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 • $1,203,830.523K total value

284 positions

Manager:

SEC FilingSEC DataHachi Filing

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Bitwise Bitcoin ETF

BITB|09174C104

Shares:59.6K

Value:$2.7M

3M CO

MMM|88579Y101

Shares:17.9K

Value:$2.6M

464287622

IWB|464287622

Shares:8.6K

Value:$2.6M

464287176

Shares:23.2K

Value:$2.6M

921937819

BIV|921937819

Shares:33.6K

Value:$2.6M

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:23.3K

Value:$2.5M

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:5.0K

Value:$2.5M

14020W106

Shares:69.6K

Value:$2.5M

BOEING CO

BA|097023105

Shares:14.5K

Value:$2.5M

Uber Technologies, Inc

UBER|90353T100

Shares:33.3K

Value:$2.4M

922908744

VTV|922908744

Shares:14.0K

Value:$2.4M

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:39.4K

Value:$2.4M

Phillips 66

PSX|718546104

Shares:19.4K

Value:$2.4M

69374H881

Shares:43.5K

Value:$2.4M

Dell Technologies Inc.

DELL|24703L202

Shares:26.0K

Value:$2.4M

CORNING INC /NY

GLW|219350105

Shares:51.8K

Value:$2.4M

Vertiv Holdings Co

VRT|92537N108

Shares:32.7K

Value:$2.4M

025072323

Shares:47.9K

Value:$2.3M

33739Q200

Shares:46.1K

Value:$2.3M

CLEVELAND-CLIFFS INC.

CLF|185899101

Shares:275.0K

Value:$2.3M

Instrument	Shares		Other Manager	Value
Bitwise Bitcoin ETF(BITBcusip09174C104)	59.6K	QoQ +27.77% (+13.0K) YoY NEW(+59.6K)	All Managers (Combined)	$2.7M	QoQ +12.77% (+$303.1K) YoY NEW(+$2.7M)
3M CO(MMMcusip88579Y101)	17.9K	QoQ +1.15% (+204) YoY +21.38% (+3.2K)	All Managers (Combined)	$2.6M	QoQ +15.07% (+$344.8K) YoY +68.05% (+$1.1M)
(IWBcusip464287622)	8.6K	QoQ -1.62% (-141) YoY -11.98% (-1.2K)	All Managers (Combined)	$2.6M	QoQ -6.35% (-$178.0K) YoY -6.28% (-$176.0K)
(cusip464287176)✕	23.2K	QoQ +8.54% (+1.8K) YoY +45.18% (+7.2K)	All Managers (Combined)	$2.6M	QoQ +13.09% (+$298.6K) YoY +50.05% (+$860.0K)
(BIVcusip921937819)	33.6K	QoQ +0.79% (+266) YoY -1.90% (-653)	All Managers (Combined)	$2.6M	QoQ +3.24% (+$80.8K) YoY -0.41% (-$10.8K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	23.3K	QoQ +9.88% (+2.1K) YoY +32.22% (+5.7K)	All Managers (Combined)	$2.5M	QoQ +30.18% (+$590.5K) YoY +67.81% (+$1.0M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	5.0K	QoQ +11.09% (+503) YoY +38.36% (+1.4K)	All Managers (Combined)	$2.5M	QoQ +6.27% (+$147.9K) YoY +18.47% (+$390.9K)
(cusip14020W106)✕	69.6K	QoQ -0.82% (-582) YoY NEW(+69.6K)	All Managers (Combined)	$2.5M	QoQ +0.23% (-$5.9K) YoY NEW(+$2.5M)
BOEING CO(BAcusip097023105)	14.5K	QoQ +310.90% (+11.0K) YoY +28.73% (+3.2K)	All Managers (Combined)	$2.5M	QoQ +295.95% (+$1.8M) YoY +13.77% (+$299.3K)
Uber Technologies, Inc(UBERcusip90353T100)	33.3K	QoQ +59.53% (+12.4K) YoY +63.33% (+12.9K)	All Managers (Combined)	$2.4M	QoQ +92.69% (+$1.2M) YoY +54.57% (+$857.1K)
(VTVcusip922908744)	14.0K	QoQ +10.01% (+1.3K) YoY +10.04% (+1.3K)	All Managers (Combined)	$2.4M	QoQ +12.25% (+$264.6K) YoY +16.71% (+$347.2K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	39.4K	QoQ +11.90% (+4.2K) YoY +43.26% (+11.9K)	All Managers (Combined)	$2.4M	QoQ +20.67% (+$411.7K) YoY +61.12% (+$911.7K)
Phillips 66(PSXcusip718546104)	19.4K	QoQ +7.76% (+1.4K) YoY +38.00% (+5.3K)	All Managers (Combined)	$2.4M	QoQ +16.79% (+$344.8K) YoY +4.32% (+$99.5K)
(cusip69374H881)✕	43.5K	QoQ -1.04% (-460) YoY NEW(+43.5K)	All Managers (Combined)	$2.4M	QoQ -4.05% (-$100.7K) YoY NEW(+$2.4M)
Dell Technologies Inc.(DELLcusip24703L202)	26.0K	QoQ +16.04% (-3.6K) YoY NEW(+26.0K)	All Managers (Combined)	$2.4M	QoQ -8.21% (-$212.2K) YoY NEW(+$2.4M)
CORNING INC /NY(GLWcusip219350105)	51.8K	QoQ +7.02% (+3.4K) YoY +24.72% (+10.3K)	All Managers (Combined)	$2.4M	QoQ +3.10% (+$71.4K) YoY +73.23% (+$1.0M)
Vertiv Holdings Co(VRTcusip92537N108)	32.7K	QoQ +13.57% (-3.9K) YoY NEW(+32.7K)	All Managers (Combined)	$2.4M	QoQ -27.82% (-$908.7K) YoY NEW(+$2.4M)
(cusip025072323)✕	47.9K	QoQ +6.37% (-2.9K) YoY NEW(+47.9K)	All Managers (Combined)	$2.3M	QoQ -5.28% (-$129.4K) YoY NEW(+$2.3M)
(cusip33739Q200)✕	46.1K	QoQ +1.57% (+717) YoY +46.44% (+14.6K)	All Managers (Combined)	$2.3M	QoQ +2.60% (+$57.5K) YoY +49.20% (+$747.4K)
CLEVELAND-CLIFFS INC.(CLFcusip185899101)	275.0K	QoQ +16.02% (+38.0K) YoY +121.96% (-151.1K)	All Managers (Combined)	$2.3M	QoQ +1.46% (+$32.6K) YoY -19.76% (-$556.8K)