Kmg Fiduciary Partners, LLC Portfolio Holdings
Kmg Fiduciary Partners, LLC
- $965 Million
- Q1 2024
Kmg Fiduciary Partners, LLC has filed its 13F form on April 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $965 Million distributed in 233 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $63.2M, Microsoft Corp with a value of $48.7M, Apple Inc. with a value of $48.6M, Nvidia Corp with a value of $37.4M, and Amazon Com Inc with a value of $30.8M.
Examining the 13F form we can see an increase of $106M in the current position value, from $858M to 965M.
Below you can find more details about Kmg Fiduciary Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$965 Million
ETFs: $291 Million
Technology: $220 Million
Financial Services: $102 Million
Healthcare: $87.3 Million
Consumer Cyclical: $75.7 Million
Communication Services: $72.5 Million
Industrials: $39 Million
Consumer Defensive: $36 Million
Other: $40.5 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 233
- Current Value $965 Million
- Prior Value $858 Million
- Filing
- Period Q1 2024
- Filing Date April 10, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 7 stocks
- Additional Purchases 117 stocks
- Sold out of 0 stocks
- Reduced holdings in 70 stocks