Kmg Fiduciary Partners, LLC Purchases in Q1 2025

Kmg Fiduciary Partners, LLC

  • $1.18 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GD
General Dynamics Corp

Industrials
772
+ 4.57%
$241.94 - $272.58 $187K - $210K
17.7K $4.81M
ALL
Allstate Corp

Financial Services
540
+ 3.1%
$180.99 - $210.18 $97.7K - $113K
18K $3.72M
PG
Procter & Gamble CO

Consumer Defensive
806
+ 1.02%
$158.56 - $176.26 $128K - $142K
79.8K $13.6M
VTI
Vanguard Total Stock Market Et

ETFs
1.63K
+ 27.79%
$271.18 - $303.12 $441K - $493K
7.48K $2.05M
MMM
3 M CO

Industrials
204
+ 1.15%
$129.7 - $155.12 $26.5K - $31.6K
17.9K $2.63M
GE
General Electric CO

Industrials
1.72K
New
$168.59 - $212.13 $291K - $366K
1.72K $345K
PSX
Phillips 66

Energy
1.4K
+ 7.76%
$113.93 - $131.55 $159K - $184K
19.4K $2.4M
CMCSA
Comcast Corp

Communication Services
9.82K
+ 25.93%
$33.19 - $38.23 $326K - $376K
47.7K $1.76M
VRT
Vertiv Holdings CO

Industrials
3.9K
+ 13.58%
N/A
32.7K $2.83M
ELV
Elevance Health, Inc.

Healthcare
782
New
$365.9 - $436.25 $286K - $341K
782 $337K
IEMG
Ishares Inc

ETFs
5.74K
+ 16.62%
N/A
40.3K $2.16M
KHC
Kraft Heinz CO

Consumer Defensive
10.4K
+ 19.72%
$28.51 - $32.22 $296K - $335K
63.1K $1.92M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.83K
+ 8.55%
$106.22 - $111.09 $194K - $203K
23.2K $2.57M
FTLS
First Tr Long/Short Equity ETF

ETFs
5.05K
+ 24.76%
$63.42 - $68.17 $320K - $344K
25.4K $1.61M
LVHI
Franklin International Low Vol

ETFs
5.87K
+ 15.35%
$30.53 - $32.85 $179K - $193K
44.1K $1.43M
TFC
Truist Financial Corp

Financial Services
8.25K
+ 20.96%
$39.48 - $48.15 $326K - $397K
47.6K $1.96M
DOW
Dow Inc.

Basic Materials
7.1K
New
$34.36 - $41.92 $244K - $297K
7.1K $247K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
511
New
$402.49 - $513.76 $206K - $263K
511 $247K
AVGO
Broadcom Inc.

Technology
11.4K
+ 44.14%
$167.43 - $244.7 $1.9M - $2.78M
37.2K $6.22M
VTV
Vanguard Value ETF

ETFs
1.28K
+ 10.02%
$167.73 - $179.21 $214K - $229K
14K $2.4M
SUI
Sun Communities Inc

Real Estate
1.75K
New
$120.53 - $136.43 $210K - $238K
1.75K $224K
JPIB
Jpmorgan International Bond Op

ETFs
556
+ 0.19%
$46.97 - $48.35 $26.1K - $26.9K
293K $14M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.8K
+ 15.45%
$105.1 - $109.61 $189K - $197K
13.4K $1.46M
EFA
Ishares Tr Msci Eafe ETF

ETFs
370
+ 1.41%
$74.85 - $84.89 $27.7K - $31.4K
26.6K $2.19M
KR
Kroger CO

Consumer Defensive
3.07K
New
$58.36 - $67.72 $179K - $208K
3.07K $207K
HYLS
First Tr Tactical High Yield L

ETFs
7.46K
+ 2.36%
$40.95 - $41.77 $306K - $312K
324K $13.3M
NSC
Norfolk Southern Corp

Industrials
846
New
$227.69 - $259.76 $193K - $220K
846 $200K
GLD
Spdr Gold Trust

ETFs
38
+ 1.08%
$243.19 - $288.14 $9.24K - $10.9K
3.56K $1.03M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
7.47K
+ 15.66%
$22.25 - $23.0 $166K - $172K
55.2K $1.26M
STLD
Steel Dynamics Inc

Basic Materials
1.69K
New
N/A
1.69K $166K
TMO
Thermo Fisher Scientific Inc.

Healthcare
503
+ 11.09%
$497.6 - $606.74 $250K - $305K
5.04K $2.51M
MO
Altria Group, Inc.

Consumer Defensive
1.12K
+ 11.12%
$50.81 - $60.02 $56.7K - $66.9K
11.1K $668K
PFE
Pfizer Inc

Healthcare
10.4K
+ 9.78%
$25.01 - $27.13 $259K - $281K
116K $2.94M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
316
+ 1.08%
$33.63 - $37.64 $10.6K - $11.9K
29.5K $1.1M
MET
Metlife Inc

Financial Services
2.42K
+ 4.44%
$77.7 - $87.0 $188K - $211K
56.9K $4.57M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.24K
+ 3.44%
$42.5 - $46.71 $52.7K - $58K
37.4K $1.69M
AMD
Advanced Micro Devices Inc

Technology
11.4K
+ 19.0%
$96.63 - $129.55 $1.1M - $1.47M
71.2K $7.32M
IYH
Ishares Tr

ETFs
850
+ 5.33%
$58.32 - $62.76 $49.6K - $53.3K
16.8K $1.01M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
266
+ 0.8%
$73.78 - $76.59 $19.6K - $20.4K
33.6K $2.57M
RY
Royal Bank Of Canada

Financial Services
1.89K
+ 10.76%
$108.81 - $123.4 $206K - $233K
19.5K $2.19M
GLW
Corning Inc

Technology
3.4K
+ 7.02%
$44.91 - $54.25 $153K - $184K
51.8K $2.37M
DWM
Wisdomtree Tr

ETFs
48
+ 0.42%
$52.19 - $59.86 $2.51K - $2.87K
11.4K $664K
VHT
Vanguard Health Care ETF

ETFs
207
+ 17.95%
$254.06 - $273.83 $52.6K - $56.7K
1.36K $357K
XLE
Energy Sector Spdr

ETFs
143
+ 1.95%
$85.7 - $93.96 $12.3K - $13.4K
7.48K $691K
T
At&T Inc.

Communication Services
24
+ 0.22%
$21.56 - $28.28 $517 - $679
11K $310K
FTCS
First Trust Capital Strength E

ETFs
594
+ 5.75%
$86.39 - $91.35 $51.3K - $54.3K
10.9K $968K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
717
+ 1.58%
$48.31 - $49.23 $34.6K - $35.3K
46.1K $2.27M
VIG
Vanguard Dividend Appreciation

ETFs
305
+ 7.4%
N/A
4.43K $806K
VO
Vanguard Mid Cap ETF

ETFs
1.34K
+ 3.19%
$251.87 - $277.95 $336K - $371K
43.2K $11.1M
Activity Summary
Buys All Purchases 161 New Holdings 22 Increased Positions 139 Sells All Sells 91 Reductions 91 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