Kmg Fiduciary Partners, LLC Top Holdings and 13F Report (2025)

About Kmg Fiduciary Partners, LLC

Investment Activity

Kmg Fiduciary Partners, LLC has $1.21 billion in total holdings as of December 31, 2024.
Kmg Fiduciary Partners, LLC owns shares of 270 different stocks, but just 81 companies or ETFs make up 80% of its holdings.
Approximately 17.91% of the portfolio was purchased this quarter.
About 6.43% of the portfolio was sold this quarter.
This quarter, Kmg Fiduciary Partners, LLC has purchased 239 new stocks and bought additional shares in 102 stocks.
Kmg Fiduciary Partners, LLC sold shares of 104 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

Apple: $69,311,810
iShares Core S&P 500 ETF: $61,431,381
Microsoft: $51,739,831
NVIDIA: $48,404,248
Amazon.com: $38,540,261

Largest New Holdings this Quarter

BLACKROCK INC: $8,693,333 Holding
Fidelity Total Bond ETF: $4,786,858 Holding
Kinder Morgan: $3,712,371 Holding
Vertiv: $3,266,120 Holding
Schwab U.S. Large-Cap Growth ETF: $3,124,511 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF: 206,036 shares (about $12.84M)
SPDR Portfolio S&P 500 ETF: 168,240 shares (about $11.60M)
BLACKROCK INC: 8,480 shares (about $8.69M)
First Trust NASDAQ Rising Dividend Achievers: 127,653 shares (about $7.55M)
Capital Group U.S. Multi-Sector Income ETF: 222,432 shares (about $6.07M)

Largest Sales this Quarter

iShares Core S&P 500 ETF: 14,065 shares (about $8.28M)
NVIDIA: 31,112 shares (about $4.18M)
McDonald's: 13,221 shares (about $3.83M)
Starwood Property Trust: 171,651 shares (about $3.25M)
QUALCOMM: 19,862 shares (about $3.05M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$69,311,810	$2,212,713 ▼	-3.1%	276,782	5.7%	Computer and Technology
IVV iShares Core S&P 500 ETF	$61,431,381	$8,279,820 ▼	-11.9%	104,354	5.1%	ETF
MSFT Microsoft	$51,739,831	$2,429,520 ▲	4.9%	122,752	4.3%	Computer and Technology
NVDA NVIDIA	$48,404,248	$4,178,027 ▼	-7.9%	360,446	4.0%	Computer and Technology
AMZN Amazon.com	$38,540,261	$1,013,144 ▲	2.7%	175,670	3.2%	Retail/Wholesale
GOOGL Alphabet	$34,048,620	$408,320 ▼	-1.2%	179,866	2.8%	Computer and Technology
SPLG SPDR Portfolio S&P 500 ETF	$33,688,635	$11,598,466 ▲	52.5%	488,666	2.8%	ETF
JPM JPMorgan Chase & Co.	$29,583,221	$4,794 ▲	0.0%	123,413	2.4%	Finance
META Meta Platforms	$25,674,585	$129,398 ▲	0.5%	43,850	2.1%	Computer and Technology
LLY Eli Lilly and Company	$20,350,360	$250,896 ▲	1.2%	26,361	1.7%	Medical
GS The Goldman Sachs Group	$16,398,609	$146,590 ▼	-0.9%	28,638	1.4%	Finance
IEFA iShares Core MSCI EAFE ETF	$14,929,367	$634,699 ▲	4.4%	212,427	1.2%	ETF
ABBV AbbVie	$14,798,305	$494,005 ▼	-3.2%	83,277	1.2%	Medical
QCOM QUALCOMM	$14,332,043	$3,051,214 ▼	-17.6%	93,295	1.2%	Computer and Technology
BRK.B Berkshire Hathaway	$14,296,052	$2,998,912 ▲	26.5%	31,539	1.2%	Finance
JPIB JPMorgan International Bond Opportunities ETF	$13,818,775	$3,186,930 ▲	30.0%	292,399	1.1%	ETF
IJH iShares Core S&P Mid-Cap ETF	$13,461,533	$12,838,121 ▲	2,059.3%	216,041	1.1%	ETF
ORCL Oracle	$13,398,381	$341,946 ▲	2.6%	80,403	1.1%	Computer and Technology
IVE iShares S&P 500 Value ETF	$13,390,057	$536,373 ▼	-3.9%	70,149	1.1%	ETF
PG Procter & Gamble	$13,236,360	$2,081,719 ▲	18.7%	78,952	1.1%	Consumer Staples
HYLS First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF	$13,081,559	$1,944,162 ▲	17.5%	316,515	1.1%	Manufacturing
GTO Invesco Total Return Bond ETF	$12,569,107	$2,017,611 ▲	19.1%	270,886	1.0%	ETF
KO Coca-Cola	$12,038,130	$411,475 ▼	-3.3%	193,353	1.0%	Consumer Staples
VO Vanguard Mid-Cap ETF	$11,057,473	$720,278 ▼	-6.1%	41,864	0.9%	ETF
MAR Marriott International	$10,358,772	$312,414 ▲	3.1%	37,136	0.9%	Consumer Discretionary
CVX Chevron	$9,918,367	$1,833,098 ▼	-15.6%	68,478	0.8%	Oils/Energy
COST Costco Wholesale	$9,772,482	$4,957,707 ▲	103.0%	10,666	0.8%	Retail/Wholesale
AXP American Express	$9,535,060	$267,707 ▼	-2.7%	32,127	0.8%	Finance
RTX RTX	$9,485,417	$911,639 ▼	-8.8%	81,969	0.8%	Aerospace
CAH Cardinal Health	$9,458,899	$2,238,383 ▼	-19.1%	79,977	0.8%	Medical
RDVY First Trust NASDAQ Rising Dividend Achievers	$9,089,502	$7,549,382 ▲	490.2%	153,695	0.8%	Manufacturing
VNLA Janus Henderson Short Duration Income ETF	$9,069,904	$2,189,404 ▲	31.8%	185,441	0.8%	ETF
LOW Lowe's Companies	$8,957,427	$945,251 ▼	-9.5%	36,294	0.7%	Retail/Wholesale
CSCO Cisco Systems	$8,713,444	$3,858,467 ▲	79.5%	147,187	0.7%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$8,710,561	$5,241,688 ▲	151.1%	85,793	0.7%	ETF
BLACKROCK INC	$8,693,333	$8,693,333 ▲	New Holding	8,480	0.7%	COM
CRM Salesforce	$8,240,457	$416,904 ▲	5.3%	24,648	0.7%	Computer and Technology
DAL Delta Air Lines	$7,621,205	$180,835 ▲	2.4%	125,970	0.6%	Transportation
ISRG Intuitive Surgical	$7,437,147	$84,033 ▲	1.1%	14,249	0.6%	Medical
AGG iShares Core U.S. Aggregate Bond ETF	$7,389,481	$5,801,487 ▲	365.3%	76,259	0.6%	Finance
IWP iShares Russell Mid-Cap Growth ETF	$7,303,688	$2,792,165 ▲	61.9%	57,623	0.6%	ETF
IJR iShares Core S&P Small-Cap ETF	$7,236,926	$1,847,427 ▼	-20.3%	62,810	0.6%	ETF
AMD Advanced Micro Devices	$7,228,746	$2,325,553 ▼	-24.3%	59,846	0.6%	Computer and Technology
UNH UnitedHealth Group	$7,031,017	$11,129 ▲	0.2%	13,899	0.6%	Medical
CGMS Capital Group U.S. Multi-Sector Income ETF	$7,016,185	$6,067,934 ▲	639.9%	257,192	0.6%	ETF
SRLN SPDR Blackstone Senior Loan ETF	$6,947,293	$928,409 ▲	15.4%	166,482	0.6%	ETF
BKLC BNY Mellon US Large Cap Core Equity ETF	$6,918,736	$5,510,470 ▲	391.3%	61,741	0.6%	ETF
IBM International Business Machines	$6,864,912		0.0%	31,228	0.6%	Computer and Technology
AVLV Avantis U.S. Large Cap Value ETF	$6,796,876	$5,453,793 ▲	406.1%	101,795	0.6%	ETF
FSIG First Trust Limited Duration Investment Grade Corporate ETF	$6,379,647	$5,436,600 ▲	576.5%	338,084	0.5%	ETF
DIS Walt Disney	$6,333,377	$301,536 ▲	5.0%	56,878	0.5%	Consumer Discretionary
FTBD Fidelity Tactical Bond ETF	$6,178,282	$5,250,049 ▲	565.6%	128,500	0.5%	ETF
JEPI JPMorgan Equity Premium Income ETF	$6,070,963	$620,403 ▼	-9.3%	105,527	0.5%	ETF
AVGO Broadcom	$5,975,902	$5,866,937 ▲	5,384.3%	25,776	0.5%	Computer and Technology
PANW Palo Alto Networks	$5,887,254	$3,196,822 ▲	118.8%	32,355	0.5%	Computer and Technology
TSLA Tesla	$5,830,695	$302,075 ▼	-4.9%	14,438	0.5%	Auto/Tires/Trucks
IWS iShares Russell Mid-Cap Value ETF	$5,658,348	$2,577,091 ▲	83.6%	43,748	0.5%	ETF
DUK Duke Energy	$5,612,938	$603,991 ▼	-9.7%	52,097	0.5%	Utilities
JNJ Johnson & Johnson	$5,459,459	$421,861 ▲	8.4%	37,750	0.5%	Medical
VZ Verizon Communications	$5,414,654	$674,832 ▼	-11.1%	135,400	0.4%	Computer and Technology
GOOG Alphabet	$5,250,470	$111,027 ▼	-2.1%	27,570	0.4%	Computer and Technology
INTC Intel	$5,102,587	$610,703 ▲	13.6%	254,493	0.4%	Computer and Technology
MRK Merck & Co., Inc.	$4,995,194	$1,251,261 ▲	33.4%	50,213	0.4%	Medical
FBND Fidelity Total Bond ETF	$4,786,858	$4,786,858 ▲	New Holding	106,683	0.4%	ETF
UPS United Parcel Service	$4,676,166	$1,367,176 ▲	41.3%	37,083	0.4%	Transportation
V Visa	$4,646,769	$255,046 ▲	5.8%	14,703	0.4%	Business Services
MDY SPDR S&P MidCap 400 ETF Trust	$4,604,862	$308,699 ▼	-6.3%	8,085	0.4%	ETF
AMAT Applied Materials	$4,592,492	$382,992 ▲	9.1%	28,239	0.4%	Computer and Technology
WELL Welltower	$4,567,690	$55,957 ▼	-1.2%	36,243	0.4%	Finance
MET MetLife	$4,463,548	$338,248 ▲	8.2%	54,513	0.4%	Finance
GD General Dynamics	$4,447,791	$333,057 ▲	8.1%	16,880	0.4%	Aerospace
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$4,320,776	$120,084 ▼	-2.7%	53,828	0.4%	ETF
PRU Prudential Financial	$4,223,290	$1,477,221 ▼	-25.9%	35,631	0.3%	Finance
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$4,196,368	$771,257 ▲	22.5%	81,168	0.3%	Manufacturing
BNDX Vanguard Total International Bond ETF	$4,193,551	$30,166 ▲	0.7%	85,495	0.3%	ETF
MS Morgan Stanley	$4,166,628	$182,672 ▼	-4.2%	33,142	0.3%	Finance
FIDELITY COVINGTON TRUST	$4,060,572	$3,298,568 ▲	432.9%	147,496	0.3%	ENHANCED INTL
IWF iShares Russell 1000 Growth ETF	$3,996,794	$330,088 ▼	-7.6%	9,953	0.3%	ETF
NFLX Netflix	$3,957,461	$450,117 ▼	-10.2%	4,440	0.3%	Consumer Discretionary
PEP PepsiCo	$3,887,253	$281,614 ▼	-6.8%	25,564	0.3%	Consumer Staples
VV Vanguard Large-Cap ETF	$3,800,155	$121,098 ▲	3.3%	14,090	0.3%	ETF
KMI Kinder Morgan	$3,712,371	$3,712,371 ▲	New Holding	135,488	0.3%	Oils/Energy
EFG iShares MSCI EAFE Growth ETF	$3,640,462	$2,752,618 ▼	-43.1%	37,596	0.3%	ETF
PYPL PayPal	$3,523,163	$16,985 ▲	0.5%	41,279	0.3%	Computer and Technology
MLPX Global X MLP & Energy Infrastructure ETF	$3,503,868	$1,310,817 ▼	-27.2%	57,858	0.3%	ETF
GM General Motors	$3,463,311	$288,192 ▲	9.1%	65,014	0.3%	Auto/Tires/Trucks
FLQM Franklin U.S. Mid Cap Multifactor Index ETF	$3,372,995	$2,711,061 ▲	409.6%	62,106	0.3%	ETF
ALL Allstate	$3,361,110	$165,029 ▲	5.2%	17,434	0.3%	Finance
VRT Vertiv	$3,266,120	$3,266,120 ▲	New Holding	28,749	0.3%	Computer and Technology
VRIG Invesco Variable Rate Investment Grade ETF	$3,242,926	$182,260 ▼	-5.3%	129,123	0.3%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$3,124,511	$3,124,511 ▲	New Holding	112,110	0.3%	ETF
DVN Devon Energy	$3,108,878	$1,986,669 ▲	177.0%	94,986	0.3%	Oils/Energy
VUG Vanguard Growth ETF	$3,098,283	$211,368 ▼	-6.4%	7,549	0.3%	ETF
SDVY First Trust SMID Cap Rising Dividend Archievers ETF	$3,069,119	$2,431,025 ▲	381.0%	85,610	0.3%	ETF
USB U.S. Bancorp	$3,051,256	$322,134 ▲	11.8%	63,794	0.3%	Finance
NOC Northrop Grumman	$2,966,221	$347,725 ▲	13.3%	6,321	0.2%	Aerospace
FHN First Horizon	$2,881,369	$124,505 ▼	-4.1%	143,067	0.2%	Finance
PFF iShares Preferred and Income Securities ETF	$2,872,235	$165,815 ▼	-5.5%	91,356	0.2%	ETF
C Citigroup	$2,841,813	$17,457 ▼	-0.6%	40,372	0.2%	Finance
PFE Pfizer	$2,807,100	$2,807,100 ▲	New Holding	105,809	0.2%	Medical

Showing largest 100 holdings. View all holdings.

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Kmg Fiduciary Partners, LLC Top Holdings and 13F Report (2025)

About Kmg Fiduciary Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Kmg Fiduciary Partners, LLC Top Holdings and 13F Report (2025)

About Kmg Fiduciary Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofKmg Fiduciary Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools