13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001773205
Total reported value
$1.1B
$1.1B
267 檔
23.7%
In Q3 2024, Kmg Fiduciary Partners, LLC's U.S. equity holdings reached a combined market value of $1.1B, distributed across 267 disclosed stock positions.
In Q3 2024, Kmg Fiduciary Partners, LLC displayed an active expansion posture, initiating 10 new positions and adding to 28 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 267 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.61% | +1.10% | -2.41% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.31% | +0.62% | -10.04% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.50% | +0.45% | +3.51% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.80% | +0.13% | -7.48% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.80% | +0.54% | +1.64% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.66% | +0.64% | +42.63% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.54% | +0.82% | -2.47% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.25% | -0.15% | +4.45% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.25% | +0.54% | -0.06% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.95% | +0.75% | -1.94% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.41% | -0.47% | +3.15% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.37% | +0.23% | -6.49% | |
| 13 | QCOM | Qualcomm Inc | Stock-Tech | 1.31% | +0.42% | -21.08% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.23% | +0.41% | +23.93% | |
| 15 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.22% | +0.24% | -0.97% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.19% | -0.53% | -4.01% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 1.19% | +0.20% | +3.27% | |
| 18 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.17% | +0.39% | +24.05% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.17% | +0.42% | +17.27% | |
| 20 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.17% | +0.20% | -5.98% | |
| 21 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 1.11% | +0.32% | +13.33% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.10% | +0.53% | +1934.71% | |
| 23 | GTO | Invesco Total Return Bond Et | ETF-Other | 1.09% | +0.21% | +14.46% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.97% | -0.06% | EXIT | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.88% | -0.32% | -14.98% | |
| 26 | RTX | Rtx CORP | Stock-Industrials | 0.85% | +0.22% | -9.31% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.85% | -0.12% | -9.77% | |
| 28 | AMD | Advanced Micro Devices | Stock-Tech | 0.81% | +1.98% | -27.49% | |
| 29 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.80% | +0.32% | +3.24% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | +0.01% | +93.43% | |
| 31 | AXP | American Express Co | Stock-Financials | 0.77% | +0.23% | -0.85% | |
| 32 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.75% | -0.85% | EXIT | |
| 33 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.74% | -0.21% | -21.30% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.70% | -0.05% | +0.54% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.68% | -0.55% | +141.48% | |
| 36 | RDVY | First Trust Rising Dividend | ETF-Other | 0.67% | -0.66% | +402.23% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.66% | +0.14% | +74.69% | |
| 38 | INTC | Intel CORP | Stock-Tech | 0.64% | +0.27% | +41.78% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.64% | +0.45% | -19.65% | |
| 40 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.60% | -0.05% | +0.99% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.60% | -0.18% | +0.43% | |
| 42 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.58% | +0.18% | +11.03% | |
| 43 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.57% | -0.28% | +58.21% | |
| 44 | CRM | Salesforce Inc | Stock-Tech | 0.57% | -0.15% | +2.98% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.56% | -0.74% | EXIT | |
| 46 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.55% | -0.09% | +2.41% | |
| 47 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 0.55% | -0.56% | +362.36% | |
| 48 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.55% | -0.73% | +554.38% | |
| 49 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.55% | +0.20% | +76.95% | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.55% | +0.12% | -8.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | +1% | +1934.71% | Add |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.6% | +42.63% | Add |
| 3 | RDVY | First Trust Rising Dividend | +0.5% | +402.23% | Add |
| 4 | CGMS | Cap Group US Multi-sect Bond | +0.5% | +554.38% | Add |
| 5 | BKLC | Bny Mellon US Lrg Cap Cor | +0.4% | +362.36% | Add |
| 6 | AVLV | Avantis US Large Cap Value | +0.4% | +374.17% | Add |
| 7 | FTBD | Fidelity Tactical Bond ETF | +0.4% | +496.80% | Add |
| 8 | FSIG | Ft LTD Duration Inv Grade | +0.4% | +504.66% | Add |
| 9 | AGG | Ishares Core U.s. Aggregate | +0.4% | +292.87% | Add |
| 10 | IVW | Ishares S&p 500 Growth ETF | +0.4% | +141.48% | Add |
| 11 | COST | Costco Wholesale CORP | +0.3% | +93.43% | Add |
| 12 | CSCO | Cisco Systems Inc | +0.3% | +74.69% | Add |
| 13 | FENI | Fidelity Enhanced Intl ETF | +0.3% | +384.41% | Add |
| 14 | KMI | Kinder Morgan, Inc. | +0.3% | NEW | New buy |
| 15 | FBND | Fidelity Total Bond ETF | +0.3% | NEW | New buy |
| 16 | PFE | Pfizer Inc | +0.3% | NEW | New buy |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +23.93% | Add |
| 18 | SCHG | Schwab US Large-cap Growth | +0.2% | NEW | New buy |
| 19 | FLQM | Franklin U.s. Mid Cap Multif | +0.2% | +369.43% | Add |
| 20 | COWZ | Pacer US Cash Cows 100 ETF | +0.2% | NEW | New buy |
| 21 | UPS | United Parcel Service-cl B | +0.2% | +76.95% | Add |
| 22 | IWS | Ishares Russell Mid-cap Valu | +0.2% | +76.43% | Add |
| 23 | CGDV | Cap Group Dividend Value | +0.2% | NEW | New buy |
| 24 | DELL | Dell Technologies -c | +0.2% | NEW | New buy |
| 25 | SDVY | First Trust Smid Cap Rising | +0.2% | +350.78% | Add |
| 26 | IWP | Ishares Russell Mid-cap Grow | +0.2% | +58.21% | Add |
| 27 | SPSB | Ss Spdr P St C CORP ETF | +0.2% | NEW | New buy |
| 28 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | +0.2% | NEW | New buy |
| 29 | AVGO | Broadcom Inc | +0.2% | +3189.79% | Add |
| 30 | AVSC | Avantis US Small Cap Equity | +0.2% | +360.04% | Add |
| 31 | CGUS | Cap Group Core Equity | +0.2% | NEW | New buy |
| 32 | JPIB | Jpmorgan Intl Bnd ETF | +0.1% | +24.05% | Add |
| 33 | ORCL | Oracle CORP | +0.1% | +3.27% | Add |
| 34 | META | Meta Platforms Inc-class A | +0.1% | +4.45% | Add |
| 35 | PG | Procter & Gamble Co/the | +0.1% | +17.27% | Add |
| 36 | VNLA | Janus Henderson Short Durati | +0.1% | +25.43% | Add |
| 37 | GTO | Invesco Total Return Bond Et | +0.1% | +14.46% | Add |
| 38 | HYLS | Ft Tactical High Yield ETF | 0% | +13.33% | Add |
| 39 | CVS | Cvs Health CORP | -0.2% | -46.10% | Trim |
| 40 | EFG | Ishares Msci Eafe Growth ETF | -0.3% | -37.69% | Trim |
| 41 | AAPL | Apple Inc | -0.3% | -2.41% | Trim |
| 42 | MCD | Mcdonald's CORP | -0.3% | -55.97% | Trim |
| 43 | STWD | Starwood Property Trust Inc | -0.3% | -59.27% | Trim |
| 44 | CVX | Chevron CORP | -0.4% | -14.98% | Trim |
| 45 | AMD | Advanced Micro Devices | -0.5% | -27.49% | Trim |
| 46 | GOOGL | Alphabet Inc-cl A | -0.7% | -2.47% | Trim |
| 47 | BLKCHF | Blackrock Inc | -0.8% | EXIT | Sold out |
| 48 | QCOM | Qualcomm Inc | -0.9% | -21.08% | Trim |
| 49 | NVDA | Nvidia CORP | -1% | -7.48% | Trim |
| 50 | IVV | Ishares Core S&p 500 ETF | -1.1% | -10.04% | Trim |
According to official SEC Form 13F filings, Kmg Fiduciary Partners, LLC reported a total U.S. public equity portfolio value of $1.1B across 267 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, MSFT) accounted for 23.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
KMI
市值: $3.1M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $7.8M
During Q3 2024, Kmg Fiduciary Partners, LLC's top holdings by market value included AAPL (5.6%)、IVV (5.3%)、MSFT (4.5%). The largest single position, AAPL, represented 5.6% of total portfolio value.
In Q3 2024, Kmg Fiduciary Partners, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 28 positions, trimming 11 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.