Kmg Fiduciary Partners, LLC Reduced Holdings in Q2 2025

Kmg Fiduciary Partners, LLC

  • $1.32 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-4.01K
- 21.21%
$274.35 - $599.47 $1.1M - $2.4M
14.9K $4.64M
JNJ
Johnson & Johnson

Healthcare
-18.4K
- 60.9%
$146.36 - $159.82 $2.7M - $2.95M
11.8K $1.81M
DVN
Devon Energy Corp

Energy
-51.1K
- 49.34%
$26.8 - $37.92 $1.37M - $1.94M
52.5K $1.67M
DIS
Walt Disney CO

Communication Services
-27.4K
- 46.36%
$81.72 - $124.01 $2.24M - $3.4M
31.7K $3.93M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-16.2K
- 72.27%
$76.98 - $98.31 $1.24M - $1.59M
6.21K $610K
MRK
Merck & Co., Inc.

Healthcare
-674
- 1.25%
$73.47 - $87.12 $49.5K - $58.7K
53.3K $4.22M
PEP
Pepsico Inc

Consumer Defensive
-967
- 3.74%
$128.02 - $151.37 $124K - $146K
24.9K $3.28M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-12.8K
- 59.76%
$34.78 - $43.42 $445K - $555K
8.61K $372K
VZ
Verizon Communications Inc

Communication Services
-4.53K
- 4.63%
$41.67 - $45.62 $189K - $207K
93.4K $4.04M
SBUX
Starbucks Corp

Consumer Cyclical
-2.69K
- 21.42%
$79.69 - $99.41 $215K - $268K
9.88K $905K
AMGN
Amgen Inc

Healthcare
-138
- 1.93%
$262.28 - $309.85 $36.2K - $42.8K
7.02K $1.96M
MCD
Mcdonalds Corp

Consumer Cyclical
-193
- 2.11%
$285.55 - $321.23 $55.1K - $62K
8.93K $2.61M
DUK
Duke Energy Corp

Utilities
-35
- 0.06%
$112.46 - $124.05 $3.94K - $4.34K
54.8K $6.46M
XOM
Exxon Mobil Corp

Energy
-122
- 0.67%
$99.93 - $119.04 $12.2K - $14.5K
18.1K $1.95M
F
Ford Motor CO

Consumer Cyclical
-27.9K
- 26.7%
$8.69 - $10.85 $242K - $302K
76.5K $830K
TMUS
T Mobile Us, Inc.

Communication Services
-114
- 3.06%
$220.99 - $268.54 $25.2K - $30.6K
3.61K $860K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.29K
- 2.37%
$51.14 - $57.0 $117K - $130K
94.3K $5.36M
PFF
Ishares Trust Ishares Pfd And

ETFs
-3.13K
- 4.76%
$29.0 - $30.68 $90.9K - $96.2K
62.6K $1.92M
HBAN
Huntington Bancshares Inc

Financial Services
-9.08K
- 28.3%
$12.49 - $16.76 $113K - $152K
23K $385K
CGGO
Capital Group Global Growth Eq

ETFs
-5.87K
- 22.93%
$25.31 - $32.17 $149K - $189K
19.7K $631K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.53K
- 9.28%
$24.32 - $27.87 $61.5K - $70.5K
24.7K $655K
FHN
First Horizon Corp

Financial Services
-6.66K
- 21.86%
$16.21 - $21.2 $108K - $141K
23.8K $505K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-2.68K
- 9.09%
$32.99 - $38.56 $88.4K - $103K
26.8K $1.02M
IYH
Ishares Tr

ETFs
-6
- 0.04%
$53.97 - $60.17 $324 - $361
16.8K $947K
GE
General Electric CO

Industrials
-571
- 33.12%
$166.81 - $257.39 $95.2K - $147K
1.15K $296K
VNQ
Vanguard Specialized Funds Van

ETFs
-295
- 2.3%
$79.79 - $91.42 $23.5K - $27K
12.5K $1.11M
HDV
Ishares Core High Dividend ETF

ETFs
-132
- 4.67%
$108.41 - $120.51 $14.3K - $15.9K
2.7K $315K
WELL
Welltower Inc.

Real Estate
-256
- 0.71%
$136.49 - $155.22 $34.9K - $39.7K
35.9K $5.52M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-980
- 2.25%
$47.46 - $55.3 $46.5K - $54.2K
42.5K $2.34M
MO
Altria Group, Inc.

Consumer Defensive
-55
- 0.49%
$55.56 - $60.91 $3.06K - $3.35K
11.1K $649K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-874
- 15.57%
$57.41 - $74.81 $50.2K - $65.4K
4.74K $352K
TXN
Texas Instruments Inc

Technology
-26
- 0.53%
N/A
4.9K $953K
PHM
Pultegroup Inc

Consumer Cyclical
-107
- 3.12%
$92.02 - $106.54 $9.85K - $11.4K
3.32K $350K
PSEP
Innovator U.S. Equity Power Bu
-210
- 3.31%
N/A
6.14K $0
QUAL
Ishares Msci Usa Quality Facto

ETFs
-92
- 6.7%
$152.42 - $182.82 $14K - $16.8K
1.28K $234K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-60
- 0.31%
$77.74 - $78.78 $4.66K - $4.73K
19.2K $1.51M
T
At&T Inc.

Communication Services
-98
- 0.89%
$26.33 - $28.94 $2.58K - $2.84K
10.9K $315K
NKE
Nike, Inc.

Consumer Cyclical
-276
- 7.76%
$53.27 - $72.04 $14.7K - $19.9K
3.28K $232K
STWD
Starwood Property Trust, Inc.

Real Estate
-557
- 0.58%
$17.28 - $20.41 $9.62K - $11.4K
95.5K $1.92M
C
Citigroup Inc

Financial Services
-1.87K
- 14.91%
$58.13 - $85.12 $109K - $159K
10.7K $908K
BX
Blackstone Inc.

Financial Services
-145
- 3.28%
$120.07 - $151.11 $17.4K - $21.9K
4.28K $639K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-261
- 2.78%
$89.02 - $104.29 $23.2K - $27.2K
9.14K $953K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-4
- 0.21%
$106.81 - $136.49 $427 - $546
1.91K $260K
XLF
Financial Sector Spdr

ETFs
-169
- 1.24%
$43.92 - $52.37 $7.42K - $8.85K
13.5K $705K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-1
- 0.03%
$101.97 - $126.75 $102 - $127
3.39K $429K
BK
Bank Of New York Mellon Corp

Financial Services
-28
- 0.4%
$73.31 - $91.62 $2.05K - $2.57K
7.05K $642K
BAC
Bank Of America Corp

Financial Services
-668
- 4.6%
$34.39 - $47.46 $23K - $31.7K
13.9K $655K
CGGR
Capital Group Growth ETF Shs C

ETFs
-2.2K
- 9.51%
$30.53 - $40.65 $67.1K - $89.3K
20.9K $849K
FTLS
First Tr Long/Short Equity ETF

ETFs
-129
- 0.51%
$60.06 - $66.28 $7.75K - $8.55K
25.3K $1.68M
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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