Kmg Fiduciary Partners
Latest statistics and disclosures from Kmg Fiduciary Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, GOOGL, MSFT, IVV, and represent 23.94% of Kmg Fiduciary Partners's stock portfolio.
- Added to shares of these 10 stocks: JPST (+$12M), IWF, TSM, HD, GEV, BX, IBIT, PG, LULU, NFLX.
- Started 12 new stock positions in AMKR, HONA, FCEL, NULG, MU, WRN, WDC, JPST, HON, LULU. NAT, IBIT.
- Reduced shares in these 10 stocks: NVDA (-$23M), AMAT (-$17M), GOOGL (-$14M), AAPL (-$13M), GLW (-$12M), DELL (-$12M), VNLA (-$12M), RDVY (-$11M), FBND (-$11M), CGMS (-$10M).
- Sold out of its positions in T, ADBE, AVLC, AVSC, BNY, BITB, BMY, CI, CMCSA, CCI.
- Kmg Fiduciary Partners was a net seller of stock by $-456M.
- Kmg Fiduciary Partners has $1.1B in assets under management (AUM), dropping by -20.40%.
- Central Index Key (CIK): 0001773205
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Positions held by Kmg Fiduciary Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Kmg Fiduciary Partners
Kmg Fiduciary Partners holds 207 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.5 | $70M | -15% | 240k | 289.36 |
|
| NVIDIA Corporation (NVDA) | 5.2 | $57M | -28% | 282k | 200.09 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.6 | $50M | -22% | 140k | 357.37 |
|
| Microsoft Corporation (MSFT) | 4.1 | $44M | -11% | 117k | 373.02 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.5 | $38M | -15% | 51k | 748.89 |
|
| Amazon (AMZN) | 3.4 | $37M | -17% | 155k | 238.34 |
|
| JPMorgan Chase & Co. (JPM) | 3.2 | $34M | -13% | 105k | 327.33 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 3.0 | $32M | -11% | 367k | 87.88 |
|
| Advanced Micro Devices (AMD) | 2.8 | $31M | -8% | 53k | 580.91 |
|
| Eli Lilly & Co. (LLY) | 2.7 | $30M | -16% | 25k | 1199.43 |
|
| Goldman Sachs (GS) | 2.0 | $21M | -24% | 21k | 1011.35 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $19M | 38k | 500.39 |
|
|
| Meta Platforms Cl A (META) | 1.7 | $19M | -25% | 33k | 563.29 |
|
| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 1.6 | $18M | +2% | 366k | 48.35 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $17M | -7% | 118k | 148.31 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.6 | $17M | +4% | 225k | 77.11 |
|
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 1.6 | $17M | 414k | 40.65 |
|
|
| Invesco Actively Managed Exc Total Return (GTO) | 1.5 | $16M | -7% | 349k | 46.87 |
|
| Abbvie (ABBV) | 1.5 | $16M | -18% | 63k | 251.64 |
|
| Qualcomm (QCOM) | 1.4 | $15M | -20% | 82k | 184.79 |
|
| Procter & Gamble Company (PG) | 1.4 | $15M | +11% | 103k | 146.64 |
|
| Coca-Cola Company (KO) | 1.2 | $13M | -10% | 159k | 81.27 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.1 | $12M | NEW | 228k | 50.57 |
|
| Broadcom (AVGO) | 1.0 | $11M | -20% | 30k | 377.75 |
|
| Raytheon Technologies Corp (RTX) | 1.0 | $11M | +2% | 59k | 189.73 |
|
| Marriott Intl Cl A (MAR) | 1.0 | $11M | 30k | 370.59 |
|
|
| Ssga Active Etf Tr St Str Bl Ln Etf (SRLN) | 1.0 | $11M | 260k | 40.29 |
|
|
| Cisco Systems (CSCO) | 1.0 | $10M | -38% | 88k | 117.46 |
|
| American Express Company (AXP) | 0.9 | $10M | -5% | 30k | 338.25 |
|
| Fortinet (FTNT) | 0.9 | $9.9M | +4% | 65k | 153.62 |
|
| Chevron Corporation (CVX) | 0.9 | $9.7M | -26% | 59k | 165.76 |
|
| Oracle Corporation (ORCL) | 0.9 | $9.6M | +3% | 65k | 146.55 |
|
| Blackrock (BLK) | 0.8 | $8.8M | +2% | 9.2k | 961.53 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $8.5M | -7% | 24k | 353.33 |
|
| Costco Wholesale Corporation (COST) | 0.8 | $8.3M | -14% | 8.8k | 935.48 |
|
| Welltower Inc Com reit (WELL) | 0.7 | $7.5M | -7% | 33k | 226.97 |
|
| Lowe's Companies (LOW) | 0.6 | $6.8M | -27% | 31k | 220.49 |
|
| Applied Materials (AMAT) | 0.6 | $6.8M | -71% | 9.4k | 723.00 |
|
| Visa Com Cl A (V) | 0.6 | $6.7M | -40% | 20k | 343.09 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $6.6M | 116k | 56.48 |
|
|
| Cardinal Health (CAH) | 0.6 | $6.5M | -47% | 27k | 237.56 |
|
| Prudential Financial (PRU) | 0.6 | $6.4M | +24% | 59k | 107.93 |
|
| Duke Energy Corp Com New (DUK) | 0.6 | $6.3M | -19% | 50k | 126.58 |
|
| Palo Alto Networks (PANW) | 0.6 | $6.0M | -53% | 18k | 341.02 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.5 | $5.9M | -64% | 129k | 45.49 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.5 | $5.8M | +2% | 112k | 52.41 |
|
| Kinder Morgan (KMI) | 0.5 | $5.7M | +24% | 178k | 31.97 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.5 | $5.3M | 7.5k | 703.31 |
|
|
| Morgan Stanley Com New (MS) | 0.5 | $5.3M | -25% | 25k | 209.04 |
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.5 | $5.3M | +4% | 72k | 73.66 |
|
| Invesco Actively Managed Exc Var Rate Invt (VRIG) | 0.5 | $5.3M | -11% | 210k | 25.07 |
|
| Verizon Communications (VZ) | 0.5 | $5.2M | +22% | 123k | 42.34 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.5 | $5.1M | -29% | 61k | 82.65 |
|
| Intuitive Surgical Com New (ISRG) | 0.5 | $5.0M | -16% | 13k | 397.69 |
|
| United Parcel Svcs CL B (UPS) | 0.5 | $5.0M | +27% | 46k | 107.50 |
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $5.0M | +12% | 43k | 116.67 |
|
| Netflix (NFLX) | 0.4 | $4.6M | +38% | 65k | 71.40 |
|
| Pfizer (PFE) | 0.4 | $4.6M | +26% | 191k | 24.08 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.4 | $4.6M | +6% | 87k | 53.11 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $4.5M | +283% | 37k | 124.17 |
|
| International Business Machines (IBM) | 0.4 | $4.3M | -52% | 15k | 281.21 |
|
| Tesla Motors (TSLA) | 0.4 | $4.3M | +2% | 10k | 420.61 |
|
| Home Depot (HD) | 0.4 | $4.2M | +90% | 12k | 352.67 |
|
| Intel Corporation (INTC) | 0.4 | $4.1M | -19% | 30k | 139.63 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $3.8M | 113k | 33.84 |
|
|
| UnitedHealth (UNH) | 0.3 | $3.7M | -55% | 9.0k | 415.61 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $3.7M | -61% | 25k | 146.41 |
|
| Amgen (AMGN) | 0.3 | $3.6M | +38% | 9.9k | 362.12 |
|
| Delta Air Lines Com New (DAL) | 0.3 | $3.6M | -55% | 38k | 93.66 |
|
| Merck & Co (MRK) | 0.3 | $3.4M | -50% | 26k | 128.50 |
|
| Capital Group Dividend Value Shs Creat Unit (CGDV) | 0.3 | $3.2M | 66k | 49.28 |
|
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.3 | $3.2M | -10% | 326k | 9.81 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $3.2M | -8% | 4.2k | 763.14 |
|
| General Dynamics Corporation (GD) | 0.3 | $3.2M | -52% | 8.9k | 354.23 |
|
| Pepsi (PEP) | 0.3 | $3.1M | -9% | 23k | 135.40 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $2.9M | -64% | 18k | 164.60 |
|
| Boeing Company (BA) | 0.3 | $2.9M | -21% | 13k | 216.47 |
|
| salesforce (CRM) | 0.3 | $2.9M | -40% | 18k | 156.66 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $2.8M | +318% | 5.8k | 477.59 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $2.6M | -2% | 85k | 30.49 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $2.6M | 41k | 62.20 |
|
|
| Citigroup Com New (C) | 0.2 | $2.5M | +50% | 18k | 139.96 |
|
| Uber Technologies (UBER) | 0.2 | $2.5M | +10% | 35k | 72.16 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $2.5M | -30% | 52k | 47.94 |
|
| Spdr Series Trust St Shor Corp Etf (SPSB) | 0.2 | $2.4M | 81k | 30.01 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $2.2M | +274% | 19k | 117.67 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.2 | $2.2M | 71k | 31.10 |
|
|
| Ge Vernova (GEV) | 0.2 | $2.1M | +564% | 1.8k | 1174.93 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.2 | $2.1M | +14% | 42k | 50.39 |
|
| Capital Group Core Equity Et Shs Creat Unit (CGUS) | 0.2 | $2.1M | 47k | 44.48 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $2.1M | 5.6k | 370.06 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $2.0M | -17% | 33k | 61.46 |
|
| Ford Motor Company (F) | 0.2 | $2.0M | +63% | 145k | 13.90 |
|
| Starwood Property Trust (STWD) | 0.2 | $2.0M | -12% | 121k | 16.38 |
|
| McDonald's Corporation (MCD) | 0.2 | $1.9M | -20% | 6.9k | 270.31 |
|
| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.2 | $1.7M | 78k | 22.29 |
|
|
| Metropcs Communications (TMUS) | 0.2 | $1.7M | +170% | 10k | 167.73 |
|
| Altria (MO) | 0.2 | $1.7M | +65% | 23k | 71.95 |
|
| Wal-Mart Stores (WMT) | 0.2 | $1.6M | -30% | 15k | 113.26 |
|
| Caterpillar (CAT) | 0.2 | $1.6M | -81% | 1.5k | 1065.21 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $1.6M | -87% | 20k | 81.06 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $1.6M | NEW | 48k | 33.29 |
|
| Simon Property (SPG) | 0.1 | $1.6M | +186% | 7.0k | 223.66 |
|
| Best Buy (BBY) | 0.1 | $1.5M | +362% | 20k | 75.88 |
|
| Cintas Corporation (CTAS) | 0.1 | $1.5M | -65% | 8.9k | 170.08 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.5M | 2.00 | 748850.00 |
|
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.1 | $1.5M | -24% | 37k | 40.59 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $1.4M | 4.7k | 298.10 |
|
|
| Chipotle Mexican Grill (CMG) | 0.1 | $1.4M | -39% | 41k | 34.00 |
|
| Lululemon Athletica (LULU) | 0.1 | $1.4M | NEW | 12k | 114.18 |
|
| Yum! Brands (YUM) | 0.1 | $1.3M | +3% | 8.4k | 159.86 |
|
| Johnson & Johnson (JNJ) | 0.1 | $1.3M | -56% | 5.2k | 253.98 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $1.3M | +6% | 13k | 95.98 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.3M | +11% | 40k | 31.71 |
|
| Analog Devices (ADI) | 0.1 | $1.2M | -5% | 3.1k | 397.17 |
|
| First Tr Exchange-traded SHS (FDL) | 0.1 | $1.2M | 25k | 48.66 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.2M | 12k | 96.43 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.1 | $1.2M | 9.2k | 127.76 |
|
|
| Nike CL B (NKE) | 0.1 | $1.2M | +458% | 28k | 41.05 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.1 | $1.2M | -28% | 10k | 112.88 |
|
| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.1 | $1.2M | 27k | 43.30 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $1.1M | -2% | 16k | 67.01 |
|
| Dow (DOW) | 0.1 | $1.1M | -54% | 39k | 27.36 |
|
| Wisdomtree Tr Us Total Dividnd (DTD) | 0.1 | $1.0M | 11k | 93.25 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.0M | +695% | 8.7k | 119.52 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $974k | 7.8k | 124.77 |
|
|
| Bloom Energy Corp Com Cl A (BE) | 0.1 | $913k | -22% | 3.0k | 302.70 |
|
| Starbucks Corporation (SBUX) | 0.1 | $890k | -71% | 8.7k | 102.19 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $855k | +17% | 4.0k | 212.77 |
|
| Capital Group Growth Etf Shs Creat Unit (CGGR) | 0.1 | $843k | 18k | 47.20 |
|
|
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.1 | $785k | -92% | 29k | 27.33 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $780k | 5.9k | 132.24 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $780k | 3.3k | 236.62 |
|
|
| Owens Corning (OC) | 0.1 | $774k | -8% | 4.9k | 158.96 |
|
| Bank of America Corporation (BAC) | 0.1 | $772k | -2% | 14k | 56.98 |
|
| Walt Disney Company (DIS) | 0.1 | $760k | -76% | 7.9k | 96.25 |
|
| Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) | 0.1 | $742k | 18k | 42.33 |
|
|
| Micron Technology (MU) | 0.1 | $733k | NEW | 635.00 | 1153.93 |
|
| Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE) | 0.1 | $726k | 6.0k | 122.01 |
|
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $711k | -2% | 13k | 53.61 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $686k | +2% | 2.4k | 290.57 |
|
| Abbott Laboratories (ABT) | 0.1 | $663k | -43% | 7.3k | 90.74 |
|
| Saia (SAIA) | 0.1 | $646k | 1.5k | 421.16 |
|
|
| Allstate Corporation (ALL) | 0.1 | $598k | -86% | 2.5k | 237.91 |
|
| First Horizon National Corporation (FHN) | 0.1 | $587k | -2% | 23k | 25.64 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $584k | 891.00 | 655.93 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $543k | +30% | 2.2k | 242.99 |
|
| Hca Holdings (HCA) | 0.1 | $539k | 1.4k | 389.89 |
|
|
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $523k | 3.4k | 154.29 |
|
|
| Global X Fds Artificial Etf (AIQ) | 0.0 | $518k | -81% | 7.9k | 65.61 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $513k | -91% | 8.5k | 60.29 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $510k | -32% | 693.00 | 736.40 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 0.0 | $508k | 8.5k | 59.50 |
|
|
| Waste Management (WM) | 0.0 | $493k | -2% | 2.2k | 222.88 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $487k | +9% | 709.00 | 686.71 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $476k | 2.6k | 185.23 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $460k | -7% | 1.2k | 373.73 |
|
| Vistra Energy (VST) | 0.0 | $452k | +7% | 2.8k | 158.65 |
|
| MetLife (MET) | 0.0 | $439k | -91% | 5.2k | 84.61 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $435k | +19% | 1.5k | 299.01 |
|
| Ameriprise Financial (AMP) | 0.0 | $417k | 908.00 | 458.76 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $410k | 23k | 17.73 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $407k | 5.4k | 75.51 |
|
|
| Ciena Corp Com New (CIEN) | 0.0 | $396k | 807.00 | 490.56 |
|
|
| Steel Dynamics (STLD) | 0.0 | $389k | 1.7k | 229.46 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $382k | +412% | 14k | 27.41 |
|
| Onto Innovation (ONTO) | 0.0 | $379k | 1.0k | 378.45 |
|
|
| Amkor Technology (AMKR) | 0.0 | $376k | NEW | 4.4k | 86.23 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $368k | 4.6k | 79.96 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $364k | -15% | 6.5k | 56.37 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $361k | 7.1k | 51.05 |
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|
| Charles Schwab Corporation (SCHW) | 0.0 | $361k | -33% | 3.9k | 92.27 |
|
| Dell Technologies CL C (DELL) | 0.0 | $341k | -97% | 790.00 | 431.70 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $334k | 3.6k | 93.38 |
|
|
| Fuelcell Energy Com New (FCEL) | 0.0 | $324k | NEW | 9.0k | 36.01 |
|
| Trane Technologies SHS (TT) | 0.0 | $324k | -2% | 660.00 | 490.87 |
|
| Eaton Corp SHS (ETN) | 0.0 | $320k | -14% | 751.00 | 426.32 |
|
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.0 | $311k | 3.5k | 89.85 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $305k | -96% | 1.3k | 227.03 |
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| RPM International (RPM) | 0.0 | $303k | -2% | 2.7k | 111.15 |
|
| Ingersoll Rand (IR) | 0.0 | $302k | 3.7k | 81.99 |
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| First Tr Exchange-traded Nasdaq-100 Sel (QQEW) | 0.0 | $296k | 1.9k | 159.60 |
|
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| Corning Incorporated (GLW) | 0.0 | $296k | -97% | 1.2k | 255.40 |
|
| Honeywell International (HON) | 0.0 | $283k | NEW | 1.3k | 223.90 |
|
| Honeywell Aerospace (HONA) | 0.0 | $279k | NEW | 1.3k | 221.08 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $279k | -96% | 2.9k | 96.57 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $273k | 1.7k | 158.07 |
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|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.0 | $271k | -97% | 3.0k | 91.21 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $265k | +2% | 1.2k | 219.43 |
|
| Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) | 0.0 | $260k | -97% | 1.8k | 143.36 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $255k | -2% | 3.3k | 76.29 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $253k | 3.3k | 75.78 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $252k | -2% | 189.00 | 1332.04 |
|
| Valley National Ban (VLY) | 0.0 | $251k | 17k | 14.65 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $250k | -97% | 1.8k | 137.55 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $236k | -76% | 1.6k | 146.19 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $235k | -86% | 2.4k | 96.33 |
|
| Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) | 0.0 | $233k | 1.8k | 129.02 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $228k | 4.5k | 50.42 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $227k | 2.4k | 93.40 |
|
|
| Pulte (PHM) | 0.0 | $227k | -37% | 1.7k | 137.21 |
|
| Western Digital (WDC) | 0.0 | $213k | NEW | 334.00 | 638.81 |
|
| Southern Company (SO) | 0.0 | $209k | -50% | 2.2k | 95.71 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $209k | -25% | 2.3k | 91.70 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $209k | NEW | 1.8k | 117.05 |
|
| Nordic American Tanker Shippin (NAT) | 0.0 | $59k | NEW | 11k | 5.54 |
|
| Western Copper And Gold Cor (WRN) | 0.0 | $22k | NEW | 10k | 2.24 |
|
Past Filings by Kmg Fiduciary Partners
SEC 13F filings are viewable for Kmg Fiduciary Partners going back to 2018
- Kmg Fiduciary Partners 2026 Q2 filed July 9, 2026
- Kmg Fiduciary Partners 2026 Q1 filed April 13, 2026
- Kmg Fiduciary Partners 2025 Q4 filed Jan. 14, 2026
- Kmg Fiduciary Partners 2025 Q3 filed Oct. 10, 2025
- Kmg Fiduciary Partners 2025 Q2 filed July 10, 2025
- Kmg Fiduciary Partners 2025 Q1 filed April 14, 2025
- Kmg Fiduciary Partners 2024 Q4 filed Jan. 15, 2025
- 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