Kmg Fiduciary Partners, LLC Purchases in Q1 2025

Kmg Fiduciary Partners, LLC

  • $1.18 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
185K
+ 173.62%
$44.41 - $45.98 $8.23M - $8.52M
292K $13.3M
CTAS
Cintas Corp

Industrials
33K
+ 285.73%
$182.09 - $208.14 $6.01M - $6.87M
44.5K $9.15M
V
Visa Inc.

Financial Services
13.2K
+ 89.49%
$306.92 - $362.71 $4.04M - $4.77M
27.9K $9.76M
JCPB
J P Morgan Exchange Traded Fd

ETFs
84K
New
$45.56 - $47.23 $3.83M - $3.97M
84K $3.94M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
74.8K
New
$47.79 - $59.89 $3.57M - $4.48M
74.8K $3.76M
LLY
Eli Lilly & CO

Healthcare
2.44K
+ 9.27%
$725.72 - $929.72 $1.77M - $2.27M
28.8K $23.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.21K
+ 3.84%
$442.66 - $534.52 $537K - $648K
32.8K $17.2M
UNH
Unitedhealth Group Inc

Healthcare
4.99K
+ 35.92%
$461.52 - $548.18 $2.3M - $2.74M
18.9K $9.89M
CRM
Salesforce, Inc.

Technology
15.8K
+ 64.27%
$268.36 - $359.95 $4.25M - $5.7M
40.5K $10.9M
CVX
Chevron Corp

Energy
4.78K
+ 6.97%
$146.71 - $167.97 $701K - $802K
73.3K $12.3M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
14.7K
New
$80.53 - $147.57 $1.19M - $2.17M
14.7K $1.95M
AIQ
Global X Funds Global X Artifi

ETFs
53.2K
New
$36.38 - $42.77 $1.94M - $2.28M
53.2K $1.95M
BA
Boeing CO

Industrials
11K
+ 310.91%
$148.15 - $186.25 $1.63M - $2.04M
14.5K $2.47M
PJAN
Innovator U.S. Equity Power Bu

ETFs
43.9K
New
$41.09 - $43.24 $1.8M - $1.9M
43.9K $1.82M
COIN
Coinbase Global, Inc.

Technology
10.5K
New
$172.23 - $301.3 $1.8M - $3.15M
10.5K $1.8M
IEFA
Ishares Tr

ETFs
6.29K
+ 2.96%
$69.57 - $78.65 $437K - $495K
219K $16.7M
GTO
Invesco Actively Managed ETF T

ETFs
30.3K
+ 11.18%
$45.9 - $47.37 $1.39M - $1.43M
301K $14.1M
CAT
Caterpillar Inc

Industrials
4.79K
+ 117.21%
$326.75 - $407.63 $1.57M - $1.95M
8.88K $2.93M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
23.5K
New
$51.45 - $58.51 $1.21M - $1.37M
23.5K $1.22M
UBER
Uber Technologies, Inc

Technology
12.4K
+ 59.53%
$63.17 - $81.49 $785K - $1.01M
33.3K $2.43M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
142K
+ 117.1%
$8.11 - $8.58 $1.15M - $1.22M
263K $2.14M
AOK
Ishares Tr Core Conservative A

ETFs
28.7K
New
$36.86 - $38.15 $1.06M - $1.1M
28.7K $1.08M
DUK
Duke Energy Corp

Utilities
2.72K
+ 5.21%
$105.87 - $121.97 $287K - $331K
54.8K $6.69M
RDVY
First Trust Rising Dividend Ac

ETFs
19.2K
+ 12.46%
$57.22 - $63.39 $1.1M - $1.21M
173K $10M
SRLN
Ssga Active Trust

ETFs
25.1K
+ 15.06%
$41.02 - $41.99 $1.03M - $1.05M
192K $7.87M
AMAT
Applied Materials Inc

Technology
9.5K
+ 33.64%
$145.06 - $195.51 $1.38M - $1.86M
37.7K $5.48M
AOM
Ishares Tr Core Moderate Alloc

ETFs
19.6K
New
$42.93 - $44.71 $843K - $878K
19.6K $860K
VRIG
Invesco Actively Managed ETF F

ETFs
32.6K
+ 25.25%
$25.06 - $25.19 $817K - $821K
162K $4.05M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.37K
+ 8.35%
$95.85 - $99.25 $611K - $632K
82.6K $8.16M
DVN
Devon Energy Corp

Energy
8.67K
+ 9.13%
$33.15 - $38.55 $287K - $334K
104K $3.88M
COST
Costco Wholesale Corp

Consumer Defensive
469
+ 4.4%
$890.62 - $1076.86 $418K - $505K
11.1K $10.5M
CI
Cigna Corp

Healthcare
757
+ 7.99%
$274.49 - $329.0 $208K - $249K
10.2K $3.37M
FSIG
First Tr ETF Iv LTD Duration I
34.2K
+ 10.11%
$18.74 - $19.04 $641K - $651K
372K $7.05M
VNLA
Janus Henderson Short Duration

ETFs
12.5K
+ 6.71%
$48.89 - $49.21 $609K - $613K
198K $9.73M
VCIT
Vanguard Intermediate Term Cor

ETFs
6.69K
+ 12.42%
$79.17 - $82.04 $529K - $548K
60.5K $4.94M
AVLV
American Centy ETF Tr Avantis
12.5K
+ 12.32%
$63.51 - $70.42 $797K - $883K
114K $7.4M
XOM
Exxon Mobil Corp

Energy
3.63K
+ 24.78%
$105.44 - $118.93 $382K - $431K
18.3K $2.17M
AEP
American Electric Power CO Inc

Utilities
2.1K
+ 9.89%
$90.32 - $109.27 $189K - $229K
23.3K $2.55M
PANW
Palo Alto Networks Inc

Technology
5.42K
+ 16.74%
$167.82 - $208.28 $909K - $1.13M
37.8K $6.45M
NEAR
Blackrock Short Maturity Bond

ETFs
10.8K
New
$50.4 - $50.89 $547K - $552K
10.8K $551K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
14.8K
New
$36.63 - $37.45 $543K - $555K
14.8K $544K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
11.3K
+ 18.19%
$51.3 - $56.76 $580K - $641K
73.4K $3.86M
NOC
Northrop Grumman Corp

Industrials
398
+ 6.3%
$433.45 - $513.82 $173K - $205K
6.72K $3.44M
CCI
Crown Castle International Corp

Real Estate
2.09K
+ 11.11%
$84.33 - $106.39 $176K - $222K
20.9K $2.17M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
7.84K
+ 9.66%
$51.52 - $52.37 $404K - $410K
89K $4.66M
BMY
Bristol Myers Squibb CO

Healthcare
4.19K
+ 11.91%
$53.9 - $63.11 $226K - $265K
39.4K $2.4M
KLAC
Kla Corp

Technology
600
New
$636.62 - $777.63 $382K - $467K
600 $407K
AMGN
Amgen Inc

Healthcare
93
+ 1.32%
$258.59 - $327.36 $24K - $30.4K
7.16K $2.23M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
17.4K
+ 20.29%
$32.49 - $37.99 $564K - $660K
103K $3.44M
Activity Summary
Buys All Purchases 161 New Holdings 22 Increased Positions 139 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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