Kmg Fiduciary Partners, LLC Purchases in Q3 2025

Kmg Fiduciary Partners, LLC

  • $1.45 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
39K
+ 9.99%
$153.3 - $186.58 $5.99M - $7.28M
430K $80.2M
AAPL
Apple Inc.

Technology
2.82K
+ 0.98%
$202.38 - $256.87 $571K - $724K
290K $73.8M
GOOGL
Alphabet Inc.

Communication Services
3.08K
+ 1.6%
$174.36 - $254.72 $538K - $786K
196K $47.7M
IVV
Ishares Core S&P 500 ETF

ETFs
5.09K
+ 5.17%
$620.67 - $670.08 $3.16M - $3.41M
103K $69.2M
ORCL
Oracle Corp

Technology
611
+ 0.84%
$218.96 - $328.33 $134K - $201K
73.2K $20.6M
ABBV
Abb Vie Inc.

Healthcare
1.94K
+ 2.59%
$184.85 - $231.54 $359K - $449K
76.9K $17.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
13.2K
+ 2.76%
$72.65 - $78.68 $962K - $1.04M
494K $38.7M
MSFT
Microsoft Corp

Technology
1.67K
+ 1.3%
$491.09 - $535.64 $820K - $895K
130K $67.4M
JPM
Jpmorgan Chase & CO

Financial Services
933
+ 0.77%
$282.78 - $316.06 $264K - $295K
123K $38.7M
GS
Goldman Sachs Group Inc

Financial Services
201
+ 0.66%
$696.56 - $806.32 $140K - $162K
30.6K $24.4M
AMD
Advanced Micro Devices Inc

Technology
3.72K
+ 4.92%
$134.8 - $184.42 $501K - $685K
79.3K $12.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.95K
+ 8.55%
$459.11 - $506.91 $1.36M - $1.5M
37.5K $18.9M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
40.6K
New
$50.53 - $50.82 $2.05M - $2.06M
40.6K $2.06M
INTC
Intel Corp

Technology
496
+ 0.31%
$19.31 - $35.5 $9.58K - $17.6K
161K $5.41M
RTX
Raytheon Technologies Corp

Industrials
1.88K
+ 2.91%
$144.19 - $167.33 $272K - $315K
66.7K $11.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
15.2K
+ 7.71%
$62.09 - $66.51 $943K - $1.01M
212K $13.9M
LOW
Lowes Companies Inc

Consumer Cyclical
1.45K
+ 3.67%
$215.01 - $273.02 $311K - $395K
40.8K $10.3M
HYLS
First Tr Tactical High Yield L

ETFs
30.2K
+ 9.14%
$41.62 - $42.32 $1.25M - $1.28M
360K $15.1M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
639
+ 3.9%
$103.83 - $179.9 $66.3K - $115K
17K $3.04M
GTO
Invesco Actively Managed ETF T

ETFs
20.2K
+ 6.5%
$46.43 - $47.91 $938K - $968K
331K $15.7M
QCOM
Qualcomm Inc

Technology
2.88K
+ 3.11%
$145.84 - $173.55 $419K - $499K
95.2K $15.8M
CVX
Chevron Corp

Energy
1.45K
+ 1.94%
$145.57 - $161.83 $211K - $234K
76K $11.8M
JPIB
Jpmorgan International Bond Op

ETFs
19.2K
+ 6.43%
$48.32 - $49.13 $928K - $943K
318K $15.6M
AMZN
Amazon Com Inc

Consumer Cyclical
4.54K
+ 2.56%
$211.65 - $238.24 $960K - $1.08M
182K $39.9M
IEFA
Ishares Tr

ETFs
1.96K
+ 0.88%
$81.7 - $87.53 $160K - $172K
224K $19.6M
DUK
Duke Energy Corp

Utilities
5.59K
+ 10.2%
$116.31 - $125.93 $650K - $703K
60.4K $7.47M
GD
General Dynamics Corp

Industrials
288
+ 1.59%
$293.92 - $341.0 $84.6K - $98.2K
18.4K $6.28M
UNH
Unitedhealth Group Inc

Healthcare
1.38K
+ 9.29%
$237.77 - $353.61 $329K - $489K
16.3K $5.62M
AMAT
Applied Materials Inc

Technology
572
+ 1.47%
$156.25 - $204.95 $89.4K - $117K
39.5K $8.08M
RDVY
First Trust Rising Dividend Ac

ETFs
1.92K
+ 1.07%
$62.38 - $67.29 $120K - $129K
182K $12.2M
VNLA
Janus Henderson Short Duration

ETFs
18.4K
+ 9.08%
$48.99 - $49.29 $902K - $907K
221K $10.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.27K
+ 3.34%
$108.46 - $120.63 $246K - $274K
70.2K $8.35M
MLPX
Global X Mlp & Energy Infrastr

ETFs
14.3K
+ 28.37%
$59.5 - $62.99 $852K - $902K
64.8K $4.07M
GM
General Motors CO

Consumer Cyclical
669
+ 0.94%
$48.89 - $61.24 $32.7K - $41K
72.1K $4.4M
NOC
Northrop Grumman Corp

Industrials
113
+ 1.62%
$498.9 - $609.32 $56.4K - $68.9K
7.07K $4.31M
CAT
Caterpillar Inc

Industrials
10
+ 0.11%
$390.92 - $477.15 $3.91K - $4.77K
9.13K $4.35M
IVE
Ishares S&P 500 Value ETF

ETFs
139
+ 0.2%
$194.44 - $206.51 $27K - $28.7K
70.2K $14.5M
VO
Vanguard Mid Cap ETF

ETFs
662
+ 1.55%
$279.83 - $293.74 $185K - $194K
43.4K $12.8M
LLY
Eli Lilly & CO

Healthcare
1.66K
+ 5.53%
$625.65 - $812.69 $1.04M - $1.35M
31.7K $24.2M
HD
Home Depot, Inc.

Consumer Cyclical
1.28K
+ 27.1%
$357.4 - $423.42 $457K - $542K
6K $2.43M
DAL
Delta Air Lines, Inc.

Industrials
1.17K
+ 1.4%
$49.0 - $61.97 $57.1K - $72.2K
84.5K $4.79M
XOM
Exxon Mobil Corp

Energy
4.93K
+ 27.19%
$105.83 - $117.22 $522K - $578K
23.1K $2.6M
AVLV
American Centy ETF Tr Avantis
2K
+ 1.65%
$68.33 - $72.69 $137K - $146K
123K $8.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
261
+ 4.72%
$404.94 - $499.99 $106K - $130K
5.79K $2.81M
DELL
Dell Technologies Inc.

Technology
244
+ 0.89%
$120.96 - $141.77 $29.5K - $34.6K
27.7K $3.93M
SRLN
Ssga Active Trust

ETFs
12.8K
+ 6.44%
$41.28 - $41.65 $529K - $534K
212K $8.8M
KMI
Kinder Morgan, Inc.

Energy
22.7K
+ 20.82%
$26.23 - $28.5 $595K - $647K
132K $3.73M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
8.69K
+ 9.52%
$52.39 - $53.11 $455K - $462K
100K $5.3M
PFE
Pfizer Inc

Healthcare
11.7K
+ 9.66%
$23.29 - $25.88 $271K - $302K
132K $3.37M
Activity Summary
Buys All Purchases 187 New Holdings 12 Increased Positions 175 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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