Kmg Fiduciary Partners, LLC Purchases in Q3 2024

Kmg Fiduciary Partners, LLC

  • $1.14 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RWL
Invesco Exchange Traded Fd Tr

ETFs
8.58K
New
$90.36 - $98.07 $775K - $841K
8.58K $841K
ISRG
Intuitive Surgical Inc

Healthcare
140
+ 0.99%
$416.14 - $494.01 $58.3K - $69.2K
14.2K $6.99M
JNJ
Johnson & Johnson

Healthcare
892
+ 2.56%
$145.48 - $167.38 $130K - $149K
35.7K $5.79M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.23K
New
$77.02 - $85.06 $634K - $700K
8.23K $695K
MET
Metlife Inc

Financial Services
874
+ 1.73%
$67.96 - $82.48 $59.4K - $72.1K
51.3K $4.23M
CAT
Caterpillar Inc

Industrials
236
+ 2.32%
$316.8 - $391.12 $74.8K - $92.3K
10.4K $4.07M
SRLN
Ssga Active Trust

ETFs
15.9K
+ 11.03%
$40.93 - $41.85 $651K - $666K
160K $6.69M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
8.43K
New
$70.02 - $76.68 $590K - $646K
8.43K $646K
TMUS
T Mobile Us, Inc.

Communication Services
451
+ 2.5%
$175.14 - $206.36 $79K - $93.1K
18.5K $3.81M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
10.1K
+ 15.24%
$51.02 - $52.74 $515K - $532K
76.3K $4.02M
IWY
Ishares Tr Russell 200 Growth

ETFs
2.69K
New
$194.66 - $225.97 $524K - $608K
2.69K $591K
CRM
Salesforce, Inc.

Technology
698
+ 2.98%
$238.42 - $276.53 $166K - $193K
24.1K $6.6M
MMM
3 M CO

Industrials
84
+ 0.52%
$99.69 - $139.42 $8.37K - $11.7K
16.2K $2.21M
DAL
Delta Air Lines, Inc.

Industrials
2.96K
+ 2.41%
$37.32 - $51.8 $111K - $153K
126K $6.4M
MAR
Marriott International Inc

Consumer Cyclical
1.17K
+ 3.24%
$211.35 - $255.11 $246K - $297K
37.2K $9.24M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
11.1K
New
$42.22 - $48.62 $468K - $539K
11.1K $515K
INTC
Intel Corp

Technology
93.6K
+ 41.78%
$18.9 - $34.87 $1.77M - $3.26M
318K $7.45M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
9.31K
+ 28.77%
$47.95 - $49.61 $447K - $462K
41.7K $2.06M
BNDX
Vanguard Total International B

ETFs
6.49K
+ 7.65%
$48.42 - $50.35 $314K - $327K
91.4K $4.59M
USB
Us Bancorp \De\

Financial Services
2.33K
+ 4.08%
$39.04 - $47.23 $90.9K - $110K
59.4K $2.72M
CCI
Crown Castle International Corp

Real Estate
510
+ 3.17%
$95.29 - $120.24 $48.6K - $61.3K
16.6K $1.97M
TMO
Thermo Fisher Scientific Inc.

Healthcare
178
+ 4.7%
$531.86 - $624.21 $94.7K - $111K
3.97K $2.45M
BMY
Bristol Myers Squibb CO

Healthcare
618
+ 2.03%
$39.66 - $51.75 $24.5K - $32K
31.1K $1.61M
RY
Royal Bank Of Canada

Financial Services
261
+ 1.68%
$105.65 - $124.73 $27.6K - $32.6K
15.8K $1.98M
AEP
American Electric Power CO Inc

Utilities
360
+ 1.96%
$87.11 - $104.95 $31.4K - $37.8K
18.8K $1.92M
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.12%
$333.64 - $405.2 $2K - $2.43K
4.85K $1.96M
WMT
Walmart Inc.

Consumer Defensive
609
+ 3.27%
$66.91 - $81.4 $40.7K - $49.6K
19.2K $1.55M
GD
General Dynamics Corp

Industrials
340
+ 2.18%
$279.51 - $308.09 $95K - $105K
16K $4.82M
GLW
Corning Inc

Technology
301
+ 0.68%
$37.76 - $46.2 $11.4K - $13.9K
44.5K $2.01M
PANW
Palo Alto Networks Inc

Technology
688
+ 4.65%
$294.18 - $368.01 $202K - $253K
15.5K $5.29M
MDT
Medtronic PLC

Healthcare
741
+ 4.15%
$76.84 - $91.03 $56.9K - $67.5K
18.6K $1.68M
MS
Morgan Stanley

Financial Services
150
+ 0.43%
$92.07 - $106.96 $13.8K - $16K
34.7K $3.62M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
5.68K
New
$29.24 - $45.37 $166K - $258K
5.68K $255K
FDL
First Tr Morningstar Dividend

ETFs
4.06K
+ 20.26%
$37.66 - $42.06 $153K - $171K
24.1K $1.01M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
1.91K
New
$114.52 - $127.8 $219K - $244K
1.91K $239K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
923
New
$211.47 - $281.27 $195K - $260K
923 $226K
GE
General Electric CO

Industrials
1.11K
New
$156.66 - $189.66 $174K - $211K
1.11K $209K
NSC
Norfolk Southern Corp

Industrials
844
New
$213.75 - $259.69 $180K - $219K
844 $209K
NKE
Nike, Inc.

Consumer Cyclical
149
+ 1.0%
$71.09 - $89.44 $10.6K - $13.3K
15.1K $1.34M
LNT
Alliant Energy Corp

Utilities
3.42K
New
$50.74 - $60.74 $174K - $208K
3.42K $207K
IWN
Ishares Russell2000 Val ETF

ETFs
1.23K
New
$150.05 - $171.34 $185K - $211K
1.23K $205K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.34K
+ 9.07%
$71.86 - $78.56 $96.3K - $105K
16.1K $1.27M
V
Visa Inc.

Financial Services
37
+ 0.27%
$253.74 - $291.56 $9.39K - $10.8K
13.9K $3.83M
VTV
Vanguard Value ETF

ETFs
2
+ 0.02%
$159.75 - $174.57 $320 - $349
12.8K $2.23M
CTAS
Cintas Corp

Industrials
3.91K
+ 300.62%
$201.38 - $819.83 $786K - $3.2M
5.2K $1.07M
DEO
Diageo PLC

Consumer Defensive
189
+ 2.0%
$120.02 - $140.77 $22.7K - $26.6K
9.62K $1.35M
AB
Alliancebernstein Holding L.P.

Financial Services
2.02K
+ 4.55%
$31.87 - $35.39 $64.3K - $71.5K
46.4K $1.62M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
700
+ 33.33%
$108.44 - $120.37 $75.9K - $84.3K
2.8K $337K
VST
Vistra Corp.

Utilities
4
+ 0.15%
$69.0 - $119.06 $276 - $476
2.63K $311K
Activity Summary
Buys All Purchases 147 New Holdings 33 Increased Positions 114 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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