Kmg Fiduciary Partners, LLC Portfolio Holdings
Kmg Fiduciary Partners, LLC
- $1.01 Billion
- Q2 2024
Kmg Fiduciary Partners, LLC has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.01 Billion distributed in 239 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 $64.8M, Apple Inc. with a value of $60.2M, Microsoft Corp with a value of $52.3M, Nvidia Corp with a value of $48.4M, and Alphabet Inc. with a value of $33.2M.
Examining the 13F form we can see an increase of $49.3M in the current position value, from $965M to 1.01B.
Below you can find more details about Kmg Fiduciary Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.01 Billion
ETFs: $302 Million
Technology: $251 Million
Financial Services: $101 Million
Healthcare: $88.1 Million
Communication Services: $78.7 Million
Consumer Cyclical: $75.1 Million
Consumer Defensive: $37.4 Million
Industrials: $36.2 Million
Other: $40.6 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 239
- Current Value $1.01 Billion
- Prior Value $965 Million
- Filing
- Period Q2 2024
- Filing Date July 17, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 14 stocks
- Additional Purchases 126 stocks
- Sold out of 0 stocks
- Reduced holdings in 56 stocks