Kmg Fiduciary Partners, LLC Incresed Positions in Q3 2024

Kmg Fiduciary Partners, LLC

  • $1.14 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
194K
+ 1934.71%
$57.32 - $62.65 $11.1M - $12.1M
204K $12.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
137K
+ 42.63%
$60.84 - $67.51 $8.31M - $9.22M
457K $30.9M
RDVY
First Trust Rising Dividend Ac

ETFs
105K
+ 402.23%
$53.68 - $59.24 $5.62M - $6.21M
131K $7.74M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
45.5K
+ 362.36%
$98.24 - $109.56 $4.47M - $4.99M
58.1K $6.37M
AVLV
American Centy ETF Tr Avantis
75.3K
+ 374.17%
$60.05 - $65.83 $4.52M - $4.95M
95.4K $6.28M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
48K
+ 292.87%
$96.25 - $101.98 $4.62M - $4.89M
64.4K $6.52M
FSIG
First Tr ETF Iv LTD Duration I
252K
+ 504.66%
$18.72 - $19.32 $4.72M - $4.87M
302K $5.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
48.3K
+ 141.48%
$84.77 - $97.13 $4.1M - $4.7M
82.5K $7.9M
COST
Costco Wholesale Corp

Consumer Defensive
4.91K
+ 93.43%
$801.83 - $917.05 $3.94M - $4.5M
10.2K $9.01M
META
Meta Platforms, Inc.

Communication Services
1.94K
+ 4.45%
$453.41 - $572.44 $880K - $1.11M
45.6K $26.1M
CSCO
Cisco Systems, Inc.

Technology
61.3K
+ 74.69%
$44.74 - $53.22 $2.74M - $3.26M
143K $7.62M
JPIB
Jpmorgan International Bond Op

ETFs
54.1K
+ 24.05%
$46.96 - $48.73 $2.54M - $2.64M
279K $13.6M
UPS
United Parcel Service Inc

Industrials
20.2K
+ 76.95%
$123.32 - $147.38 $2.49M - $2.98M
46.4K $6.33M
ORCL
Oracle Corp

Technology
2.56K
+ 3.27%
$125.9 - $170.35 $322K - $436K
80.9K $13.8M
IWS
Ishares Russell Midcap Value E

ETFs
18.2K
+ 76.43%
$119.52 - $132.25 $2.18M - $2.41M
42K $5.56M
IWP
Ishares Russell Mid Cap Growth

ETFs
20.7K
+ 58.21%
$103.87 - $117.59 $2.15M - $2.44M
56.3K $6.61M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
45K
+ 369.43%
$50.64 - $55.7 $2.28M - $2.51M
57.2K $3.19M
PG
Procter & Gamble CO

Consumer Defensive
11.5K
+ 17.27%
$160.76 - $177.82 $1.85M - $2.04M
78K $13.5M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
62.4K
+ 350.78%
$32.65 - $36.69 $2.04M - $2.29M
80.2K $2.92M
GTO
Invesco Actively Managed ETF T

ETFs
32.9K
+ 14.46%
$46.22 - $48.77 $1.52M - $1.6M
260K $12.6M
AVGO
Broadcom Inc.

Technology
15K
+ 3189.79%
$136.27 - $1745.86 $2.04M - $26.2M
15.5K $2.67M
HYLS
First Tr Tactical High Yield L

ETFs
35.9K
+ 13.33%
$40.54 - $42.23 $1.46M - $1.52M
305K $12.8M
AVSC
American Centy ETF Tr Avantis
33.1K
+ 360.04%
$49.07 - $56.13 $1.62M - $1.86M
42.3K $2.28M
VNLA
Janus Henderson Short Duration

ETFs
35.8K
+ 25.43%
$48.34 - $49.08 $1.73M - $1.76M
176K $8.65M
IEFA
Ishares Tr

ETFs
6.41K
+ 3.15%
$70.09 - $78.74 $449K - $505K
210K $16.4M
IBM
International Business Machines Corp

Technology
133
+ 0.43%
$175.1 - $223.38 $23.3K - $29.7K
31.4K $6.93M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
15.3K
+ 407.03%
$82.69 - $94.63 $1.27M - $1.45M
19.1K $1.77M
UNH
Unitedhealth Group Inc

Healthcare
75
+ 0.54%
$488.01 - $604.18 $36.6K - $45.3K
14K $8.16M
TSLA
Tesla, Inc.

Consumer Cyclical
304
+ 2.0%
$191.76 - $263.26 $58.3K - $80K
15.5K $4.05M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.39K
+ 3.38%
$57.22 - $80.08 $79.4K - $111K
42.5K $3.31M
ISRG
Intuitive Surgical Inc

Healthcare
140
+ 0.99%
$416.14 - $494.01 $58.3K - $69.2K
14.2K $6.99M
JNJ
Johnson & Johnson

Healthcare
892
+ 2.56%
$145.48 - $167.38 $130K - $149K
35.7K $5.79M
MET
Metlife Inc

Financial Services
874
+ 1.73%
$67.96 - $82.48 $59.4K - $72.1K
51.3K $4.23M
CAT
Caterpillar Inc

Industrials
236
+ 2.32%
$316.8 - $391.12 $74.8K - $92.3K
10.4K $4.07M
SRLN
Ssga Active Trust

ETFs
15.9K
+ 11.03%
$40.93 - $41.85 $651K - $666K
160K $6.69M
TMUS
T Mobile Us, Inc.

Communication Services
451
+ 2.5%
$175.14 - $206.36 $79K - $93.1K
18.5K $3.81M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
10.1K
+ 15.24%
$51.02 - $52.74 $515K - $532K
76.3K $4.02M
NOC
Northrop Grumman Corp

Industrials
180
+ 3.23%
$423.73 - $533.14 $76.3K - $96K
5.76K $3.04M
CRM
Salesforce, Inc.

Technology
698
+ 2.98%
$238.42 - $276.53 $166K - $193K
24.1K $6.6M
MMM
3 M CO

Industrials
84
+ 0.52%
$99.69 - $139.42 $8.37K - $11.7K
16.2K $2.21M
DAL
Delta Air Lines, Inc.

Industrials
2.96K
+ 2.41%
$37.32 - $51.8 $111K - $153K
126K $6.4M
MAR
Marriott International Inc

Consumer Cyclical
1.17K
+ 3.24%
$211.35 - $255.11 $246K - $297K
37.2K $9.24M
INTC
Intel Corp

Technology
93.6K
+ 41.78%
$18.9 - $34.87 $1.77M - $3.26M
318K $7.45M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
9.31K
+ 28.77%
$47.95 - $49.61 $447K - $462K
41.7K $2.06M
BNDX
Vanguard Total International B

ETFs
6.49K
+ 7.65%
$48.42 - $50.35 $314K - $327K
91.4K $4.59M
USB
Us Bancorp \De\

Financial Services
2.33K
+ 4.08%
$39.04 - $47.23 $90.9K - $110K
59.4K $2.72M
CCI
Crown Castle International Corp

Real Estate
510
+ 3.17%
$95.29 - $120.24 $48.6K - $61.3K
16.6K $1.97M
TMO
Thermo Fisher Scientific Inc.

Healthcare
178
+ 4.7%
$531.86 - $624.21 $94.7K - $111K
3.97K $2.45M
BMY
Bristol Myers Squibb CO

Healthcare
618
+ 2.03%
$39.66 - $51.75 $24.5K - $32K
31.1K $1.61M
Activity Summary
Buys All Purchases 147 New Holdings 33 Increased Positions 114 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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