Kmg Fiduciary Partners, LLC Reduced Holdings in Q3 2025

Kmg Fiduciary Partners, LLC

  • $1.45 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
-90
- 1.99%
$1147.87 - $1297.18 $103K - $117K
4.44K $5.32M
CAH
Cardinal Health Inc

Healthcare
-314
- 0.53%
$146.04 - $167.63 $45.9K - $52.6K
58.6K $9.19M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.5K
- 17.55%
$339.37 - $366.46 $509K - $550K
7.05K $2.58M
COIN
Coinbase Global, Inc.

Technology
-282
- 2.42%
$297.99 - $419.78 $84K - $118K
11.4K $3.83M
ABT
Abbott Laboratories

Healthcare
-1.01K
- 6.5%
$120.51 - $136.62 $122K - $138K
14.6K $1.95M
SBUX
Starbucks Corp

Consumer Cyclical
-710
- 7.19%
$81.9 - $96.86 $58.1K - $68.8K
9.17K $775K
CGGR
Capital Group Growth ETF Shs C

ETFs
-4.07K
- 19.45%
$40.2 - $44.58 $163K - $181K
16.8K $739K
IWY
Ishares Tr Russell 200 Growth

ETFs
-626
- 21.53%
$243.93 - $275.62 $153K - $173K
2.28K $624K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-2.87K
- 3.84%
$30.02 - $30.29 $86.1K - $86.8K
71.7K $2.17M
HON
Honeywell International Inc

Industrials
-75
- 2.87%
$207.7 - $240.4 $15.6K - $18K
2.54K $533K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-12.2K
- 10.04%
$28.92 - $32.19 $353K - $393K
109K $3.49M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-1K
- 17.61%
$42.56 - $49.08 $42.6K - $49.1K
4.68K $200K
CGCP
Capital Group Core Plus Income

ETFs
-3.05K
- 4.18%
$22.27 - $22.95 $67.9K - $70K
70K $1.59M
AMGN
Amgen Inc

Healthcare
-226
- 3.22%
$271.18 - $309.22 $61.3K - $69.9K
6.79K $1.92M
CGGO
Capital Group Global Growth Eq

ETFs
-2.4K
- 12.16%
$31.71 - $34.17 $76.1K - $82K
17.3K $592K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-320
- 22.96%
$275.84 - $326.36 $88.3K - $104K
1.07K $350K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.71K
- 8.12%
$39.8 - $42.86 $68.1K - $73.4K
19.4K $829K
XLB
Select Sector Spdr Fd Material

ETFs
-500
- 3.59%
$86.72 - $92.61 $43.4K - $46.3K
13.4K $1.2M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-595
- 9.94%
$43.83 - $45.64 $26.1K - $27.2K
5.39K $245K
AVUV
American Centy ETF Tr Avantis

ETFs
-797
- 10.08%
$90.37 - $102.12 $72K - $81.4K
7.11K $707K
RWR
Spdr Dow Jones Reit ETF

ETFs
-301
- 6.19%
$95.17 - $101.62 $28.6K - $30.6K
4.56K $457K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-250
- 8.48%
$82.96 - $95.7 $20.7K - $23.9K
2.7K $242K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-106
- 8.27%
$182.33 - $194.5 $19.3K - $20.6K
1.18K $228K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-881
- 3.56%
$26.38 - $27.95 $23.2K - $24.6K
23.8K $650K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-365
- 1.07%
$76.16 - $78.59 $27.8K - $28.7K
33.9K $2.64M
DGRO
Ishares Core Dividend Growth E

ETFs
-166
- 5.15%
$64.12 - $68.08 $10.6K - $11.3K
3.06K $208K
FDVV
Fidelity High Dividend ETF

ETFs
-283
- 5.48%
$52.42 - $55.71 $14.8K - $15.8K
4.88K $272K
FITB
Fifth Third Bancorp

Financial Services
-91
- 1.74%
$40.91 - $46.28 $3.72K - $4.21K
5.13K $228K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-43
- 0.69%
$96.83 - $101.71 $4.16K - $4.37K
6.16K $626K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-594
- 2.22%
$38.1 - $40.7 $22.6K - $24.2K
26.2K $1.04M
EFG
Msci Eafe Growth ETF

ETFs
-345
- 1.06%
$106.99 - $114.46 $36.9K - $39.5K
32.3K $3.68M
MUB
Ishares National Muni Bond ETF

ETFs
-20
- 0.17%
$103.24 - $106.68 $2.06K - $2.13K
11.7K $1.24M
CGDV
Capital Group Divid Value ETF

ETFs
-3.53K
- 5.15%
$39.59 - $42.21 $140K - $149K
65K $2.73M
CGUS
Capital Group Core Equity ETF
-2.56K
- 5.23%
$36.89 - $39.72 $94.3K - $102K
46.3K $1.83M
FDL
First Tr Morningstar Dividend

ETFs
-251
- 1.01%
$41.96 - $44.59 $10.5K - $11.2K
24.5K $1.06M
F
Ford Motor CO

Consumer Cyclical
-4.73K
- 6.18%
$10.82 - $12.09 $51.2K - $57.2K
71.8K $858K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-196
- 1.82%
$79.83 - $84.0 $15.6K - $16.5K
10.6K $889K
NSC
Norfolk Southern Corp

Industrials
-19
- 2.25%
$259.49 - $300.41 $4.93K - $5.71K
827 $248K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-132
- 1.44%
$102.17 - $110.66 $13.5K - $14.6K
9.01K $997K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-472
- 3.26%
$98.53 - $107.1 $46.5K - $50.6K
14K $1.47M
VCIT
Vanguard Intermediate Term Cor

ETFs
-127
- 0.2%
$81.75 - $84.54 $10.4K - $10.7K
62.9K $5.29M
FNDX
Schwab Fundamental U S Large C

ETFs
-1.49K
- 2.15%
$24.38 - $26.34 $36.4K - $39.3K
68.1K $1.79M
PHM
Pultegroup Inc

Consumer Cyclical
-11
- 0.33%
$108.0 - $141.42 $1.19K - $1.56K
3.31K $437K
C
Citigroup Inc

Financial Services
-161
- 1.51%
$85.57 - $103.49 $13.8K - $16.7K
10.5K $1.07M
PLTR
Palantir Technologies Inc.

Technology
-2.39K
- 17.87%
$130.68 - $186.97 $313K - $447K
11K $2.01M
UBER
Uber Technologies, Inc

Technology
-3
- 0.01%
$86.91 - $99.57 $261 - $299
39.6K $3.88M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-59
- 0.77%
$567.09 - $607.37 $33.5K - $35.8K
7.56K $4.5M
JNJ
Johnson & Johnson

Healthcare
-12
- 0.1%
$155.17 - $185.42 $1.86K - $2.23K
11.8K $2.19M
AXP
American Express CO

Financial Services
-85
- 0.27%
$294.27 - $342.31 $25K - $29.1K
31.3K $10.4M
Activity Summary
Buys All Purchases 187 New Holdings 12 Increased Positions 175 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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