Kmg Fiduciary Partners, LLC Sells in Q4 2024

Kmg Fiduciary Partners, LLC

  • $1.17 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TMUS
T Mobile Us, Inc.

Communication Services
-13.9K
- 75.27%
$206.1 - $246.94 $2.87M - $3.43M
4.57K $1.01M
CAT
Caterpillar Inc

Industrials
-6.32K
- 60.72%
$360.37 - $416.88 $2.28M - $2.64M
4.09K $1.48M
INTC
Intel Corp

Technology
-63.1K
- 19.88%
$19.07 - $26.23 $1.2M - $1.66M
254K $5.1M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-6.66K
- 89.64%
$260.53 - $404.79 $1.74M - $2.7M
770 $294K
UPS
United Parcel Service Inc

Industrials
-9.35K
- 20.14%
$122.65 - $138.35 $1.15M - $1.29M
37.1K $4.68M
UNH
Unitedhealth Group Inc

Healthcare
-53
- 0.38%
$485.52 - $625.25 $25.7K - $33.1K
13.9K $7.03M
CVS
Cvs Health Corp

Healthcare
-4.23K
- 11.16%
$43.78 - $67.46 $185K - $285K
33.7K $1.51M
EFG
Msci Eafe Growth ETF

ETFs
-3.54K
- 8.61%
$96.83 - $106.88 $343K - $378K
37.6K $3.64M
PEP
Pepsico Inc

Consumer Defensive
-1.77K
- 6.48%
$151.29 - $176.1 $268K - $312K
25.6K $3.89M
AMGN
Amgen Inc

Healthcare
-374
- 5.03%
$258.78 - $328.31 $96.8K - $123K
7.06K $1.84M
ORCL
Oracle Corp

Technology
-507
- 0.63%
$165.41 - $192.43 $83.9K - $97.6K
80.4K $13.4M
UBER
Uber Technologies, Inc

Technology
-544
- 2.54%
$59.93 - $86.34 $32.6K - $47K
20.9K $1.26M
F
Ford Motor CO

Consumer Cyclical
-15.3K
- 6.1%
$9.69 - $11.4 $148K - $174K
235K $2.33M
MCD
Mcdonalds Corp

Consumer Cyclical
-528
- 5.29%
$288.47 - $316.54 $152K - $167K
9.46K $2.74M
SBUX
Starbucks Corp

Consumer Cyclical
-1.37K
- 5.07%
$87.44 - $102.5 $120K - $141K
25.7K $2.34M
XOM
Exxon Mobil Corp

Energy
-1.3K
- 8.16%
$105.51 - $125.37 $137K - $163K
14.6K $1.57M
PFF
Ishares Trust Ishares Pfd And

ETFs
-3.12K
- 3.3%
$31.23 - $33.51 $97.5K - $105K
91.4K $2.87M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-601
- 2.24%
$75.1 - $82.99 $45.1K - $49.9K
26.2K $1.98M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-677
- 0.64%
$57.53 - $60.83 $38.9K - $41.2K
106K $6.07M
CVX
Chevron Corp

Energy
-504
- 0.73%
$141.15 - $162.53 $71.1K - $81.9K
68.5K $9.92M
NKE
Nike, Inc.

Consumer Cyclical
-430
- 2.84%
$73.36 - $89.13 $31.5K - $38.3K
14.7K $1.11M
META
Meta Platforms, Inc.

Communication Services
-1.72K
- 3.77%
$554.08 - $632.68 $953K - $1.09M
43.9K $25.9M
VCIT
Vanguard Intermediate Term Cor

ETFs
-300
- 0.55%
$80.13 - $83.77 $24K - $25.1K
53.8K $4.32M
VO
Vanguard Mid Cap ETF

ETFs
-844
- 1.98%
$261.5 - $284.63 $221K - $240K
41.9K $11.1M
HYG
Ishares Tr

ETFs
-2.23K
- 11.51%
$78.09 - $80.04 $174K - $179K
17.2K $1.35M
STWD
Starwood Property Trust, Inc.

Real Estate
-2K
- 1.71%
$18.95 - $20.37 $37.8K - $40.7K
115K $2.17M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-540
- 0.85%
$113.92 - $127.38 $61.5K - $68.8K
62.8K $7.24M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-639
- 1.88%
$74.5 - $78.37 $47.6K - $50.1K
33.4K $2.49M
FITB
Fifth Third Bancorp

Financial Services
-3.19K
- 36.88%
$41.76 - $48.44 $133K - $154K
5.46K $230K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-2.27K
- 6.56%
$47.58 - $48.56 $108K - $110K
32.4K $1.55M
HD
Home Depot, Inc.

Consumer Cyclical
-145
- 2.99%
$385.02 - $431.37 $55.8K - $62.5K
4.7K $1.83M
VNQ
Vanguard Specialized Funds Van

ETFs
-145
- 1.13%
$87.85 - $98.6 $12.7K - $14.3K
12.7K $1.13M
VRIG
Invesco Actively Managed ETF F

ETFs
-4.73K
- 3.53%
$25.06 - $25.2 $119K - $119K
129K $3.24M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-181
- 2.19%
$563.99 - $620.12 $102K - $112K
8.09K $4.61M
CGGO
Capital Group Global Growth Eq

ETFs
-2.32K
- 7.79%
$29.21 - $30.67 $67.7K - $71.1K
27.5K $801K
PRU
Prudential Financial Inc

Financial Services
-35
- 0.1%
$114.59 - $129.52 $4.01K - $4.53K
35.6K $4.22M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-2.49K
- 2.02%
$8.17 - $8.66 $20.3K - $21.6K
121K $988K
EEM
Ishares Msci Emerging Markets

ETFs
-124
- 0.61%
$41.82 - $47.36 $5.19K - $5.87K
20.3K $849K
WELL
Welltower Inc.

Real Estate
-68
- 0.19%
$123.11 - $139.3 $8.37K - $9.47K
36.2K $4.57M
VOE
Vanguard Mid Cap Value Index F

ETFs
-260
- 4.38%
$160.89 - $176.18 $41.8K - $45.8K
5.68K $918K
OC
Owens Corning

Industrials
-254
- 4.68%
$169.41 - $210.81 $43K - $53.5K
5.18K $881K
IBM
International Business Machines Corp

Technology
-133
- 0.42%
$204.9 - $238.04 $27.3K - $31.7K
31.2K $6.86M
XLE
Energy Sector Spdr

ETFs
-550
- 6.97%
$83.32 - $97.27 $45.8K - $53.5K
7.34K $628K
ADI
Analog Devices Inc

Technology
-11
- 0.31%
$206.35 - $236.48 $2.27K - $2.6K
3.49K $741K
ABT
Abbott Laboratories

Healthcare
-363
- 2.26%
$111.93 - $119.39 $40.6K - $43.3K
15.7K $1.78M
FISV
Fiserv Inc

Technology
-427
- 10.47%
N/A
3.65K $457K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-449
- 4.05%
$43.84 - $48.76 $19.7K - $21.9K
10.6K $467K
VHT
Vanguard Health Care ETF

ETFs
-45
- 3.76%
$250.81 - $283.3 $11.3K - $12.7K
1.15K $292K
MKC
Mccormick & CO Inc

Consumer Defensive
-200
- 3.98%
$73.97 - $84.09 $14.8K - $16.8K
4.83K $368K
Activity Summary
Buys All Purchases 150 New Holdings 14 Increased Positions 136 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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