Kmg Fiduciary Partners, LLC Purchases in Q3 2024

Kmg Fiduciary Partners, LLC

  • $1.14 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
194K
+ 1934.71%
$57.32 - $62.65 $11.1M - $12.1M
204K $12.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
137K
+ 42.63%
$60.84 - $67.51 $8.31M - $9.22M
457K $30.9M
RDVY
First Trust Rising Dividend Ac

ETFs
105K
+ 402.23%
$53.68 - $59.24 $5.62M - $6.21M
131K $7.74M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
45.5K
+ 362.36%
$98.24 - $109.56 $4.47M - $4.99M
58.1K $6.37M
AVLV
American Centy ETF Tr Avantis
75.3K
+ 374.17%
$60.05 - $65.83 $4.52M - $4.95M
95.4K $6.28M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
48K
+ 292.87%
$96.25 - $101.98 $4.62M - $4.89M
64.4K $6.52M
FSIG
First Tr ETF Iv LTD Duration I
252K
+ 504.66%
$18.72 - $19.32 $4.72M - $4.87M
302K $5.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
48.3K
+ 141.48%
$84.77 - $97.13 $4.1M - $4.7M
82.5K $7.9M
COST
Costco Wholesale Corp

Consumer Defensive
4.91K
+ 93.43%
$801.83 - $917.05 $3.94M - $4.5M
10.2K $9.01M
META
Meta Platforms, Inc.

Communication Services
1.94K
+ 4.45%
$453.41 - $572.44 $880K - $1.11M
45.6K $26.1M
CSCO
Cisco Systems, Inc.

Technology
61.3K
+ 74.69%
$44.74 - $53.22 $2.74M - $3.26M
143K $7.62M
KMI
Kinder Morgan, Inc.

Energy
139K
New
$19.72 - $22.22 $2.73M - $3.08M
139K $3.06M
JPIB
Jpmorgan International Bond Op

ETFs
54.1K
+ 24.05%
$46.96 - $48.73 $2.54M - $2.64M
279K $13.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
61.9K
New
$44.65 - $47.21 $2.76M - $2.92M
61.9K $2.89M
PFE
Pfizer Inc

Healthcare
99.9K
New
$27.7 - $31.39 $2.77M - $3.14M
99.9K $2.89M
UPS
United Parcel Service Inc

Industrials
20.2K
+ 76.95%
$123.32 - $147.38 $2.49M - $2.98M
46.4K $6.33M
ORCL
Oracle Corp

Technology
2.56K
+ 3.27%
$125.9 - $170.35 $322K - $436K
80.9K $13.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
25.8K
New
$92.63 - $105.69 $2.39M - $2.73M
25.8K $2.69M
IWS
Ishares Russell Midcap Value E

ETFs
18.2K
+ 76.43%
$119.52 - $132.25 $2.18M - $2.41M
42K $5.56M
IWP
Ishares Russell Mid Cap Growth

ETFs
20.7K
+ 58.21%
$103.87 - $117.59 $2.15M - $2.44M
56.3K $6.61M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
45K
+ 369.43%
$50.64 - $55.7 $2.28M - $2.51M
57.2K $3.19M
PG
Procter & Gamble CO

Consumer Defensive
11.5K
+ 17.27%
$160.76 - $177.82 $1.85M - $2.04M
78K $13.5M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
41.6K
New
$53.41 - $57.9 $2.22M - $2.41M
41.6K $2.41M
CGDV
Capital Group Divid Value ETF

ETFs
64.1K
New
$32.96 - $36.48 $2.11M - $2.34M
64.1K $2.34M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
62.4K
+ 350.78%
$32.65 - $36.69 $2.04M - $2.29M
80.2K $2.92M
DELL
Dell Technologies Inc.

Technology
19.2K
New
$87.89 - $145.97 $1.68M - $2.8M
19.2K $2.27M
GTO
Invesco Actively Managed ETF T

ETFs
32.9K
+ 14.46%
$46.22 - $48.77 $1.52M - $1.6M
260K $12.6M
SPSB
Spdr Portfolio Short Term Corp

ETFs
66.8K
New
$29.58 - $30.31 $1.98M - $2.03M
66.8K $2.02M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
21.8K
New
$82.41 - $92.06 $1.79M - $2M
21.8K $1.96M
AVGO
Broadcom Inc.

Technology
15K
+ 3189.79%
$136.27 - $1745.86 $2.04M - $26.2M
15.5K $2.67M
HYLS
First Tr Tactical High Yield L

ETFs
35.9K
+ 13.33%
$40.54 - $42.23 $1.46M - $1.52M
305K $12.8M
AVSC
American Centy ETF Tr Avantis
33.1K
+ 360.04%
$49.07 - $56.13 $1.62M - $1.86M
42.3K $2.28M
VNLA
Janus Henderson Short Duration

ETFs
35.8K
+ 25.43%
$48.34 - $49.08 $1.73M - $1.76M
176K $8.65M
CGUS
Capital Group Core Equity ETF
50.7K
New
$31.19 - $34.33 $1.58M - $1.74M
50.7K $1.74M
IEFA
Ishares Tr

ETFs
6.41K
+ 3.15%
$70.09 - $78.74 $449K - $505K
210K $16.4M
IBM
International Business Machines Corp

Technology
133
+ 0.43%
$175.1 - $223.38 $23.3K - $29.7K
31.4K $6.93M
CGCP
Capital Group Core Plus Income

ETFs
66K
New
$22.12 - $23.31 $1.46M - $1.54M
66K $1.53M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
15.3K
+ 407.03%
$82.69 - $94.63 $1.27M - $1.45M
19.1K $1.77M
FNDX
Schwab Fundamental U S Large C

ETFs
19.6K
New
$65.36 - $71.76 $1.28M - $1.4M
19.6K $1.4M
FTLS
First Tr Long/Short Equity ETF

ETFs
21.7K
New
$60.73 - $63.8 $1.32M - $1.38M
21.7K $1.38M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
11K
New
$94.31 - $103.26 $1.04M - $1.13M
11K $1.13M
UNH
Unitedhealth Group Inc

Healthcare
75
+ 0.54%
$488.01 - $604.18 $36.6K - $45.3K
14K $8.16M
LVHI
Franklin International Low Vol

ETFs
34K
New
$28.72 - $31.28 $977K - $1.06M
34K $1.06M
TSLA
Tesla, Inc.

Consumer Cyclical
304
+ 2.0%
$191.76 - $263.26 $58.3K - $80K
15.5K $4.05M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
26.6K
New
$33.88 - $36.77 $900K - $976K
26.6K $969K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.39K
+ 3.38%
$57.22 - $80.08 $79.4K - $111K
42.5K $3.31M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
20.3K
New
$39.15 - $46.02 $794K - $933K
20.3K $927K
CGGR
Capital Group Growth ETF Shs C

ETFs
26.6K
New
$30.71 - $34.79 $816K - $925K
26.6K $924K
CGGO
Capital Group Global Growth Eq

ETFs
29.8K
New
$27.25 - $30.52 $811K - $909K
29.8K $897K
Activity Summary
Buys All Purchases 147 New Holdings 33 Increased Positions 114 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Kmg Fiduciary Partners, LLC Portfolio

Follow Kmg Fiduciary Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kmg Fiduciary Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kmg Fiduciary Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email