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
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.45K
+ 11.63%
$89.18 - $104.04 $129K - $150K
13.9K $1.27M
XLF
Financial Sector Spdr

ETFs
561
+ 4.29%
$47.32 - $52.19 $26.5K - $29.3K
13.6K $671K
XLB
Select Sector Spdr Fd Material

ETFs
232
+ 1.71%
$83.19 - $90.99 $19.3K - $21.1K
13.8K $1.18M
CLF
Cleveland Cliffs Inc.

Basic Materials
38K
+ 16.03%
$8.22 - $12.02 $312K - $457K
275K $2.26M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
224
+ 1.36%
$76.77 - $82.22 $17.2K - $18.4K
16.7K $1.31M
HPQ
Hp Inc

Technology
9.69K
+ 19.36%
$27.69 - $34.72 $268K - $336K
59.7K $1.65M
WMT
Walmart Inc.

Consumer Defensive
785
+ 4.03%
$84.5 - $105.05 $66.3K - $82.5K
20.3K $1.78M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
15
+ 0.05%
$47.59 - $48.33 $714 - $725
32.4K $1.57M
VNQ
Vanguard Specialized Funds Van

ETFs
81
+ 0.64%
$85.55 - $94.34 $6.93K - $7.64K
12.8K $1.15M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
152
+ 0.56%
$27.01 - $28.54 $4.11K - $4.34K
27.2K $751K
LOW
Lowes Companies Inc

Consumer Cyclical
2.16K
+ 5.94%
$222.66 - $268.42 $480K - $579K
38.5K $8.97M
BNDX
Vanguard Total International B

ETFs
588
+ 0.69%
$48.33 - $49.5 $28.4K - $29.1K
86.1K $4.2M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
62
+ 0.61%
$74.87 - $79.99 $4.64K - $4.96K
10.2K $780K
IHDG
Wisdomtree Tr

ETFs
49
+ 0.24%
$43.71 - $47.51 $2.14K - $2.33K
20.6K $903K
MUB
Ishares National Muni Bond ETF

ETFs
217
+ 1.9%
$104.71 - $107.69 $22.7K - $23.4K
11.6K $1.22M
PRU
Prudential Financial Inc

Financial Services
2.25K
+ 6.32%
$105.04 - $122.33 $237K - $275K
37.9K $4.23M
FNDX
Schwab Fundamental U S Large C

ETFs
1.11K
+ 1.67%
$23.03 - $25.01 $25.5K - $27.7K
67.3K $1.57M
QUAL
Ishares Msci Usa Quality Facto

ETFs
70
+ 5.37%
$168.16 - $186.21 $11.8K - $13K
1.37K $233K
Fidelity Wise Origin Bitcoin
6.51K
+ 223.2%
N/A
9.43K $0
Fidelity Covington Trust
25K
+ 16.92%
N/A
172K $0
Bitwise Bitcoin ETF Tr
13K
+ 27.77%
N/A
59.6K $0
Ab Active Etfs Inc
4.59K
+ 19.16%
N/A
28.6K $0
CGMS
Capital Grp Core Plus Income E
61.1K
+ 23.74%
N/A
318K $0
Pimco ETF Tr
8.77K
New
N/A
8.77K $0
IVW
Ishares S&P 500 Growth ETF

ETFs
8.31K
+ 9.68%
$92.45 - $106.69 $768K - $886K
94.1K $8.71M
RSP
Invesco S&P 500 Equal Weight E

ETFs
10
+ 0.59%
$169.43 - $182.84 $1.69K - $1.83K
1.7K $291K
IWR
Ishares Russell Mid Cap ETF

ETFs
101
+ 2.53%
$82.81 - $92.93 $8.36K - $9.39K
4.1K $346K
SPG
Simon Property Group Inc

Real Estate
5
+ 0.36%
$159.48 - $187.78 $797 - $939
1.39K $231K
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
100
+ 0.52%
$23.88 - $25.48 $2.39K - $2.55K
19.5K $475K
PHM
Pultegroup Inc

Consumer Cyclical
98
+ 2.94%
$101.09 - $118.51 $9.91K - $11.6K
3.43K $352K
FTSL
First Trust Senior Ln Fund

ETFs
2
+ 0.01%
$45.65 - $46.48 $91.3 - $93
18.5K $843K
PEP
Pepsico Inc

Consumer Defensive
278
+ 1.09%
$142.64 - $156.42 $39.7K - $43.5K
25.8K $3.87M
VGT
Vanguard Information Technolog

ETFs
128
+ 11.39%
$543.24 - $646.34 $69.5K - $82.7K
1.25K $680K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.26%
$468.34 - $539.52 $937 - $1.08K
758 $355K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
120
+ 1.31%
$48.37 - $55.84 $5.8K - $6.7K
9.27K $453K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
24
+ 0.28%
$117.4 - $131.02 $2.82K - $3.14K
8.49K $1.01M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
187
+ 0.73%
$58.38 - $64.16 $10.9K - $12K
25.8K $1.52M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
2.81K
+ 4.55%
$105.24 - $117.4 $296K - $330K
64.6K $6.87M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1
+ 0.02%
$96.3 - $112.23 $96.3 - $112
4.32K $419K
VB
Vanguard Small Cap ETF

ETFs
216
+ 3.97%
$217.89 - $252.64 $47.1K - $54.6K
5.65K $1.25M
VST
Vistra Corp.

Utilities
3
+ 0.11%
$108.49 - $191.89 $325 - $576
2.63K $308K
IWM
Ishares Russell 2000 ETF

ETFs
437
+ 6.24%
$198.1 - $229.79 $86.6K - $100K
7.44K $1.49M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
2.84K
+ 13.69%
$76.24 - $95.41 $216K - $271K
23.5K $1.83M
IJK
Ishares S&P Midcap 400 Growth

ETFs
66
+ 0.75%
$81.62 - $96.63 $5.39K - $6.38K
8.86K $736K
IWP
Ishares Russell Mid Cap Growth

ETFs
3.71K
+ 6.45%
$114.9 - $139.6 $427K - $518K
61.3K $7.22M
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.09%
$347.25 - $424.87 $1.39K - $1.7K
4.71K $1.72M
VUG
Vanguard Growth ETF

ETFs
490
+ 6.49%
$369.1 - $427.61 $181K - $210K
8.04K $2.98M
VV
Vanguard Large Cap ETF

ETFs
280
+ 1.99%
$253.32 - $282.66 $70.9K - $79.1K
14.4K $3.67M
AVSC
American Centy ETF Tr Avantis
2.87K
+ 6.38%
$48.08 - $56.12 $138K - $161K
47.9K $2.32M
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
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