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
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
2.08K
+ 0.71%
$8.55 - $9.1 $17.8K - $18.9K
294K $2.68M
BA
Boeing CO

Industrials
69
+ 0.42%
$209.79 - $237.38 $14.5K - $16.4K
16.5K $3.55M
AOK
Ishares Tr Core Conservative A

ETFs
2.02K
+ 6.44%
$38.64 - $40.17 $78K - $81.1K
33.3K $1.34M
LVHI
Franklin International Low Vol

ETFs
233
+ 0.48%
$32.69 - $35.19 $7.62K - $8.2K
48.3K $1.68M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
443
+ 1.56%
$53.81 - $57.52 $23.8K - $25.5K
28.8K $1.66M
WMT
Walmart Inc.

Consumer Defensive
41
+ 0.2%
$94.4 - $104.27 $3.87K - $4.28K
20.4K $2.11M
VGT
Vanguard Information Technolog

ETFs
8
+ 0.64%
$656.44 - $753.15 $5.25K - $6.03K
1.26K $940K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
182
+ 0.98%
$82.42 - $87.03 $15K - $15.8K
18.8K $1.64M
EEM
Ishares Msci Emerging Markets

ETFs
6
+ 0.03%
$48.07 - $53.4 $288 - $320
20.3K $1.08M
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.02%
$237.58 - $259.17 $238 - $259
5.65K $1.44M
BX
Blackstone Inc.

Financial Services
30
+ 0.7%
$152.77 - $188.68 $4.58K - $5.66K
4.31K $735K
KHC
Kraft Heinz CO

Consumer Defensive
3K
+ 4.49%
$25.63 - $28.94 $76.9K - $86.9K
69.8K $1.82M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.66K
+ 5.13%
$48.31 - $48.93 $80.3K - $81.3K
34.1K $1.66M
PFF
Ishares Trust Ishares Pfd And

ETFs
863
+ 1.38%
$30.67 - $32.13 $26.5K - $27.7K
63.5K $2.01M
MO
Altria Group, Inc.

Consumer Defensive
31
+ 0.28%
$57.75 - $67.68 $1.79K - $2.1K
11.1K $734K
FTSL
First Trust Senior Ln Fund

ETFs
1.74K
+ 9.44%
$45.81 - $46.18 $79.8K - $80.5K
20.2K $926K
LQD
Ishares Iboxx $ Investment Gra

ETFs
471
+ 3.34%
$107.66 - $112.36 $50.7K - $52.9K
14.6K $1.63M
V
Visa Inc.

Financial Services
1.39K
+ 4.76%
$332.09 - $358.86 $462K - $499K
30.6K $10.4M
VRIG
Invesco Actively Managed ETF F

ETFs
2.66K
+ 1.55%
$25.04 - $25.16 $66.6K - $66.9K
174K $4.38M
BNDX
Vanguard Total International B

ETFs
1.54K
+ 1.77%
$49.0 - $49.51 $75.3K - $76K
88.3K $4.37M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.58K
+ 4.4%
$22.64 - $23.22 $58.4K - $59.9K
61.1K $1.41M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.62K
+ 8.05%
$37.14 - $37.85 $60.2K - $61.4K
21.8K $822K
NEAR
Blackrock Short Maturity Bond

ETFs
1.2K
+ 7.91%
$50.8 - $51.32 $61.2K - $61.8K
16.4K $841K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
229
+ 2.22%
$50.48 - $57.12 $11.6K - $13.1K
10.6K $590K
MMM
3 M CO

Industrials
58
+ 0.32%
$144.41 - $160.2 $8.38K - $9.29K
18.4K $2.85M
BAC
Bank Of America Corp

Financial Services
2
+ 0.01%
$44.92 - $52.42 $89.8 - $105
13.9K $715K
IWD
Ishares Russell 1000 Val ETF

ETFs
8
+ 0.13%
$192.76 - $203.86 $1.54K - $1.63K
6.15K $1.25M
PRU
Prudential Financial Inc

Financial Services
1.87K
+ 5.13%
$100.68 - $109.89 $188K - $206K
38.4K $3.98M
DWM
Wisdomtree Tr

ETFs
377
+ 3.0%
$62.79 - $66.96 $23.7K - $25.2K
12.9K $857K
YUM
Yum Brands Inc

Consumer Cyclical
175
+ 2.2%
$139.5 - $153.94 $24.4K - $26.9K
8.14K $1.24M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
25
+ 3.01%
$567.77 - $614.76 $14.2K - $15.4K
856 $524K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2
+ 0.05%
$98.99 - $112.2 $198 - $224
4.32K $478K
IHDG
Wisdomtree Tr

ETFs
514
+ 2.37%
$43.81 - $46.31 $22.5K - $23.8K
22.2K $1.02M
XLE
Energy Sector Spdr

ETFs
120
+ 1.6%
$84.25 - $91.99 $10.1K - $11K
7.61K $679K
TXN
Texas Instruments Inc

Technology
223
+ 4.55%
N/A
5.12K $996K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
68
+ 2.01%
$126.64 - $135.65 $8.61K - $9.22K
3.46K $468K
SPG
Simon Property Group Inc

Real Estate
5
+ 0.35%
$159.93 - $187.67 $800 - $938
1.44K $270K
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
473
+ 2.28%
$27.26 - $29.27 $12.9K - $13.8K
21.3K $609K
SCHW
Schwab Charles Corp

Financial Services
56
+ 0.97%
$91.03 - $98.69 $5.1K - $5.53K
5.86K $559K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
125
+ 7.79%
$132.9 - $142.03 $16.6K - $17.8K
1.73K $243K
VRT
Vertiv Holdings CO

Industrials
322
+ 0.94%
N/A
34.4K $2.98M
HYG
Ishares Tr

ETFs
234
+ 1.37%
$79.85 - $81.32 $18.7K - $19K
17.3K $1.41M
ADI
Analog Devices Inc

Technology
9
+ 0.28%
$220.68 - $255.63 $1.99K - $2.3K
3.25K $798K
OC
Owens Corning

Industrials
51
+ 1.09%
$136.56 - $157.69 $6.96K - $8.04K
4.74K $670K
RPM
Rpm International Inc

Basic Materials
16
+ 0.58%
$110.07 - $128.23 $1.76K - $2.05K
2.8K $329K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
257
+ 1.34%
$78.11 - $79.07 $20.1K - $20.3K
19.5K $1.54M
VHT
Vanguard Health Care ETF

ETFs
15
+ 1.09%
$239.12 - $259.95 $3.59K - $3.9K
1.4K $362K
VIG
Vanguard Dividend Appreciation

ETFs
100
+ 2.26%
N/A
4.53K $824K
HDV
Ishares Core High Dividend ETF

ETFs
25
+ 0.93%
$118.16 - $123.66 $2.95K - $3.09K
2.72K $333K
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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