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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Kmg-Fiduciary-Partners
Data Enrichment
71% identified201 identified83 unidentified
Holdings
284 positions
Manager:
Search and click to pin securities to the top
Page 10 of 15
00039J830
Shares:28.6K
Value:$1.0M
33733E104
Shares:10.9K
Value:$979.5K
46138G698
Shares:9.4K
Value:$934.2K
97717X594
Shares:20.6K
Value:$895.7K
46138G664
Shares:21.4K
Value:$870.5K
464289875
Shares:19.6K
Value:$861.8K
33738D309
Shares:18.5K
Value:$843.2K
14020G101
Shares:23.1K
Value:$790.9K
97717W109
Shares:10.2K
Value:$787.7K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip00039J830)✕ | 28.6K | YoY NEW(+28.6K) | All Managers (Combined) | $1.0M | YoY NEW(+$1.0M) |
3.7K | All Managers (Combined) | $993.3K | |||
(cusip33733E104)✕ | 10.9K | QoQ +5.74% (+594)YoY +3.97% (+418) | All Managers (Combined) | $979.5K | |
44.6K | All Managers (Combined) | $960.7K | |||
(cusip46138G698)✕ | 9.4K | QoQ -0.57% (-54)YoY NEW(+9.4K) | All Managers (Combined) | $934.2K | YoY NEW(+$934.2K) |
5.7K | QoQ 0.00% (-0)YoY -9.22% (-577) | All Managers (Combined) | $911.9K | ||
(cusip97717X594)✕ | 20.6K | QoQ +0.23% (+49)YoY +4.11% (-815) | All Managers (Combined) | $895.7K | |
3.7K | All Managers (Combined) | $893.1K | |||
CITIGROUP INC(Ccusip172967424) | 12.5K | All Managers (Combined) | $890.8K | ||
20.3K | QoQ -0.18% (-37) | All Managers (Combined) | $885.6K | ||
4.9K | QoQ +1.10% (-54) | All Managers (Combined) | $885.3K | ||
(cusip46138G664)✕ | 21.4K | QoQ -2.03% (-445)YoY NEW(+21.4K) | All Managers (Combined) | $870.5K | YoY NEW(+$870.5K) |
(cusip464289875)✕ | 19.6K | QoQ NEW(+19.6K) YoY NEW(+19.6K) | All Managers (Combined) | $861.8K | QoQ NEW(+$861.8K) YoY NEW(+$861.8K) |
4.4K | QoQ +7.40% (+305)YoY -2.33% (-106) | All Managers (Combined) | $858.4K | ||
(cusip33738D309)✕ | 18.5K | QoQ +0.01% (-2)YoY +0.27% (-50) | All Managers (Combined) | $843.2K | |
FISERV INC(FIcusip337738108) | 3.7K | QoQ 0.00% (+0) | All Managers (Combined) | $806.8K | |
(cusip14020G101)✕ | 23.1K | YoY NEW(+23.1K) | All Managers (Combined) | $790.9K | YoY NEW(+$790.9K) |
(cusip97717W109)✕ | 10.2K | QoQ +0.60% (+62)YoY NEW(+10.2K) | All Managers (Combined) | $787.7K | YoY NEW(+$787.7K) |
27.2K | QoQ +0.56% (+152)YoY NEW(+27.2K) | All Managers (Combined) | $761.8K | YoY NEW(+$761.8K) | |
8.9K | QoQ +0.75% (-66)YoY +0.75% (-66) | All Managers (Combined) | $737.4K |