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CIK: 0001773205
Total reported value
$1.1B
$1.1B
284 檔
22.2%
During the Q1 2025 filing period, Kmg Fiduciary Partners, LLC (CIK: 0001773205) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 284 reported positions.
In Q1 2025, Kmg Fiduciary Partners, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 284 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.16% | +1.10% | +1.03% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.59% | +0.62% | -5.85% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.95% | +0.45% | +3.07% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.44% | +0.13% | +5.89% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.69% | +0.54% | -3.14% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.58% | +0.64% | -3.23% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.42% | +0.54% | -3.61% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.40% | +0.82% | +4.00% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.99% | -0.15% | -5.02% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.98% | +0.75% | +9.27% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.45% | +0.41% | +3.84% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.37% | -0.47% | +2.96% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.27% | +0.23% | -12.49% | |
| 14 | GTO | Invesco Total Return Bond Et | ETF-Other | 1.17% | +0.21% | +11.18% | |
| 15 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.17% | +0.39% | +0.19% | |
| 16 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.16% | +0.24% | -10.95% | |
| 17 | QCOM | Qualcomm Inc | Stock-Tech | 1.15% | +0.42% | -3.33% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.13% | +0.42% | +1.02% | |
| 19 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.11% | -0.67% | +173.62% | |
| 20 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 1.10% | +0.32% | +2.36% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.10% | -0.53% | -0.82% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.02% | -0.32% | +6.97% | |
| 23 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.00% | +0.20% | -12.64% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.93% | -0.06% | EXIT | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.92% | +0.53% | -12.17% | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 0.90% | -0.15% | +64.27% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.87% | +0.01% | +4.40% | |
| 28 | RDVY | First Trust Rising Dividend | ETF-Other | 0.84% | -0.66% | +12.46% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.84% | +0.20% | -10.57% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.82% | -0.05% | +35.92% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.81% | -0.12% | +89.49% | |
| 32 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.81% | -0.85% | EXIT | |
| 33 | CTAS | Cintas CORP | Stock-Industrials | 0.76% | -0.18% | +285.73% | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.74% | -0.12% | +5.94% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.73% | -0.55% | +9.68% | |
| 36 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.72% | -0.73% | +23.74% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.71% | +0.14% | -5.51% | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.71% | +0.22% | -21.04% | |
| 39 | AXP | American Express Co | Stock-Financials | 0.70% | +0.23% | -2.99% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.68% | -0.74% | EXIT | |
| 41 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.67% | -0.21% | -26.90% | |
| 42 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.65% | +0.18% | +15.06% | |
| 43 | BLK | Blackrock Inc | Stock-Financials | 0.65% | +0.18% | -3.14% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.62% | -0.18% | -3.38% | |
| 45 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.62% | -0.64% | +12.32% | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.61% | +1.98% | +19.00% | |
| 47 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.60% | -0.28% | +6.45% | |
| 48 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 0.59% | -0.48% | EXIT | |
| 49 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.57% | -0.05% | -2.14% | |
| 50 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 0.57% | -0.56% | +4.55% |
According to official SEC Form 13F filings, Kmg Fiduciary Partners, LLC reported a total U.S. public equity portfolio value of $1.1B across 284 disclosed positions in Q1 2025.
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 AAPL, IVV, MSFT) accounted for 22.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $62.1M
During Q1 2025, Kmg Fiduciary Partners, LLC's top holdings by market value included AAPL (5.2%)、IVV (4.6%)、MSFT (4.0%). The largest single position, AAPL, represented 5.2% of total portfolio value.
In Q1 2025, Kmg Fiduciary Partners, LLC made 50 total portfolio adjustments, initiating 50 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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