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
RY
Royal Bank Of Canada

Financial Services
261
+ 1.68%
$105.65 - $124.73 $27.6K - $32.6K
15.8K $1.98M
AEP
American Electric Power CO Inc

Utilities
360
+ 1.96%
$87.11 - $104.95 $31.4K - $37.8K
18.8K $1.92M
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.12%
$333.64 - $405.2 $2K - $2.43K
4.85K $1.96M
WMT
Walmart Inc.

Consumer Defensive
609
+ 3.27%
$66.91 - $81.4 $40.7K - $49.6K
19.2K $1.55M
GLW
Corning Inc

Technology
301
+ 0.68%
$37.76 - $46.2 $11.4K - $13.9K
44.5K $2.01M
GD
General Dynamics Corp

Industrials
340
+ 2.18%
$279.51 - $308.09 $95K - $105K
16K $4.82M
PANW
Palo Alto Networks Inc

Technology
688
+ 4.65%
$294.18 - $368.01 $202K - $253K
15.5K $5.29M
MDT
Medtronic PLC

Healthcare
741
+ 4.15%
$76.84 - $91.03 $56.9K - $67.5K
18.6K $1.68M
MS
Morgan Stanley

Financial Services
150
+ 0.43%
$92.07 - $106.96 $13.8K - $16K
34.7K $3.62M
FDL
First Tr Morningstar Dividend

ETFs
4.06K
+ 20.26%
$37.66 - $42.06 $153K - $171K
24.1K $1.01M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.34K
+ 9.07%
$71.86 - $78.56 $96.3K - $105K
16.1K $1.27M
V
Visa Inc.

Financial Services
37
+ 0.27%
$253.74 - $291.56 $9.39K - $10.8K
13.9K $3.83M
VTV
Vanguard Value ETF

ETFs
2
+ 0.02%
$159.75 - $174.57 $320 - $349
12.8K $2.23M
CTAS
Cintas Corp

Industrials
3.91K
+ 300.62%
$201.38 - $819.83 $786K - $3.2M
5.2K $1.07M
DEO
Diageo PLC

Consumer Defensive
189
+ 2.0%
$120.02 - $140.77 $22.7K - $26.6K
9.62K $1.35M
AB
Alliancebernstein Holding L.P.

Financial Services
2.02K
+ 4.55%
$31.87 - $35.39 $64.3K - $71.5K
46.4K $1.62M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
700
+ 33.33%
$108.44 - $120.37 $75.9K - $84.3K
2.8K $337K
VST
Vistra Corp.

Utilities
4
+ 0.15%
$69.0 - $119.06 $276 - $476
2.63K $311K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
96
+ 0.38%
$54.33 - $60.04 $5.22K - $5.76K
25.3K $1.52M
UBER
Uber Technologies, Inc

Technology
422
+ 2.01%
$58.48 - $77.47 $24.7K - $32.7K
21.4K $1.61M
AMGN
Amgen Inc

Healthcare
9
+ 0.12%
$309.38 - $337.38 $2.78K - $3.04K
7.44K $2.4M
XOM
Exxon Mobil Corp

Energy
358
+ 2.3%
$109.72 - $119.0 $39.3K - $42.6K
15.9K $1.87M
TIP
Ishares Tr Tips Bd ETF

ETFs
100
+ 0.63%
$105.92 - $110.83 $10.6K - $11.1K
16K $1.77M
ETR
Entergy Corp

Utilities
6
+ 0.24%
$104.75 - $131.61 $629 - $790
2.52K $331K
MUB
Ishares National Muni Bond ETF

ETFs
295
+ 2.73%
$106.13 - $108.7 $31.3K - $32.1K
11.1K $1.21M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
29
+ 0.32%
$46.45 - $53.68 $1.35K - $1.56K
9.04K $476K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
33
+ 0.1%
$47.18 - $48.74 $1.56K - $1.61K
34.7K $1.69M
DWM
Wisdomtree Tr

ETFs
52
+ 0.46%
$52.24 - $58.1 $2.72K - $3.02K
11.3K $647K
RPM
Rpm International Inc

Basic Materials
63
+ 2.33%
$103.91 - $125.03 $6.55K - $7.88K
2.77K $335K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2
+ 0.06%
$127.29 - $141.5 $255 - $283
3.12K $435K
QQQ
Invesco Qqq Trust, Series 1

ETFs
51
+ 7.23%
$434.77 - $502.96 $22.2K - $25.7K
756 $368K
IWR
Ishares Russell Mid Cap ETF

ETFs
17
+ 0.43%
$79.92 - $88.19 $1.36K - $1.5K
4K $352K
OC
Owens Corning

Industrials
80
+ 1.49%
$154.02 - $186.38 $12.3K - $14.9K
5.43K $958K
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
106
+ 0.55%
$25.18 - $28.27 $2.67K - $3K
19.2K $532K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3
+ 0.08%
$80.13 - $88.89 $240 - $267
3.58K $316K
VHT
Vanguard Health Care ETF

ETFs
22
+ 1.87%
$261.88 - $288.1 $5.76K - $6.34K
1.2K $338K
SPG
Simon Property Group Inc

Real Estate
12
+ 0.87%
$146.09 - $170.11 $1.75K - $2.04K
1.39K $234K
VGT
Vanguard Information Technolog

ETFs
24
+ 2.09%
$514.43 - $606.85 $12.3K - $14.6K
1.17K $686K
BSX
Boston Scientific Corp

Healthcare
50
+ 1.86%
$72.96 - $84.0 $3.65K - $4.2K
2.73K $228K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
741
+ 11.07%
$233.4 - $302.36 $173K - $224K
7.43K $2.02M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
99
+ 0.58%
$22.38 - $23.66 $2.22K - $2.34K
17.2K $404K
ADI
Analog Devices Inc

Technology
28
+ 0.81%
$200.56 - $243.33 $5.62K - $6.81K
3.5K $805K
IEMG
Ishares Inc

ETFs
72
+ 0.21%
$53.64 - $53.64 $3.86K - $3.86K
34.3K $1.84M
IHDG
Wisdomtree Tr

ETFs
43
+ 0.22%
$42.42 - $46.78 $1.82K - $2.01K
20K $914K
FTSL
First Trust Senior Ln Fund

ETFs
3
+ 0.02%
$45.51 - $46.26 $137 - $139
18.5K $847K
BAC
Bank Of America Corp

Financial Services
82
+ 0.56%
$36.65 - $44.13 $3.01K - $3.62K
14.7K $582K
TXN
Texas Instruments Inc

Technology
1
+ 0.02%
$194.6 - $194.6 $195 - $195
4.88K $950K
Fidelity Merrimack Str Tr
95.9K
+ 496.8%
N/A
115K $0
CGMS
Capital Grp Core Plus Income E
193K
+ 554.38%
N/A
227K $0
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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