Kmg Fiduciary Partners, LLC Sells in Q3 2024

Kmg Fiduciary Partners, LLC

  • $1.14 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QCOM
Qualcomm Inc

Technology
-23.9K
- 21.08%
$156.12 - $209.64 $3.72M - $5M
89.3K $15.2M
NVDA
Nvidia Corp

Technology
-29.3K
- 7.48%
$98.91 - $134.91 $2.9M - $3.95M
362K $44M
GOOGL
Alphabet Inc.

Communication Services
-4.49K
- 2.47%
$148.65 - $191.18 $668K - $859K
178K $29.4M
AMD
Advanced Micro Devices Inc

Technology
-21.7K
- 27.49%
$128.67 - $183.96 $2.8M - $4M
57.4K $9.41M
IVV
Ishares Core S&P 500 ETF

ETFs
-11.9K
- 10.04%
$520.18 - $576.82 $6.18M - $6.86M
107K $61.5M
STWD
Starwood Property Trust, Inc.

Real Estate
-170K
- 59.27%
$18.75 - $21.11 $3.18M - $3.58M
117K $2.38M
MCD
Mcdonalds Corp

Consumer Cyclical
-12.7K
- 55.97%
$245.82 - $304.51 $3.12M - $3.87M
9.99K $3.04M
CVX
Chevron Corp

Energy
-12.2K
- 14.98%
$137.88 - $161.97 $1.68M - $1.97M
69K $10.2M
EFG
Msci Eafe Growth ETF

ETFs
-24.9K
- 37.69%
$96.84 - $108.77 $2.41M - $2.71M
41.1K $4.43M
CVS
Cvs Health Corp

Healthcare
-32.4K
- 46.1%
$55.81 - $63.18 $1.81M - $2.05M
37.9K $2.38M
CAH
Cardinal Health Inc

Healthcare
-21.1K
- 21.3%
$93.74 - $114.66 $1.97M - $2.42M
77.8K $8.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-15.5K
- 19.65%
$105.53 - $118.34 $1.64M - $1.83M
63.4K $7.41M
LLY
Eli Lilly & CO

Healthcare
-506
- 1.94%
$772.14 - $960.02 $391K - $486K
25.5K $22.6M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-22.1K
- 27.75%
$50.37 - $55.21 $1.11M - $1.22M
57.4K $3.13M
GOOG
Alphabet Inc.

Communication Services
-950
- 3.37%
$149.54 - $192.66 $142K - $183K
27.2K $4.55M
MRK
Merck & Co., Inc.

Healthcare
-1.58K
- 4.21%
$111.15 - $128.97 $176K - $204K
36.1K $4.09M
VZ
Verizon Communications Inc

Communication Services
-19.4K
- 12.77%
$38.89 - $45.0 $756K - $875K
133K $5.97M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-10.1K
- 8.69%
$54.98 - $59.51 $556K - $601K
106K $6.32M
BA
Boeing CO

Industrials
-908
- 21.41%
$152.04 - $190.6 $138K - $173K
3.33K $506K
XLB
Select Sector Spdr Fd Material

ETFs
-3.04K
- 18.27%
$86.95 - $97.09 $264K - $295K
13.6K $1.31M
NTAP
Net App, Inc.

Technology
-368
- 2.02%
$114.18 - $134.62 $42K - $49.5K
17.8K $2.2M
RODM
Hartford Multifactor Developed

ETFs
-5.05K
- 30.74%
$27.35 - $30.82 $138K - $156K
11.4K $346K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-845
- 8.85%
$283.28 - $314.39 $239K - $266K
8.7K $2.73M
DUK
Duke Energy Corp

Utilities
-8.31K
- 14.4%
$99.35 - $117.71 $826K - $978K
49.4K $5.69M
SO
Southern CO

Utilities
-1.78K
- 28.54%
$77.0 - $90.52 $137K - $161K
4.45K $401K
XLE
Energy Sector Spdr

ETFs
-563
- 6.66%
$84.35 - $93.39 $47.5K - $52.6K
7.89K $692K
SCHW
Schwab Charles Corp

Financial Services
-177
- 2.41%
$61.74 - $76.08 $10.9K - $13.5K
7.17K $464K
VRIG
Invesco Actively Managed ETF F

ETFs
-2.53K
- 1.85%
$25.05 - $25.21 $63.3K - $63.7K
134K $3.36M
INTU
Intuit Inc

Technology
-49
- 6.13%
$602.97 - $670.49 $29.5K - $32.9K
751 $466K
VIG
Vanguard Dividend Appreciation

ETFs
-308
- 6.96%
$182.15 - $182.15 $56.1K - $56.1K
4.12K $750K
IWD
Ishares Russell 1000 Val ETF

ETFs
-808
- 11.5%
$173.36 - $189.8 $140K - $153K
6.22K $1.18M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.07K
- 4.92%
$76.38 - $78.87 $81.3K - $84K
20.6K $1.62M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-570
- 8.55%
$33.3 - $35.24 $19K - $20.1K
6.1K $214K
KRE
Spdr S&P Regional Banking ETF

ETFs
-800
- 17.15%
$47.94 - $59.23 $38.4K - $47.4K
3.87K $218K
IYH
Ishares Tr

ETFs
-910
- 5.4%
$60.29 - $66.38 $54.9K - $60.4K
15.9K $1.04M
HDV
Ishares Core High Dividend ETF

ETFs
-148
- 4.74%
$107.62 - $118.76 $15.9K - $17.6K
2.97K $349K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-279
- 2.59%
$332.02 - $382.76 $92.6K - $107K
10.5K $3.94M
EEM
Ishares Msci Emerging Markets

ETFs
-1.25K
- 5.77%
$40.42 - $46.7 $50.6K - $58.4K
20.4K $936K
AMP
Ameriprise Financial Inc

Financial Services
-68
- 6.37%
$391.53 - $469.81 $26.6K - $31.9K
999 $469K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3
- 0.52%
$475.2 - $527.7 $1.43K - $1.58K
573 $302K
T
At&T Inc.

Communication Services
-954
- 7.57%
$18.21 - $22.28 $17.4K - $21.3K
11.6K $256K
VTI
Vanguard Total Stock Market Et

ETFs
-283
- 4.61%
$255.18 - $283.2 $72.2K - $80.1K
5.85K $1.66M
CI
Cigna Corp

Healthcare
-395
- 4.1%
$319.12 - $367.1 $126K - $145K
9.25K $3.2M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-1.83K
- 1.46%
$7.86 - $8.77 $14.4K - $16K
123K $1.08M
VB
Vanguard Small Cap ETF

ETFs
-392
- 6.73%
$214.77 - $237.72 $84.2K - $93.2K
5.43K $1.29M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-117
- 1.76%
$106.11 - $113.72 $12.4K - $13.3K
6.54K $738K
XLF
Financial Sector Spdr

ETFs
-666
- 4.77%
$40.84 - $45.74 $27.2K - $30.5K
13.3K $602K
HYG
Ishares Tr

ETFs
-419
- 2.12%
$76.72 - $80.36 $32.1K - $33.7K
19.4K $1.56M
ACN
Accenture PLC

Technology
-19
- 2.53%
$295.44 - $355.81 $5.61K - $6.76K
732 $258K
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
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