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CIK: 0001773205
Total reported value
$1.0B
$1.0B
239 檔
25.3%
The Q2 2024 SEC filing reveals that Kmg Fiduciary Partners, LLC held a total portfolio value of $1.0B, covering 239 public equity positions.
During Q2 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 239 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.37% | +0.15% | -1.42% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.91% | +0.90% | +0.76% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.14% | +1.65% | +1.00% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.76% | +0.68% | +845.82% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.26% | -0.10% | -0.88% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.25% | +0.23% | +0.26% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.45% | +0.10% | +0.03% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.32% | -0.11% | +2.32% | |
| 9 | QCOM | Qualcomm Inc | Stock-Tech | 2.22% | -0.03% | +0.32% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.16% | +0.63% | -1.15% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.02% | -0.23% | +10.90% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.45% | -0.03% | EXIT | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.45% | +0.08% | +2.07% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.31% | -0.03% | EXIT | |
| 15 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.28% | -0.18% | -0.32% | |
| 16 | AMD | Advanced Micro Devices | Stock-Tech | 1.26% | -0.07% | +2.58% | |
| 17 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.25% | +0.09% | +1.34% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.25% | +0.25% | +1.53% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 1.09% | -0.02% | +1.89% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.08% | +0.02% | +1.31% | |
| 21 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 1.08% | -0.01% | +3.07% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.06% | — | +1.56% | |
| 23 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.04% | -0.14% | +3.25% | |
| 24 | GTO | Invesco Total Return Bond Et | ETF-Other | 1.04% | -0.04% | +3.39% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.00% | — | +1.93% | |
| 26 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.96% | -0.04% | +3.48% | |
| 27 | RTX | Rtx CORP | Stock-Industrials | 0.89% | -0.01% | -1.15% | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.87% | -0.09% | +3.70% | |
| 29 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.86% | -0.02% | +2.35% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.83% | -0.11% | -0.64% | |
| 31 | BLKCHF | Blackrock Inc | Stock-Other | 0.77% | — | +1.02% | |
| 32 | AXP | American Express Co | Stock-Financials | 0.75% | -0.07% | -3.32% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.69% | -0.08% | -3.44% | |
| 34 | INTC | Intel CORP | Stock-Tech | 0.68% | -0.06% | +12.07% | |
| 35 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.67% | — | +0.85% | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.66% | — | -9.03% | |
| 37 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.65% | +0.02% | +2.52% | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.62% | +0.07% | +0.89% | |
| 39 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.62% | +0.03% | +0.86% | |
| 40 | AMAT | Applied Materials Inc | Stock-Tech | 0.60% | -0.23% | -5.24% | |
| 41 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.59% | +0.04% | +3.21% | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.59% | +0.16% | +6.68% | |
| 43 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.57% | -0.06% | -4.88% | |
| 44 | DUK | Duke Energy CORP | Stock-Utilities | 0.57% | -0.07% | +3.85% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.57% | -0.03% | -1.25% | |
| 46 | PRU | Prudential Financial Inc | Stock-Financials | 0.55% | +0.03% | -0.20% | |
| 47 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 0.53% | — | +5.53% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.53% | -0.10% | +4.03% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.53% | +0.01% | +2.18% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | — | +0.76% |
According to official SEC Form 13F filings, Kmg Fiduciary Partners, LLC reported a total U.S. public equity portfolio value of $1.0B across 239 disclosed positions in Q2 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, AAPL, MSFT) accounted for 25.3% of total reported equity market value during Q2 2024.
During Q2 2024, Kmg Fiduciary Partners, LLC's top holdings by market value included IVV (6.4%)、AAPL (5.9%)、MSFT (5.1%). The largest single position, IVV, represented 6.4% of total portfolio value.
In Q2 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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