Kmg Fiduciary Partners, LLC Reduced Holdings in Q3 2024

Kmg Fiduciary Partners, LLC

  • $1.14 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RWR
Spdr Dow Jones Reit ETF

ETFs
-186
- 3.64%
$92.36 - $108.47 $17.2K - $20.2K
4.93K $526K
YUM
Yum Brands Inc

Consumer Cyclical
-58
- 0.72%
$125.95 - $139.96 $7.31K - $8.12K
7.97K $1.11M
FTCS
First Trust Capital Strength E

ETFs
-151
- 1.52%
$83.58 - $90.94 $12.6K - $13.7K
9.78K $887K
MO
Altria Group, Inc.

Consumer Defensive
-18
- 0.18%
$45.95 - $54.71 $827 - $985
10.2K $520K
VOE
Vanguard Mid Cap Value Index F

ETFs
-299
- 4.79%
$149.02 - $167.67 $44.6K - $50.1K
5.94K $995K
BK
Bank Of New York Mellon Corp

Financial Services
-28
- 0.39%
$59.54 - $72.17 $1.67K - $2.02K
7.12K $511K
GLD
Spdr Gold Trust

ETFs
-65
- 1.81%
$215.56 - $246.98 $14K - $16.1K
3.53K $856K
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.15K
- 2.23%
$31.18 - $33.5 $67.1K - $72.1K
94.5K $3.14M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-361
- 4.18%
$523.84 - $572.02 $189K - $206K
8.27K $4.71M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-291
- 0.85%
$74.26 - $78.84 $21.6K - $22.9K
34K $2.66M
IWM
Ishares Russell 2000 ETF

ETFs
-81
- 1.15%
$200.87 - $224.6 $16.3K - $18.2K
6.99K $1.54M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.2K
- 2.16%
$79.29 - $84.02 $94.8K - $100K
54.1K $4.53M
PEP
Pepsico Inc

Consumer Defensive
-81
- 0.3%
$161.9 - $179.3 $13.1K - $14.5K
27.3K $4.65M
NFLX
Netflix Inc

Communication Services
-48
- 0.97%
$598.55 - $722.26 $28.7K - $34.7K
4.9K $3.47M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-245
- 0.67%
$41.9 - $48.26 $10.3K - $11.8K
36.1K $1.73M
ABT
Abbott Laboratories

Healthcare
-30
- 0.19%
$100.07 - $118.13 $3K - $3.54K
16.1K $1.83M
VNQ
Vanguard Specialized Funds Van

ETFs
-54
- 0.42%
$82.97 - $98.97 $4.48K - $5.34K
12.9K $1.25M
VO
Vanguard Mid Cap ETF

ETFs
-1.88K
- 4.22%
$237.84 - $263.83 $448K - $497K
42.7K $11.3M
ALL
Allstate Corp

Financial Services
-62
- 0.37%
$158.43 - $192.86 $9.82K - $12K
16.5K $3.13M
SBUX
Starbucks Corp

Consumer Cyclical
-64
- 0.24%
$72.51 - $98.6 $4.64K - $6.31K
27.1K $2.64M
IVE
Ishares S&P 500 Value ETF

ETFs
-2.93K
- 4.01%
$181.06 - $197.17 $530K - $578K
70K $13.8M
KO
Coca Cola CO

Consumer Defensive
-12K
- 5.98%
$62.69 - $73.01 $749K - $873K
188K $13.5M
WELL
Welltower Inc.

Real Estate
-376
- 1.02%
$104.0 - $129.74 $39.1K - $48.8K
36.3K $4.65M
RTX
Raytheon Technologies Corp

Industrials
-8.37K
- 9.31%
$99.55 - $123.34 $833K - $1.03M
81.5K $9.87M
LOW
Lowes Companies Inc

Consumer Cyclical
-3.92K
- 9.77%
$213.3 - $270.78 $836K - $1.06M
36.2K $9.8M
JPM
Jpmorgan Chase & CO

Financial Services
-68
- 0.06%
$194.9 - $224.8 $13.3K - $15.3K
123K $26M
GS
Goldman Sachs Group Inc

Financial Services
-279
- 0.97%
$459.02 - $510.25 $128K - $142K
28.6K $14.2M
ABBV
Abb Vie Inc.

Healthcare
-5.59K
- 6.49%
$163.84 - $199.33 $915K - $1.11M
80.5K $15.9M
AXP
American Express CO

Financial Services
-281
- 0.85%
$225.92 - $271.17 $63.5K - $76.2K
32.7K $8.88M
AAPL
Apple Inc.

Technology
-6.87K
- 2.41%
$207.23 - $234.82 $1.42M - $1.61M
279K $64.9M
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
Track This Portfolio

Track Kmg Fiduciary Partners, LLC Portfolio

Follow Kmg Fiduciary Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kmg Fiduciary Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kmg Fiduciary Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email