Kmg Fiduciary Partners
Latest statistics and disclosures from Kmg Fiduciary Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, MSFT, AAPL, NVDA, AMZN, and represent 23.69% of Kmg Fiduciary Partners's stock portfolio.
- Added to shares of these 10 stocks: NVDA, JPIB, GTO, LOW, AXP, INTC, RTX, IBM, KO, JNJ.
- Started 7 new stock positions in STLD, UBER, TT, SYK, VLO, ETN, TDG.
- Reduced shares in these 10 stocks: CAT, QCOM, , AMGN, EXG, MO, BA, CSCO, PFE, LVS.
- Sold out of its positions in ELV, BIIB, EVV, KMB, LVS, MPLX, MDXG, PFE, SOFI, SAVE.
- Kmg Fiduciary Partners was a net buyer of stock by $24M.
- Kmg Fiduciary Partners has $965M in assets under management (AUM), dropping by 12.41%.
- Central Index Key (CIK): 0001773205
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Portfolio Holdings for Kmg Fiduciary Partners
Kmg Fiduciary Partners holds 233 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 6.5 | $63M | 120k | 525.73 |
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| Microsoft Corporation (MSFT) | 5.0 | $49M | 116k | 420.72 |
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| Apple (AAPL) | 5.0 | $49M | 284k | 171.48 |
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| NVIDIA Corporation (NVDA) | 3.9 | $37M | +11% | 41k | 903.55 |
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| Amazon (AMZN) | 3.2 | $31M | 171k | 180.38 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $28M | +3% | 184k | 150.93 |
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| JPMorgan Chase & Co. (JPM) | 2.6 | $25M | 123k | 200.30 |
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| Meta Platforms Cl A (META) | 2.2 | $21M | +2% | 44k | 485.58 |
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| Eli Lilly & Co. (LLY) | 2.1 | $20M | +8% | 25k | 777.97 |
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| Qualcomm (QCOM) | 2.0 | $19M | -12% | 113k | 169.30 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.8 | $18M | +2% | 289k | 61.53 |
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| Abbvie (ABBV) | 1.6 | $15M | 84k | 182.10 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.5 | $15M | 196k | 74.22 |
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| Advanced Micro Devices (AMD) | 1.4 | $14M | 77k | 180.49 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.4 | $14M | 73k | 186.81 |
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| Chevron Corporation (CVX) | 1.3 | $13M | +4% | 80k | 157.74 |
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| Goldman Sachs (GS) | 1.3 | $12M | 29k | 417.69 |
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| Coca-Cola Company (KO) | 1.3 | $12M | +18% | 197k | 61.18 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.1 | $11M | 44k | 249.86 |
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| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 1.1 | $11M | +14% | 262k | 41.23 |
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| Cardinal Health (CAH) | 1.1 | $11M | 96k | 111.90 |
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| Procter & Gamble Company (PG) | 1.1 | $11M | 66k | 162.25 |
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| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 1.1 | $10M | +55% | 218k | 47.62 |
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| Invesco Actively Managed Etf Total Return (GTO) | 1.1 | $10M | +54% | 220k | 46.81 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $10M | 25k | 420.53 |
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| Lowe's Companies (LOW) | 1.0 | $9.9M | +33% | 39k | 254.73 |
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| Oracle Corporation (ORCL) | 1.0 | $9.7M | +9% | 77k | 125.61 |
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| Marriott Intl Cl A (MAR) | 0.9 | $8.9M | -8% | 35k | 252.31 |
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| Raytheon Technologies Corp (RTX) | 0.9 | $8.9M | +29% | 91k | 97.53 |
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| Intel Corporation (INTC) | 0.9 | $8.8M | +31% | 200k | 44.17 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.9 | $8.8M | +12% | 79k | 110.52 |
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| BlackRock (BLK) | 0.8 | $8.2M | 9.8k | 833.69 |
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| American Express Company (AXP) | 0.8 | $7.8M | +43% | 34k | 227.69 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.8 | $7.5M | +4% | 73k | 103.79 |
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| UnitedHealth (UNH) | 0.7 | $7.1M | 14k | 494.69 |
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| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.7 | $6.8M | +2% | 140k | 48.50 |
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| salesforce (CRM) | 0.7 | $6.6M | +24% | 22k | 301.18 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.7 | $6.6M | 114k | 57.86 |
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| Walt Disney Company (DIS) | 0.7 | $6.5M | +7% | 53k | 122.36 |
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| McDonald's Corporation (MCD) | 0.7 | $6.5M | +2% | 23k | 281.95 |
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| Verizon Communications (VZ) | 0.7 | $6.3M | -8% | 151k | 41.96 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.6 | $6.2M | 129k | 47.87 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.6 | $5.9M | +18% | 140k | 42.11 |
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| International Business Machines (IBM) | 0.6 | $5.7M | +52% | 30k | 190.96 |
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| Prudential Financial (PRU) | 0.6 | $5.7M | 48k | 117.40 |
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| Applied Materials (AMAT) | 0.6 | $5.6M | 27k | 206.23 |
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| Intuitive Surgical Com New (ISRG) | 0.6 | $5.6M | +19% | 14k | 399.08 |
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| Starwood Property Trust (STWD) | 0.6 | $5.5M | +41% | 271k | 20.33 |
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| Duke Energy Corp Com New (DUK) | 0.6 | $5.4M | 56k | 96.71 |
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| Johnson & Johnson (JNJ) | 0.5 | $5.2M | +54% | 33k | 158.19 |
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| Merck & Co (MRK) | 0.5 | $5.0M | 38k | 131.95 |
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| CVS Caremark Corporation (CVS) | 0.5 | $4.9M | -6% | 62k | 79.76 |
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| Pepsi (PEP) | 0.5 | $4.8M | 28k | 175.01 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.5 | $4.8M | 8.7k | 556.41 |
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| General Dynamics Corporation (GD) | 0.5 | $4.4M | 16k | 282.48 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $4.3M | 28k | 152.26 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $4.2M | +9% | 52k | 80.51 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.4 | $4.2M | 85k | 49.19 |
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| Cisco Systems (CSCO) | 0.4 | $3.9M | -34% | 78k | 49.91 |
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| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.4 | $3.9M | 79k | 48.99 |
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| Costco Wholesale Corporation (COST) | 0.4 | $3.9M | +43% | 5.3k | 732.70 |
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| Visa Com Cl A (V) | 0.4 | $3.8M | 14k | 279.09 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $3.7M | -3% | 11k | 337.03 |
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| Caterpillar (CAT) | 0.4 | $3.7M | -45% | 10k | 366.44 |
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| MetLife (MET) | 0.4 | $3.7M | 50k | 74.11 |
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| United Parcel Service CL B (UPS) | 0.4 | $3.6M | +4% | 24k | 148.63 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $3.5M | 31k | 114.14 |
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| Cigna Corp (CI) | 0.4 | $3.5M | 9.6k | 363.19 |
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| Welltower Inc Com reit (WELL) | 0.4 | $3.4M | 37k | 93.44 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $3.4M | +2% | 66k | 51.28 |
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| Morgan Stanley Com New (MS) | 0.3 | $3.3M | +5% | 35k | 94.16 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $3.3M | 14k | 239.76 |
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| Invesco Actively Managed Etf Var Rate Invt (VRIG) | 0.3 | $3.3M | +28% | 131k | 25.09 |
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| Netflix (NFLX) | 0.3 | $3.2M | +11% | 5.2k | 607.33 |
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| Ford Motor Company (F) | 0.3 | $3.1M | 232k | 13.28 |
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| Paypal Holdings (PYPL) | 0.3 | $3.0M | -4% | 45k | 66.99 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $3.0M | +5% | 93k | 32.23 |
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| Metropcs Communications (TMUS) | 0.3 | $2.9M | +2% | 18k | 163.22 |
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| Allstate Corporation (ALL) | 0.3 | $2.8M | 16k | 173.01 |
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| Cleveland-cliffs (CLF) | 0.3 | $2.8M | 124k | 22.74 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $2.8M | 9.7k | 288.02 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $2.8M | 8.1k | 344.18 |
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| General Motors Company (GM) | 0.3 | $2.7M | 59k | 45.35 |
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| Citigroup Com New (C) | 0.3 | $2.6M | -17% | 41k | 63.24 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.3 | $2.6M | 34k | 75.40 |
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| Northrop Grumman Corporation (NOC) | 0.3 | $2.6M | +4% | 5.4k | 478.66 |
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| Starbucks Corporation (SBUX) | 0.3 | $2.5M | +3% | 27k | 91.39 |
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| Lululemon Athletica (LULU) | 0.3 | $2.5M | -22% | 6.4k | 390.65 |
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| Us Bancorp Del Com New (USB) | 0.3 | $2.5M | 55k | 44.70 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $2.3M | -6% | 19k | 125.33 |
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| Phillips 66 (PSX) | 0.2 | $2.3M | 14k | 163.34 |
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| First Horizon National Corporation (FHN) | 0.2 | $2.3M | -18% | 148k | 15.40 |
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| Palo Alto Networks (PANW) | 0.2 | $2.3M | +34% | 8.0k | 284.13 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $2.2M | 27k | 79.86 |
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| Boeing Company (BA) | 0.2 | $2.2M | -48% | 11k | 192.98 |
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| Tesla Motors (TSLA) | 0.2 | $2.2M | +75% | 12k | 175.79 |
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| Amgen (AMGN) | 0.2 | $2.1M | -52% | 7.5k | 284.32 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $2.1M | +6% | 3.6k | 581.19 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $2.1M | 13k | 162.87 |
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| Stellantis SHS (STLA) | 0.2 | $2.0M | +2% | 70k | 28.30 |
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| NetApp (NTAP) | 0.2 | $1.9M | 18k | 104.97 |
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| Abbott Laboratories (ABT) | 0.2 | $1.9M | 16k | 113.66 |
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| Home Depot (HD) | 0.2 | $1.8M | -3% | 4.8k | 383.62 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.8M | 21k | 84.44 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $1.7M | -5% | 16k | 107.41 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.7M | -15% | 6.6k | 259.90 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $1.7M | 33k | 51.60 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $1.7M | -5% | 22k | 76.67 |
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| Devon Energy Corporation (DVN) | 0.2 | $1.7M | +6% | 33k | 50.18 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.2 | $1.6M | 35k | 47.44 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.6M | -11% | 14k | 116.24 |
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| Crown Castle Intl (CCI) | 0.2 | $1.6M | +3% | 15k | 105.83 |
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| Uber Technologies (UBER) | 0.2 | $1.6M | NEW | 20k | 76.99 |
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| 3M Company (MMM) | 0.2 | $1.6M | +2% | 15k | 106.07 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.2 | $1.6M | 17k | 92.89 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.5M | 37k | 41.77 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.2 | $1.5M | +48% | 32k | 48.25 |
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| American Electric Power Company (AEP) | 0.2 | $1.5M | +4% | 18k | 86.10 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $1.5M | -6% | 20k | 77.73 |
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| Rbc Cad (RY) | 0.2 | $1.5M | +3% | 15k | 100.88 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $1.5M | 39k | 39.02 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.5M | 7.1k | 210.31 |
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| Bristol Myers Squibb (BMY) | 0.2 | $1.5M | +4% | 28k | 54.23 |
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| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.2 | $1.5M | +4% | 42k | 34.74 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.4M | -2% | 17k | 86.48 |
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| Medtronic SHS (MDT) | 0.1 | $1.4M | +3% | 16k | 87.15 |
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| ConAgra Foods (CAG) | 0.1 | $1.4M | +5% | 48k | 29.64 |
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| Wisdomtree Tr Us Largecap Fund (EPS) | 0.1 | $1.4M | 25k | 55.40 |
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| Corning Incorporated (GLW) | 0.1 | $1.4M | +5% | 42k | 32.96 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.3M | 5.8k | 228.60 |
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| Nike CL B (NKE) | 0.1 | $1.3M | +496% | 14k | 93.98 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.3M | 2.00 | 634440.00 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.3M | 7.0k | 179.10 |
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| Diageo Spon Adr New (DEO) | 0.1 | $1.2M | +6% | 8.3k | 148.74 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) | 0.1 | $1.2M | 25k | 47.02 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $1.1M | 10k | 107.60 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.1M | +224% | 18k | 60.17 |
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| Yum! Brands (YUM) | 0.1 | $1.1M | 7.8k | 138.65 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $1.1M | 15k | 72.19 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $1.1M | +415% | 17k | 61.90 |
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.1 | $1.0M | -68% | 126k | 8.16 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $994k | +16% | 5.7k | 174.20 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $984k | 8.3k | 118.29 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $976k | 6.3k | 155.91 |
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| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.1 | $911k | 20k | 45.94 |
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| Owens Corning (OC) | 0.1 | $905k | +3% | 5.4k | 166.80 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $900k | -2% | 11k | 85.65 |
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| Saia (SAIA) | 0.1 | $897k | 1.5k | 585.00 |
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| Cintas Corporation (CTAS) | 0.1 | $892k | -2% | 1.3k | 686.84 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $892k | 15k | 61.05 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $888k | 22k | 41.08 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $861k | 3.7k | 235.77 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $851k | 18k | 46.21 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $827k | 4.5k | 182.60 |
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| Norfolk Southern (NSC) | 0.1 | $819k | -8% | 3.2k | 254.87 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $802k | 8.8k | 91.25 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $797k | 8.4k | 94.41 |
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| First Tr Morningstar Divid L SHS (FDL) | 0.1 | $776k | -2% | 20k | 38.48 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $739k | 3.6k | 205.71 |
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| Honeywell International (HON) | 0.1 | $737k | +2% | 3.6k | 205.26 |
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| Conduent Incorporate (CNDT) | 0.1 | $734k | 217k | 3.38 |
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| Analog Devices (ADI) | 0.1 | $685k | 3.5k | 197.79 |
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| Intuit (INTU) | 0.1 | $683k | 1.1k | 650.00 |
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| Fiserv (FI) | 0.1 | $652k | 4.1k | 159.81 |
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| Broadcom (AVGO) | 0.1 | $628k | -11% | 474.00 | 1324.32 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $617k | -18% | 5.7k | 108.91 |
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| Wisdomtree Tr Intl Equity Fd (DWM) | 0.1 | $603k | 11k | 54.80 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $601k | -2% | 1.1k | 524.34 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $582k | -4% | 14k | 42.12 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $582k | -18% | 4.4k | 131.37 |
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| Lattice Strategies Tr Hartford Mlt Etf (RODM) | 0.1 | $581k | -37% | 21k | 28.00 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $559k | +13% | 5.7k | 97.94 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $555k | +409% | 9.1k | 60.74 |
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| Bank of America Corporation (BAC) | 0.1 | $553k | -21% | 15k | 37.92 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $550k | 5.9k | 93.19 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $532k | -17% | 7.3k | 72.34 |
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| Wisdomtree Tr Em Mkts Qtly Div (DGRE) | 0.1 | $489k | 19k | 25.70 |
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| Waste Management (WM) | 0.1 | $488k | 2.3k | 213.15 |
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| Spdr Ser Tr Dj Reit Etf (RWR) | 0.0 | $482k | 5.1k | 94.24 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $477k | 34k | 13.95 |
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| Hca Holdings (HCA) | 0.0 | $461k | -2% | 1.4k | 333.53 |
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| Wisdomtree Tr Us Smallcap Fund (EES) | 0.0 | $450k | 9.0k | 50.12 |
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| Altria (MO) | 0.0 | $432k | -83% | 9.9k | 43.62 |
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| Ameriprise Financial (AMP) | 0.0 | $428k | 976.00 | 438.44 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $419k | 7.3k | 57.62 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $408k | 4.0k | 102.76 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $408k | 3.1k | 130.73 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $393k | 7.5k | 52.16 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $386k | -3% | 5.0k | 76.81 |
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| Pulte (PHM) | 0.0 | $374k | 3.1k | 120.61 |
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| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.0 | $368k | 4.8k | 76.00 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $361k | +7% | 1.8k | 201.50 |
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| Aon Shs Cl A (AON) | 0.0 | $343k | 1.0k | 333.72 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $343k | -3% | 3.1k | 110.21 |
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| Ingersoll Rand (IR) | 0.0 | $338k | +2% | 3.6k | 94.95 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $334k | +2% | 4.0k | 84.09 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $324k | 2.6k | 125.96 |
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| RPM International (RPM) | 0.0 | $322k | +20% | 2.7k | 118.95 |
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| Fifth Third Ban (FITB) | 0.0 | $322k | -24% | 8.6k | 37.21 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $313k | 705.00 | 443.91 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $311k | 1.2k | 270.52 |
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| Southern Company (SO) | 0.0 | $306k | +6% | 4.3k | 71.74 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $292k | 3.6k | 81.53 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $286k | 1.7k | 169.37 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $286k | +20% | 13k | 22.77 |
|
| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.0 | $285k | -5% | 5.7k | 49.89 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) | 0.0 | $283k | 8.0k | 35.55 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $282k | 587.00 | 480.70 |
|
|
| Stryker Corporation (SYK) | 0.0 | $282k | NEW | 788.00 | 357.87 |
|
| Yum China Holdings (YUMC) | 0.0 | $279k | 7.0k | 39.79 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $278k | NEW | 888.00 | 312.68 |
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.0 | $270k | 8.8k | 30.83 |
|
|
| Entergy Corporation (ETR) | 0.0 | $266k | 2.5k | 105.68 |
|
|
| Molina Healthcare (MOH) | 0.0 | $262k | 638.00 | 410.83 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $259k | 747.00 | 346.43 |
|
|
| Listed Fd Tr Horizon Kinetics (INFL) | 0.0 | $257k | 7.9k | 32.56 |
|
|
| Steel Dynamics (STLD) | 0.0 | $251k | NEW | 1.7k | 148.23 |
|
| Kraneshares Trust Quadrtc Int Rt (IVOL) | 0.0 | $244k | 13k | 18.93 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $239k | 958.00 | 249.74 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $239k | NEW | 194.00 | 1231.60 |
|
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $235k | -42% | 4.7k | 50.28 |
|
| Prologis (PLD) | 0.0 | $234k | -15% | 1.8k | 130.22 |
|
| At&t (T) | 0.0 | $234k | -22% | 13k | 17.60 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $232k | 890.00 | 260.72 |
|
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $229k | 2.1k | 109.17 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $227k | +10% | 543.00 | 418.01 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $227k | 4.0k | 56.39 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.0 | $226k | 5.9k | 37.98 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $221k | 4.6k | 47.89 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $220k | NEW | 1.3k | 170.66 |
|
| Simon Property (SPG) | 0.0 | $218k | -37% | 1.4k | 156.46 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.0 | $216k | 6.7k | 32.47 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $210k | NEW | 699.00 | 300.20 |
|
Past Filings by Kmg Fiduciary Partners
SEC 13F filings are viewable for Kmg Fiduciary Partners going back to 2018
- 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
- Kmg Fiduciary Partners 2020 Q3 filed Oct. 13, 2020
- Kmg Fiduciary Partners 2020 Q2 filed July 22, 2020