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 • $1.2B total value
Manager:
Search and click to pin securities to the top
Page 8 of 15
45782C508
Shares:43.9K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$1.2B)
14020V108
Shares:50.6K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$1.2B)
33739P103
Shares:25.4K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$1.2B)
46432F859
Shares:32.4K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$1.2B)
14020Y102
Shares:69.4K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$1.2B)
97717W588
Shares:25.8K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.2B)
464287242
Shares:13.4K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.2B)
52468L505
Shares:44.1K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.2B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip45782C508)✕ | 43.9K | QoQ NEW(+43.9K) YoY NEW(+43.9K) | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$1.2B) | QoQ NEW(+$1.8M) YoY NEW(+$1.8M) |
| 10.5K | QoQ NEW(+10.5K) YoY NEW(+10.5K) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.2B) | QoQ NEW(+$1.8M) YoY NEW(+$1.8M) | |
Walmart Inc.(WMTcusip931142103) | 20.3K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.2B) | ||
COMCAST CORP(CMCSAcusip20030N101) | 47.7K | YoY NEW(+47.7K) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.2B) | YoY NEW(+$1.8M) |
HOME DEPOT, INC.(HDcusip437076102) | 4.7K | QoQ +0.08% (-4)YoY -2.30% (-111) | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.2B) | |
| 37.4K | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.2B) | |||
(cusip14020V108)✕ | 50.6K | YoY NEW(+50.6K) | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.2B) | YoY NEW(+$1.7M) |
| 59.7K | YoY NEW(+59.7K) | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.2B) | YoY NEW(+$1.7M) | |
(cusip33739P103)✕ | 25.4K | YoY NEW(+25.4K) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.2B) | YoY NEW(+$1.6M) |
| 2 | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.2B) | |||
| 67.3K | YoY NEW(+67.3K) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.2B) | YoY NEW(+$1.6M) | |
(cusip46432F859)✕ | 32.4K | QoQ +0.04% (+15) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.2B) | |
(cusip14020Y102)✕ | 69.4K | YoY NEW(+69.4K) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.2B) | YoY NEW(+$1.6M) |
(cusip97717W588)✕ | 25.8K | QoQ +0.73% (-187)YoY +2.54% (+639) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.2B) | |
| 19.3K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.2B) | |||
| 7.4K | QoQ +6.24% (-437)YoY +4.79% (-340) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.2B) | ||
| 74.8K | QoQ 0.00% (+0) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.2B) | ||
(cusip464287242)✕ | 13.4K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.2B) | ||
| 4.1K | YoY NEW(+4.1K) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.2B) | YoY NEW(+$1.4M) | |
(cusip52468L505)✕ | 44.1K | YoY NEW(+44.1K) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.2B) | YoY NEW(+$1.4M) |