KMG FIDUCIARY PARTNERS, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
KF KMG FIDUCIARY PARTNERS, LLC | Institutional Filer | ▼ 3.88% | $1.35B | 261 |
Current Portfolio Holdings
Showing all 261 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 286K | $72.5M | 5.36% |
| 2 | NVDA | NVIDIA Corporation | Technology | 397K | $69.3M | 5.12% |
| 3 | GOOGL | Alphabet Inc. | Technology | 180K | $51.8M | 3.83% |
| 4 | MSFT | Microsoft Corporation | Technology | 132K | $48.8M | 3.61% |
| 5 | IVV | ISHARES TR | — | 60K | $39.2M | 2.90% |
| 6 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 187K | $39.0M | 2.89% |
| 7 | JPM | JPMorgan Chase & Co. | Financial Services | 121K | $35.7M | 2.64% |
| 8 | SPYM | SPDR SERIES TRUST | — | 417K | $31.9M | 2.36% |
| 9 | LLY | Eli Lilly and Company | Healthcare | 29K | $27.1M | 2.00% |
| 10 | META | Meta Platforms, Inc. | Technology | 44K | $25.3M | 1.87% |
| 11 | GS | The Goldman Sachs Group, Inc. | Financial Services | 28K | $23.5M | 1.74% |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 38K | $18.3M | 1.36% |
| 13 | GTO | INVESCO ACTIVELY MANAGED EXC | — | 379K | $17.7M | 1.31% |
| 14 | JPIB | J P MORGAN EXCHANGE TRADED F | — | 356K | $17.0M | 1.26% |
| 15 | ABBV | AbbVie Inc. | Healthcare | 77K | $16.8M | 1.24% |
Showing 1 to 15 of 261 holdings