Kmg Fiduciary Partners, LLC Portfolio Holdings

Kmg Fiduciary Partners, LLC

  • $1.18 Billion
  • Q1 2025

Kmg Fiduciary Partners, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.18 Billion distributed in 284 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $62.1M, Ishares Core S&P 500 ETF with a value of $54.8M, Microsoft Corp with a value of $47.5M, Nvidia Corp with a value of $41.4M, and Amazon Com Inc with a value of $32.4M.

Examining the 13F form we can see an increase of $626K in the current position value, from $1.17B to 1.18B.

Below you can find more details about Kmg Fiduciary Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.18 Billion
ETFs: $419 Million
Technology: $251 Million
Financial Services: $111 Million
Healthcare: $90.9 Million
Communication Services: $74.5 Million
Consumer Cyclical: $69.5 Million
Industrials: $47.8 Million
Consumer Defensive: $45.1 Million
Other: $47.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.69 Million 0.57% of portfolio
64,294
Q1 2025 Added 2.36%
$59.3B
$6.45 Million 0.55% of portfolio
37,771
Q1 2025 Added 16.74%
$102B
$6.22 Million 0.53% of portfolio
37,153
Q1 2025 Added 44.14%
$0
$5.99 Million 0.51% of portfolio
47,874
Q1 2025 Added 9.43%
$218B
$5.83 Million 0.5% of portfolio
59,107
Q1 2025 Added 3.92%
$152B
$5.48 Million 0.47% of portfolio
37,739
Q1 2025 Added 33.64%
$69.8B
$5.54 Million 0.47% of portfolio
36,148
Q1 2025 Reduced 0.26%
$0
$5.48 Million 0.47% of portfolio
96,615
Q1 2025 Reduced 8.45%
$406B
$5.02 Million 0.43% of portfolio
30,267
Q1 2025 Reduced 19.82%
$0
$4.94 Million 0.42% of portfolio
60,513
Q1 2025 Added 12.42%
$76.7B
$4.81 Million 0.41% of portfolio
17,652
Q1 2025 Added 4.57%
$205B
$4.84 Million 0.41% of portfolio
53,952
Q1 2025 Added 7.45%
$0
$4.66 Million 0.4% of portfolio
89,005
Q1 2025 Added 9.66%
$62.5B
$4.57 Million 0.39% of portfolio
56,936
Q1 2025 Added 4.44%
$178B
$4.44 Million 0.38% of portfolio
97,958
Q1 2025 Reduced 27.65%
$0
$4.22 Million 0.36% of portfolio
7,919
Q1 2025 Reduced 2.05%
$0
$4.2 Million 0.36% of portfolio
86,083
Q1 2025 Added 0.69%
$1.08T
$4.23 Million 0.36% of portfolio
27,097
Q1 2025 Reduced 1.72%
$545B
$4.07 Million 0.35% of portfolio
4,368
Q1 2025 Reduced 1.62%
$0
$4.05 Million 0.34% of portfolio
161,729
Q1 2025 Added 25.25%
$0
$3.94 Million 0.34% of portfolio
84,022
Q1 2025 New
$31.7B
$3.96 Million 0.34% of portfolio
90,871
Q1 2025 Reduced 27.86%
$222B
$3.86 Million 0.33% of portfolio
33,073
Q1 2025 Reduced 0.21%
$22.7B
$3.88 Million 0.33% of portfolio
103,657
Q1 2025 Added 9.13%
$181B
$3.87 Million 0.33% of portfolio
25,842
Q1 2025 Added 1.09%
$0
$3.86 Million 0.33% of portfolio
73,405
Q1 2025 Added 18.19%
$54B
$3.72 Million 0.32% of portfolio
17,974
Q1 2025 Added 3.1%
$1.46B
$3.76 Million 0.32% of portfolio
74,797
Q1 2025 New
$0
$3.67 Million 0.31% of portfolio
14,370
Q1 2025 Added 1.99%
$85.2B
$3.59 Million 0.31% of portfolio
157,927
Q1 2025 Reduced 37.94%
$0
$3.5 Million 0.3% of portfolio
9,719
Q1 2025 Reduced 2.35%
$0
$3.37 Million 0.29% of portfolio
33,392
Q1 2025 Reduced 11.18%
$1.04T
$3.38 Million 0.29% of portfolio
13,046
Q1 2025 Reduced 9.64%
$0
$3.44 Million 0.29% of portfolio
102,978
Q1 2025 Added 20.29%
$76.6B
$3.44 Million 0.29% of portfolio
6,719
Q1 2025 Added 6.3%
$95.9B
$3.37 Million 0.29% of portfolio
10,228
Q1 2025 Added 7.99%
$70B
$3.29 Million 0.28% of portfolio
69,917
Q1 2025 Added 7.54%
$0
$3.17 Million 0.27% of portfolio
49,721
Q1 2025 Reduced 14.06%
$62.2B
$3.01 Million 0.26% of portfolio
105,503
Q1 2025 Reduced 22.13%
$191B
$2.93 Million 0.25% of portfolio
8,884
Q1 2025 Added 117.21%
$0
$2.98 Million 0.25% of portfolio
8,039
Q1 2025 Added 6.49%
$137B
$2.94 Million 0.25% of portfolio
116,161
Q1 2025 Added 9.78%
$64.1B
$2.86 Million 0.24% of portfolio
67,623
Q1 2025 Added 6.0%
$218B
$2.85 Million 0.24% of portfolio
9,127
Q1 2025 Reduced 3.51%
$32.7B
$2.83 Million 0.24% of portfolio
32,652
Q1 2025 Added 13.58%
$73.7B
$2.88 Million 0.24% of portfolio
26,175
Q1 2025 Reduced 29.42%
$0
$2.74 Million 0.23% of portfolio
109,365
Q1 2025 Reduced 2.45%
$0
$2.57 Million 0.22% of portfolio
33,616
Q1 2025 Added 0.8%
$80.2B
$2.63 Million 0.22% of portfolio
17,927
Q1 2025 Added 1.15%

Summary

  • Portfolio
  • No. of Stocks 284
  • Current Value $1.18 Billion
  • Prior Value $1.17 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 22 stocks
  • Additional Purchases 139 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 91 stocks
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