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
TIP
Ishares Tr Tips Bd ETF

ETFs
1.16K
+ 4.99%
$107.93 - $110.97 $125K - $129K
24.4K $2.68M
SPSB
Spdr Portfolio Short Term Corp

ETFs
3.08K
+ 4.3%
$29.82 - $30.19 $91.7K - $92.9K
74.6K $2.25M
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
1.29K
+ 6.61%
$22.28 - $27.57 $28.7K - $35.5K
20.8K $572K
BNDX
Vanguard Total International B

ETFs
725
+ 0.84%
$48.77 - $49.55 $35.4K - $35.9K
86.8K $4.3M
EEM
Ishares Msci Emerging Markets

ETFs
10
+ 0.05%
$38.52 - $48.28 $385 - $483
20.3K $978K
CGCP
Capital Group Core Plus Income

ETFs
3.63K
+ 5.23%
$21.92 - $22.56 $79.5K - $81.9K
73K $1.64M
LQD
Ishares Iboxx $ Investment Gra

ETFs
664
+ 4.94%
$105.23 - $109.61 $69.9K - $72.8K
14.1K $1.55M
CNDT
Conduent Inc

Technology
45K
+ 20.73%
$1.97 - $2.81 $88.7K - $126K
262K $691K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.4K
+ 6.16%
$22.54 - $23.17 $76.6K - $78.7K
58.6K $1.35M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
602
+ 1.79%
$75.05 - $77.34 $45.2K - $46.6K
34.2K $2.65M
IHDG
Wisdomtree Tr

ETFs
1.05K
+ 5.1%
$38.54 - $46.0 $40.6K - $48.4K
21.7K $977K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
1.06K
+ 11.43%
$42.54 - $50.99 $45.1K - $54K
10.3K $526K
ABT
Abbott Laboratories

Healthcare
36
+ 0.23%
$123.95 - $138.08 $4.46K - $4.97K
15.6K $2.12M
IWD
Ishares Russell 1000 Val ETF

ETFs
26
+ 0.43%
$166.82 - $194.23 $4.34K - $5.05K
6.14K $1.19M
XLB
Select Sector Spdr Fd Material

ETFs
99
+ 0.72%
$74.27 - $88.92 $7.35K - $8.8K
13.9K $1.22M
NOC
Northrop Grumman Corp

Industrials
242
+ 3.6%
$456.3 - $540.39 $110K - $131K
6.96K $3.48M
CMCSA
Comcast Corp

Communication Services
2.72K
+ 5.69%
$32.84 - $36.72 $89.2K - $99.7K
50.4K $1.8M
HYG
Ishares Tr

ETFs
46
+ 0.27%
$75.75 - $80.65 $3.48K - $3.71K
17.1K $1.38M
PSX
Phillips 66

Energy
953
+ 4.91%
$92.87 - $125.73 $88.5K - $120K
20.4K $2.43M
IWR
Ishares Russell Mid Cap ETF

ETFs
10
+ 0.24%
$74.88 - $91.97 $749 - $920
4.11K $377K
IR
Ingersoll Rand Inc.

Industrials
171
+ 4.81%
$66.75 - $84.94 $11.4K - $14.5K
3.73K $310K
CCI
Crown Castle International Corp

Real Estate
525
+ 2.52%
$94.83 - $107.06 $49.8K - $56.2K
21.4K $2.2M
ACN
Accenture PLC

Technology
82
+ 12.11%
$279.23 - $323.21 $22.9K - $26.5K
759 $226K
INTC
Intel Corp

Technology
2.85K
+ 1.8%
$18.13 - $22.69 $51.6K - $64.6K
161K $3.6M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
13
+ 0.21%
$33.11 - $37.79 $430 - $491
6.11K $230K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
23
+ 0.07%
$47.89 - $48.65 $1.1K - $1.12K
32.4K $1.58M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1
+ 0.02%
$83.54 - $100.04 $83.5 - $100
4.32K $429K
FITB
Fifth Third Bancorp

Financial Services
15
+ 0.29%
$33.32 - $41.51 $500 - $623
5.22K $214K
HD
Home Depot, Inc.

Consumer Cyclical
17
+ 0.36%
$335.24 - $380.78 $5.7K - $6.47K
4.72K $1.73M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
4
+ 0.01%
$48.5 - $49.35 $194 - $197
46.1K $2.27M
FTSL
First Trust Senior Ln Fund

ETFs
2
+ 0.01%
$44.58 - $46.07 $89.2 - $92.1
18.5K $847K
Fidelity Covington Trust
12.4K
+ 7.16%
N/A
185K $0
Fidelity Wise Origin Bitcoin
444
+ 4.71%
N/A
9.88K $0
Ab Active Etfs Inc
3.19K
+ 11.17%
N/A
31.8K $0
SO
Southern CO

Utilities
2
+ 0.05%
$84.91 - $92.56 $170 - $185
4.43K $406K
Bitwise Bitcoin ETF Tr
894
+ 1.5%
N/A
60.5K $0
Blackrock Inc
159
+ 1.94%
N/A
8.37K $0
CGMS
Capital Grp Core Plus Income E
37.4K
+ 11.76%
N/A
356K $0
Pimco ETF Tr
6.05K
+ 68.93%
N/A
14.8K $0
SPG
Simon Property Group Inc

Real Estate
46
+ 3.3%
$140.37 - $171.44 $6.46K - $7.89K
1.44K $231K
SUI
Sun Communities Inc

Real Estate
13
+ 0.74%
$114.62 - $132.25 $1.49K - $1.72K
1.76K $222K
MUB
Ishares National Muni Bond ETF

ETFs
57
+ 0.49%
$102.31 - $105.8 $5.83K - $6.03K
11.7K $1.22M
FDL
First Tr Morningstar Dividend

ETFs
483
+ 1.99%
$38.19 - $43.19 $18.4K - $20.9K
24.8K $1.04M
RWR
Spdr Dow Jones Reit ETF

ETFs
53
+ 1.1%
$86.33 - $99.71 $4.58K - $5.28K
4.86K $468K
MLPX
Global X Mlp & Energy Infrastr

ETFs
779
+ 1.57%
$55.32 - $65.02 $43.1K - $50.7K
50.5K $3.16M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
20
+ 3.91%
$421.16 - $509.5 $8.42K - $10.2K
531 $236K
VHT
Vanguard Health Care ETF

ETFs
20
+ 1.47%
$236.71 - $261.92 $4.73K - $5.24K
1.38K $342K
PFE
Pfizer Inc

Healthcare
4.43K
+ 3.82%
$21.59 - $24.84 $95.7K - $110K
121K $2.92M
ALL
Allstate Corp

Financial Services
364
+ 2.03%
$180.53 - $212.64 $65.7K - $77.4K
18.3K $3.69M
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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