Kmg Fiduciary Partners, LLC Portfolio Holdings
Kmg Fiduciary Partners, LLC
- $1.32 Billion
- Q2 2025
Kmg Fiduciary Partners, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.32 Billion distributed in 288 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $63.9M, Nvidia Corp with a value of $61.7M, Ishares Core S&P 500 ETF with a value of $61.1M, Apple Inc. with a value of $58.9M, and Amazon Com Inc with a value of $38.9M.
Examining the 13F form we can see an increase of $140M in the current position value, from $1.18B to 1.32B.
Below you can find more details about Kmg Fiduciary Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.32 Billion
ETFs: $458 Million
Technology: $315 Million
Financial Services: $129 Million
Communication Services: $88.1 Million
Healthcare: $86.2 Million
Consumer Cyclical: $81 Million
Industrials: $52.2 Million
Consumer Defensive: $44.2 Million
Other: $40.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 288
- Current Value $1.32 Billion
- Prior Value $1.18 Billion
- Filing
- Period Q2 2025
- Filing Date July 09, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 12 stocks
- Additional Purchases 165 stocks
- Sold out of 0 stocks
- Reduced holdings in 61 stocks