Kmg Fiduciary Partners, LLC Reduced Holdings in Q1 2025

Kmg Fiduciary Partners, LLC

  • $1.18 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPSB
Spdr Portfolio Short Term Corp

ETFs
-4.22K
- 5.57%
$29.82 - $30.1 $126K - $127K
71.5K $2.15M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-634
- 5.97%
$36.64 - $45.76 $23.2K - $29K
9.99K $373K
ADI
Analog Devices Inc

Technology
-247
- 7.08%
$201.56 - $243.82 $49.8K - $60.2K
3.24K $653K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.31K
- 6.34%
$76.94 - $78.24 $100K - $102K
19.3K $1.51M
CGCP
Capital Group Core Plus Income

ETFs
-4.12K
- 5.6%
$21.94 - $22.64 $90.3K - $93.2K
69.4K $1.55M
CGGO
Capital Group Global Growth Eq

ETFs
-1.84K
- 6.69%
$28.33 - $30.84 $52.1K - $56.7K
25.6K $727K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-12
- 0.03%
$21.23 - $23.75 $255 - $285
44.6K $956K
ETN
Eaton Corp PLC

Industrials
-7
- 0.79%
$271.83 - $371.23 $1.9K - $2.6K
879 $238K
HON
Honeywell International Inc

Industrials
-31
- 1.17%
$202.75 - $226.52 $6.29K - $7.02K
2.61K $552K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-75
- 2.17%
$113.22 - $126.36 $8.49K - $9.48K
3.39K $386K
BAC
Bank Of America Corp

Financial Services
-56
- 0.38%
$39.61 - $47.74 $2.22K - $2.67K
14.5K $606K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-33
- 5.7%
$507.05 - $563.67 $16.7K - $18.6K
546 $279K
FITB
Fifth Third Bancorp

Financial Services
-252
- 4.62%
$37.48 - $44.96 $9.44K - $11.3K
5.21K $204K
TT
Trane Technologies PLC

Industrials
-9
- 1.32%
$332.0 - $400.86 $2.99K - $3.61K
673 $226K
RWR
Spdr Dow Jones Reit ETF

ETFs
-126
- 2.55%
$95.15 - $104.06 $12K - $13.1K
4.81K $472K
TMUS
T Mobile Us, Inc.

Communication Services
-845
- 18.49%
$211.3 - $272.83 $179K - $231K
3.72K $993K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-1
- 0.05%
$119.84 - $136.1 $120 - $136
1.92K $231K
CGDV
Capital Group Divid Value ETF

ETFs
-582
- 0.83%
$34.95 - $37.36 $20.3K - $21.7K
69.6K $2.47M
HYG
Ishares Tr

ETFs
-109
- 0.64%
$78.51 - $80.11 $8.56K - $8.73K
17K $1.34M
RWL
Invesco Exchange Traded Fd Tr

ETFs
-54
- 0.57%
$96.9 - $104.39 $5.23K - $5.64K
9.4K $925K
Blackrock Inc
-266
- 3.14%
N/A
8.21K $0
IWD
Ishares Russell 1000 Val ETF

ETFs
-30
- 0.49%
$182.82 - $196.21 $5.48K - $5.89K
6.11K $1.14M
SCHW
Schwab Charles Corp

Financial Services
-299
- 4.82%
$71.24 - $83.64 $21.3K - $25K
5.9K $461K
ADP
Automatic Data Processing Inc

Industrials
-7
- 0.73%
$286.85 - $318.64 $2.01K - $2.23K
950 $290K
HDV
Ishares Core High Dividend ETF

ETFs
-55
- 1.91%
$110.86 - $121.12 $6.1K - $6.66K
2.83K $337K
BSX
Boston Scientific Corp

Healthcare
-132
- 5.06%
$89.38 - $106.18 $11.8K - $14K
2.48K $249K
TDG
Trans Digm Group Inc

Industrials
-2
- 1.03%
$1251.32 - $1394.11 $2.5K - $2.79K
193 $266K
EEM
Ishares Msci Emerging Markets

ETFs
-37
- 0.18%
$40.81 - $45.34 $1.51K - $1.68K
20.3K $887K
SO
Southern CO

Utilities
-15
- 0.34%
$80.96 - $92.96 $1.21K - $1.39K
4.42K $406K
ETR
Entergy Corp

Utilities
-18
- 0.36%
$75.26 - $87.89 $1.35K - $1.58K
5K $427K
BK
Bank Of New York Mellon Corp

Financial Services
-20
- 0.28%
$75.42 - $88.95 $1.51K - $1.78K
7.08K $593K
FDL
First Tr Morningstar Dividend

ETFs
-127
- 0.52%
$39.69 - $43.83 $5.04K - $5.57K
24.3K $1.04M
KO
Coca Cola CO

Consumer Defensive
-24.4K
- 12.64%
$60.81 - $72.32 $1.49M - $1.77M
169K $12.1M
WM
Waste Management Inc

Industrials
-6
- 0.26%
$200.54 - $233.78 $1.2K - $1.4K
2.28K $526K
MCD
Mcdonalds Corp

Consumer Cyclical
-332
- 3.51%
$279.74 - $321.29 $92.9K - $107K
9.13K $2.85M
NFLX
Netflix Inc

Communication Services
-72
- 1.62%
$828.4 - $1058.6 $59.6K - $76.2K
4.37K $4.07M
ABT
Abbott Laboratories

Healthcare
-193
- 1.23%
$111.1 - $140.22 $21.4K - $27.1K
15.5K $2.06M
ABBV
Abb Vie Inc.

Healthcare
-10.4K
- 12.49%
$169.2 - $216.66 $1.76M - $2.25M
72.9K $15.3M
IBM
International Business Machines Corp

Technology
-1.06K
- 3.38%
$217.4 - $264.74 $229K - $279K
30.2K $7.5M
WELL
Welltower Inc.

Real Estate
-95
- 0.26%
$124.05 - $156.86 $11.8K - $14.9K
36.1K $5.54M
Activity Summary
Buys All Purchases 161 New Holdings 22 Increased Positions 139 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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