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

About Kmg Fiduciary Partners, LLC

Investment Activity

Kmg Fiduciary Partners, LLC has $1.35 billion in total holdings as of June 30, 2025.
Kmg Fiduciary Partners, LLC owns shares of 288 different stocks, but just 83 companies or ETFs make up 80% of its holdings.
Approximately 4.27% of the portfolio was purchased this quarter.
About 1.60% of the portfolio was sold this quarter.
This quarter, Kmg Fiduciary Partners, LLC has purchased 284 new stocks and bought additional shares in 165 stocks.
Kmg Fiduciary Partners, LLC sold shares of 61 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Microsoft: $63,912,419
NVIDIA: $61,733,261
iShares Core S&P 500 ETF: $61,071,335
Apple: $58,897,901
Amazon.com: $38,878,017

Largest New Holdings this Quarter

670100205 - Novo Nordisk A/S: $4,792,848 Holding
69608A108 - PALANTIR TECHNOLOGIES INC: $1,825,461 Holding
78463X889 - SPDR Portfolio Developed World ex-US ETF: $853,895 Holding
025072877 - Avantis U.S. Small Cap Value ETF: $720,066 Holding
92189F676 - VanEck Semiconductor ETF: $388,766 Holding

Largest Purchases this Quarter

Novo Nordisk A/S: 69,441 shares (about $4.79M)
Chipotle Mexican Grill: 63,470 shares (about $3.56M)
The Goldman Sachs Group: 4,881 shares (about $3.45M)
PALANTIR TECHNOLOGIES INC: 13,391 shares (about $1.83M)
DOW: 61,070 shares (about $1.62M)

Largest Sales this Quarter

Walt Disney: 27,404 shares (about $3.40M)
Johnson & Johnson: 18,434 shares (about $2.82M)
Devon Energy: 51,147 shares (about $1.63M)
Direxion NASDAQ-100 Equal Weighted Index Shares: 16,168 shares (about $1.59M)
UnitedHealth Group: 4,006 shares (about $1.25M)

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
MSFT Microsoft	$63,912,419	$977,911 ▲	1.6%	128,490	4.7%	Computer and Technology
NVDA NVIDIA	$61,733,261	$1,433,126 ▲	2.4%	390,742	4.6%	Computer and Technology
IVV iShares Core S&P 500 ETF	$61,071,335	$65,195 ▲	0.1%	98,359	4.5%	ETF
AAPL Apple	$58,897,901	$1,525,848 ▲	2.7%	287,069	4.4%	Computer and Technology
AMZN Amazon.com	$38,878,017	$1,549,109 ▲	4.1%	177,210	2.9%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$35,290,634	$804,208 ▲	2.3%	121,730	2.6%	Finance
SPLG SPDR Portfolio S&P 500 ETF	$34,926,144	$550,772 ▲	1.6%	480,481	2.6%	ETF
GOOGL Alphabet	$34,050,429	$1,085,576 ▲	3.3%	193,216	2.5%	Computer and Technology
META Meta Platforms	$32,238,344	$1,497,587 ▲	4.9%	43,678	2.4%	Computer and Technology
LLY Eli Lilly and Company	$23,387,678	$933,106 ▲	4.2%	30,002	1.7%	Medical
GS The Goldman Sachs Group	$21,504,578	$3,454,576 ▲	19.1%	30,384	1.6%	Finance
IEFA iShares Core MSCI EAFE ETF	$18,552,032	$293,683 ▲	1.6%	222,233	1.4%	ETF
BRK.B Berkshire Hathaway	$16,780,983	$871,474 ▲	5.5%	34,545	1.2%	Finance
ORCL Oracle	$15,873,896	$152,604 ▲	1.0%	72,606	1.2%	Computer and Technology
FBND Fidelity Total Bond ETF	$14,926,082	$1,571,239 ▲	11.8%	326,253	1.1%	ETF
QCOM QUALCOMM	$14,710,800	$347,982 ▲	2.4%	92,370	1.1%	Computer and Technology
GTO Invesco Total Return Bond ETF	$14,579,076	$457,130 ▲	3.2%	310,921	1.1%	ETF
JPIB JPMorgan International Bond Opportunities ETF	$14,522,116	$278,641 ▲	2.0%	298,686	1.1%	ETF
ABBV AbbVie	$13,905,462	$378,663 ▲	2.8%	74,914	1.0%	Medical
HYLS First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF	$13,788,929	$243,459 ▲	1.8%	329,800	1.0%	Manufacturing
IVE iShares S&P 500 Value ETF	$13,692,770	$96,538 ▲	0.7%	70,068	1.0%	ETF
PG Procter & Gamble	$12,943,407	$236,430 ▲	1.9%	81,242	1.0%	Consumer Staples
IJH iShares Core S&P Mid-Cap ETF	$12,228,448	$460,562 ▲	3.9%	197,169	0.9%	ETF
VO Vanguard Mid-Cap ETF	$11,965,342	$123,126 ▼	-1.0%	42,759	0.9%	ETF
KO CocaCola	$11,962,815	$12,310 ▲	0.1%	169,086	0.9%	Consumer Staples
CRM Salesforce	$11,788,253	$747,435 ▲	6.8%	43,230	0.9%	Computer and Technology
COST Costco Wholesale	$11,312,267	$289,068 ▲	2.6%	11,427	0.8%	Retail/Wholesale
RDVY First Trust Rising Dividend Achievers ETF	$11,277,697	$433,282 ▲	4.0%	179,753	0.8%	Manufacturing
AVGO Broadcom	$10,870,259	$629,033 ▲	6.1%	39,435	0.8%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$10,733,615	$373,348 ▲	3.6%	97,490	0.8%	ETF
AMD Advanced Micro Devices	$10,723,321	$617,829 ▲	6.1%	75,570	0.8%	Computer and Technology
CVX Chevron	$10,670,242	$181,136 ▲	1.7%	74,518	0.8%	Energy
V Visa	$10,371,340	$479,671 ▲	4.8%	29,211	0.8%	Business Services
CTAS Cintas	$10,290,001	$364,841 ▲	3.7%	46,170	0.8%	Business Services
AXP American Express	$10,001,134	$59,331 ▲	0.6%	31,353	0.7%	Finance
VNLA Janus Henderson Short Duration Income ETF	$9,975,709	$239,457 ▲	2.5%	202,758	0.7%	ETF
CAH Cardinal Health	$9,892,644	$70,224 ▲	0.7%	58,885	0.7%	Medical
CSCO Cisco Systems	$9,860,510	$211,609 ▲	2.2%	142,123	0.7%	Computer and Technology
CGMS Capital Group U.S. Multi-Sector Income ETF	$9,823,504	$1,033,431 ▲	11.8%	355,666	0.7%	ETF
RTX RTX	$9,465,001	$14,748 ▲	0.2%	64,820	0.7%	Aerospace
IBM International Business Machines	$9,029,933	$135,598 ▲	1.5%	30,633	0.7%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$9,016,288	$819,392 ▲	10.0%	90,890	0.7%	Finance
IWP iShares Russell Mid-Cap Growth ETF	$8,820,084	$313,834 ▲	3.7%	63,600	0.7%	ETF
BLACKROCK INC	$8,785,865	$166,840 ▲	1.9%	8,373	0.7%	COM
LOW Lowe's Companies	$8,730,650	$199,684 ▲	2.3%	39,350	0.6%	Retail/Wholesale
SRLN SPDR Blackstone Senior Loan ETF	$8,271,178	$304,231 ▲	3.8%	198,874	0.6%	ETF
AVLV Avantis U.S. Large Cap Value ETF	$8,264,157	$465,122 ▲	6.0%	121,158	0.6%	ETF
BKLC BNY Mellon US Large Cap Core Equity ETF	$7,980,834	$336,221 ▲	4.4%	67,389	0.6%	ETF
FSIG First Trust Limited Duration Investment Grade Corporate ETF	$7,945,577	$827,761 ▲	11.6%	415,564	0.6%	ETF
PANW Palo Alto Networks	$7,909,358	$179,879 ▲	2.3%	38,650	0.6%	Computer and Technology
ISRG Intuitive Surgical	$7,860,154	$283,107 ▲	3.7%	14,465	0.6%	Medical
MAR Marriott International	$7,858,739	$3,279 ▲	0.0%	28,764	0.6%	Consumer Discretionary
CMG Chipotle Mexican Grill	$7,763,692	$3,563,840 ▲	84.9%	138,267	0.6%	Retail/Wholesale
IJR iShares Core S&P Small-Cap ETF	$7,428,129	$401,423 ▲	5.7%	67,967	0.6%	ETF
AMAT Applied Materials	$7,123,210	$214,374 ▲	3.1%	38,910	0.5%	Computer and Technology
IWS iShares Russell Mid-Cap Value ETF	$6,651,453	$325,331 ▲	5.1%	50,336	0.5%	ETF
DUK Duke Energy	$6,463,683	$4,130 ▼	-0.1%	54,777	0.5%	Utilities
FIDELITY COVINGTON TRUST	$6,146,662	$410,962 ▲	7.2%	184,806	0.5%	ENHANCED INTL
NFLX Netflix	$6,059,563	$210,243 ▲	3.6%	4,525	0.4%	Consumer Discretionary
WELL Welltower	$5,517,659	$39,355 ▼	-0.7%	35,892	0.4%	Finance
JEPI JPMorgan Equity Premium Income ETF	$5,362,519	$130,015 ▼	-2.4%	94,328	0.4%	ETF
GD General Dynamics	$5,288,199	$139,708 ▲	2.7%	18,131	0.4%	Aerospace
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$5,222,171	$204,399 ▲	4.1%	62,978	0.4%	ETF
MS Morgan Stanley	$4,895,758	$237,069 ▲	5.1%	34,756	0.4%	Finance
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$4,816,667	$120,768 ▲	2.6%	91,294	0.4%	Manufacturing
NVO Novo Nordisk A/S	$4,792,848	$4,792,848 ▲	New Holding	69,441	0.4%	Medical
GOOG Alphabet	$4,784,022	$22,706 ▼	-0.5%	26,969	0.4%	Computer and Technology
MET MetLife	$4,695,472	$116,689 ▲	2.5%	58,387	0.3%	Finance
UNH UnitedHealth Group	$4,643,539	$1,249,716 ▼	-21.2%	14,885	0.3%	Medical
JCPB JPMorgan Core Plus Bond ETF	$4,385,471	$431,399 ▲	10.9%	93,189	0.3%	ETF
VRT Vertiv	$4,378,507	$185,680 ▲	4.4%	34,098	0.3%	Computer and Technology
FLQM Franklin U.S. Mid Cap Multifactor Index ETF	$4,359,585	$372,948 ▲	9.4%	80,272	0.3%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$4,314,121	$171,636 ▼	-3.8%	7,616	0.3%	ETF
VRIG Invesco Variable Rate Investment Grade ETF	$4,301,578	$250,274 ▲	6.2%	171,720	0.3%	ETF
BNDX Vanguard Total International Bond ETF	$4,297,858	$35,895 ▲	0.8%	86,808	0.3%	ETF
TSLA Tesla	$4,296,645	$152,476 ▲	3.7%	13,526	0.3%	Auto/Tires/Trucks
MRK Merck & Co., Inc.	$4,217,512	$53,354 ▼	-1.2%	53,278	0.3%	Medical
IWF iShares Russell 1000 Growth ETF	$4,116,202	$10,190 ▼	-0.2%	9,695	0.3%	ETF
DAL Delta Air Lines	$4,097,139	$371,899 ▼	-8.3%	83,309	0.3%	Transportation
VV Vanguard Large-Cap ETF	$4,088,327	$11,412 ▼	-0.3%	14,330	0.3%	ETF
COIN Coinbase Global	$4,076,900	$407,620 ▲	11.1%	11,632	0.3%	Finance
VZ Verizon Communications	$4,042,477	$196,187 ▼	-4.6%	93,424	0.3%	Computer and Technology
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$3,937,001	$303,937 ▲	8.4%	111,593	0.3%	ETF
DIS Walt Disney	$3,931,473	$3,398,356 ▼	-46.4%	31,703	0.3%	Consumer Discretionary
PRU Prudential Financial	$3,922,238	$147,946 ▼	-3.6%	36,506	0.3%	Finance
UBER Uber Technologies	$3,692,254	$583,685 ▲	18.8%	39,574	0.3%	Computer and Technology
ALL Allstate	$3,691,649	$73,277 ▲	2.0%	18,338	0.3%	Finance
EFG iShares MSCI EAFE Growth ETF	$3,653,998	$85,904 ▼	-2.3%	32,625	0.3%	ETF
INTC Intel	$3,601,289	$63,728 ▲	1.8%	160,772	0.3%	Computer and Technology
SCHG Schwab U.S. Large-Cap Growth ETF	$3,551,438	$356,888 ▲	11.2%	121,583	0.3%	ETF
BITWISE BITCOIN ETF TR	$3,545,692	$52,379 ▲	1.5%	60,517	0.3%	SHS BEN INT
CAT Caterpillar	$3,538,578	$89,678 ▲	2.6%	9,115	0.3%	Industrials
CI Cigna Group	$3,526,366	$145,127 ▲	4.3%	10,667	0.3%	Medical
VUG Vanguard Growth ETF	$3,524,197		0.0%	8,039	0.3%	ETF
GM General Motors	$3,515,104	$74,504 ▲	2.2%	71,431	0.3%	Auto/Tires/Trucks
NOC Northrop Grumman	$3,480,581	$121,003 ▲	3.6%	6,961	0.3%	Aerospace
BA Boeing	$3,433,523	$395,168 ▲	13.0%	16,387	0.3%	Aerospace
DELL Dell Technologies	$3,367,355	$178,016 ▲	5.6%	27,466	0.2%	Computer and Technology
PEP PepsiCo	$3,284,532	$127,684 ▼	-3.7%	24,875	0.2%	Consumer Staples
USB U.S. Bancorp	$3,217,647	$157,697 ▲	5.2%	71,108	0.2%	Finance

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

About MarketBeat

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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