Kmg Fiduciary Partners, LLC Portfolio Holdings
Kmg Fiduciary Partners, LLC
- $1.17 Billion
- Q4 2024
Kmg Fiduciary Partners, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.17 Billion distributed in 270 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $69.3M, Ishares Core S&P 500 ETF with a value of $61.4M, Microsoft Corp with a value of $51.7M, Nvidia Corp with a value of $48.4M, and Amazon Com Inc with a value of $38.5M.
Examining the 13F form we can see an increase of $35.3M in the current position value, from $1.14B to 1.17B.
Below you can find more details about Kmg Fiduciary Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.17 Billion
ETFs: $404 Million
Technology: $265 Million
Financial Services: $113 Million
Healthcare: $85.1 Million
Communication Services: $83.5 Million
Consumer Cyclical: $79.5 Million
Consumer Defensive: $43.2 Million
Industrials: $42.2 Million
Other: $40.5 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 270
- Current Value $1.17 Billion
- Prior Value $1.14 Billion
- Filing
- Period Q4 2024
- Filing Date January 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 14 stocks
- Additional Purchases 136 stocks
- Sold out of 0 stocks
- Reduced holdings in 91 stocks