Kmg Fiduciary Partners, LLC Portfolio Holdings
Kmg Fiduciary Partners, LLC
- $1.18 Billion
- Q1 2025
Kmg Fiduciary Partners, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.18 Billion distributed in 284 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $62.1M, Ishares Core S&P 500 ETF with a value of $54.8M, Microsoft Corp with a value of $47.5M, Nvidia Corp with a value of $41.4M, and Amazon Com Inc with a value of $32.4M.
Examining the 13F form we can see an increase of $626K in the current position value, from $1.17B to 1.18B.
Below you can find more details about Kmg Fiduciary Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.18 Billion
ETFs: $419 Million
Technology: $251 Million
Financial Services: $111 Million
Healthcare: $90.9 Million
Communication Services: $74.5 Million
Consumer Cyclical: $69.5 Million
Industrials: $47.8 Million
Consumer Defensive: $45.1 Million
Other: $47.4 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 284
- Current Value $1.18 Billion
- Prior Value $1.17 Billion
- Filing
- Period Q1 2025
- Filing Date April 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 22 stocks
- Additional Purchases 139 stocks
- Sold out of 0 stocks
- Reduced holdings in 91 stocks