Kmg Fiduciary Partners, LLC Incresed Positions in Q2 2025

Kmg Fiduciary Partners, LLC

  • $1.32 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
9.07K
+ 2.38%
$94.31 - $157.99 $855K - $1.43M
391K $61.7M
MSFT
Microsoft Corp

Technology
1.97K
+ 1.55%
$354.56 - $497.45 $697K - $978K
128K $63.9M
META
Meta Platforms, Inc.

Communication Services
2.03K
+ 4.87%
$484.66 - $738.09 $983K - $1.5M
43.7K $32.2M
GS
Goldman Sachs Group Inc

Financial Services
4.88K
+ 19.14%
$462.22 - $707.75 $2.26M - $3.45M
30.4K $21.5M
AMZN
Amazon Com Inc

Consumer Cyclical
7.06K
+ 4.15%
$167.32 - $223.3 $1.18M - $1.58M
177K $38.9M
IVV
Ishares Core S&P 500 ETF

ETFs
105
+ 0.11%
$498.8 - $620.9 $52.4K - $65.2K
98.4K $61.1M
JPM
Jpmorgan Chase & CO

Financial Services
2.77K
+ 2.33%
$210.28 - $289.91 $583K - $804K
122K $35.3M
ORCL
Oracle Corp

Technology
698
+ 0.97%
$122.82 - $218.63 $85.7K - $153K
72.6K $15.9M
GOOGL
Alphabet Inc.

Communication Services
6.16K
+ 3.29%
$144.7 - $178.6 $891K - $1.1M
193K $34.1M
AVGO
Broadcom Inc.

Technology
2.28K
+ 6.14%
$146.29 - $275.65 $334K - $629K
39.4K $10.9M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
63.5K
+ 84.86%
$45.98 - $56.15 $2.92M - $3.56M
138K $7.76M
AMD
Advanced Micro Devices Inc

Technology
4.35K
+ 6.11%
$78.21 - $143.81 $341K - $626K
75.6K $10.7M
COIN
Coinbase Global, Inc.

Technology
1.16K
+ 11.11%
$151.47 - $375.07 $176K - $436K
11.6K $4.08M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.39K
+ 3.6%
$82.96 - $110.1 $281K - $373K
97.5K $10.7M
NFLX
Netflix Inc

Communication Services
157
+ 3.59%
$855.86 - $1339.13 $134K - $210K
4.53K $6.06M
IEFA
Ishares Tr

ETFs
3.52K
+ 1.61%
$67.83 - $84.09 $239K - $296K
222K $18.6M
CAH
Cardinal Health Inc

Healthcare
418
+ 0.71%
$125.0 - $168.0 $52.3K - $70.2K
58.9K $9.89M
AMAT
Applied Materials Inc

Technology
1.17K
+ 3.1%
$126.95 - $183.52 $149K - $215K
38.9K $7.12M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
34.3K
+ 11.77%
$44.68 - $45.96 $1.53M - $1.58M
326K $14.9M
AXP
American Express CO

Financial Services
186
+ 0.6%
$231.39 - $318.98 $43K - $59.3K
31.4K $10M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.26K
+ 3.69%
$104.34 - $138.68 $236K - $314K
63.6K $8.82M
DOW
Dow Inc.

Basic Materials
61.1K
+ 860.75%
$25.81 - $34.89 $1.58M - $2.13M
68.2K $1.81M
IBM
International Business Machines Corp

Technology
460
+ 1.52%
$221.03 - $294.78 $102K - $136K
30.6K $9.03M
PANW
Palo Alto Networks Inc

Technology
879
+ 2.33%
$152.44 - $204.64 $134K - $180K
38.7K $7.91M
CSCO
Cisco Systems, Inc.

Technology
3.05K
+ 2.19%
$53.19 - $69.38 $162K - $212K
142K $9.86M
UBER
Uber Technologies, Inc

Technology
6.26K
+ 18.78%
$64.62 - $93.3 $404K - $584K
39.6K $3.69M
RDVY
First Trust Rising Dividend Ac

ETFs
6.91K
+ 4.0%
$51.6 - $62.74 $356K - $433K
180K $11.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.43K
+ 3.91%
$51.16 - $62.02 $380K - $461K
197K $12.2M
CTAS
Cintas Corp

Industrials
1.64K
+ 3.68%
$190.11 - $227.66 $311K - $373K
46.2K $10.3M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
2.84K
+ 4.4%
$94.74 - $118.43 $269K - $336K
67.4K $7.98M
MS
Morgan Stanley

Financial Services
1.68K
+ 5.09%
$99.83 - $140.86 $168K - $237K
34.8K $4.9M
MAR
Marriott International Inc

Consumer Cyclical
12
+ 0.04%
$211.12 - $274.14 $2.53K - $3.29K
28.8K $7.86M
DELL
Dell Technologies Inc.

Technology
1.45K
+ 5.58%
$71.63 - $125.98 $104K - $183K
27.5K $3.37M
BA
Boeing CO

Industrials
1.89K
+ 13.01%
$136.59 - $217.51 $258K - $410K
16.4K $3.43M
ISRG
Intuitive Surgical Inc

Healthcare
521
+ 3.74%
$451.58 - $565.94 $235K - $295K
14.5K $7.86M
CRM
Salesforce, Inc.

Technology
2.74K
+ 6.77%
$236.26 - $291.15 $648K - $798K
43.2K $11.8M
TSLA
Tesla, Inc.

Consumer Cyclical
480
+ 3.68%
$221.86 - $362.89 $106K - $174K
13.5K $4.3M
RTX
Raytheon Technologies Corp

Industrials
101
+ 0.16%
$113.75 - $148.48 $11.5K - $15K
64.8K $9.47M
FSIG
First Tr ETF Iv LTD Duration I
43.3K
+ 11.63%
$18.77 - $19.14 $813K - $829K
416K $7.94M
AVLV
American Centy ETF Tr Avantis
6.82K
+ 5.96%
$56.85 - $68.21 $388K - $465K
121K $8.26M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.26K
+ 10.0%
$96.84 - $99.46 $800K - $822K
90.9K $9.02M
QCOM
Qualcomm Inc

Technology
2.19K
+ 2.42%
$124.66 - $159.48 $272K - $348K
92.4K $14.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
12.2K
+ 11.17%
$22.27 - $29.21 $272K - $357K
122K $3.55M
COST
Costco Wholesale Corp

Consumer Defensive
292
+ 2.62%
$908.13 - $1056.85 $265K - $309K
11.4K $11.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.67K
+ 5.71%
$90.56 - $109.49 $333K - $402K
68K $7.43M
CRWD
Crowd Strike Holdings, Inc.

Technology
189
+ 4.63%
$321.63 - $509.31 $60.8K - $96.3K
4.27K $2.17M
IWS
Ishares Russell Midcap Value E

ETFs
2.46K
+ 5.14%
$110.58 - $132.14 $272K - $325K
50.3K $6.65M
AIQ
Global X Funds Global X Artifi

ETFs
5.85K
+ 10.99%
$31.5 - $43.69 $184K - $256K
59.1K $2.58M
CAT
Caterpillar Inc

Industrials
231
+ 2.6%
$273.94 - $388.21 $63.3K - $89.7K
9.12K $3.54M
Activity Summary
Buys All Purchases 177 New Holdings 12 Increased Positions 165 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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