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
BE
Bloom Energy Corp

Industrials
5.24K
New
$22.13 - $86.27 $116K - $452K
5.24K $442K
AIQ
Global X Funds Global X Artifi

ETFs
1.87K
+ 3.17%
$43.2 - $49.66 $81K - $93.1K
61K $3.01M
IWS
Ishares Russell Midcap Value E

ETFs
296
+ 0.59%
$132.83 - $140.61 $39.3K - $41.6K
50.6K $7.07M
PSX
Phillips 66

Energy
389
+ 1.91%
$118.37 - $139.46 $46K - $54.2K
20.8K $2.82M
IAU
Ishares Gold Trust

ETFs
5.38K
New
$61.62 - $72.77 $331K - $391K
5.38K $391K
VUG
Vanguard Growth ETF

ETFs
100
+ 1.24%
$433.97 - $484.08 $43.4K - $48.4K
8.14K $3.9M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.71K
+ 1.53%
$35.42 - $38.65 $60.5K - $66.1K
113K $4.31M
META
Meta Platforms, Inc.

Communication Services
721
+ 1.65%
$695.21 - $791.73 $501K - $571K
44.4K $32.6M
RY
Royal Bank Of Canada

Financial Services
109
+ 0.54%
$128.46 - $148.6 $14K - $16.2K
20.2K $2.98M
USB
Us Bancorp \De\

Financial Services
2.21K
+ 3.1%
$43.94 - $50.41 $97K - $111K
73.3K $3.54M
AVSC
American Centy ETF Tr Avantis
216
+ 0.42%
$51.33 - $58.63 $11.1K - $12.7K
51.8K $2.97M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.02K
+ 2.22%
$97.75 - $100.75 $198K - $204K
92.9K $9.31M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.71K
+ 4.99%
$55.61 - $57.37 $262K - $270K
99K $5.65M
VZ
Verizon Communications Inc

Communication Services
5.15K
+ 5.51%
$40.84 - $45.06 $210K - $232K
98.6K $4.33M
PEP
Pepsico Inc

Consumer Defensive
559
+ 2.25%
$133.81 - $152.16 $74.8K - $85.1K
25.4K $3.57M
HPQ
Hp Inc

Technology
3.51K
+ 5.3%
$24.45 - $29.35 $85.8K - $103K
69.7K $1.9M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
1.86K
+ 2.32%
$53.93 - $57.58 $100K - $107K
82.1K $4.64M
ALL
Allstate Corp

Financial Services
129
+ 0.7%
$192.0 - $214.65 $24.8K - $27.7K
18.5K $3.96M
PANW
Palo Alto Networks Inc

Technology
1.53K
+ 3.95%
$167.06 - $208.19 $255K - $318K
40.2K $8.18M
MRK
Merck & Co., Inc.

Healthcare
196
+ 0.37%
$77.6 - $87.37 $15.2K - $17.1K
53.5K $4.49M
CL
Colgate Palmolive CO

Consumer Defensive
3.07K
New
$79.36 - $93.33 $243K - $286K
3.07K $245K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
530
+ 1.99%
$82.81 - $93.09 $43.9K - $49.3K
27.2K $2.5M
IWP
Ishares Russell Mid Cap Growth

ETFs
31
+ 0.05%
$137.51 - $145.26 $4.26K - $4.5K
63.6K $9.06M
MPC
Marathon Petroleum Corp

Energy
1.21K
New
$158.59 - $198.69 $192K - $241K
1.21K $233K
MET
Metlife Inc

Financial Services
1.35K
+ 2.31%
$73.82 - $82.37 $99.7K - $111K
59.7K $4.92M
DVN
Devon Energy Corp

Energy
1.49K
+ 2.85%
$31.75 - $36.99 $47.4K - $55.3K
54K $1.89M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.38K
+ 0.42%
$45.26 - $46.63 $62.3K - $64.2K
328K $15.1M
IWN
Ishares Russell2000 Val ETF

ETFs
1.24K
New
$157.1 - $178.94 $194K - $221K
1.24K $218K
FSIG
First Tr ETF Iv LTD Duration I
8.88K
+ 2.14%
$19.03 - $19.33 $169K - $172K
424K $8.15M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
750
New
$224.68 - $282.71 $169K - $212K
750 $209K
NEM
Newmont Corp

Basic Materials
2.43K
New
$57.35 - $85.25 $139K - $207K
2.43K $204K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
3.54K
+ 7.67%
$49.05 - $49.99 $173K - $177K
49.6K $2.47M
IWM
Ishares Russell 2000 ETF

ETFs
5
+ 0.07%
$214.92 - $244.84 $1.07K - $1.22K
7.45K $1.8M
PG
Procter & Gamble CO

Consumer Defensive
4.25K
+ 5.23%
$150.47 - $161.22 $640K - $685K
85.5K $13.1M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.46K
+ 5.98%
$109.11 - $111.88 $159K - $163K
25.8K $2.87M
VTI
Vanguard Total Stock Market Et

ETFs
22
+ 0.29%
$303.93 - $329.86 $6.69K - $7.26K
7.5K $2.46M
CLF
Cleveland Cliffs Inc.

Basic Materials
15.5K
New
$8.12 - $12.84 $126K - $200K
15.5K $189K
CSCO
Cisco Systems, Inc.

Technology
4.71K
+ 3.32%
$66.2 - $71.79 $312K - $338K
147K $10M
VLY
Valley National Bancorp

Financial Services
17.1K
New
$9.18 - $11.1 $157K - $190K
17.1K $181K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7
+ 0.02%
$49.43 - $54.52 $346 - $382
37.4K $2.03M
TFC
Truist Financial Corp

Financial Services
859
+ 1.72%
$42.83 - $47.07 $36.8K - $40.4K
50.9K $2.33M
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.62K
+ 2.81%
$46.37 - $47.77 $122K - $125K
95.8K $4.56M
CRWD
Crowd Strike Holdings, Inc.

Technology
477
+ 11.17%
$412.46 - $514.1 $197K - $245K
4.75K $2.33M
FTLS
First Tr Long/Short Equity ETF

ETFs
677
+ 2.68%
$65.78 - $69.95 $44.5K - $47.4K
26K $1.82M
IEMG
Ishares Inc

ETFs
2.58K
+ 5.85%
N/A
46.7K $2.5M
VTV
Vanguard Value ETF

ETFs
1
+ 0.01%
$175.51 - $186.57 $176 - $187
14K $2.62M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
21
+ 0.08%
$64.14 - $69.37 $1.35K - $1.46K
27.2K $1.87M
MCD
Mcdonalds Corp

Consumer Cyclical
100
+ 1.12%
$291.67 - $316.99 $29.2K - $31.7K
9.03K $2.75M
GE
General Electric CO

Industrials
251
+ 21.77%
$244.75 - $305.63 $61.4K - $76.7K
1.4K $422K
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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