Kmg Fiduciary Partners
Latest statistics and disclosures from Kmg Fiduciary Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AAPL, MSFT, AMZN, GOOGL, and represent 23.84% of Kmg Fiduciary Partners's stock portfolio.
- Added to shares of these 10 stocks: IVE (+$10M), EFG (+$5.4M), IJR, CCI, STLA, MDT, AB, GLW, NVDA, SPLG.
- Started 18 new stock positions in MOH, MDT, VRTX, PNOV, GLW, GOVT, AB, MDXG, CIBR, KMB. CCI, STLA, SUSA, ELV, EVV, SOFI, PMAY, VBK.
- Reduced shares in these 10 stocks: IWD (-$10M), CVS, INTC, VZ, FTSM, T, KEY, , MUB, NTAP.
- Sold out of its positions in FTSM, VRP, KEY, KHC, M.
- Kmg Fiduciary Partners was a net buyer of stock by $16M.
- Kmg Fiduciary Partners has $859M in assets under management (AUM), dropping by 13.46%.
- Central Index Key (CIK): 0001773205
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Kmg Fiduciary Partners holds 236 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Ishares Tr Core S&p500 Etf (IVV) | 6.6 | $57M | 119k | 477.63 |
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Apple (AAPL) | 6.4 | $55M | 283k | 192.53 |
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Microsoft Corporation (MSFT) | 5.0 | $43M | 114k | 376.04 |
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Amazon (AMZN) | 3.0 | $26M | 169k | 151.94 |
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Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $25M | 178k | 139.69 |
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JPMorgan Chase & Co. (JPM) | 2.4 | $21M | 123k | 170.10 |
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Qualcomm (QCOM) | 2.2 | $19M | +3% | 130k | 144.63 |
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NVIDIA Corporation (NVDA) | 2.1 | $18M | +6% | 37k | 495.22 |
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Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.8 | $16M | +6% | 281k | 55.90 |
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Meta Platforms Cl A (META) | 1.8 | $15M | 43k | 353.96 |
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Ishares Tr Core Msci Eafe (IEFA) | 1.6 | $14M | 195k | 70.35 |
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Eli Lilly & Co. (LLY) | 1.6 | $14M | 24k | 582.92 |
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Abbvie (ABBV) | 1.5 | $13M | 85k | 154.97 |
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Ishares Tr S&p 500 Val Etf (IVE) | 1.5 | $13M | +491% | 72k | 173.89 |
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Chevron Corporation (CVX) | 1.3 | $12M | 77k | 149.16 |
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Advanced Micro Devices (AMD) | 1.3 | $11M | +5% | 76k | 147.41 |
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Goldman Sachs (GS) | 1.3 | $11M | +3% | 29k | 385.77 |
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Vanguard Index Fds Mid Cap Etf (VO) | 1.2 | $10M | 44k | 232.64 |
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Coca-Cola Company (KO) | 1.1 | $9.8M | +2% | 166k | 58.93 |
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Procter & Gamble Company (PG) | 1.1 | $9.7M | +2% | 66k | 146.54 |
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Cardinal Health (CAH) | 1.1 | $9.6M | 95k | 100.80 |
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First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 1.1 | $9.5M | 228k | 41.57 |
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Marriott Intl Cl A (MAR) | 1.0 | $8.7M | 39k | 225.51 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $8.6M | +3% | 24k | 356.67 |
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BlackRock (BLK) | 0.9 | $8.0M | 9.8k | 811.84 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.9 | $7.7M | +50% | 71k | 108.25 |
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Intel Corporation (INTC) | 0.9 | $7.6M | -19% | 152k | 50.25 |
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UnitedHealth (UNH) | 0.9 | $7.6M | 14k | 526.48 |
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Oracle Corporation (ORCL) | 0.9 | $7.4M | +7% | 70k | 105.43 |
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Ishares Tr Eafe Grwth Etf (EFG) | 0.8 | $6.7M | +411% | 70k | 96.85 |
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Invesco Actively Managed Etf Total Return (GTO) | 0.8 | $6.7M | +3% | 142k | 47.24 |
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J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.8 | $6.7M | +3% | 140k | 47.79 |
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McDonald's Corporation (MCD) | 0.8 | $6.7M | 23k | 296.52 |
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Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.8 | $6.6M | +2% | 136k | 48.32 |
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Lowe's Companies (LOW) | 0.8 | $6.5M | +4% | 29k | 222.55 |
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Verizon Communications (VZ) | 0.7 | $6.2M | -21% | 165k | 37.70 |
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J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.7 | $6.2M | +3% | 113k | 54.98 |
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Cisco Systems (CSCO) | 0.7 | $6.0M | +4% | 119k | 50.52 |
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Raytheon Technologies Corp (RTX) | 0.7 | $5.9M | +5% | 70k | 84.14 |
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Boeing Company (BA) | 0.7 | $5.7M | +4% | 22k | 260.66 |
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Caterpillar (CAT) | 0.6 | $5.4M | 18k | 295.67 |
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Duke Energy Corp Com New (DUK) | 0.6 | $5.3M | -2% | 55k | 97.04 |
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Delta Air Lines Inc Del Com New (DAL) | 0.6 | $5.3M | +3% | 131k | 40.23 |
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CVS Caremark Corporation (CVS) | 0.6 | $5.2M | -31% | 66k | 78.96 |
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Prudential Financial (PRU) | 0.6 | $5.0M | 48k | 103.71 |
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Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.6 | $5.0M | +2% | 118k | 41.93 |
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Pepsi (PEP) | 0.6 | $4.7M | 28k | 169.84 |
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salesforce (CRM) | 0.5 | $4.6M | +2% | 18k | 263.14 |
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Amgen (AMGN) | 0.5 | $4.5M | 16k | 288.03 |
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American Express Company (AXP) | 0.5 | $4.5M | 24k | 187.34 |
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Walt Disney Company (DIS) | 0.5 | $4.4M | 49k | 90.29 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.5 | $4.4M | 8.7k | 507.39 |
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Applied Materials (AMAT) | 0.5 | $4.4M | +4% | 27k | 162.07 |
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.5 | $4.2M | +16% | 85k | 49.37 |
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Lululemon Athletica (LULU) | 0.5 | $4.2M | +4% | 8.2k | 511.29 |
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Merck & Co (MRK) | 0.5 | $4.2M | 38k | 109.02 |
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Starwood Property Trust (STWD) | 0.5 | $4.0M | 191k | 21.02 |
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Alphabet Cap Stk Cl C (GOOG) | 0.5 | $4.0M | 28k | 140.93 |
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General Dynamics Corporation (GD) | 0.5 | $3.9M | 15k | 259.68 |
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Intuitive Surgical Com New (ISRG) | 0.5 | $3.9M | +5% | 12k | 337.36 |
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.5 | $3.9M | 48k | 81.28 |
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United Parcel Service CL B (UPS) | 0.4 | $3.7M | -6% | 23k | 157.23 |
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Global X Fds Glb X Mlp Enrg I (MLPX) | 0.4 | $3.5M | 80k | 44.62 |
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Visa Com Cl A (V) | 0.4 | $3.5M | +3% | 14k | 260.36 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $3.4M | -2% | 11k | 303.18 |
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Welltower Inc Com reit (WELL) | 0.4 | $3.4M | 37k | 90.17 |
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Johnson & Johnson (JNJ) | 0.4 | $3.3M | 21k | 156.74 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.4 | $3.3M | 64k | 51.28 |
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MetLife (MET) | 0.4 | $3.2M | +3% | 49k | 66.13 |
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International Business Machines (IBM) | 0.4 | $3.2M | -2% | 20k | 163.55 |
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Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $3.2M | -7% | 31k | 104.46 |
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Morgan Stanley Com New (MS) | 0.4 | $3.1M | +4% | 34k | 93.25 |
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Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.4 | $3.1M | 400k | 7.72 |
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Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $3.0M | 14k | 218.15 |
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Paypal Holdings (PYPL) | 0.3 | $2.9M | +8% | 47k | 61.41 |
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Cigna Corp (CI) | 0.3 | $2.8M | +5% | 9.4k | 299.46 |
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Ford Motor Company (F) | 0.3 | $2.8M | -4% | 228k | 12.19 |
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Metropcs Communications (TMUS) | 0.3 | $2.8M | +8% | 17k | 160.33 |
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Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $2.7M | 88k | 31.19 |
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MPLX Com Unit Rep Ltd (MPLX) | 0.3 | $2.7M | -4% | 72k | 36.72 |
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Vanguard Bd Index Fds Intermed Term (BIV) | 0.3 | $2.6M | -4% | 34k | 76.38 |
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First Horizon National Corporation (FHN) | 0.3 | $2.6M | 182k | 14.16 |
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Citigroup Com New (C) | 0.3 | $2.6M | +3% | 50k | 51.44 |
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Invesco Actively Managed Etf Var Rate Invt (VRIG) | 0.3 | $2.6M | 102k | 24.99 |
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Cleveland-cliffs (CLF) | 0.3 | $2.6M | +3% | 125k | 20.42 |
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Vanguard Index Fds Growth Etf (VUG) | 0.3 | $2.5M | 8.1k | 310.90 |
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Starbucks Corporation (SBUX) | 0.3 | $2.5M | +3% | 26k | 96.01 |
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Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $2.5M | 9.6k | 262.25 |
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Costco Wholesale Corporation (COST) | 0.3 | $2.4M | +4% | 3.7k | 660.17 |
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Northrop Grumman Corporation (NOC) | 0.3 | $2.4M | +8% | 5.1k | 468.17 |
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Altria (MO) | 0.3 | $2.4M | +4% | 58k | 40.34 |
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Us Bancorp Del Com New (USB) | 0.3 | $2.3M | +11% | 54k | 43.28 |
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Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $2.3M | -5% | 20k | 116.29 |
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Allstate Corporation (ALL) | 0.3 | $2.3M | 17k | 139.98 |
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Netflix (NFLX) | 0.3 | $2.3M | +3% | 4.7k | 486.88 |
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General Motors Company (GM) | 0.2 | $2.1M | +6% | 58k | 35.92 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $2.1M | 27k | 75.35 |
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Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.9M | 13k | 149.49 |
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Pfizer (PFE) | 0.2 | $1.9M | +3% | 66k | 28.79 |
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Phillips 66 (PSX) | 0.2 | $1.9M | 14k | 133.14 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.9M | 7.8k | 237.21 |
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Ishares Tr Tips Bd Etf (TIP) | 0.2 | $1.8M | -15% | 17k | 107.49 |
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Thermo Fisher Scientific (TMO) | 0.2 | $1.8M | +3% | 3.4k | 530.80 |
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Abbott Laboratories (ABT) | 0.2 | $1.8M | +2% | 16k | 110.07 |
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Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $1.8M | 23k | 77.02 |
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Palo Alto Networks (PANW) | 0.2 | $1.8M | +3% | 5.9k | 294.88 |
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Tesla Motors (TSLA) | 0.2 | $1.7M | +4% | 7.0k | 248.48 |
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Home Depot (HD) | 0.2 | $1.7M | 5.0k | 346.54 |
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Crown Castle Intl (CCI) | 0.2 | $1.7M | NEW | 15k | 115.19 |
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Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.2 | $1.6M | 35k | 47.56 |
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Ishares Core Msci Emkt (IEMG) | 0.2 | $1.6M | +2% | 32k | 50.58 |
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Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $1.6M | -12% | 21k | 77.39 |
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Stellantis SHS (STLA) | 0.2 | $1.6M | NEW | 69k | 23.32 |
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3M Company (MMM) | 0.2 | $1.6M | +9% | 15k | 109.32 |
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NetApp (NTAP) | 0.2 | $1.6M | -22% | 18k | 88.16 |
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Exxon Mobil Corporation (XOM) | 0.2 | $1.6M | 16k | 99.98 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.6M | 21k | 75.10 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.5M | 17k | 88.36 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.5M | 37k | 41.10 |
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Rbc Cad (RY) | 0.2 | $1.5M | -11% | 14k | 101.13 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $1.4M | 39k | 36.96 |
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Select Sector Spdr Tr Sbi Materials (XLB) | 0.2 | $1.4M | 17k | 85.54 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.4M | 7.1k | 200.71 |
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Devon Energy Corporation (DVN) | 0.2 | $1.4M | +3% | 31k | 45.30 |
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American Electric Power Company (AEP) | 0.2 | $1.4M | -8% | 17k | 81.22 |
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Bristol Myers Squibb (BMY) | 0.2 | $1.4M | -15% | 26k | 51.31 |
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Medtronic SHS (MDT) | 0.2 | $1.3M | NEW | 16k | 82.38 |
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ConAgra Foods (CAG) | 0.2 | $1.3M | -3% | 45k | 28.66 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.3M | 5.9k | 213.33 |
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Wisdomtree Tr Us Largecap Fund (EPS) | 0.1 | $1.3M | 25k | 50.11 |
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Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $1.2M | NEW | 40k | 31.03 |
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Corning Incorporated (GLW) | 0.1 | $1.2M | NEW | 39k | 30.45 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.2M | -89% | 7.0k | 165.24 |
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Diageo Spon Adr New (DEO) | 0.1 | $1.1M | +14% | 7.8k | 145.66 |
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Ishares Tr National Mun Etf (MUB) | 0.1 | $1.1M | -38% | 10k | 108.41 |
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN) | 0.1 | $1.1M | 25k | 44.15 |
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Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.1M | 2.00 | 542625.00 |
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Yum! Brands (YUM) | 0.1 | $1.0M | 7.8k | 130.66 |
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $1.0M | +6% | 21k | 48.32 |
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Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $971k | 15k | 66.38 |
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Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $948k | 8.3k | 114.04 |
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Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $948k | 3.3k | 286.24 |
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Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $907k | 6.3k | 145.01 |
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Lattice Strategies Tr Hartford Mlt Etf (RODM) | 0.1 | $904k | -30% | 33k | 27.42 |
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Wal-Mart Stores (WMT) | 0.1 | $891k | -6% | 5.7k | 157.65 |
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Las Vegas Sands (LVS) | 0.1 | $882k | +22% | 18k | 49.21 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $868k | 22k | 40.21 |
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First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $865k | -7% | 11k | 80.04 |
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First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $846k | 18k | 46.07 |
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Texas Instruments Incorporated (TXN) | 0.1 | $836k | 4.9k | 170.46 |
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Norfolk Southern (NSC) | 0.1 | $831k | 3.5k | 236.38 |
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.1 | $829k | 20k | 41.99 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $813k | 15k | 55.67 |
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Cintas Corporation (CTAS) | 0.1 | $807k | 1.3k | 602.85 |
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Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $802k | 3.7k | 219.55 |
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Conduent Incorporate (CNDT) | 0.1 | $792k | 217k | 3.65 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $778k | 4.6k | 170.41 |
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Owens Corning (OC) | 0.1 | $777k | +149% | 5.2k | 148.23 |
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Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $773k | +22% | 7.0k | 110.65 |
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First Tr Morningstar Divid L SHS (FDL) | 0.1 | $740k | 21k | 35.88 |
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Honeywell International (HON) | 0.1 | $733k | 3.5k | 209.73 |
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Blackstone Group Inc Com Cl A (BX) | 0.1 | $716k | -3% | 5.5k | 130.92 |
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Select Sector Spdr Tr Energy (XLE) | 0.1 | $697k | 8.3k | 83.84 |
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Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $696k | 8.8k | 79.22 |
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Spdr Gold Tr Gold Shs (GLD) | 0.1 | $687k | +4% | 3.6k | 191.16 |
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Analog Devices (ADI) | 0.1 | $683k | 3.4k | 198.56 |
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Saia (SAIA) | 0.1 | $672k | 1.5k | 438.22 |
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Intuit (INTU) | 0.1 | $656k | 1.1k | 625.03 |
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Bank of America Corporation (BAC) | 0.1 | $629k | +8% | 19k | 33.67 |
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Charles Schwab Corporation (SCHW) | 0.1 | $612k | -3% | 8.9k | 68.80 |
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Broadcom (AVGO) | 0.1 | $600k | +2% | 537.00 | 1117.00 |
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Wisdomtree Tr Intl Equity Fd (DWM) | 0.1 | $575k | 11k | 52.51 |
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Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $569k | -3% | 1.2k | 484.00 |
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Select Sector Spdr Tr Financial (XLF) | 0.1 | $545k | 15k | 37.60 |
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Fiserv (FI) | 0.1 | $542k | 4.1k | 132.83 |
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Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $502k | 5.9k | 85.06 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $498k | 1.8k | 277.15 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $497k | +62% | 5.0k | 99.25 |
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Spdr Ser Tr Dj Reit Etf (RWR) | 0.1 | $487k | 5.1k | 95.32 |
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Wisdomtree Tr Em Mkts Qtly Div (DGRE) | 0.1 | $466k | 19k | 24.58 |
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Wisdomtree Tr Us Smallcap Fund (EES) | 0.1 | $446k | 8.9k | 49.82 |
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Huntington Bancshares Incorporated (HBAN) | 0.1 | $435k | 34k | 12.72 |
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Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $427k | -5% | 8.1k | 52.43 |
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Waste Management (WM) | 0.0 | $410k | 2.3k | 179.10 |
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Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $409k | 4.0k | 103.07 |
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Fifth Third Ban (FITB) | 0.0 | $397k | 12k | 34.49 |
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Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $393k | 7.5k | 52.20 |
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Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $390k | 3.1k | 125.14 |
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Hca Holdings (HCA) | 0.0 | $384k | +12% | 1.4k | 270.68 |
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Bank of New York Mellon Corporation (BK) | 0.0 | $378k | 7.3k | 52.05 |
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Anthem (ELV) | 0.0 | $372k | NEW | 789.00 | 471.56 |
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Ameriprise Financial (AMP) | 0.0 | $371k | -3% | 976.00 | 379.83 |
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Mccormick & Co Com Non Vtg (MKC) | 0.0 | $357k | -3% | 5.2k | 68.42 |
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.0 | $356k | 4.8k | 73.38 |
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Ishares Tr Core High Dv Etf (HDV) | 0.0 | $327k | -4% | 3.2k | 101.99 |
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Pulte (PHM) | 0.0 | $320k | +4% | 3.1k | 103.22 |
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Simon Property (SPG) | 0.0 | $316k | +2% | 2.2k | 142.62 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $302k | 3.9k | 77.73 |
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Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.0 | $302k | -28% | 6.1k | 49.88 |
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Aon Shs Cl A (AON) | 0.0 | $298k | 1.0k | 291.02 |
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Yum China Holdings (YUMC) | 0.0 | $298k | 7.0k | 42.43 |
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Select Sector Spdr Tr Indl (XLI) | 0.0 | $293k | 2.6k | 113.99 |
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At&t (T) | 0.0 | $289k | -82% | 17k | 16.78 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $289k | 705.00 | 409.43 |
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Biogen Idec (BIIB) | 0.0 | $288k | -25% | 1.1k | 258.85 |
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Vanguard World Fds Health Car Etf (VHT) | 0.0 | $287k | 1.1k | 250.70 |
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $284k | 3.6k | 79.34 |
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Prologis (PLD) | 0.0 | $284k | 2.1k | 133.30 |
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Southern Company (SO) | 0.0 | $280k | -11% | 4.0k | 70.12 |
|
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) | 0.0 | $274k | NEW | 8.0k | 34.44 |
|
Spirit Airlines (SAVE) | 0.0 | $270k | 17k | 16.39 |
|
|
Spdr Ser Tr Bloomberg Invt (FLRN) | 0.0 | $268k | 8.8k | 30.59 |
|
|
Ingersoll Rand (IR) | 0.0 | $267k | +3% | 3.5k | 77.34 |
|
Kraneshares Tr Quadrtc Int Rt (IVOL) | 0.0 | $267k | -4% | 13k | 20.68 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $267k | +3% | 760.00 | 351.02 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $266k | 1.7k | 157.80 |
|
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $255k | +3% | 583.00 | 436.80 |
|
Entergy Corporation (ETR) | 0.0 | $254k | 2.5k | 101.19 |
|
|
RPM International (RPM) | 0.0 | $251k | 2.2k | 111.63 |
|
|
Listed Fd Tr Horizon Kinetics (INFL) | 0.0 | $249k | 7.9k | 31.47 |
|
|
Marathon Petroleum Corp (MPC) | 0.0 | $248k | +2% | 1.7k | 148.36 |
|
Nike CL B (NKE) | 0.0 | $246k | +2% | 2.3k | 108.57 |
|
Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $239k | NEW | 10k | 23.04 |
|
Molina Healthcare (MOH) | 0.0 | $232k | NEW | 642.00 | 361.31 |
|
Automatic Data Processing (ADP) | 0.0 | $223k | 958.00 | 232.97 |
|
|
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $219k | 4.6k | 47.49 |
|
|
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $217k | NEW | 4.0k | 53.84 |
|
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $215k | NEW | 890.00 | 241.77 |
|
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) | 0.0 | $215k | -11% | 5.9k | 36.19 |
|
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $211k | NEW | 2.1k | 100.51 |
|
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) | 0.0 | $209k | NEW | 6.7k | 31.47 |
|
Kimberly-Clark Corporation (KMB) | 0.0 | $206k | NEW | 1.7k | 121.51 |
|
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $201k | NEW | 493.00 | 406.89 |
|
Sofi Technologies (SOFI) | 0.0 | $110k | NEW | 11k | 9.95 |
|
MiMedx (MDXG) | 0.0 | $105k | NEW | 12k | 8.77 |
|
Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $96k | NEW | 10k | 9.58 |
|
Past Filings by Kmg Fiduciary Partners
SEC 13F filings are viewable for Kmg Fiduciary Partners going back to 2018
- 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
- Kmg Fiduciary Partners 2020 Q3 filed Oct. 13, 2020
- Kmg Fiduciary Partners 2020 Q2 filed July 22, 2020
- Kmg Fiduciary Partners 2020 Q1 filed April 29, 2020