Kmg Fiduciary Partners, LLC Purchases in Q4 2024

Kmg Fiduciary Partners, LLC

  • $1.17 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
1.82K
+ 1.05%
$180.88 - $232.93 $329K - $423K
176K $38.5M
GOOGL
Alphabet Inc.

Communication Services
2.33K
+ 1.31%
$161.86 - $196.66 $378K - $459K
180K $34M
JPM
Jpmorgan Chase & CO

Financial Services
88
+ 0.07%
$205.18 - $250.29 $18.1K - $22K
123K $29.6M
AVGO
Broadcom Inc.

Technology
10.3K
+ 66.71%
$159.67 - $250.0 $1.65M - $2.58M
25.8K $5.98M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
31.6K
+ 6.92%
$66.77 - $71.52 $2.11M - $2.26M
489K $33.7M
VRT
Vertiv Holdings CO

Industrials
28.7K
New
N/A
28.7K $2.49M
GS
Goldman Sachs Group Inc

Financial Services
23
+ 0.08%
$486.1 - $608.57 $11.2K - $14K
28.6K $16.4M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
44.8K
+ 72.3%
$44.87 - $46.86 $2.01M - $2.1M
107K $4.79M
TFC
Truist Financial Corp

Financial Services
39.4K
New
$41.51 - $48.1 $1.63M - $1.89M
39.4K $1.71M
DVN
Devon Energy Corp

Energy
59.1K
+ 164.58%
$30.52 - $42.96 $1.8M - $2.54M
95K $3.11M
HPQ
Hp Inc

Technology
50K
New
$32.46 - $39.3 $1.62M - $1.97M
50K $1.63M
KHC
Kraft Heinz CO

Consumer Defensive
52.7K
New
$30.1 - $36.02 $1.59M - $1.9M
52.7K $1.62M
CRWD
Crowd Strike Holdings, Inc.

Technology
4.72K
New
$275.15 - $388.2 $1.3M - $1.83M
4.72K $1.61M
CMCSA
Comcast Corp

Communication Services
37.9K
New
$37.39 - $45.14 $1.42M - $1.71M
37.9K $1.42M
RDVY
First Trust Rising Dividend Ac

ETFs
22.9K
+ 17.51%
$58.65 - $64.37 $1.34M - $1.47M
154K $9.09M
DAL
Delta Air Lines, Inc.

Industrials
28
+ 0.02%
$47.46 - $65.77 $1.33K - $1.84K
126K $7.62M
CSCO
Cisco Systems, Inc.

Technology
3.92K
+ 2.74%
$52.45 - $60.02 $206K - $235K
147K $8.71M
CTAS
Cintas Corp

Industrials
6.34K
+ 121.85%
$182.7 - $226.47 $1.16M - $1.44M
11.5K $2.11M
DIS
Walt Disney CO

Communication Services
1.45K
+ 2.62%
$92.39 - $117.6 $134K - $171K
56.9K $6.33M
MRK
Merck & Co., Inc.

Healthcare
14.2K
+ 39.28%
$96.31 - $114.76 $1.36M - $1.63M
50.2K $5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11.9K
+ 18.45%
$96.64 - $101.23 $1.15M - $1.2M
76.3K $7.39M
CAH
Cardinal Health Inc

Healthcare
2.14K
+ 2.75%
$107.89 - $125.33 $231K - $268K
80K $9.46M
V
Visa Inc.

Financial Services
770
+ 5.53%
$273.87 - $320.91 $211K - $247K
14.7K $4.65M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.29K
+ 3.99%
$94.43 - $105.47 $311K - $347K
85.8K $8.71M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.5K
+ 6.12%
$61.68 - $67.87 $769K - $846K
216K $13.5M
COST
Costco Wholesale Corp

Consumer Defensive
501
+ 4.93%
$873.59 - $994.69 $438K - $498K
10.7K $9.77M
GOOG
Alphabet Inc.

Communication Services
367
+ 1.35%
$163.08 - $198.16 $59.9K - $72.7K
27.6K $5.25M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.31K
+ 2.32%
$116.4 - $138.52 $152K - $181K
57.6K $7.3M
GM
General Motors CO

Consumer Cyclical
3.27K
+ 5.3%
$44.82 - $60.2 $147K - $197K
65K $3.46M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
30.4K
+ 176.54%
$22.39 - $23.45 $682K - $714K
47.7K $1.1M
PANW
Palo Alto Networks Inc

Technology
16.9K
+ 109.09%
$181.96 - $405.9 $3.07M - $6.85M
32.4K $5.89M
FSIG
First Tr ETF Iv LTD Duration I
35.9K
+ 11.88%
$18.8 - $19.23 $675K - $690K
338K $6.38M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
3.64K
+ 6.26%
$108.0 - $116.52 $393K - $424K
61.7K $6.92M
AVLV
American Centy ETF Tr Avantis
6.42K
+ 6.73%
$65.51 - $71.22 $420K - $457K
102K $6.8M
TIP
Ishares Tr Tips Bd ETF

ETFs
5.38K
+ 33.58%
$106.33 - $110.69 $572K - $595K
21.4K $2.28M
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.11K
+ 78.09%
$106.56 - $113.11 $544K - $578K
11.6K $1.24M
ISRG
Intuitive Surgical Inc

Healthcare
21
+ 0.15%
$471.27 - $550.62 $9.9K - $11.6K
14.2K $7.44M
SCHG
Schwab Strategic Tr Us Large C

ETFs
86.3K
+ 334.75%
$25.93 - $105.3 $2.24M - $9.09M
112K $3.12M
VNLA
Janus Henderson Short Duration

ETFs
8.99K
+ 5.1%
$48.82 - $49.11 $439K - $442K
185K $9.07M
BMY
Bristol Myers Squibb CO

Healthcare
4.14K
+ 13.34%
$51.92 - $59.94 $215K - $248K
35.2K $1.99M
MLPX
Global X Mlp & Energy Infrastr

ETFs
419
+ 0.73%
$54.89 - $64.32 $23K - $27K
57.9K $3.5M
USB
Us Bancorp \De\

Financial Services
4.41K
+ 7.42%
$43.98 - $53.66 $194K - $236K
63.8K $3.05M
CLF
Cleveland Cliffs Inc.

Basic Materials
87.5K
+ 58.47%
$9.24 - $13.94 $808K - $1.22M
237K $2.23M
DELL
Dell Technologies Inc.

Technology
3.25K
+ 16.95%
$111.96 - $144.21 $364K - $469K
22.4K $2.58M
GLW
Corning Inc

Technology
3.9K
+ 8.78%
$44.11 - $49.76 $172K - $194K
48.4K $2.3M
HYLS
First Tr Tactical High Yield L

ETFs
11.1K
+ 3.64%
$41.29 - $42.03 $459K - $467K
317K $13.1M
SRLN
Ssga Active Trust

ETFs
6.34K
+ 3.96%
$41.48 - $42.08 $263K - $267K
166K $6.95M
JPIB
Jpmorgan International Bond Op

ETFs
13.3K
+ 4.78%
$47.26 - $48.47 $630K - $646K
292K $13.8M
SPSB
Spdr Portfolio Short Term Corp

ETFs
8.9K
+ 13.31%
$29.77 - $30.19 $265K - $269K
75.7K $2.26M
Activity Summary
Buys All Purchases 150 New Holdings 14 Increased Positions 136 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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