
Cisco Systems (CSCO) 0.8 $5.2M 83k 63.37
Welltower Inc Com reit (WELL) 0.8 $5.0M -3% 58k 85.76
Raytheon Technologies Corp (RTX) 0.8 $4.9M +3% 57k 86.07
Ishares Tr Core Msci Eafe (IEFA) 0.7 $4.7M +3% 63k 74.63
Chevron Corporation (CVX) 0.7 $4.7M +13% 40k 117.35
Amgen (AMGN) 0.7 $4.4M +3% 20k 224.96
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.7 $4.2M -5% 396k 10.67
Delta Air Lines Inc Del Com New (DAL) 0.6 $4.0M +111% 101k 39.08
Starbucks Corporation (SBUX) 0.6 $3.9M -4% 34k 116.97
Paypal Holdings (PYPL) 0.6 $3.9M +127% 21k 188.57
At&t (T) 0.6 $3.9M -10% 158k 24.60
Snowflake Cl A (SNOW) 0.6 $3.8M +17% 11k 338.79
Applied Materials (AMAT) 0.6 $3.8M -2% 24k 157.35
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.6 $3.6M -3% 138k 25.92
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $3.5M 38k 92.76
General Motors Company (GM) 0.5 $3.5M +8% 60k 58.63
Marriott Intl Cl A (MAR) 0.5 $3.5M +16% 21k 165.26
MetLife (MET) 0.5 $3.5M +32% 56k 62.48
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.5 $3.5M -19% 170k 20.32
Johnson & Johnson (JNJ) 0.5 $3.4M 20k 171.09
Morgan Stanley Com New (MS) 0.5 $3.3M -17% 34k 98.17
Global X Fds Autonmous Ev Etf (DRIV) 0.5 $3.2M -9% 106k 30.53
Visa Com Cl A (V) 0.5 $3.2M +10% 15k 216.73
3M Company (MMM) 0.5 $3.2M +36% 18k 177.61
International Business Machines (IBM) 0.5 $3.1M +23% 23k 133.67
Netflix (NFLX) 0.5 $3.1M 5.2k 602.48
Advanced Micro Devices (AMD) 0.5 $3.1M +52% 22k 143.88
Block Cl A (SQ) 0.5 $2.9M +162% 18k 161.53
Eli Lilly & Co. (LLY) 0.4 $2.8M +50% 10k 276.22
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $2.7M 24k 116.02
Home Depot (HD) 0.4 $2.6M -4% 6.3k 415.04
Pfizer (PFE) 0.4 $2.6M 44k 59.05
Starwood Property Trust (STWD) 0.4 $2.6M +26% 107k 24.30
Lowe's Companies (LOW) 0.4 $2.6M +35% 9.9k 258.50
Oracle Corporation (ORCL) 0.4 $2.5M +2% 29k 87.22
Alphabet Cap Stk Cl C (GOOG) 0.4 $2.4M +3% 827.00 2893.59
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $2.4M +2% 9.9k 241.48
Blackstone Group Inc Com Cl A (BX) 0.4 $2.3M 18k 129.40
Nike CL B (NKE) 0.4 $2.3M 14k 166.68
Northrop Grumman Corporation (NOC) 0.4 $2.3M 5.9k 387.15
Prudential Financial (PRU) 0.3 $2.3M +2% 21k 108.25
Biogen Idec (BIIB) 0.3 $2.2M -29% 9.3k 239.92
Cigna Corp (CI) 0.3 $2.2M +20% 9.5k 229.61
Caterpillar (CAT) 0.3 $2.2M +369% 11k 206.73
Metropcs Communications (TMUS) 0.3 $2.1M +24% 19k 116.01
First Tr Morningstar Divid L SHS (FDL) 0.3 $2.1M -5% 59k 35.55
General Dynamics Corporation (GD) 0.3 $2.1M +6% 10k 208.44
Costco Wholesale Corporation (COST) 0.3 $2.0M 3.6k 567.71
Broadcom (AVGO) 0.3 $2.0M -2% 3.0k 665.33
Duke Energy Corp Com New (DUK) 0.3 $2.0M 19k 104.89
Palo Alto Networks (PANW) 0.3 $1.9M 3.5k 556.81
Boeing Company (BA) 0.3 $1.9M +2% 9.5k 201.31
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.3 $1.9M -6% 37k 50.30
Thermo Fisher Scientific (TMO) 0.3 $1.8M -7% 2.8k 667.27
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $1.8M +48% 16k 118.78
United Parcel Service CL B (UPS) 0.3 $1.8M +7% 8.2k 214.33
Bristol Myers Squibb (BMY) 0.3 $1.7M -6% 28k 62.33
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.6M -7% 14k 114.55
Abbott Laboratories (ABT) 0.2 $1.6M 11k 140.73
Twitter (TWTR) 0.2 $1.5M +4% 35k 43.23
Snap Cl A (SNAP) 0.2 $1.4M +16% 30k 47.03
Activision Blizzard (ATVI) 0.2 $1.3M -3% 20k 66.52
Target Corporation (TGT) 0.2 $1.3M +3% 5.4k 231.35
Uber Technologies (UBER) 0.2 $1.3M 30k 41.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.2M 4.2k 298.90
Norfolk Southern (NSC) 0.2 $1.2M 4.0k 297.65
Tesla Motors (TSLA) 0.2 $1.2M +2% 1.1k 1056.71
Allstate Corporation (ALL) 0.2 $1.1M +84% 9.6k 117.63
Ishares Tr Core High Dv Etf (HDV) 0.2 $1.1M 11k 100.99
Cardinal Health (CAH) 0.2 $1.1M +345% 21k 51.50
Wisdomtree Tr Us Largecap Fund (EPS) 0.2 $1.0M 21k 50.35
Ishares Tr Us Hlthcare Etf (IYH) 0.2 $984k 3.3k 300.46
Wal-Mart Stores (WMT) 0.2 $978k +4% 6.8k 144.63
Yum! Brands (YUM) 0.2 $975k 7.0k 138.87
American Electric Power Company (AEP) 0.2 $970k +20% 11k 89.00
Texas Instruments Incorporated (TXN) 0.1 $967k 5.1k 188.50
Select Sector Spdr Tr Financial (XLF) 0.1 $938k -3% 24k 39.03
Intuit (INTU) 0.1 $937k 1.5k 643.10
Ishares Tr National Mun Etf (MUB) 0.1 $919k +26% 7.9k 116.27
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $901k 2.00 450500.00
Intuitive Surgical Com New (ISRG) 0.1 $894k +489% 2.5k 359.18
Spdr Ser Tr S&p Regl Bkg (KRE) 0.1 $881k -3% 12k 70.87
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $878k +103% 13k 66.03
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $829k 15k 53.89
Honeywell International (HON) 0.1 $799k 3.8k 208.56
Cintas Corporation (CTAS) 0.1 $790k 1.8k 443.07
Rbc Cad (RY) 0.1 $786k NEW 7.4k 106.19
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $756k 17k 45.73
Mccormick & Co Com Non Vtg (MKC) 0.1 $755k 7.8k 96.55
International Paper Company (IP) 0.1 $712k +44% 15k 47.01
Vaneck Etf Trust Investment Grd (FLTR) 0.1 $630k -10% 25k 25.27
Analog Devices (ADI) 0.1 $629k 3.6k 175.75
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $610k 2.4k 254.91
Kraneshares Tr Quadrtc Int Rt (IVOL) 0.1 $593k 22k 26.83
Exxon Mobil Corporation (XOM) 0.1 $593k +8% 9.7k 61.22
Southern Company (SO) 0.1 $587k 8.6k 68.62
Bank of America Corporation (BAC) 0.1 $569k -32% 13k 44.47
Ford Motor Company (F) 0.1 $568k 27k 20.78
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $564k 1.2k 458.16
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $550k 3.2k 171.88
NetApp (NTAP) 0.1 $542k +34% 5.9k 91.94
Wisdomtree Tr Intl Equity Fd (DWM) 0.1 $539k +2% 10k 54.11
Polaris Industries (PII) 0.1 $527k +66% 4.8k 109.84
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $519k 5.9k 87.97
Saia (SAIA) 0.1 $517k 1.5k 337.03
ConAgra Foods (CAG) 0.1 $516k NEW 15k 34.14
Bank of New York Mellon Corporation (BK) 0.1 $513k -79% 8.8k 58.07
Hanesbrands (HBI) 0.1 $490k NEW 29k 16.73
Spdr Ser Tr Portfolio Crport (SPBO) 0.1 $472k 14k 34.83
Spdr Ser Tr Bloomberg Invt (FLRN) 0.1 $468k 15k 30.57
Wisdomtree Tr Em Mkts Qtly Div (DGRE) 0.1 $460k +2% 16k 28.35
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $452k +3% 13k 35.96
Wisdomtree Tr Us Smallcap Fund (EES) 0.1 $445k +2% 8.7k 51.40
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $440k 7.0k 62.86
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $431k 5.1k 85.35
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $425k 3.8k 113.00
Spdr Gold Tr Gold Shs (GLD) 0.1 $421k 2.5k 171.00
Ishares Tr Rus 1000 Etf (IWB) 0.1 $413k NEW 1.6k 264.74
Medtronic SHS (MDT) 0.1 $403k +2% 3.9k 103.49
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $400k NEW 4.8k 83.06
Huntington Bancshares Incorporated (HBAN) 0.1 $387k -16% 25k 15.41
Waste Management (WM) 0.1 $382k 2.3k 166.96
Ameriprise Financial (AMP) 0.1 $380k -16% 1.3k 301.83
National Storage Affiliates Com Shs Ben In (NSA) 0.1 $380k 5.5k 69.27
Spirit Airlines (SAVE) 0.1 $363k 17k 21.85
Simon Property (SPG) 0.1 $360k +9% 2.3k 159.93
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $353k 5.0k 71.18
Yum China Holdings (YUMC) 0.1 $350k 7.0k 49.85
J P Morgan Exchange-traded F Equity Premium (JEPI) 0.1 $345k +57% 5.5k 63.14
Prologis (PLD) 0.1 $334k 2.0k 168.18
Catalent (CTLT) 0.1 $325k 2.5k 128.05
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $325k +2% 4.0k 81.23
Hca Holdings (HCA) 0.1 $324k 1.3k 256.74
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $323k +5% 1.1k 282.84
Accenture Plc Ireland Shs Class A (ACN) 0.0 $309k -3% 745.00 414.77
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $305k +16% 1.9k 162.49
Wells Fargo & Company (WFC) 0.0 $302k 6.3k 48.01
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $301k 3.0k 101.55
Vanguard World Fds Health Car Etf (VHT) 0.0 $298k +2% 1.1k 266.79
Spdr Ser Tr S&p Biotech (XBI) 0.0 $295k 2.6k 112.12
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $294k 2.8k 105.98
Us Bancorp Del Com New (USB) 0.0 $291k 5.2k 56.08
Xilinx (XLNX) 0.0 $289k 1.4k 211.72
Select Sector Spdr Tr Energy (XLE) 0.0 $278k 5.0k 55.60
Fifth Third Ban (FITB) 0.0 $269k 6.2k 43.61
Eaton Vance Muni Income Trus Sh Ben Int (EVN) 0.0 $254k +15% 18k 13.79
First Horizon National Corporation (FHN) 0.0 $254k 16k 16.34
Altria (MO) 0.0 $247k 5.2k 47.34
MPLX Com Unit Rep Ltd (MPLX) 0.0 $242k NEW 8.2k 29.55
General Electric Com New (GE) 0.0 $236k -28% 2.5k 94.55
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $235k 2.8k 84.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $235k NEW 538.00 436.80
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $233k NEW 585.00 398.29
Dominion Resources (D) 0.0 $230k 2.9k 78.42
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $230k 4.4k 52.86
Roblox Corp Cl A (RBLX) 0.0 $225k NEW 2.2k 102.97
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $223k 2.1k 106.19
Nextera Energy (NEE) 0.0 $216k NEW 2.3k 93.43
Roku Com Cl A (ROKU) 0.0 $212k -2% 927.00 228.69
Alliant Energy Corporation (LNT) 0.0 $210k NEW 3.4k 61.37
Ishares Tr Blackrock Ultra (ICSH) 0.0 $206k -26% 4.1k 50.47
Newmont Mining Corporation (NEM) 0.0 $206k NEW 3.3k 62.12
Automatic Data Processing (ADP) 0.0 $205k NEW 833.00 246.10
Cleveland-cliffs (CLF) 0.0 $204k -32% 9.4k 21.76
Pimco Municipal Income Fund III (PMX) 0.0 $177k +24% 14k 12.76
Sofi Technologies (SOFI) 0.0 $175k -10% 11k 15.77

Past Filings by Kmg Fiduciary Partners

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