Kmg Fiduciary Partners, LLC Sells in Q1 2025

Kmg Fiduciary Partners, LLC

  • $1.18 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-6.1K
- 5.85%
$554.06 - $615.85 $3.38M - $3.76M
98.3K $54.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-5.52K
- 3.14%
$190.26 - $242.06 $1.05M - $1.34M
170K $32.4M
DAL
Delta Air Lines, Inc.

Industrials
-35.1K
- 27.86%
$43.6 - $69.06 $1.53M - $2.42M
90.9K $3.96M
MAR
Marriott International Inc

Consumer Cyclical
-8.38K
- 22.58%
$237.01 - $304.45 $1.99M - $2.55M
28.8K $6.85M
ORCL
Oracle Corp

Technology
-8.5K
- 10.57%
$139.81 - $186.47 $1.19M - $1.58M
71.9K $10.1M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-35.7K
- 86.4%
$65.15 - $91.81 $2.32M - $3.27M
5.61K $366K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-15.8K
- 3.23%
$64.88 - $72.1 $1.02M - $1.14M
473K $30.9M
GS
Goldman Sachs Group Inc

Financial Services
-3.14K
- 10.95%
$524.81 - $672.19 $1.65M - $2.11M
25.5K $13.9M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.39K
- 9.64%
$222.15 - $428.22 $309K - $596K
13K $3.38M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-26.3K
- 12.17%
$57.21 - $65.8 $1.5M - $1.73M
190K $11M
C
Citigroup Inc

Financial Services
-27.8K
- 68.92%
$67.23 - $84.63 $1.87M - $2.35M
12.5K $890K
META
Meta Platforms, Inc.

Communication Services
-2.2K
- 5.02%
$576.36 - $736.67 $1.27M - $1.62M
41.6K $24M
UPS
United Parcel Service Inc

Industrials
-10.9K
- 29.42%
$109.66 - $136.26 $1.2M - $1.49M
26.2K $2.88M
INTC
Intel Corp

Technology
-96.6K
- 37.94%
$19.1 - $27.39 $1.84M - $2.64M
158K $3.59M
CAH
Cardinal Health Inc

Healthcare
-21.5K
- 26.9%
$118.02 - $137.77 $2.54M - $2.96M
58.5K $8.05M
F
Ford Motor CO

Consumer Cyclical
-131K
- 55.6%
$9.12 - $10.43 $1.19M - $1.36M
104K $1.05M
CVS
Cvs Health Corp

Healthcare
-29.7K
- 88.1%
$44.22 - $68.64 $1.31M - $2.04M
4.01K $271K
AXP
American Express CO

Financial Services
-960
- 2.99%
$255.39 - $325.87 $245K - $313K
31.2K $8.39M
SBUX
Starbucks Corp

Consumer Cyclical
-13.1K
- 51.09%
$91.75 - $115.81 $1.2M - $1.52M
12.6K $1.23M
GOOG
Alphabet Inc.

Communication Services
-473
- 1.72%
$156.06 - $207.71 $73.8K - $98.2K
27.1K $4.23M
VZ
Verizon Communications Inc

Communication Services
-37.4K
- 27.65%
$37.81 - $46.49 $1.42M - $1.74M
98K $4.44M
RTX
Raytheon Technologies Corp

Industrials
-17.3K
- 21.04%
$114.1 - $135.66 $1.97M - $2.34M
64.7K $8.57M
NKE
Nike, Inc.

Consumer Cyclical
-11.1K
- 75.79%
$63.29 - $81.72 $704K - $910K
3.56K $225K
PFF
Ishares Trust Ishares Pfd And

ETFs
-25.6K
- 28.0%
$30.73 - $32.26 $786K - $825K
65.8K $2.03M
KMI
Kinder Morgan, Inc.

Energy
-30K
- 22.13%
$26.1 - $31.22 $783K - $936K
106K $3.01M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-8.91K
- 8.45%
$56.17 - $59.71 $501K - $532K
96.6K $5.48M
ISRG
Intuitive Surgical Inc

Healthcare
-305
- 2.14%
$476.63 - $610.45 $145K - $186K
13.9K $6.91M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-234
- 2.35%
$360.07 - $417.26 $84.3K - $97.6K
9.72K $3.5M
QCOM
Qualcomm Inc

Technology
-3.11K
- 3.33%
$151.94 - $175.86 $473K - $547K
90.2K $13.9M
JNJ
Johnson & Johnson

Healthcare
-7.48K
- 19.82%
$142.06 - $167.7 $1.06M - $1.25M
30.3K $5.02M
JPM
Jpmorgan Chase & CO

Financial Services
-4.46K
- 3.61%
$225.19 - $279.95 $1M - $1.25M
119K $29.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.75K
- 2.45%
$24.91 - $29.02 $68.4K - $79.7K
109K $2.74M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-166
- 2.05%
$522.96 - $601.18 $86.8K - $99.8K
7.92K $4.22M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-8.14K
- 14.06%
$59.6 - $67.2 $485K - $547K
49.7K $3.17M
MS
Morgan Stanley

Financial Services
-69
- 0.21%
$111.68 - $141.08 $7.71K - $9.73K
33.1K $3.86M
EFG
Msci Eafe Growth ETF

ETFs
-4.2K
- 11.18%
$96.1 - $106.37 $404K - $447K
33.4K $3.37M
STWD
Starwood Property Trust, Inc.

Real Estate
-18.6K
- 16.22%
$18.41 - $20.53 $342K - $382K
96K $1.9M
IVE
Ishares S&P 500 Value ETF

ETFs
-575
- 0.82%
$185.78 - $198.58 $107K - $114K
69.6K $13.1M
OC
Owens Corning

Industrials
-491
- 9.48%
$137.83 - $191.19 $67.7K - $93.9K
4.69K $669K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-141
- 1.62%
$302.31 - $337.54 $42.6K - $47.6K
8.55K $2.61M
CRWD
Crowd Strike Holdings, Inc.

Technology
-639
- 13.54%
$308.86 - $455.36 $197K - $291K
4.08K $1.44M
CGGR
Capital Group Growth ETF Shs C

ETFs
-2.3K
- 9.05%
$33.98 - $39.84 $78.1K - $91.6K
23.1K $792K
BX
Blackstone Inc.

Financial Services
-4
- 0.09%
$136.53 - $186.74 $546 - $747
4.42K $617K
CGUS
Capital Group Core Equity ETF
-1.6K
- 3.06%
$33.08 - $36.62 $52.9K - $58.5K
50.6K $1.68M
CSCO
Cisco Systems, Inc.

Technology
-8.11K
- 5.51%
$58.74 - $64.87 $477K - $526K
139K $8.58M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-445
- 2.04%
$40.15 - $47.73 $17.9K - $21.2K
21.4K $870K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-781
- 3.37%
$86.24 - $97.98 $67.4K - $76.5K
22.4K $1.95M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-460
- 1.05%
$53.6 - $58.97 $24.7K - $27.1K
43.5K $2.36M
IWY
Ishares Tr Russell 200 Growth

ETFs
-246
- 9.45%
$210.19 - $243.33 $51.7K - $59.9K
2.36K $496K
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
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