Kmg Fiduciary Partners, LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.14 Billion distributed in 267 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $64.9M, Ishares Core S&P 500 ETF with a value of $61.5M, Microsoft Corp with a value of $52.1M, Nvidia Corp with a value of $44M, and Amazon Com Inc with a value of $32.4M.

Examining the 13F form we can see an increase of $126M in the current position value, from $1.01B to 1.14B.

Below you can find more details about Kmg Fiduciary Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.14 Billion
ETFs: $394 Million
Technology: $253 Million
Financial Services: $103 Million
Healthcare: $91.6 Million
Communication Services: $78.9 Million
Consumer Cyclical: $74.9 Million
Consumer Defensive: $44.5 Million
Industrials: $42.9 Million
Other: $39.4 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 267
  • Current Value $1.14 Billion
  • Prior Value $1.01 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 33 stocks
  • Additional Purchases 114 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
Track This Portfolio

Track Kmg Fiduciary Partners, LLC Portfolio

Follow Kmg Fiduciary Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kmg Fiduciary Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kmg Fiduciary Partners, LLC with notifications on news.