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CIK: 0001773205
Total reported value
$1.1B
$1.1B
270 檔
25.0%
At the close of Q4 2024, Kmg Fiduciary Partners, LLC disclosed equity holdings valued at approximately $1.1B, spread across 270 reported holdings.
In Q4 2024, Kmg Fiduciary Partners, LLC displayed an active expansion posture, initiating 9 new positions and adding to 26 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 270 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.74% | +1.10% | -0.70% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.09% | +0.62% | -2.05% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.28% | +0.45% | +1.37% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.01% | +0.13% | -0.51% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.19% | +0.54% | +1.05% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.82% | +0.82% | +1.31% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.79% | +0.64% | +6.92% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.45% | +0.54% | +0.07% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.13% | -0.15% | -3.77% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.68% | +0.75% | +3.25% | |
| 11 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.36% | +0.24% | +0.08% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.24% | -0.47% | +1.25% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.22% | +0.23% | +3.49% | |
| 14 | QCOM | Qualcomm Inc | Stock-Tech | 1.19% | +0.42% | +4.47% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.18% | +0.41% | +2.11% | |
| 16 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.14% | +0.39% | +4.78% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.11% | +0.53% | +6.12% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 1.11% | +0.20% | -0.63% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.11% | -0.53% | +0.17% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.10% | +0.42% | +1.19% | |
| 21 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 1.08% | +0.32% | +3.64% | |
| 22 | GTO | Invesco Total Return Bond Et | ETF-Other | 1.04% | +0.21% | +4.07% | |
| 23 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.00% | +0.20% | +2.84% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.92% | -0.06% | EXIT | |
| 25 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.86% | +0.32% | -0.12% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.82% | -0.32% | -0.73% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.81% | +0.01% | +4.93% | |
| 28 | AXP | American Express Co | Stock-Financials | 0.79% | +0.23% | -1.90% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 0.79% | +0.22% | +0.60% | |
| 30 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.78% | -0.21% | +2.75% | |
| 31 | RDVY | First Trust Rising Dividend | ETF-Other | 0.75% | -0.66% | +17.51% | |
| 32 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.75% | -0.85% | EXIT | |
| 33 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.74% | -0.12% | +0.25% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.72% | +0.14% | +2.74% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.72% | -0.55% | +3.99% | |
| 36 | BLK | Blackrock Inc | Stock-Financials | 0.72% | +0.18% | — | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.68% | -0.15% | +2.28% | |
| 38 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.63% | -0.09% | +0.02% | |
| 39 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.62% | -0.05% | +0.15% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.61% | -0.74% | EXIT | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.60% | -0.28% | +2.32% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.60% | +0.45% | -0.85% | |
| 43 | AMD | Advanced Micro Devices | Stock-Tech | 0.60% | +1.98% | +4.35% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.58% | -0.05% | -0.38% | |
| 45 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.58% | -0.73% | +13.07% | |
| 46 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.58% | +0.18% | +3.96% | |
| 47 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 0.57% | -0.56% | +6.26% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.57% | -0.18% | -0.42% | |
| 49 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.56% | -0.64% | +6.73% | |
| 50 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 0.53% | -0.48% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +0.7% | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | +0.4% | +1.05% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.31% | Add |
| 4 | VRT | Vertiv Holdings Co-a | +0.3% | NEW | New buy |
| 5 | AVGO | Broadcom Inc | +0.3% | +66.71% | Add |
| 6 | NVDA | Nvidia CORP | +0.2% | -0.51% | Trim |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | +0.07% | Add |
| 8 | BITB | Bitwise Bitcoin ETF | +0.2% | NEW | New buy |
| 9 | FBND | Fidelity Total Bond ETF | +0.2% | +72.30% | Add |
| 10 | FBUF | Fidelity Dyn Buff Eqty ETF | +0.2% | NEW | New buy |
| 11 | GS | Goldman Sachs Group Inc | +0.1% | +0.08% | Add |
| 12 | TFC | Truist Financial CORP | +0.1% | NEW | New buy |
| 13 | DVN | Devon Energy CORP | +0.1% | +164.59% | Add |
| 14 | HPQ | Hp Inc | +0.1% | NEW | New buy |
| 15 | AAPL | Apple Inc | +0.1% | -0.70% | Trim |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +6.92% | Add |
| 17 | TSLA | Tesla Inc | +0.1% | -6.79% | Trim |
| 18 | KHC | Kraft Heinz Co/the | +0.1% | NEW | New buy |
| 19 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | New buy |
| 20 | CMCSA | Comcast Corp-class A | +0.1% | NEW | New buy |
| 21 | CRM | Salesforce Inc | +0.1% | +2.28% | Add |
| 22 | RDVY | First Trust Rising Dividend | +0.1% | +17.51% | Add |
| 23 | DAL | Delta Air Lines Inc | +0.1% | +0.02% | Add |
| 24 | CTAS | Cintas CORP | +0.1% | +121.85% | Add |
| 25 | MAR | Marriott International -cl A | +0.1% | -0.12% | Trim |
| 26 | CSCO | Cisco Systems Inc | +0.1% | +2.74% | Add |
| 27 | DIS | Walt Disney Co/the | +0.1% | +2.62% | Add |
| 28 | MRK | Merck & Co. Inc. | +0.1% | +39.28% | Add |
| 29 | AGG | Ishares Core U.s. Aggregate | +0.1% | +18.45% | Add |
| 30 | V | Visa Inc-class A Shares | +0.1% | +5.53% | Add |
| 31 | CAH | Cardinal Health Inc | 0% | +2.75% | Add |
| 32 | IVW | Ishares S&p 500 Growth ETF | 0% | +3.99% | Add |
| 33 | CVS | Cvs Health CORP | -0.1% | -11.16% | Trim |
| 34 | STLA | Stellantis N.V. | -0.1% | EXIT | Sold out |
| 35 | LOW | Lowe's Cos Inc | -0.1% | +0.25% | Add |
| 36 | DEO | Diageo Plc-sponsored Adr | -0.1% | EXIT | Sold out |
| 37 | UNH | Unitedhealth Group Inc | -0.1% | -0.38% | Trim |
| 38 | QCOM | Qualcomm Inc | -0.1% | +4.47% | Add |
| 39 | MDT | Medtronic plc | -0.1% | EXIT | Sold out |
| 40 | AB | Alliancebernstein Holding LP | -0.1% | EXIT | Sold out |
| 41 | ABBV | Abbvie Inc | -0.1% | +3.49% | Add |
| 42 | LULU | Lululemon Athletica Inc | -0.2% | -89.64% | Trim |
| 43 | UPS | United Parcel Service-cl B | -0.2% | -20.14% | Trim |
| 44 | KO | Coca-cola Co/the | -0.2% | +2.84% | Add |
| 45 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | +1.25% | Add |
| 46 | AMD | Advanced Micro Devices | -0.2% | +4.35% | Add |
| 47 | INTC | Intel CORP | -0.2% | -19.88% | Trim |
| 48 | CAT | Caterpillar Inc | -0.2% | -60.72% | Trim |
| 49 | TMUS | T-mobile US Inc | -0.3% | -75.27% | Trim |
| 50 | LLY | Eli Lilly & Co | -0.3% | +3.25% | Add |
According to official SEC Form 13F filings, Kmg Fiduciary Partners, LLC reported a total U.S. public equity portfolio value of $1.1B across 270 disclosed positions in Q4 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 25.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $8.7M
Top Position Liquidated / Trimmed
MDT
前期市值: $1.7M
During Q4 2024, Kmg Fiduciary Partners, LLC's top holdings by market value included AAPL (5.7%)、IVV (5.1%)、MSFT (4.3%). The largest single position, AAPL, represented 5.7% of total portfolio value.
In Q4 2024, Kmg Fiduciary Partners, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 26 positions, trimming 11 holdings, and fully liquidating 4 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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