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CIK: 0001773205
Total reported value
$1.1B
$1.1B
233 檔
21.2%
At the close of Q1 2024, Kmg Fiduciary Partners, LLC disclosed equity holdings valued at approximately $1.1B, spread across 233 reported holdings.
During Q1 2024, Kmg Fiduciary Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 233 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.54% | +0.62% | +0.95% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.05% | +0.45% | +1.86% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.04% | +1.10% | +0.05% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.88% | +0.13% | +11.87% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.19% | +0.54% | +0.82% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.87% | +0.82% | +3.07% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.56% | +0.54% | +0.55% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.22% | -0.15% | +2.03% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.05% | +0.75% | +8.36% | |
| 10 | QCOM | Qualcomm Inc | Stock-Tech | 1.98% | +0.42% | -12.96% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.84% | +0.64% | +2.96% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.59% | +0.23% | -0.95% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.51% | -0.47% | +0.71% | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 1.44% | +1.98% | +1.36% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.41% | -0.53% | +1.47% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.31% | -0.32% | +4.04% | |
| 17 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.25% | +0.24% | +0.51% | |
| 18 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.25% | +0.20% | +18.98% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.14% | -0.06% | EXIT | |
| 20 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 1.12% | +0.32% | +14.47% | |
| 21 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.11% | -0.21% | +0.39% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.10% | +0.42% | -0.60% | |
| 23 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.07% | +0.39% | +55.40% | |
| 24 | GTO | Invesco Total Return Bond Et | ETF-Other | 1.07% | +0.21% | +54.95% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.07% | +0.41% | +1.50% | |
| 26 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.02% | -0.12% | +33.47% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 1.00% | +0.20% | +9.46% | |
| 28 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.92% | +0.32% | -8.72% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 0.92% | +0.22% | +29.11% | |
| 30 | INTC | Intel CORP | Stock-Tech | 0.91% | +0.27% | +31.44% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.91% | +0.45% | +12.14% | |
| 32 | BLKCHF | Blackrock Inc | Stock-Other | 0.85% | — | -0.13% | |
| 33 | AXP | American Express Co | Stock-Financials | 0.81% | +0.23% | +43.57% | |
| 34 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.78% | -0.18% | EXIT | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.74% | -0.05% | -0.10% | |
| 36 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.70% | -0.85% | EXIT | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.68% | -0.15% | +24.69% | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.68% | +0.12% | +0.78% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.67% | -0.17% | +7.86% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.67% | -0.03% | +2.03% | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.66% | +0.11% | -8.51% | |
| 42 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.64% | -0.09% | -1.15% | |
| 43 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.61% | +0.18% | +18.32% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.59% | -0.18% | +52.80% | |
| 45 | PRU | Prudential Financial Inc | Stock-Financials | 0.59% | +0.25% | -0.42% | |
| 46 | AMAT | Applied Materials Inc | Stock-Tech | 0.58% | -0.21% | +0.61% | |
| 47 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.58% | -0.05% | +19.76% | |
| 48 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 0.57% | — | +41.93% | |
| 49 | DUK | Duke Energy CORP | Stock-Utilities | 0.56% | -0.01% | +1.91% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | -0.10% | +54.39% |
According to official SEC Form 13F filings, Kmg Fiduciary Partners, LLC reported a total U.S. public equity portfolio value of $1.1B across 233 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including IVV, MSFT, AAPL) accounted for 21.2% of total reported equity market value during Q1 2024.
During Q1 2024, Kmg Fiduciary Partners, LLC's top holdings by market value included IVV (6.5%)、MSFT (5.0%)、AAPL (5.0%). The largest single position, IVV, represented 6.5% of total portfolio value.
In Q1 2024, Kmg Fiduciary Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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