Kmg Fiduciary Partners, LLC Portfolio Holdings
Kmg Fiduciary Partners, LLC
- $1.14 Billion
- Q3 2024
Kmg Fiduciary Partners, LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.14 Billion distributed in 267 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $64.9M, Ishares Core S&P 500 ETF with a value of $61.5M, Microsoft Corp with a value of $52.1M, Nvidia Corp with a value of $44M, and Amazon Com Inc with a value of $32.4M.
Examining the 13F form we can see an increase of $126M in the current position value, from $1.01B to 1.14B.
Below you can find more details about Kmg Fiduciary Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.14 Billion
ETFs: $394 Million
Technology: $253 Million
Financial Services: $103 Million
Healthcare: $91.6 Million
Communication Services: $78.9 Million
Consumer Cyclical: $74.9 Million
Consumer Defensive: $44.5 Million
Industrials: $42.9 Million
Other: $39.4 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 267
- Current Value $1.14 Billion
- Prior Value $1.01 Billion
- Filing
- Period Q3 2024
- Filing Date October 17, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 33 stocks
- Additional Purchases 114 stocks
- Sold out of 0 stocks
- Reduced holdings in 81 stocks