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, LLC 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 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 10.6 $51M +2% 135k 372.67
Apple (AAPL) 7.7 $36M +4% 278k 131.01
Microsoft Corporation (MSFT) 4.5 $22M +4% 98k 217.90
Amazon (AMZN) 3.6 $17M +13% 5.2k 3218.49
Alphabet Cap Stk Cl A (GOOGL) 2.6 $13M +7% 7.2k 1740.10
JPMorgan Chase & Co. (JPM) 2.6 $12M +3% 99k 125.65
Qualcomm (QCOM) 2.3 $11M +4% 71k 152.44
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.2 $11M 77k 136.99
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 2.0 $9.5M +2% 23k 419.43
Procter & Gamble Company (PG) 2.0 $9.3M +2% 67k 138.70
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.7 $7.9M +2% 91k 87.16
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.7 $7.9M +96% 77k 101.97
Merck & Co (MRK) 1.6 $7.7M +8% 95k 81.10
Ishares Tr Core Us Aggbd Et (AGG) 1.6 $7.6M +9% 65k 117.92

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Walt Disney Company (DIS) 1.5 $7.1M 40k 178.43
American Express Company (AXP) 1.5 $6.9M +3% 58k 118.68
Ishares Tr Rus 1000 Grw Etf (IWF) 1.4 $6.7M -3% 28k 238.99
BlackRock (BLK) 1.4 $6.5M +2% 9.1k 714.57
UnitedHealth (UNH) 1.4 $6.4M +10% 19k 344.82
Coca-Cola Company (KO) 1.4 $6.4M +6% 123k 52.18
Verizon Communications (VZ) 1.3 $6.4M +11% 109k 58.58
Pepsi (PEP) 1.3 $6.3M +2% 43k 144.70
Facebook Cl A (FB) 1.2 $5.9M +8% 22k 270.95
Invesco Actively Managed Etf Var Rate Invt (VRIG) 1.2 $5.9M 236k 24.99
Starbucks Corporation (SBUX) 1.2 $5.6M 54k 103.44
Ishares Tr Rus Mdcp Val Etf (IWS) 1.1 $5.1M 52k 96.36
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 1.0 $4.6M -6% 179k 25.90
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 1.0 $4.6M +12% 226k 20.24
Boeing Company (BA) 0.9 $4.5M +11% 21k 211.61
Ishares Tr Core Msci Eafe (IEFA) 0.9 $4.3M +2% 62k 70.27
CVS Caremark Corporation (CVS) 0.9 $4.3M +16% 61k 70.47
Welltower Inc Com reit (WELL) 0.9 $4.1M -3% 66k 61.96
McDonald's Corporation (MCD) 0.8 $3.9M 18k 211.49
At&t (T) 0.8 $3.8M +8% 130k 29.26
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.8 $3.6M +8% 415k 8.68
Biogen Idec (BIIB) 0.7 $3.5M +9% 14k 246.36
Amgen (AMGN) 0.7 $3.4M +8% 15k 227.76
Raytheon Technologies Corp (RTX) 0.7 $3.3M -27% 48k 69.42
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $3.2M 34k 96.84
salesforce (CRM) 0.7 $3.2M +24% 15k 221.52
Alibaba Group Hldg Sponsored Ads (BABA) 0.7 $3.2M +26% 13k 240.39
Johnson & Johnson (JNJ) 0.6 $2.9M +21% 19k 158.36
Goldman Sachs (GS) 0.6 $2.8M +16% 10k 270.91
Visa Com Cl A (V) 0.6 $2.8M +14% 13k 214.55
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.6 $2.7M 54k 50.58
Cisco Systems (CSCO) 0.5 $2.5M +15% 57k 43.98
Chevron Corporation (CVX) 0.5 $2.4M +17% 28k 86.99
First Tr Morningstar Divid L SHS (FDL) 0.5 $2.3M -6% 77k 29.46
Snap Cl A (SNAP) 0.5 $2.3M 45k 50.31
Abbvie (ABBV) 0.5 $2.2M +18% 21k 106.51
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.5 $2.2M -23% 42k 53.57
Netflix (NFLX) 0.4 $2.1M +10% 4.0k 520.91
Roku Com Cl A (ROKU) 0.4 $2.0M 6.1k 335.19
Paypal Holdings (PYPL) 0.4 $2.0M +3% 8.5k 234.91
Twitter (TWTR) 0.4 $1.9M 36k 53.88
NVIDIA Corporation (NVDA) 0.4 $1.9M +4% 3.6k 536.33
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $1.8M 22k 82.29
Nike CL B (NKE) 0.4 $1.8M -8% 13k 141.21
Bank of New York Mellon Corporation (BK) 0.4 $1.8M +18% 42k 42.17
Square Cl A (SQ) 0.4 $1.8M -2% 7.6k 229.71
Metropcs Communications (TMUS) 0.4 $1.7M -4% 13k 131.86
American Electric Power Company (AEP) 0.4 $1.7M +23% 21k 81.45
United Parcel Service CL B (UPS) 0.4 $1.7M +37% 10k 161.55
International Business Machines (IBM) 0.3 $1.7M +2% 13k 126.15
Wal-Mart Stores (WMT) 0.3 $1.6M +8% 11k 145.72
Applied Materials (AMAT) 0.3 $1.6M -21% 18k 89.63
Delta Air Lines Inc Del Com New (DAL) 0.3 $1.6M +25% 40k 39.54
MetLife (MET) 0.3 $1.6M -9% 34k 46.64
Northrop Grumman Corporation (NOC) 0.3 $1.6M +11% 5.3k 296.62
Boston Scientific Corporation (BSX) 0.3 $1.5M +22% 43k 36.25
Bristol Myers Squibb (BMY) 0.3 $1.5M +16% 25k 61.54
Duke Energy Corp Com New (DUK) 0.3 $1.5M +6% 17k 89.73
Deere & Company (DE) 0.3 $1.5M NEW 5.5k 274.27
Home Depot (HD) 0.3 $1.5M 5.6k 266.00
Archer Daniels Midland Company (ADM) 0.3 $1.5M -4% 29k 50.82
Activision Blizzard (ATVI) 0.3 $1.5M 16k 90.69
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.5M +46% 841.00 1740.78
Cigna Corp (CI) 0.3 $1.4M -7% 7.1k 203.45
Wynn Resorts (WYNN) 0.3 $1.4M +33% 13k 110.16
Uber Technologies (UBER) 0.3 $1.4M 26k 54.01
Cintas Corporation (CTAS) 0.3 $1.4M +3% 3.9k 348.90
Marriott Intl Cl A (MAR) 0.3 $1.4M +16% 11k 126.05
Abbott Laboratories (ABT) 0.3 $1.3M 11k 110.43
Costco Wholesale Corporation (COST) 0.3 $1.2M -2% 3.2k 375.62
Medtronic SHS (MDT) 0.3 $1.2M +8% 10k 116.91
Pfizer (PFE) 0.2 $1.2M +27% 32k 37.18
Slack Technologies Com Cl A (WORK) 0.2 $1.1M +2% 27k 41.99
Blackstone Group Com Cl A (BX) 0.2 $1.1M +10% 18k 62.83
Marvell Technology Group Ord (MRVL) 0.2 $1.1M +2% 23k 47.63
3M Company (MMM) 0.2 $1.1M +5% 6.5k 171.53
General Dynamics Corporation (GD) 0.2 $1.1M +5% 7.6k 146.03
Intel Corporation (INTC) 0.2 $1.1M -9% 21k 50.60
Morgan Stanley Com New (MS) 0.2 $1.0M NEW 15k 69.49
Constellation Brands Cl A (STZ) 0.2 $971k +9% 4.5k 216.89
Norfolk Southern (NSC) 0.2 $953k +144% 4.0k 235.83
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $953k 17k 55.13
Cardinal Health (CAH) 0.2 $930k +2% 18k 53.13
Ishares Tr Core High Dv Etf (HDV) 0.2 $925k 11k 87.83
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $924k NEW 4.8k 193.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $862k -5% 3.8k 227.44
Tesla Motors (TSLA) 0.2 $821k +9% 1.1k 735.00
Mccormick & Co Com Non Vtg (MKC) 0.2 $803k +100% 8.5k 94.25
Texas Instruments Incorporated (TXN) 0.2 $745k +18% 4.6k 163.45
Yum! Brands (YUM) 0.2 $743k 7.0k 105.83
Wisdomtree Tr Us Largecap Fund (EPS) 0.2 $735k +4% 18k 39.88
Vaneck Vectors Etf Tr Invt Grade Fltg (FLTR) 0.1 $705k +12% 28k 25.29
Honeywell International (HON) 0.1 $701k +4% 3.4k 208.44
Prudential Financial (PRU) 0.1 $673k +2% 8.7k 77.13
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $667k +5% 6.3k 106.57
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $658k +2% 2.7k 245.80
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.1 $658k 22k 30.59
Ishares Tr National Mun Etf (MUB) 0.1 $627k +2% 5.4k 117.15
Starwood Property Trust (STWD) 0.1 $626k NEW 34k 18.34
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $620k 16k 39.86
Eli Lilly & Co. (LLY) 0.1 $567k 3.4k 166.23
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $560k -3% 2.7k 205.66
Lowe's Companies (LOW) 0.1 $558k +3% 3.5k 160.99
Spdr Ser Tr Portfolio Crport (SPBO) 0.1 $530k 15k 35.98
Intuit (INTU) 0.1 $516k 1.4k 368.57
Oracle Corporation (ORCL) 0.1 $512k 8.1k 62.94
Analog Devices (ADI) 0.1 $497k +2% 3.3k 148.71
Spdr Ser Tr S&p Regl Bkg (KRE) 0.1 $477k -11% 9.1k 52.36
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $475k +9% 16k 29.20
Exxon Mobil Corporation (XOM) 0.1 $462k NEW 11k 43.54
Wisdomtree Tr Intl Equity Fd (DWM) 0.1 $451k 8.8k 51.44
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $436k +33% 4.3k 102.04
Yum China Holdings (YUMC) 0.1 $410k 7.1k 58.14
Huntington Bancshares Incorporated (HBAN) 0.1 $403k -5% 31k 12.83
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 0.1 $401k +33% 7.8k 51.09
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $395k 4.7k 83.19
Wisdomtree Tr Em Mkts Qtly Div (DGRE) 0.1 $388k 13k 29.13
Ishares Tr Blackrock Ultra (ICSH) 0.1 $382k NEW 7.6k 50.54
Bank of America Corporation (BAC) 0.1 $379k +16% 13k 30.23
Spdr Ser Tr S&p Biotech (XBI) 0.1 $359k -4% 2.6k 140.62
Dominion Resources (D) 0.1 $338k +42% 4.6k 73.10
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $333k -3% 6.0k 55.30
Southern Company (SO) 0.1 $329k +37% 5.5k 59.80
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $312k -20% 2.3k 135.89
Wisdomtree Tr Us Smallcap Fund (EES) 0.1 $310k 7.9k 39.15
Allstate Corporation (ALL) 0.1 $309k +20% 2.9k 107.07
Ameriprise Financial (AMP) 0.1 $307k +8% 1.6k 187.31
Catalent (CTLT) 0.1 $303k NEW 2.9k 104.88
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $303k NEW 3.3k 93.00
Altria (MO) 0.1 $285k +5% 7.0k 40.70
International Paper Company (IP) 0.1 $278k NEW 5.6k 49.71
Saia (SAIA) 0.1 $277k NEW 1.5k 180.57
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.1 $274k NEW 5.4k 50.55
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $267k 1.2k 229.18
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $249k -15% 670.00 371.64
Anthem (ANTM) 0.1 $248k 787.00 315.12
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $243k NEW 4.8k 50.71
Us Bancorp Del Com New (USB) 0.1 $240k NEW 5.2k 46.31
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.0 $234k NEW 5.4k 43.01
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $227k NEW 5.9k 38.31
Waste Management (WM) 0.0 $224k 1.9k 115.11
Schrodinger (SDGR) 0.0 $209k NEW 2.5k 82.61

Past Filings by Kmg Fiduciary Partners

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