Kmg-Fiduciary-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "ACN",
  null,
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  null,
  "ALL",
  "GOOGL",
  "AXP",
  null,
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  "BSX",
  null,
  null,
  null,
  "CCI",
  "DUK",
  null,
  null,
  "FITB",
  "GD",
  "HON",
  "BITB",
  "HD",
  "HPQ",
  null,
  null,
  null,
  "MCD",
  "INTU",
  "RPM",
  null,
  "QCOM",
  "ISRG",
  null,
  null,
  null,
  "AMAT",
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "KMI",
  "IWS",
  "EXG",
  "MSFT",
  "MS",
  "TMUS",
  "FHN",
  "GE",
  null,
  null,
  "DLN",
  "BX",
  "AMP",
  "IJR",
  "EFG",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  "EEM",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  null,
  "IEMG",
  "IJK",
  "IVV",
  null,
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "NVDA",
  "GS",
  "INTC",
  "PRU",
  "PFE",
  null,
  "PG",
  "MRK",
  "VZ",
  "MKC",
  "AMGN",
  null,
  "FNDX",
  "IEFA",
  "RY",
  null,
  "SPG",
  "RTX",
  "GLD",
  null,
  "SPLG",
  "IBM",
  "STLD",
  "SBUX",
  "CI",
  "TXN",
  "TMO",
  "TDG",
  "TFC",
  "UBER",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "MET",
  "VV",
  "VOE",
  "SCHW",
  null,
  "VWO",
  null,
  null,
  "VCIT",
  null,
  "VIG",
  null,
  null,
  "XLB",
  null,
  null,
  null,
  "ETR",
  null,
  "VRTX",
  null,
  "TT",
  "VRT",
  "SAIA",
  "GM",
  "STWD",
  "AMD",
  "FI",
  "F",
  "WM",
  "IWP",
  "IWR",
  "IR",
  "CAH",
  "AEP",
  null,
  null,
  "VIGI",
  "AMZN",
  "SCHB",
  "CLF",
  "IVE",
  "HCA",
  null,
  null,
  null,
  null,
  "HBAN",
  null,
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VBK",
  "BNDX",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "VST",
  "WMT",
  "WELL",
  null,
  null,
  null,
  null,
  null,
  "YUMC",
  "YUM",
  null,
  "LNT",
  null,
  "OC",
  "SCHD",
  "SCHG",
  "SCHF",
  "NSC",
  null,
  "SO",
  null,
  null,
  "PSX",
  "CRM",
  "SUI",
  null,
  null,
  null,
  null,
  "NTAP",
  null,
  null,
  "ADP",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BA",
  "BMY",
  "CVX",
  "CMG",
  "CTAS",
  "CSCO",
  "C",
  "KO",
  "COIN",
  "CMCSA",
  "CNDT",
  "COST",
  "GLW",
  "CRWD",
  "CVS",
  "DELL",
  "DVN",
  "DAL",
  "RSP",
  "IJT",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "IWB",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "MO",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 284
Total Value: 1203830523
Accession Number: 0001754960-25-000181
Form Type: 13F-HR
CIK: kmg-fiduciary-partners
Manager Name: Kmg-Fiduciary-Partners

Data Enrichment

71% identified

201 identified83 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

284 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 15

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Apple Inc.

AAPL|037833100

Shares:279.6K

Value:$62.1M

% of Portfolio:5.2% ($62.1M/$1.2B)

464287200

IVV|464287200

Shares:98.3K

Value:$55.2M

% of Portfolio:4.6% ($55.2M/$1.2B)

MICROSOFT CORP

MSFT|594918104

Shares:126.5K

Value:$47.5M

% of Portfolio:3.9% ($47.5M/$1.2B)

NVIDIA CORP

NVDA|67066G104

Shares:381.7K

Value:$41.4M

% of Portfolio:3.4% ($41.4M/$1.2B)

AMAZON COM INC

AMZN|023135106

Shares:170.1K

Value:$32.4M

% of Portfolio:2.7% ($32.4M/$1.2B)

78464A854

SPLG|78464A854

Shares:472.9K

Value:$31.1M

% of Portfolio:2.6% ($31.1M/$1.2B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:119.0K

Value:$29.2M

% of Portfolio:2.4% ($29.2M/$1.2B)

Alphabet Inc.

GOOGL|02079K305

Shares:187.1K

Value:$28.9M

% of Portfolio:2.4% ($28.9M/$1.2B)

Meta Platforms, Inc.

META|30303M102

Shares:41.6K

Value:$24.0M

% of Portfolio:2.0% ($24.0M/$1.2B)

ELI LILLY & Co

LLY|532457108

Shares:28.8K

Value:$23.8M

% of Portfolio:2.0% ($23.8M/$1.2B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:32.8K

Value:$17.4M

% of Portfolio:1.4% ($17.4M/$1.2B)

46432F842

IEFA|46432F842

Shares:218.7K

Value:$16.5M

% of Portfolio:1.4% ($16.5M/$1.2B)

AbbVie Inc.

ABBV|00287Y109

Shares:72.9K

Value:$15.3M

% of Portfolio:1.3% ($15.3M/$1.2B)

46090A804

Shares:301.2K

Value:$14.1M

% of Portfolio:1.2% ($14.1M/$1.2B)

46641Q852

Shares:293.0K

Value:$14.0M

% of Portfolio:1.2% ($14.0M/$1.2B)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:25.5K

Value:$13.9M

% of Portfolio:1.2% ($13.9M/$1.2B)

QUALCOMM INC/DE

QCOM|747525103

Shares:90.2K

Value:$13.9M

% of Portfolio:1.2% ($13.9M/$1.2B)

PROCTER & GAMBLE Co

PG|742718109

Shares:79.8K

Value:$13.6M

% of Portfolio:1.1% ($13.6M/$1.2B)

316188309

Shares:291.9K

Value:$13.3M

% of Portfolio:1.1% ($13.3M/$1.2B)

33738D408

Shares:324.0K

Value:$13.3M

% of Portfolio:1.1% ($13.3M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	279.6K	QoQ +1.02% (-2.9K) YoY -1.34% (-3.8K)	All Managers (Combined)	$62.1M	5.2% ($62.1M/$1.2B)	QoQ -10.38% (-$7.2M) YoY +27.79% (-$13.5M)
(IVVcusip464287200)	98.3K	QoQ -5.84% (-6.1K) YoY -18.20% (-21.9K)	All Managers (Combined)	$55.2M	4.6% ($55.2M/$1.2B)	QoQ -10.13% (-$6.2M) YoY -12.57% (-$7.9M)
MICROSOFT CORP(MSFTcusip594918104)	126.5K	QoQ +3.07% (-3.8K) YoY +9.23% (-10.7K)	All Managers (Combined)	$47.5M	3.9% ($47.5M/$1.2B)	QoQ -8.20% (-$4.2M) YoY -2.53% (-$1.2M)
NVIDIA CORP(NVDAcusip67066G104)	381.7K	QoQ +5.88% (-21.2K) YoY +821.93% (+340.3K)	All Managers (Combined)	$41.4M	3.4% ($41.4M/$1.2B)	QoQ -14.54% (-$7.0M) YoY +10.58% (+$4.0M)
AMAZON COM INC(AMZNcusip023135106)	170.1K	QoQ -3.14% (-5.5K) YoY -0.27% (-467)	All Managers (Combined)	$32.4M	2.7% ($32.4M/$1.2B)	QoQ -16.00% (-$6.2M) YoY +5.18% (-$1.6M)
(SPLGcusip78464A854)	472.9K	QoQ -3.22% (-15.8K) YoY +63.66% (+184.0K)	All Managers (Combined)	$31.1M	2.6% ($31.1M/$1.2B)	QoQ -7.68% (-$2.6M) YoY +74.92% (+$13.3M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	119.0K	QoQ -3.61% (-4.5K) YoY -3.56% (-4.4K)	All Managers (Combined)	$29.2M	2.4% ($29.2M/$1.2B)	QoQ -1.36% (-$403.2K) YoY +18.10% (-$4.5M)
Alphabet Inc.(GOOGLcusip02079K305)	187.1K	QoQ +3.99% (-7.2K) YoY +1.85% (+3.4K)	All Managers (Combined)	$28.9M	2.4% ($28.9M/$1.2B)	QoQ -15.04% (-$5.1M) YoY +4.36% (+$1.2M)
Meta Platforms, Inc.(METAcusip30303M102)	41.6K	QoQ -5.01% (-2.2K) YoY -5.63% (-2.5K)	All Managers (Combined)	$24.0M	2.0% ($24.0M/$1.2B)	QoQ -6.50% (-$1.7M) YoY +12.00% (-$2.6M)
ELI LILLY & Co(LLYcusip532457108)	28.8K	QoQ +9.27% (+2.4K) YoY +13.20% (+3.4K)	All Managers (Combined)	$23.8M	2.0% ($23.8M/$1.2B)	QoQ +16.90% (+$3.4M) YoY +20.17% (+$4.0M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	32.8K	QoQ +3.84% (+1.2K) YoY +33.95% (+8.3K)	All Managers (Combined)	$17.4M	1.4% ($17.4M/$1.2B)	QoQ +22.00% (+$3.1M) YoY +69.64% (+$7.2M)
(IEFAcusip46432F842)	218.7K	QoQ +2.96% (+6.3K) YoY +11.40% (+22.4K)	All Managers (Combined)	$16.5M	1.4% ($16.5M/$1.2B)	QoQ +10.83% (+$1.6M) YoY +13.55% (+$2.0M)
AbbVie Inc.(ABBVcusip00287Y109)	72.9K	QoQ -12.49% (-10.4K) YoY -13.56% (-11.4K)	All Managers (Combined)	$15.3M	1.3% ($15.3M/$1.2B)	QoQ +3.17% (-$470.2K) YoY -0.55% (-$84.9K)
(cusip46090A804)✕	301.2K	QoQ +11.18% (+30.3K) YoY +36.92% (+81.2K)	All Managers (Combined)	$14.1M	1.2% ($14.1M/$1.2B)	QoQ +12.45% (+$1.6M) YoY +37.27% (+$3.8M)
(cusip46641Q852)✕	293.0K	QoQ +0.19% (+556) YoY +34.45% (+75.1K)	All Managers (Combined)	$14.0M	1.2% ($14.0M/$1.2B)	QoQ +1.52% (+$210.8K) YoY +35.21% (+$3.7M)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	25.5K	QoQ -10.94% (-3.1K) YoY -12.01% (-3.5K)	All Managers (Combined)	$13.9M	1.2% ($13.9M/$1.2B)	QoQ -15.04% (-$2.5M) YoY +15.06% (-$1.8M)
QUALCOMM INC/DE(QCOMcusip747525103)	90.2K	QoQ -3.33% (-3.1K) YoY -20.04% (-22.6K)	All Managers (Combined)	$13.9M	1.2% ($13.9M/$1.2B)	QoQ -3.34% (-$478.8K) YoY -27.45% (-$5.2M)
PROCTER & GAMBLE Co(PGcusip742718109)	79.8K	QoQ +1.02% (+806) YoY +21.44% (+14.1K)	All Managers (Combined)	$13.6M	1.1% ($13.6M/$1.2B)	QoQ +2.68% (+$356.0K) YoY +27.55% (+$2.9M)
(cusip316188309)✕	291.9K	QoQ +173.62% (+185.2K) YoY NEW(+291.9K)	All Managers (Combined)	$13.3M	1.1% ($13.3M/$1.2B)	QoQ +178.37% (+$8.5M) YoY NEW(+$13.3M)
(cusip33738D408)✕	324.0K	QoQ +2.35% (+7.5K) YoY +23.91% (+62.5K)	All Managers (Combined)	$13.3M	1.1% ($13.3M/$1.2B)	QoQ +1.63% (+$214.5K) YoY +23.34% (+$2.5M)