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 12 of 15
464289438
Shares:2.4K
Value:$497.4K
78464A607
Shares:4.8K
Value:$476.4K
97717W323
Shares:19.5K
Value:$473.8K
97717W562
Shares:9.3K
Value:$452.9K
464287879
Shares:4.3K
Value:$421.2K
464288802
Shares:3.4K
Value:$389.2K
69374H857
Shares:10.0K
Value:$374.8K
78464A839
Shares:4.8K
Value:$373.5K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip464289438)✕ | 2.4K | QoQ -9.44% (-246)YoY NEW(+2.4K) | All Managers (Combined) | $497.4K | YoY NEW(+$497.4K) |
999 | QoQ 0.00% (-0)YoY +2.35% (+23) | All Managers (Combined) | $483.6K | ||
32.1K | QoQ 0.00% (-0) | All Managers (Combined) | $481.6K | ||
1.4K | All Managers (Combined) | $477.6K | |||
(cusip78464A607)✕ | 4.8K | QoQ -2.55% (-126)YoY -5.94% (-304) | All Managers (Combined) | $476.4K | |
(cusip97717W323)✕ | 19.5K | QoQ +0.51% (-100)YoY +2.54% (-483) | All Managers (Combined) | $473.8K | |
INTUIT INC.(INTUcusip461202103) | 757 | QoQ 0.00% (-0) | All Managers (Combined) | $464.8K | |
5.9K | All Managers (Combined) | $461.8K | |||
(cusip97717W562)✕ | 9.3K | QoQ +1.31% (-120)YoY +3.34% (+300) | All Managers (Combined) | $452.9K | |
5.0K | All Managers (Combined) | $427.4K | |||
(cusip464287879)✕ | 4.3K | QoQ +0.02% (-1)YoY +8.78% (+349) | All Managers (Combined) | $421.2K | |
600 | QoQ NEW(+600) YoY NEW(+600) | All Managers (Combined) | $407.9K | QoQ NEW(+$407.9K) YoY NEW(+$407.9K) | |
SOUTHERN CO(SOcusip842587107) | 4.4K | QoQ -0.33% (-15)YoY +3.70% (+158) | All Managers (Combined) | $406.8K | |
4.8K | QoQ 0.00% (+0)YoY -3.97% (-200) | All Managers (Combined) | $397.6K | ||
(cusip464288802)✕ | 3.4K | All Managers (Combined) | $389.2K | ||
3.1K | All Managers (Combined) | $388.3K | |||
(cusip69374H857)✕ | 10.0K | QoQ -5.96% (-634)YoY NEW(+10.0K) | All Managers (Combined) | $374.8K | YoY NEW(+$374.8K) |
(cusip78464A839)✕ | 4.8K | All Managers (Combined) | $373.5K | ||
5.6K | All Managers (Combined) | $366.2K | |||
1.4K | All Managers (Combined) | $360.0K |