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 14 of 15
45782C656
Shares:6.3K
Value:$243.8K
45782C813
Shares:6.0K
Value:$240.4K
337344105
Shares:1.9K
Value:$231.6K
72201R585
Shares:8.8K
Value:$231.1K
922020805
Shares:4.6K
Value:$230.5K
78464A698
Shares:3.9K
Value:$219.8K
45782C318
Shares:6.1K
Value:$218.2K
33734X846
Shares:3.5K
Value:$218.1K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
7.1K | QoQ NEW(+7.1K) YoY NEW(+7.1K) | All Managers (Combined) | $247.7K | QoQ NEW(+$247.7K) YoY NEW(+$247.7K) | |
511 | QoQ NEW(+511) YoY -5.89% (-32) | All Managers (Combined) | $247.7K | QoQ NEW(+$247.7K) | |
(cusip45782C656)✕ | 6.3K | QoQ 0.00% (-0)YoY NEW(+6.3K) | All Managers (Combined) | $243.8K | YoY NEW(+$243.8K) |
(cusip45782C813)✕ | 6.0K | QoQ 0.00% (-0)YoY +0.74% (+44) | All Managers (Combined) | $240.4K | |
Eaton Corp plc(ETNcusipG29183103) | 879 | QoQ -0.79% (-7)YoY -1.01% (-9) | All Managers (Combined) | $238.9K | |
1.4K | QoQ +5.36% (+70)YoY NEW(+1.4K) | All Managers (Combined) | $234.8K | YoY NEW(+$234.8K) | |
(cusip337344105)✕ | 1.9K | QoQ -0.05% (-1)YoY NEW(+1.9K) | All Managers (Combined) | $231.6K | YoY NEW(+$231.6K) |
1.4K | QoQ +0.36% (-5)YoY -0.07% (-1) | All Managers (Combined) | $231.3K | ||
(cusip72201R585)✕ | 8.8K | QoQ NEW(+8.8K) YoY NEW(+8.8K) | All Managers (Combined) | $231.1K | QoQ NEW(+$231.1K) YoY NEW(+$231.1K) |
(cusip922020805)✕ | 4.6K | All Managers (Combined) | $230.5K | ||
1.7K | QoQ NEW(+1.7K) YoY NEW(+1.7K) | All Managers (Combined) | $229.7K | QoQ NEW(+$229.7K) YoY NEW(+$229.7K) | |
673 | QoQ -1.31% (-9)YoY -3.71% (-26) | All Managers (Combined) | $226.7K | ||
NIKE, Inc.(NKEcusip654106103) | 3.6K | All Managers (Combined) | $225.7K | ||
1.7K | QoQ NEW(+1.7K) YoY NEW(+1.7K) | All Managers (Combined) | $224.5K | QoQ NEW(+$224.5K) YoY NEW(+$224.5K) | |
890 | All Managers (Combined) | $224.1K | |||
3.4K | QoQ 0.00% (+0)YoY NEW(+3.4K) | All Managers (Combined) | $220.2K | YoY NEW(+$220.2K) | |
(cusip78464A698)✕ | 3.9K | QoQ 0.00% (-0) | All Managers (Combined) | $219.8K | |
(cusip45782C318)✕ | 6.1K | QoQ 0.00% (-0)YoY -8.33% (-554) | All Managers (Combined) | $218.2K | |
(cusip33734X846)✕ | 3.5K | QoQ 0.00% (-0) | All Managers (Combined) | $218.1K | |
1.7K | QoQ NEW(+1.7K) YoY 0.00% (-0) | All Managers (Combined) | $211.8K | QoQ NEW(+$211.8K) |