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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AMGEN INC

AMGN|031162100

Shares:7.2K

Value:$2.2M

ROYAL BANK OF CANADA

RY|780087102

Shares:19.5K

Value:$2.2M

464287465

EFA|464287465

Shares:26.6K

Value:$2.2M

CROWN CASTLE INC.

CCI|22822V101

Shares:20.9K

Value:$2.2M

46434G103

IEMG|46434G103

Shares:40.3K

Value:$2.2M

EXXON MOBIL CORP

XOM|30231G102

Shares:18.3K

Value:$2.2M

78464A474

Shares:71.5K

Value:$2.2M

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

EXG|27829F108

Shares:262.7K

Value:$2.1M

ABBOTT LABORATORIES

ABT|002824100

Shares:15.5K

Value:$2.1M

922908769

VTI|922908769

Shares:7.5K

Value:$2.1M

464288687

Shares:65.8K

Value:$2.0M

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:47.6K

Value:$2.0M

25459Y207

Shares:22.4K

Value:$2.0M

ADOBE INC.

ADBE|00724F101

Shares:5.1K

Value:$1.9M

Alibaba Group Holding Ltd

BABA|01609W102

Shares:14.7K

Value:$1.9M

37954Y632

Shares:53.2K

Value:$1.9M

Kraft Heinz Co

KHC|500754106

Shares:63.1K

Value:$1.9M

STARWOOD PROPERTY TRUST, INC.

STWD|85571B105

Shares:96.0K

Value:$1.9M

NetApp, Inc.

NTAP|64110D104

Shares:21.5K

Value:$1.9M

46138E842

Shares:23.5K

Value:$1.8M

Instrument	Shares		Other Manager	Value
AMGEN INC(AMGNcusip031162100)	7.2K	QoQ +1.31% (+93) YoY -3.98% (-297)	All Managers (Combined)	$2.2M	QoQ +21.11% (+$388.7K) YoY +5.21% (-$110.5K)
ROYAL BANK OF CANADA(RYcusip780087102)	19.5K	QoQ +10.75% (+1.9K) YoY +29.96% (+4.5K)	All Managers (Combined)	$2.2M	QoQ +3.59% (+$76.2K) YoY +45.21% (+$683.3K)
(EFAcusip464287465)	26.6K	QoQ +1.40% (+370) YoY -2.48% (-679)	All Managers (Combined)	$2.2M	QoQ +9.62% (+$191.1K) YoY -0.19% (-$4.3K)
CROWN CASTLE INC.(CCIcusip22822V101)	20.9K	QoQ +11.11% (+2.1K) YoY +38.24% (+5.8K)	All Managers (Combined)	$2.2M	QoQ +27.60% (+$470.3K) YoY +36.15% (+$577.2K)
(IEMGcusip46434G103)	40.3K	QoQ +16.62% (+5.7K) YoY +22.25% (+7.3K)	All Managers (Combined)	$2.2M	QoQ +20.53% (+$370.2K) YoY +27.86% (+$473.5K)
EXXON MOBIL CORP(XOMcusip30231G102)	18.3K	QoQ +24.78% (+3.6K) YoY +31.32% (+4.4K)	All Managers (Combined)	$2.2M	QoQ +37.95% (+$597.2K) YoY +34.36% (+$555.2K)
(cusip78464A474)✕	71.5K	QoQ -5.56% (-4.2K) YoY NEW(+71.5K)	All Managers (Combined)	$2.2M	QoQ -4.81% (-$108.7K) YoY NEW(+$2.2M)
Eaton Vance Tax-Managed Global Diversified Equity Income Fund(EXGcusip27829F108)	262.7K	QoQ +117.10% (+141.7K) YoY +108.90% (+136.9K)	All Managers (Combined)	$2.1M	QoQ +116.30% (+$1.1M) YoY +108.39% (+$1.1M)
ABBOTT LABORATORIES(ABTcusip002824100)	15.5K	QoQ -1.22% (-193) YoY -5.18% (-850)	All Managers (Combined)	$2.1M	QoQ +15.83% (-$281.6K) YoY +10.65% (-$198.3K)
(VTIcusip922908769)	7.5K	QoQ +27.79% (+1.6K) YoY +13.45% (+887)	All Managers (Combined)	$2.1M	QoQ +21.19% (+$359.5K) YoY +19.97% (+$342.4K)
(cusip464288687)✕	65.8K	QoQ -27.99% (-25.6K) YoY -28.87% (-26.7K)	All Managers (Combined)	$2.0M	QoQ -29.62% (-$850.9K) YoY -32.18% (-$959.4K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	47.6K	QoQ +20.95% (+8.3K) YoY NEW(+47.6K)	All Managers (Combined)	$2.0M	QoQ +14.73% (+$251.8K) YoY NEW(+$2.0M)
(cusip25459Y207)✕	22.4K	QoQ -3.37% (-781) YoY NEW(+22.4K)	All Managers (Combined)	$2.0M	QoQ -6.14% (-$127.8K) YoY NEW(+$2.0M)
ADOBE INC.(ADBEcusip00724F101)	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$1.9M	QoQ NEW(+$1.9M) YoY NEW(+$1.9M)
Alibaba Group Holding Ltd(BABAcusip01609W102)	14.7K	QoQ NEW(+14.7K) YoY NEW(+14.7K)	All Managers (Combined)	$1.9M	QoQ NEW(+$1.9M) YoY NEW(+$1.9M)
(cusip37954Y632)✕	53.2K	QoQ NEW(+53.2K) YoY NEW(+53.2K)	All Managers (Combined)	$1.9M	QoQ NEW(+$1.9M) YoY NEW(+$1.9M)
Kraft Heinz Co(KHCcusip500754106)	63.1K	QoQ +19.71% (+10.4K) YoY NEW(+63.1K)	All Managers (Combined)	$1.9M	QoQ +18.62% (+$301.7K) YoY NEW(+$1.9M)
STARWOOD PROPERTY TRUST, INC.(STWDcusip85571B105)	96.0K	QoQ -16.21% (-18.6K) YoY -64.60% (-175.2K)	All Managers (Combined)	$1.9M	QoQ -12.59% (-$273.4K) YoY -65.57% (-$3.6M)
NetApp, Inc.(NTAPcusip64110D104)	21.5K	QoQ +10.84% (-2.1K) YoY +18.39% (-3.3K)	All Managers (Combined)	$1.9M	QoQ -16.12% (-$362.5K) YoY -0.92% (-$17.6K)
(cusip46138E842)✕	23.5K	QoQ +13.69% (-2.8K) YoY NEW(+23.5K)	All Managers (Combined)	$1.8M	QoQ -2.88% (-$54.5K) YoY NEW(+$1.8M)