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
V
Visa Inc.

Financial Services
1.35K
+ 4.85%
$308.27 - $373.31 $416K - $504K
29.2K $10.4M
IVE
Ishares S&P 500 Value ETF

ETFs
494
+ 0.71%
$168.34 - $195.42 $83.2K - $96.5K
70.1K $13.7M
NTAP
Net App, Inc.

Technology
1.3K
+ 6.06%
$76.1 - $106.55 $99K - $139K
22.8K $2.43M
HYLS
First Tr Tactical High Yield L

ETFs
5.82K
+ 1.8%
$39.8 - $41.84 $232K - $244K
330K $13.8M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
6.87K
+ 9.35%
$46.92 - $55.01 $322K - $378K
80.3K $4.36M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
8.62K
+ 8.37%
$29.52 - $35.31 $254K - $304K
112K $3.94M
JPIB
Jpmorgan International Bond Op

ETFs
5.73K
+ 1.96%
$47.18 - $48.62 $270K - $279K
299K $14.5M
GTO
Invesco Actively Managed ETF T

ETFs
9.75K
+ 3.24%
$45.73 - $47.2 $446K - $460K
311K $14.6M
GD
General Dynamics Corp

Industrials
479
+ 2.71%
$247.68 - $291.66 $119K - $140K
18.1K $5.29M
RY
Royal Bank Of Canada

Financial Services
656
+ 3.37%
$108.36 - $131.55 $71.1K - $86.3K
20.1K $2.65M
JCPB
J P Morgan Exchange Traded Fd

ETFs
9.17K
+ 10.91%
$45.9 - $47.2 $421K - $433K
93.2K $4.39M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
3.1K
+ 13.18%
$68.68 - $84.86 $213K - $263K
26.7K $2.26M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
29.5K
+ 11.23%
$7.19 - $8.75 $212K - $258K
292K $2.56M
SRLN
Ssga Active Trust

ETFs
7.32K
+ 3.82%
$39.47 - $41.59 $289K - $304K
199K $8.27M
USB
Us Bancorp \De\

Financial Services
3.49K
+ 5.15%
$36.4 - $45.76 $127K - $159K
71.1K $3.22M
AVSC
American Centy ETF Tr Avantis
3.69K
+ 7.7%
$42.39 - $51.76 $156K - $191K
51.6K $2.66M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.91K
+ 20.91%
$45.88 - $54.4 $225K - $267K
28.4K $1.54M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.47K
+ 4.07%
$79.56 - $82.92 $196K - $204K
63K $5.22M
QQQ
Invesco Qqq Trust, Series 1

ETFs
340
+ 44.85%
$416.06 - $551.64 $141K - $188K
1.1K $605K
VRIG
Invesco Actively Managed ETF F

ETFs
9.99K
+ 6.18%
$24.89 - $25.14 $249K - $251K
172K $4.3M
ADBE
Adobe Inc.

Technology
595
+ 11.71%
$340.0 - $420.68 $202K - $250K
5.68K $2.2M
VNLA
Janus Henderson Short Duration

ETFs
4.87K
+ 2.46%
$48.74 - $49.2 $237K - $239K
203K $9.98M
GM
General Motors CO

Consumer Cyclical
1.51K
+ 2.17%
$42.48 - $50.46 $64.3K - $76.4K
71.4K $3.52M
NEAR
Blackrock Short Maturity Bond

ETFs
4.37K
+ 40.24%
$50.41 - $51.17 $220K - $223K
15.2K $777K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2.01K
+ 12.07%
$70.7 - $82.14 $142K - $165K
18.7K $1.53M
IWY
Ishares Tr Russell 200 Growth

ETFs
549
+ 23.28%
$187.5 - $246.51 $103K - $135K
2.91K $716K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
1.35K
+ 5.23%
$52.66 - $64.01 $71K - $86.3K
27.1K $1.74M
WMT
Walmart Inc.

Consumer Defensive
131
+ 0.65%
$81.79 - $99.98 $10.7K - $13.1K
20.4K $1.99M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.32K
+ 35.92%
$35.3 - $37.51 $188K - $200K
20.1K $755K
IEMG
Ishares Inc

ETFs
3.85K
+ 9.55%
N/A
44.1K $2.37M
VST
Vistra Corp.

Utilities
2
+ 0.08%
$98.07 - $195.04 $196 - $390
2.63K $510K
KMI
Kinder Morgan, Inc.

Energy
3.52K
+ 3.33%
$25.21 - $29.4 $88.6K - $103K
109K $3.21M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
285
+ 52.2%
$456.74 - $568.03 $130K - $162K
831 $472K
TFC
Truist Financial Corp

Financial Services
2.42K
+ 5.07%
$34.79 - $42.99 $84.1K - $104K
50.1K $2.15M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1
+ 0.0%
$72.96 - $90.39 $73 - $90.4
26.6K $2.38M
CI
Cigna Corp

Healthcare
439
+ 4.29%
$301.89 - $340.04 $133K - $149K
10.7K $3.53M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.29K
+ 2.57%
$51.68 - $52.76 $118K - $121K
91.3K $4.82M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5
+ 0.01%
$39.89 - $49.46 $199 - $247
37.4K $1.85M
MMM
3 M CO

Industrials
391
+ 2.18%
$126.09 - $154.15 $49.3K - $60.3K
18.3K $2.79M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
591
+ 4.26%
$82.17 - $99.96 $48.6K - $59.1K
14.5K $1.42M
AOK
Ishares Tr Core Conservative A

ETFs
2.61K
+ 9.08%
$36.09 - $39.07 $94.1K - $102K
31.3K $1.22M
INTU
Intuit Inc

Technology
14
+ 1.85%
$544.07 - $787.63 $7.62K - $11K
771 $607K
DWM
Wisdomtree Tr

ETFs
1.19K
+ 10.45%
$52.06 - $63.91 $61.9K - $76K
12.6K $798K
FNDX
Schwab Fundamental U S Large C

ETFs
2.26K
+ 3.36%
$20.84 - $24.54 $47.1K - $55.4K
69.5K $1.71M
LVHI
Franklin International Low Vol

ETFs
4K
+ 9.07%
$28.91 - $33.28 $116K - $133K
48.1K $1.57M
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.77K
+ 9.01%
$41.55 - $46.04 $73.5K - $81.4K
21.4K $985K
VRT
Vertiv Holdings CO

Industrials
1.45K
+ 4.43%
N/A
34.1K $2.95M
MET
Metlife Inc

Financial Services
1.45K
+ 2.55%
$68.42 - $82.49 $99.3K - $120K
58.4K $4.7M
IWM
Ishares Russell 2000 ETF

ETFs
4
+ 0.05%
$174.82 - $215.79 $699 - $863
7.44K $1.61M
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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