|
Entity | Shares/Amount Change | Position Value Change |
UBER |
+20,398 | +$1,570 | SYK |
+788 | +$282 | ETN |
+888 | +$278 | STLD |
+1,693 | +$251 | TDG |
+194 | +$239 | VLO |
+1,287 | +$220 | TT |
+699 | +$210 |
Entity | Shares/Amount Change | Position Value Change |
MPLX |
-72,348 | -$2,657 | PFE |
-65,653 | -$1,890 | LVS |
-17,921 | -$882 | ELV |
-789 | -$372 | BIIB |
-1,114 | -$288 | SAVE |
-16,500 | -$270 | KMB |
-1,694 | -$206 | SOFI |
-11,094 | -$110 | MDXG |
-11,948 | -$105 | EVV |
-10,000 | -$96 |
Entity | Shares/Amount Change | Position Value Change |
STWD |
+80,129 | +$1,497 | GTO |
+78,000 | +$3,590 | JPIB |
+77,678 | +$3,676 | INTC |
+47,813 | +$1,187 | HYLS |
+33,048 | +$1,285 | KO |
+31,476 | +$2,299 | VRIG |
+28,627 | +$729 | SRLN |
+21,642 | +$933 | RTX |
+20,490 | +$2,941 | IYH |
+13,765 | +$110 |
Entity | Shares/Amount Change | Position Value Change |
EXG |
-273,784 | -$2,058 | MO |
-48,425 | -$1,921 | CSCO |
-41,424 | -$2,141 | FHN |
-34,425 | -$304 | QCOM |
-16,799 | +$353 | VZ |
-14,031 | +$114 | RODM |
-12,225 | -$323 | BA |
-10,743 | -$3,562 | C |
-8,955 | +$25 |
Size ($ in 1000's)
At 03/31/2024: $965,242 At 12/31/2023: $858,651
KMG Fiduciary Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from KMG Fiduciary Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by KMG Fiduciary Partners LLC to be as follows, presented in the
table below with each row detailing each KMG Fiduciary Partners LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-KMG Fiduciary Partners LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by KMG Fiduciary Partners LLC as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
ISHARES TR (IVV) |
120,123 |
+1,135 |
$63,152 | IVV | 120,123 | +1,135 | $63,152 | MICROSOFT CORP |
115,829 |
+2,119 |
$48,731 | MSFT | 115,829 | +2,119 | $48,731 | APPLE INC |
283,452 |
+141 |
$48,606 | AAPL | 283,452 | +141 | $48,606 | NVIDIA CORPORATION |
41,399 |
+4,393 |
$37,406 | NVDA | 41,399 | +4,393 | $37,406 | AMAZON COM INC |
170,616 |
+1,383 |
$30,776 | AMZN | 170,616 | +1,383 | $30,776 | ALPHABET INC |
183,645 |
+5,477 |
$27,718 | GOOGL | 183,645 | +5,477 | $27,718 | JPMORGAN CHASE & CO |
123,353 |
+670 |
$24,708 | JPM | 123,353 | +670 | $24,708 | META PLATFORMS INC |
44,137 |
+880 |
$21,432 | META | 44,137 | +880 | $21,432 | ELI LILLY & CO |
25,446 |
+1,963 |
$19,796 | LLY | 25,446 | +1,963 | $19,796 | QUALCOMM INC |
112,798 |
-16,799 |
$19,097 | QCOM | 112,798 | -16,799 | $19,097 | SPDR SER TR (SPLG) |
288,938 |
+8,297 |
$17,778 | SPLG | 288,938 | +8,297 | $17,778 | ABBVIE INC |
84,313 |
-808 |
$15,353 | ABBV | 84,313 | -808 | $15,353 | ISHARES TR (IEFA) |
196,325 |
+1,391 |
$14,571 | IEFA | 196,325 | +1,391 | $14,571 | ADVANCED MICRO DEVICES INC |
77,108 |
+1,031 |
$13,917 | AMD | 77,108 | +1,031 | $13,917 | ISHARES TR (IVE) |
72,838 |
+1,057 |
$13,607 | IVE | 72,838 | +1,057 | $13,607 | CHEVRON CORP NEW |
79,913 |
+3,101 |
$12,605 | CVX | 79,913 | +3,101 | $12,605 | GOLDMAN SACHS GROUP INC |
28,987 |
+148 |
$12,108 | GS | 28,987 | +148 | $12,108 | COCA COLA CO |
197,314 |
+31,476 |
$12,072 | KO | 197,314 | +31,476 | $12,072 | BERKSHIRE HATHAWAY INC DEL |
|
|
$11,551 | BRK.B | 24,450 | +362 | $10,282 | BRK.A | 2 | UNCH | $1,269 | VANGUARD INDEX FDS (VO) |
43,905 |
+292 |
$10,970 | VO | 43,905 | +292 | $10,970 | FIRST TR EXCHANGE TRADED FD (HYLS) |
261,451 |
+33,048 |
$10,780 | HYLS | 261,451 | +33,048 | $10,780 | CARDINAL HEALTH INC |
95,581 |
+371 |
$10,695 | CAH | 95,581 | +371 | $10,695 | PROCTER AND GAMBLE CO |
65,675 |
-399 |
$10,656 | PG | 65,675 | -399 | $10,656 | J P MORGAN EXCHANGE TRADED F (JPIB) |
217,882 |
+77,678 |
$10,376 | JPIB | 217,882 | +77,678 | $10,376 | INVESCO ACTIVELY MANAGED ETF (GTO) |
219,956 |
+78,000 |
$10,296 | GTO | 219,956 | +78,000 | $10,296 | LOWES COS INC |
38,694 |
+9,703 |
$9,856 | LOW | 38,694 | +9,703 | $9,856 | ORACLE CORP |
76,901 |
+6,647 |
$9,660 | ORCL | 76,901 | +6,647 | $9,660 | MARRIOTT INTL INC NEW |
35,190 |
-3,361 |
$8,879 | MAR | 35,190 | -3,361 | $8,879 | RTX CORPORATION |
90,888 |
+20,490 |
$8,864 | RTX | 90,888 | +20,490 | $8,864 | INTEL CORP |
199,907 |
+47,813 |
$8,830 | INTC | 199,907 | +47,813 | $8,830 | ISHARES TR (IJR) |
79,349 |
+8,593 |
$8,770 | IJR | 79,349 | +8,593 | $8,770 | BLACKROCK INC |
9,799 |
-13 |
$8,169 | BLK | 9,799 | -13 | $8,169 | AMERICAN EXPRESS CO |
34,163 |
+10,368 |
$7,779 | AXP | 34,163 | +10,368 | $7,779 | ISHARES TR (EFG) |
72,574 |
+3,095 |
$7,532 | EFG | 72,574 | +3,095 | $7,532 | UNITEDHEALTH GROUP INC |
14,372 |
-15 |
$7,110 | UNH | 14,372 | -15 | $7,110 | JANUS DETROIT STR TR |
139,493 |
+3,382 |
$6,765 | VNLA | 139,493 | +3,382 | $6,765 | SALESFORCE INC |
21,936 |
+4,344 |
$6,607 | CRM | 21,936 | +4,344 | $6,607 | J P MORGAN EXCHANGE TRADED F (JEPI) |
113,452 |
+881 |
$6,564 | JEPI | 113,452 | +881 | $6,564 | DISNEY WALT CO |
53,014 |
+3,863 |
$6,487 | DIS | 53,014 | +3,863 | $6,487 | MCDONALDS CORP |
22,967 |
+456 |
$6,476 | MCD | 22,967 | +456 | $6,476 | VERIZON COMMUNICATIONS INC |
150,932 |
-14,031 |
$6,333 | VZ | 150,932 | -14,031 | $6,333 | DELTA AIR LINES INC DEL |
129,294 |
-1,499 |
$6,189 | DAL | 129,294 | -1,499 | $6,189 | SSGA ACTIVE ETF TR (SRLN) |
139,746 |
+21,642 |
$5,885 | SRLN | 139,746 | +21,642 | $5,885 | INTERNATIONAL BUSINESS MACHS |
30,017 |
+10,373 |
$5,732 | IBM | 30,017 | +10,373 | $5,732 | PRUDENTIAL FINL INC |
48,189 |
-205 |
$5,657 | PRU | 48,189 | -205 | $5,657 | APPLIED MATLS INC |
27,314 |
+166 |
$5,633 | AMAT | 27,314 | +166 | $5,633 | INTUITIVE SURGICAL INC |
13,968 |
+2,305 |
$5,574 | ISRG | 13,968 | +2,305 | $5,574 | STARWOOD PPTY TR INC |
271,243 |
+80,129 |
$5,514 | STWD | 271,243 | +80,129 | $5,514 | DUKE ENERGY CORP NEW |
55,563 |
+1,039 |
$5,374 | DUK | 55,563 | +1,039 | $5,374 | JOHNSON & JOHNSON |
32,778 |
+11,548 |
$5,185 | JNJ | 32,778 | +11,548 | $5,185 | MERCK & CO INC |
37,579 |
-566 |
$4,958 | MRK | 37,579 | -566 | $4,958 | CVS HEALTH CORP |
61,515 |
-4,080 |
$4,906 | CVS | 61,515 | -4,080 | $4,906 | PEPSICO INC |
27,704 |
-106 |
$4,848 | PEP | 27,704 | -106 | $4,848 | SPDR S&P MIDCAP 400 ETF TR (MDY) |
8,674 |
-55 |
$4,826 | MDY | 8,674 | -55 | $4,826 | GENERAL DYNAMICS CORP |
15,479 |
+286 |
$4,373 | GD | 15,479 | +286 | $4,373 | ALPHABET INC |
27,942 |
-207 |
$4,254 | GOOG | 27,942 | -207 | $4,254 | VANGUARD SCOTTSDALE FDS (VCIT) |
52,347 |
+4,596 |
$4,214 | VCIT | 52,347 | +4,596 | $4,214 | VANGUARD CHARLOTTE FDS (BNDX) |
84,864 |
+13 |
$4,174 | BNDX | 84,864 | +13 | $4,174 | CISCO SYS INC |
77,970 |
-41,424 |
$3,891 | CSCO | 77,970 | -41,424 | $3,891 | GLOBAL X FDS |
79,377 |
-117 |
$3,889 | MLPX | 79,377 | -117 | $3,889 | COSTCO WHSL CORP NEW |
5,275 |
+1,592 |
$3,865 | COST | 5,275 | +1,592 | $3,865 | VISA INC |
13,627 |
+20 |
$3,803 | V | 13,627 | +20 | $3,803 | ISHARES TR (IWF) |
10,917 |
-356 |
$3,679 | IWF | 10,917 | -356 | $3,679 | CATERPILLAR INC |
10,019 |
-8,295 |
$3,671 | CAT | 10,019 | -8,295 | $3,671 | METLIFE INC |
49,480 |
+347 |
$3,667 | MET | 49,480 | +347 | $3,667 | UNITED PARCEL SERVICE INC |
24,242 |
+1,018 |
$3,603 | UPS | 24,242 | +1,018 | $3,603 | ISHARES TR (IWP) |
30,492 |
-34 |
$3,480 | IWP | 30,492 | -34 | $3,480 | THE CIGNA GROUP |
9,571 |
+187 |
$3,476 | CI | 9,571 | +187 | $3,476 | WELLTOWER INC |
36,700 |
-490 |
$3,429 | WELL | 36,700 | -490 | $3,429 | ISHARES TR (IGSB) |
65,553 |
+1,373 |
$3,362 | IGSB | 65,553 | +1,373 | $3,362 | MORGAN STANLEY |
35,219 |
+1,711 |
$3,316 | MS | 35,219 | +1,711 | $3,316 | INVESCO ACTIVELY MANAGED ETF (VRIG) |
130,835 |
+28,627 |
$3,283 | VRIG | 130,835 | +28,627 | $3,283 | VANGUARD INDEX FDS (VV) |
13,692 |
UNCH |
$3,283 | VV | 13,692 | UNCH | $3,283 | NETFLIX INC |
5,198 |
+527 |
$3,157 | NFLX | 5,198 | +527 | $3,157 | FORD MTR CO DEL |
231,578 |
+4,079 |
$3,075 | F | 231,578 | +4,079 | $3,075 | PAYPAL HLDGS INC |
44,689 |
-2,193 |
$2,994 | PYPL | 44,689 | -2,193 | $2,994 | ISHARES TR (PFF) |
92,484 |
+4,635 |
$2,981 | PFF | 92,484 | +4,635 | $2,981 | T MOBILE US INC |
17,689 |
+500 |
$2,887 | TMUS | 17,689 | +500 | $2,887 | ALLSTATE CORP |
16,382 |
-99 |
$2,834 | ALL | 16,382 | -99 | $2,834 | CLEVELAND CLIFFS INC NEW |
123,902 |
-1,062 |
$2,818 | CLF | 123,902 | -1,062 | $2,818 | ISHARES TR (IWB) |
9,716 |
+118 |
$2,798 | IWB | 9,716 | +118 | $2,798 | VANGUARD INDEX FDS (VUG) |
8,064 |
-65 |
$2,775 | VUG | 8,064 | -65 | $2,775 | GENERAL MTRS CO |
58,450 |
+434 |
$2,651 | GM | 58,450 | +434 | $2,651 | CITIGROUP INC |
41,141 |
-8,955 |
$2,602 | C | 41,141 | -8,955 | $2,602 | VANGUARD BD INDEX FDS (BIV) |
34,269 |
+252 |
$2,584 | BIV | 34,269 | +252 | $2,584 | NORTHROP GRUMMAN CORP |
5,358 |
+237 |
$2,565 | NOC | 5,358 | +237 | $2,565 | STARBUCKS CORP |
27,272 |
+1,023 |
$2,492 | SBUX | 27,272 | +1,023 | $2,492 | LULULEMON ATHLETICA INC |
6,374 |
-1,816 |
$2,490 | LULU | 6,374 | -1,816 | $2,490 | US BANCORP DEL |
54,869 |
+819 |
$2,453 | USB | 54,869 | +819 | $2,453 | ISHARES TR (IWS) |
18,729 |
-1,297 |
$2,347 | IWS | 18,729 | -1,297 | $2,347 | PHILLIPS 66 |
14,069 |
+114 |
$2,298 | PSX | 14,069 | +114 | $2,298 | FIRST HORIZON CORPORATION |
147,705 |
-34,425 |
$2,275 | FHN | 147,705 | -34,425 | $2,275 | PALO ALTO NETWORKS INC |
7,983 |
+2,039 |
$2,268 | PANW | 7,983 | +2,039 | $2,268 | ISHARES TR (EFA) |
27,295 |
+69 |
$2,180 | EFA | 27,295 | +69 | $2,180 | BOEING CO |
11,264 |
-10,743 |
$2,174 | BA | 11,264 | -10,743 | $2,174 | TESLA INC |
12,298 |
+5,283 |
$2,162 | TSLA | 12,298 | +5,283 | $2,162 | AMGEN INC |
7,454 |
-8,078 |
$2,119 | AMGN | 7,454 | -8,078 | $2,119 | THERMO FISHER SCIENTIFIC INC |
3,641 |
+234 |
$2,116 | TMO | 3,641 | +234 | $2,116 | VANGUARD INDEX FDS (VTV) |
12,754 |
-113 |
$2,077 | VTV | 12,754 | -113 | $2,077 | STELLANTIS N.V |
70,128 |
+1,529 |
$1,985 | STLA | 70,128 | +1,529 | $1,985 | NETAPP INC |
18,132 |
+315 |
$1,903 | NTAP | 18,132 | +315 | $1,903 | ABBOTT LABS |
16,378 |
+132 |
$1,862 | ABT | 16,378 | +132 | $1,862 | HOME DEPOT INC |
4,817 |
-159 |
$1,848 | HD | 4,817 | -159 | $1,848 | ISHARES TR (IVW) |
20,913 |
+80 |
$1,766 | IVW | 20,913 | +80 | $1,766 | ISHARES TR (TIP) |
15,996 |
-925 |
$1,718 | TIP | 15,996 | -925 | $1,718 | VANGUARD INDEX FDS (VTI) |
6,594 |
-1,213 |
$1,714 | VTI | 6,594 | -1,213 | $1,714 | ISHARES INC (IEMG) |
32,933 |
+604 |
$1,699 | IEMG | 32,933 | +604 | $1,699 | VANGUARD BD INDEX FDS (BSV) |
21,654 |
-1,222 |
$1,660 | BSV | 21,654 | -1,222 | $1,660 | DEVON ENERGY CORP NEW |
32,910 |
+2,078 |
$1,651 | DVN | 32,910 | +2,078 | $1,651 | ISHARES TR (ISTB) |
34,608 |
+143 |
$1,642 | ISTB | 34,608 | +143 | $1,642 | EXXON MOBIL CORP |
13,898 |
-1,796 |
$1,616 | XOM | 13,898 | -1,796 | $1,616 | CROWN CASTLE INC |
15,086 |
+456 |
$1,597 | CCI | 15,086 | +456 | $1,597 | UBER TECHNOLOGIES INC |
20,398 |
+20,398 |
$1,570 | UBER | 20,398 | +20,398 | $1,570 | 3M CO |
14,769 |
+311 |
$1,567 | MMM | 14,769 | +311 | $1,567 | SELECT SECTOR SPDR TR (XLB) |
16,818 |
UNCH |
$1,562 | XLB | 16,818 | UNCH | $1,562 | VANGUARD INTL EQUITY INDEX F (VWO) |
36,523 |
-133 |
$1,526 | VWO | 36,523 | -133 | $1,526 | FIRST TR EXCHANGE TRADED FD (LMBS) |
31,478 |
+10,293 |
$1,519 | LMBS | 31,478 | +10,293 | $1,519 | AMERICAN ELEC PWR CO INC |
17,625 |
+830 |
$1,517 | AEP | 17,625 | +830 | $1,517 | ISHARES TR (HYG) |
19,510 |
-1,272 |
$1,517 | HYG | 19,510 | -1,272 | $1,517 | ROYAL BK CDA |
14,979 |
+543 |
$1,511 | RY | 14,979 | +543 | $1,511 | SCHWAB STRATEGIC TR |
38,461 |
-520 |
$1,501 | SCHF | 38,461 | -520 | $1,501 | BRISTOL MYERS SQUIBB CO |
27,504 |
+1,092 |
$1,492 | BMY | 27,504 | +1,092 | $1,492 | ISHARES TR (IWM) |
7,096 |
+2 |
$1,492 | IWM | 7,096 | +2 | $1,492 | ALLIANCEBERNSTEIN HLDG L P |
41,912 |
+1,807 |
$1,456 | AB | 41,912 | +1,807 | $1,456 | VANGUARD INDEX FDS (VNQ) |
16,697 |
-436 |
$1,444 | VNQ | 16,697 | -436 | $1,444 | MEDTRONIC PLC |
16,366 |
+627 |
$1,426 | MDT | 16,366 | +627 | $1,426 | CONAGRA BRANDS INC |
47,631 |
+2,508 |
$1,412 | CAG | 47,631 | +2,508 | $1,412 | WISDOMTREE TR |
25,156 |
+86 |
$1,394 | EPS | 25,156 | +86 | $1,394 | CORNING INC |
41,511 |
+2,119 |
$1,368 | GLW | 41,511 | +2,119 | $1,368 | VANGUARD INDEX FDS (VB) |
5,825 |
-66 |
$1,332 | VB | 5,825 | -66 | $1,332 | NIKE INC |
13,525 |
+11,257 |
$1,271 | NKE | 13,525 | +11,257 | $1,271 | ISHARES TR (IWD) |
7,012 |
-32 |
$1,256 | IWD | 7,012 | -32 | $1,256 | DIAGEO PLC |
8,312 |
+540 |
$1,236 | DEO | 8,312 | +540 | $1,236 | FIRST TR EXCHNG TRADED FD VI (FJUN) |
25,046 |
UNCH |
$1,178 | FJUN | 25,046 | UNCH | $1,178 | ISHARES TR (MUB) |
10,323 |
-17 |
$1,111 | MUB | 10,323 | -17 | $1,111 | WALMART INC |
18,327 |
+12,676 |
$1,103 | WMT | 18,327 | +12,676 | $1,103 | YUM BRANDS INC |
7,843 |
UNCH |
$1,087 | YUM | 7,843 | UNCH | $1,087 | WISDOMTREE TR |
14,686 |
+61 |
$1,060 | DLN | 14,686 | +61 | $1,060 | ISHARES TR (IYH) |
17,075 |
+13,765 |
$1,057 | IYH | 17,075 | +13,765 | $1,057 | EATON VANCE TAX MANAGED GLOB |
125,733 |
-273,784 |
$1,026 | EXG | 125,733 | -273,784 | $1,026 | TEXAS INSTRS INC |
5,705 |
+802 |
$994 | TXN | 5,705 | +802 | $994 | ISHARES TR (IJJ) |
8,315 |
UNCH |
$984 | IJJ | 8,315 | UNCH | $984 | VANGUARD INDEX FDS (VOE) |
6,257 |
UNCH |
$976 | VOE | 6,257 | UNCH | $976 | WISDOMTREE TR |
19,823 |
+89 |
$911 | IHDG | 19,823 | +89 | $911 | OWENS CORNING NEW |
5,425 |
+181 |
$905 | OC | 5,425 | +181 | $905 | FIRST TR EXCHANGE TRADED FD (FTCS) |
10,510 |
-299 |
$900 | FTCS | 10,510 | -299 | $900 | SAIA INC |
1,534 |
UNCH |
$897 | SAIA | 1,534 | UNCH | $897 | CINTAS CORP |
1,299 |
-39 |
$892 | CTAS | 1,299 | -39 | $892 | SCHWAB STRATEGIC TR |
14,602 |
UNCH |
$891 | SCHB | 14,602 | UNCH | $891 | ISHARES TR (EEM) |
21,627 |
+54 |
$888 | EEM | 21,627 | +54 | $888 | VANGUARD INDEX FDS (VOT) |
3,651 |
UNCH |
$861 | VOT | 3,651 | UNCH | $861 | FIRST TR EXCHANGE TRADED FD (FTSL) |
18,420 |
+65 |
$851 | FTSL | 18,420 | +65 | $851 | VANGUARD SPECIALIZED FUNDS (VIG) |
4,531 |
-33 |
$827 | VIG | 4,531 | -33 | $827 | NORFOLK SOUTHN CORP |
3,214 |
-302 |
$819 | NSC | 3,214 | -302 | $819 | ISHARES TR (IJK) |
8,789 |
UNCH |
$802 | IJK | 8,789 | UNCH | $802 | SELECT SECTOR SPDR TR (XLE) |
8,444 |
+130 |
$797 | XLE | 8,444 | +130 | $797 | FIRST TR MORNINGSTAR DIVID L (FDL) |
20,174 |
-451 |
$776 | FDL | 20,174 | -451 | $776 | SPDR GOLD TR (GLD) |
3,590 |
-2 |
$739 | GLD | 3,590 | -2 | $739 | HONEYWELL INTL INC |
3,589 |
+96 |
$737 | HON | 3,589 | +96 | $737 | CONDUENT INC |
217,050 |
UNCH |
$734 | CNDT | 217,050 | UNCH | $734 | ANALOG DEVICES INC |
3,464 |
+22 |
$685 | ADI | 3,464 | +22 | $685 | INTUIT |
1,050 |
UNCH |
$682 | INTU | 1,050 | UNCH | $682 | FISERV INC |
4,080 |
UNCH |
$652 | FI | 4,080 | UNCH | $652 | BROADCOM INC |
474 |
-63 |
$628 | AVGO | 474 | -63 | $628 | ISHARES TR (LQD) |
5,666 |
-1,323 |
$617 | LQD | 5,666 | -1,323 | $617 | WISDOMTREE TR |
11,011 |
+60 |
$603 | DWM | 11,011 | +60 | $603 | VANGUARD WORLD FD (VGT) |
1,147 |
-28 |
$601 | VGT | 1,147 | -28 | $601 | BLACKSTONE INC |
4,430 |
-1,037 |
$582 | BX | 4,430 | -1,037 | $582 | SELECT SECTOR SPDR TR (XLF) |
13,818 |
-676 |
$582 | XLF | 13,818 | -676 | $582 | LATTICE STRATEGIES TR |
20,745 |
-12,225 |
$581 | RODM | 20,745 | -12,225 | $581 | ISHARES TR (AGG) |
5,712 |
+701 |
$559 | AGG | 5,712 | +701 | $559 | ISHARES TR (IJH) |
9,143 |
+7,347 |
$555 | IJH | 9,143 | +7,347 | $555 | BANK AMERICA CORP |
14,588 |
-4,089 |
$553 | BAC | 14,588 | -4,089 | $553 | VANGUARD WORLD FD (ESGV) |
5,900 |
UNCH |
$550 | ESGV | 5,900 | UNCH | $550 | SCHWAB CHARLES CORP |
7,347 |
-1,547 |
$532 | SCHW | 7,347 | -1,547 | $532 | WISDOMTREE TR |
19,006 |
+62 |
$488 | DGRE | 19,006 | +62 | $488 | WASTE MGMT INC DEL |
2,287 |
UNCH |
$487 | WM | 2,287 | UNCH | $487 | SPDR SER TR (RWR) |
5,110 |
+4 |
$482 | RWR | 5,110 | +4 | $482 | HUNTINGTON BANCSHARES INC (HBAN) |
34,188 |
UNCH |
$477 | HBAN | 34,188 | UNCH | $477 | HCA HEALTHCARE INC |
1,382 |
-35 |
$461 | HCA | 1,382 | -35 | $461 | WISDOMTREE TR |
8,974 |
+26 |
$450 | EES | 8,974 | +26 | $450 | ALTRIA GROUP INC |
9,892 |
-48,425 |
$431 | MO | 9,892 | -48,425 | $431 | AMERIPRISE FINL INC |
976 |
UNCH |
$428 | AMP | 976 | UNCH | $428 | BANK NEW YORK MELLON CORP |
7,269 |
+8 |
$419 | BK | 7,269 | +8 | $419 | ISHARES TR (IJS) |
3,972 |
UNCH |
$408 | IJS | 3,972 | UNCH | $408 | ISHARES TR (IJT) |
3,119 |
UNCH |
$408 | IJT | 3,119 | UNCH | $408 | SCHWAB STRATEGIC TR |
7,535 |
UNCH |
$393 | SCHP | 7,535 | UNCH | $393 | MCCORMICK & CO INC |
5,030 |
-185 |
$386 | MKC | 5,030 | -185 | $386 | PULTE GROUP INC |
3,103 |
+1 |
$374 | PHM | 3,103 | +1 | $374 | SPDR SER TR (MDYV) |
4,848 |
UNCH |
$368 | MDYV | 4,848 | UNCH | $368 | MARATHON PETE CORP |
1,791 |
+123 |
$361 | MPC | 1,791 | +123 | $361 | AON PLC |
1,028 |
+3 |
$343 | AON | 1,028 | +3 | $343 | ISHARES TR (HDV) |
3,110 |
-97 |
$343 | HDV | 3,110 | -97 | $343 | INGERSOLL RAND INC |
3,558 |
+100 |
$338 | IR | 3,558 | +100 | $338 | ISHARES TR (IWR) |
3,976 |
+93 |
$334 | IWR | 3,976 | +93 | $334 | SELECT SECTOR SPDR TR (XLI) |
2,568 |
UNCH |
$323 | XLI | 2,568 | UNCH | $323 | FIFTH THIRD BANCORP |
8,647 |
-2,852 |
$322 | FITB | 8,647 | -2,852 | $322 | RPM INTL INC |
2,706 |
+459 |
$322 | RPM | 2,706 | +459 | $322 | INVESCO QQQ TR |
705 |
UNCH |
$313 | QQQ | 705 | UNCH | $313 | VANGUARD WORLD FD (VHT) |
1,151 |
+6 |
$311 | VHT | 1,151 | +6 | $311 | SOUTHERN CO |
4,266 |
+272 |
$306 | SO | 4,266 | +272 | $306 | VANGUARD WHITEHALL FDS (VIGI) |
3,579 |
UNCH |
$292 | VIGI | 3,579 | UNCH | $292 | ISHARES TR (GOVT) |
12,543 |
+2,168 |
$286 | GOVT | 12,543 | +2,168 | $286 | INVESCO EXCHANGE TRADED FD T (RSP) |
1,687 |
UNCH |
$286 | RSP | 1,687 | UNCH | $286 | INVESCO ACTIVELY MANAGED ETF (GSY) |
5,705 |
-345 |
$285 | GSY | 5,705 | -345 | $285 | INNOVATOR ETFS TRUST (PNOV) |
7,968 |
UNCH |
$283 | PNOV | 7,968 | UNCH | $283 | STRYKER CORPORATION |
788 |
+788 |
$282 | SYK | 788 | +788 | $282 | VANGUARD INDEX FDS (VOO) |
587 |
+4 |
$282 | VOO | 587 | +4 | $282 | YUM CHINA HLDGS INC |
7,021 |
UNCH |
$279 | YUMC | 7,021 | UNCH | $279 | EATON CORP PLC |
888 |
+888 |
$278 | ETN | 888 | +888 | $278 | SPDR SER TR (FLRN) |
8,750 |
UNCH |
$270 | FLRN | 8,750 | UNCH | $270 | ENTERGY CORP NEW |
2,512 |
UNCH |
$265 | ETR | 2,512 | UNCH | $265 | MOLINA HEALTHCARE INC |
638 |
-4 |
$262 | MOH | 638 | -4 | $262 | ACCENTURE PLC IRELAND |
747 |
-13 |
$259 | ACN | 747 | -13 | $259 | LISTED FD TR |
7,900 |
UNCH |
$257 | INFL | 7,900 | UNCH | $257 | STEEL DYNAMICS INC |
1,693 |
+1,693 |
$251 | STLD | 1,693 | +1,693 | $251 | KRANESHARES TRUST (IVOL) |
12,910 |
UNCH |
$244 | IVOL | 12,910 | UNCH | $244 | AUTOMATIC DATA PROCESSING IN |
958 |
UNCH |
$239 | ADP | 958 | UNCH | $239 | TRANSDIGM GROUP INC |
194 |
+194 |
$239 | TDG | 194 | +194 | $239 | SPDR SER TR (KRE) |
4,666 |
-3,482 |
$235 | KRE | 4,666 | -3,482 | $235 | PROLOGIS INC. |
1,799 |
-329 |
$234 | PLD | 1,799 | -329 | $234 | AT&T INC |
13,289 |
-3,946 |
$234 | T | 13,289 | -3,946 | $234 | VANGUARD INDEX FDS (VBK) |
890 |
UNCH |
$232 | VBK | 890 | UNCH | $232 | ISHARES TR (SUSA) |
2,100 |
UNCH |
$229 | SUSA | 2,100 | UNCH | $229 | FIRST TR EXCHANGE TRADED FD (CIBR) |
4,022 |
UNCH |
$227 | CIBR | 4,022 | UNCH | $227 | VERTEX PHARMACEUTICALS INC |
543 |
+50 |
$227 | VRTX | 543 | +50 | $227 | INNOVATOR ETFS TRUST (PJUL) |
5,939 |
UNCH |
$226 | PJUL | 5,939 | UNCH | $226 | VANGUARD MALVERN FDS (VTIP) |
4,619 |
UNCH |
$221 | VTIP | 4,619 | UNCH | $221 | VALERO ENERGY CORP |
1,287 |
+1,287 |
$220 | VLO | 1,287 | +1,287 | $220 | SIMON PPTY GROUP INC NEW |
1,394 |
-824 |
$218 | SPG | 1,394 | -824 | $218 | INNOVATOR ETFS TRUST (PMAY) |
6,650 |
UNCH |
$216 | PMAY | 6,650 | UNCH | $216 | TRANE TECHNOLOGIES PLC |
699 |
+699 |
$210 | TT | 699 | +699 | $210 | BIOGEN INC |
|
|
$0 (exited) | BIIB | 0 | -1,114 | $0 | ELEVANCE HEALTH INC |
|
|
$0 (exited) | ELV | 0 | -789 | $0 | EATON VANCE LTD DURATION INC |
|
|
$0 (exited) | EVV | 0 | -10,000 | $0 | KIMBERLY CLARK CORP |
|
|
$0 (exited) | KMB | 0 | -1,694 | $0 | LAS VEGAS SANDS CORP |
|
|
$0 (exited) | LVS | 0 | -17,921 | $0 | MIMEDX GROUP INC |
|
|
$0 (exited) | MDXG | 0 | -11,948 | $0 | MPLX LP |
|
|
$0 (exited) | MPLX | 0 | -72,348 | $0 | PFIZER INC |
|
|
$0 (exited) | PFE | 0 | -65,653 | $0 | SPIRIT AIRLS INC |
|
|
$0 (exited) | SAVE | 0 | -16,500 | $0 | SOFI TECHNOLOGIES INC |
0 |
-11,094 |
$0 (exited) | SOFI | 0 | -11,094 | $0 |
See Summary: KMG Fiduciary Partners LLC Top Holdings
See Details: Top 10 Stocks Held By KMG Fiduciary Partners LLC
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