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 9 of 15
464288513
Shares:17.0K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.2B)
46137V472
Shares:13.9K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.2B)
46429B267
Shares:55.2K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.2B)
33740F722
Shares:25.0K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.2B)
46654Q203
Shares:23.5K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.2B)
69374H709
Shares:29.5K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.2B)
464289883
Shares:28.7K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.2B)
336917109
Shares:24.3K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.2B)
464287762
Shares:16.8K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.2B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip464288513)✕ | 17.0K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.2B) | ||
| 16.7K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.2B) | |||
(cusip46137V472)✕ | 13.9K | YoY NEW(+13.9K) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.2B) | YoY NEW(+$1.3M) |
(cusip46429B267)✕ | 55.2K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.2B) | ||
YUM BRANDS INC(YUMcusip988498101) | 8.0K | QoQ 0.00% (+0)YoY +1.55% (+122) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.2B) | |
| 5.7K | QoQ +3.97% (-216)YoY -3.00% (-175) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.2B) | ||
(cusip33740F722)✕ | 25.0K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.2B) | ||
STARBUCKS CORP(SBUXcusip855244109) | 12.6K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.2B) | ||
| 11.6K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.2B) | |||
(cusip46654Q203)✕ | 23.5K | QoQ NEW(+23.5K) YoY NEW(+23.5K) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.2B) | QoQ NEW(+$1.2M) YoY NEW(+$1.2M) |
| 13.8K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.2B) | |||
| 12.8K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.2B) | |||
| 6.1K | QoQ -0.48% (-30) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.2B) | ||
(cusip69374H709)✕ | 29.5K | QoQ +1.08% (+316)YoY NEW(+29.5K) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.2B) | YoY NEW(+$1.1M) |
(cusip464289883)✕ | 28.7K | QoQ NEW(+28.7K) YoY NEW(+28.7K) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.2B) | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) |
(cusip336917109)✕ | 24.3K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.2B) | ||
FORD MOTOR CO(Fcusip345370860) | 104.4K | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.2B) | ||
SPDR GOLD TRUST(GLDcusip78463V107) | 3.6K | QoQ +1.07% (+38)YoY -0.75% (-27) | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.2B) | |
(cusip464287762)✕ | 16.8K | QoQ +5.33% (+850)YoY -1.66% (-285) | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.2B) | |
| 8.5K | QoQ +0.28% (-24)YoY +2.04% (+170) | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.2B) |