Kmg Fiduciary Partners, LLC Top Holdings and 13F Report (2025) About Kmg Fiduciary Partners, LLCInvestment ActivityKmg Fiduciary Partners, LLC has $1.20 billion in total holdings as of March 31, 2025.Kmg Fiduciary Partners, LLC owns shares of 284 different stocks, but just 86 companies or ETFs make up 80% of its holdings.Approximately 8.23% of the portfolio was purchased this quarter.About 5.02% of the portfolio was sold this quarter.This quarter, Kmg Fiduciary Partners, LLC has purchased 270 new stocks and bought additional shares in 139 stocks.Kmg Fiduciary Partners, LLC sold shares of 91 stocks and completely divested from 8 stocks this quarter.Largest Holdings Apple $62,114,742iShares Core S&P 500 ETF $55,208,236Microsoft $47,495,814NVIDIA $41,365,459Amazon.com $32,372,513 Largest New Holdings this Quarter 46641Q670 - JPMorgan Core Plus Bond ETF $3,952,384 Holding169656105 - Chipotle Mexican Grill $3,755,557 Holding00724F101 - Adobe $1,949,099 Holding01609W102 - Alibaba Group $1,948,192 Holding37954Y632 - Global X Future Analytics Tech ETF $1,936,871 Holding Largest Purchases this Quarter Fidelity Total Bond ETF 185,226 shares (about $8.46M)Cintas 32,988 shares (about $6.78M)Visa 13,157 shares (about $4.61M)Salesforce 15,841 shares (about $4.25M)JPMorgan Core Plus Bond ETF 84,022 shares (about $3.95M) Largest Sales this Quarter iShares Core S&P 500 ETF 6,100 shares (about $3.43M)Cardinal Health 21,510 shares (about $2.96M)PayPal 35,667 shares (about $2.33M)RTX 17,250 shares (about $2.28M)Intel 96,566 shares (about $2.19M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKmg Fiduciary Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$62,114,742$633,071 ▲1.0%279,6325.2%Computer and TechnologyIVViShares Core S&P 500 ETF$55,208,236$3,427,547 ▼-5.8%98,2544.6%ETFMSFTMicrosoft$47,495,814$1,415,970 ▲3.1%126,5243.9%Computer and TechnologyNVDANVIDIA$41,365,459$2,300,363 ▲5.9%381,6713.4%Computer and TechnologyAMZNAmazon.com$32,372,513$1,050,424 ▼-3.1%170,1492.7%Retail/WholesaleSPLGSPDR Portfolio S&P 500 ETF$31,098,177$1,036,509 ▼-3.2%472,9042.6%ETFJPMJPMorgan Chase & Co.$29,180,006$1,093,306 ▼-3.6%118,9562.4%FinanceGOOGLAlphabet$28,926,345$1,111,862 ▲4.0%187,0562.4%Computer and TechnologyMETAMeta Platforms$24,004,952$1,268,575 ▼-5.0%41,6492.0%Computer and TechnologyLLYEli Lilly and Company$23,790,497$2,018,538 ▲9.3%28,8052.0%MedicalBRK.BBerkshire Hathaway$17,442,591$645,489 ▲3.8%32,7511.4%FinanceIEFAiShares Core MSCI EAFE ETF$16,546,485$475,707 ▲3.0%218,7151.4%ETFABBVAbbVie$15,268,468$2,179,623 ▼-12.5%72,8741.3%MedicalGTOInvesco Total Return Bond ETF$14,134,004$1,421,322 ▲11.2%301,1721.2%ETFJPIBJPMorgan International Bond Opportunities ETF$14,029,613$26,627 ▲0.2%292,9551.2%ETFGSThe Goldman Sachs Group$13,932,078$1,712,625 ▼-10.9%25,5031.2%FinanceQCOMQUALCOMM$13,853,242$477,724 ▼-3.3%90,1851.2%Computer and TechnologyPGProcter & Gamble$13,592,338$137,358 ▲1.0%79,7581.1%Consumer StaplesFBNDFidelity Total Bond ETF$13,325,645$8,455,566 ▲173.6%291,9091.1%ETFHYLSFirst Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF$13,296,035$306,241 ▲2.4%323,9771.1%ManufacturingIVEiShares S&P 500 Value ETF$13,259,364$109,583 ▼-0.8%69,5741.1%ETFCVXChevron$12,254,475$798,808 ▲7.0%73,2531.0%EnergyKOCoca-Cola$12,097,474$1,750,464 ▼-12.6%168,9121.0%Consumer StaplesVOVanguard Mid-Cap ETF$11,170,102$345,195 ▲3.2%43,1990.9%ETFIJHiShares Core S&P Mid-Cap ETF$11,071,502$1,534,488 ▼-12.2%189,7430.9%ETFCRMSalesforce$10,865,581$4,251,072 ▲64.3%40,4890.9%Computer and TechnologyCOSTCostco Wholesale$10,530,808$443,552 ▲4.4%11,1350.9%Retail/WholesaleRDVYFirst Trust NASDAQ Rising Dividend Achievers$10,118,474$1,121,159 ▲12.5%172,8470.8%ManufacturingORCLOracle$10,053,391$1,187,678 ▼-10.6%71,9080.8%Computer and TechnologyUNHUnitedHealth Group$9,894,342$2,614,608 ▲35.9%18,8910.8%MedicalVVisa$9,763,947$4,611,064 ▲89.5%27,8600.8%Business ServicesVNLAJanus Henderson Short Duration Income ETF$9,726,327$611,917 ▲6.7%197,8910.8%ETFCTASCintas$9,152,799$6,779,973 ▲285.7%44,5330.8%Business ServicesLOWLowe's Companies$8,967,602$502,839 ▲5.9%38,4500.7%Retail/WholesaleIVWiShares S&P 500 Growth ETF$8,735,167$771,042 ▲9.7%94,0990.7%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$8,688,234$1,666,885 ▲23.7%318,2500.7%ETFCSCOCisco Systems$8,582,173$500,714 ▼-5.5%139,0730.7%Computer and TechnologyRTXRTX$8,572,642$2,284,925 ▼-21.0%64,7190.7%AerospaceAXPAmerican Express$8,385,606$258,292 ▼-3.0%31,1670.7%FinanceAGGiShares Core U.S. Aggregate Bond ETF$8,173,730$630,217 ▲8.4%82,6300.7%FinanceCAHCardinal Health$8,055,029$2,963,444 ▼-26.9%58,4670.7%MedicalSRLNSPDR Blackstone Senior Loan ETF$7,878,820$1,031,417 ▲15.1%191,5590.7%ETFBLACKROCK INC$7,774,788$251,777 ▼-3.1%8,2140.6%COMIBMInternational Business Machines$7,502,907$262,339 ▼-3.4%30,1730.6%Computer and TechnologyAVLVAvantis U.S. Large Cap Value ETF$7,456,019$817,991 ▲12.3%114,3390.6%ETFAMDAdvanced Micro Devices$7,316,687$1,168,147 ▲19.0%71,2160.6%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$7,206,484$436,358 ▲6.4%61,3370.6%ETFFSIGFirst Trust Limited Duration Investment Grade Corporate ETF$7,050,817$647,502 ▲10.1%372,2710.6%ETFISRGIntuitive Surgical$6,905,797$151,052 ▼-2.1%13,9440.6%MedicalBKLCBNY Mellon US Large Cap Core Equity ETF$6,863,005$298,655 ▲4.5%64,5500.6%ETFMARMarriott International$6,848,821$1,997,096 ▼-22.6%28,7520.6%Consumer DiscretionaryIJRiShares Core S&P Small-Cap ETF$6,723,246$155,182 ▲2.4%64,2940.6%ETFDUKDuke Energy$6,685,415$331,148 ▲5.2%54,8120.6%UtilitiesPANWPalo Alto Networks$6,445,262$924,189 ▲16.7%37,7710.5%Computer and TechnologyAVGOBroadcom$6,220,523$1,904,850 ▲44.1%37,1530.5%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$6,030,710$519,754 ▲9.4%47,8740.5%ETFDISWalt Disney$5,833,816$220,001 ▲3.9%59,1070.5%Consumer DiscretionaryWELLWelltower$5,538,217$14,555 ▼-0.3%36,1480.5%FinanceJEPIJPMorgan Equity Premium Income ETF$5,520,566$509,230 ▼-8.4%96,6150.5%ETFAMATApplied Materials$5,476,697$1,378,643 ▲33.6%37,7390.5%Computer and TechnologyFIDELITY COVINGTON TRUST$5,132,113$742,631 ▲16.9%172,4500.4%ENHANCED INTLJNJJohnson & Johnson$5,019,503$1,240,987 ▼-19.8%30,2670.4%MedicalVCITVanguard Intermediate-Term Corporate Bond ETF$4,947,579$546,570 ▲12.4%60,5130.4%ETFMRKMerck & Co., Inc.$4,842,754$335,614 ▲7.4%53,9520.4%MedicalGDGeneral Dynamics$4,811,498$210,428 ▲4.6%17,6520.4%AerospaceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$4,661,174$410,422 ▲9.7%89,0050.4%ManufacturingMETMetLife$4,571,425$194,544 ▲4.4%56,9360.4%FinanceVZVerizon Communications$4,443,359$1,698,363 ▼-27.7%97,9580.4%Computer and TechnologyGOOGAlphabet$4,233,352$73,897 ▼-1.7%27,0970.4%Computer and TechnologyPRUPrudential Financial$4,230,808$251,505 ▲6.3%37,8830.4%FinanceMDYSPDR S&P MidCap 400 ETF Trust$4,224,448$88,554 ▼-2.1%7,9190.4%ETFBNDXVanguard Total International Bond ETF$4,202,206$28,704 ▲0.7%86,0830.3%ETFNFLXNetflix$4,073,291$67,142 ▼-1.6%4,3680.3%Consumer DiscretionaryVRIGInvesco Variable Rate Investment Grade ETF$4,056,155$817,757 ▲25.3%161,7290.3%ETFDALDelta Air Lines$3,961,972$1,530,315 ▼-27.9%90,8710.3%TransportationJCPBJPMorgan Core Plus Bond ETF$3,952,384$3,952,384 ▲New Holding84,0220.3%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$3,891,173$598,956 ▲18.2%73,4050.3%ETFDVNDevon Energy$3,876,774$324,296 ▲9.1%103,6570.3%EnergyPEPPepsiCo$3,874,715$41,683 ▲1.1%25,8420.3%Consumer StaplesMSMorgan Stanley$3,858,585$8,050 ▼-0.2%33,0730.3%FinanceCMGChipotle Mexican Grill$3,755,557$3,755,557 ▲New Holding74,7970.3%Retail/WholesaleALLAllstate$3,721,881$111,818 ▲3.1%17,9740.3%FinanceVVVanguard Large-Cap ETF$3,693,599$71,970 ▲2.0%14,3700.3%ETFINTCIntel$3,586,519$2,193,012 ▼-37.9%157,9270.3%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$3,509,333$84,493 ▼-2.4%9,7190.3%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$3,449,747$581,825 ▲20.3%102,9780.3%ETFNOCNorthrop Grumman$3,440,234$203,782 ▲6.3%6,7190.3%AerospaceTSLATesla$3,380,982$360,749 ▼-9.6%13,0460.3%Auto/Tires/TrucksCIThe Cigna Group$3,365,012$249,053 ▲8.0%10,2280.3%MedicalEFGiShares MSCI EAFE Growth ETF$3,339,160$420,395 ▼-11.2%33,3920.3%ETFGMGeneral Motors$3,288,189$230,588 ▲7.5%69,9170.3%Auto/Tires/TrucksMLPXGlobal X MLP & Energy Infrastructure ETF$3,172,684$519,220 ▼-14.1%49,7210.3%ETFKMIKinder Morgan$3,010,001$855,472 ▼-22.1%105,5030.3%EnergyVUGVanguard Growth ETF$2,980,937$181,697 ▲6.5%8,0390.2%ETFPFEPfizer$2,943,526$262,320 ▲9.8%116,1610.2%MedicalCATCaterpillar$2,929,892$1,581,034 ▲117.2%8,8840.2%IndustrialsUPSUnited Parcel Service$2,878,936$1,199,749 ▼-29.4%26,1750.2%TransportationUSBU.S. Bancorp$2,855,058$161,661 ▲6.0%67,6230.2%FinanceMCDMcDonald's$2,851,146$103,712 ▼-3.5%9,1270.2%Retail/WholesaleSCHGSchwab U.S. Large-Cap Growth ETF$2,738,510$68,735 ▼-2.4%109,3650.2%ETFShowing largest 100 holdings. 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