KMG FIDUCIARY PARTNERS, LLC
263 holdingsFiling period: 2026-03-31Current AUM: $1.55Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 285.6K | $72.5M | $88.2M | 5.68% | +572 | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 397.2K | $69.3M | $79.7M | 5.13% | -13,786 | 2026-03-31 |
| 3 | GOOGL | ALPHABET INC | 180.0K | $51.8M | $64.1M | 4.12% | -5,624 | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 131.7K | $48.8M | $61.2M | 3.94% | +4.2K | 2026-03-31 |
| 5 | IVV | ISHARES TR | 60.1K | $39.2M | $45.1M | 2.90% | -6,546 | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 187.5K | $39.0M | $50.9M | 3.27% | +7.4K | 2026-03-31 |
| 7 | JPM | JPMORGAN CHASE & CO | 121.4K | $35.7M | $42.7M | 2.75% | -1,170 | 2026-03-31 |
| 8 | SPYM | SPDR SERIES TRUST | 417.3K | $31.9M | $36.7M | 2.36% | -74,820 | 2026-03-31 |
| 9 | LLY | ELI LILLY & CO | 29.4K | $27.1M | $33.8M | 2.18% | -1,764 | 2026-03-31 |
| 10 | META | META PLATFORMS INC | 44.3K | $25.3M | $24.6M | 1.59% | +885 | 2026-03-31 |
| 11 | GS | GOLDMAN SACHS GROUP INC | 27.8K | $23.5M | $28.3M | 1.82% | -2,320 | 2026-03-31 |
| 12 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 38.2K | $18.3M | $18.3M | 1.18% | +622 | 2026-03-31 |
| 13 | GTO | INVESCO ACTIVELY MANAGED EXC | 378.9K | $17.7M | $17.4M | 1.12% | +6.8K | 2026-03-31 |
| 14 | JPIB | J P MORGAN EXCHANGE TRADED F | 356.2K | $17.0M | $17.0M | 1.10% | +9.2K | 2026-03-31 |
| 15 | ABBV | ABBVIE INC | 77.4K | $16.8M | $19.4M | 1.25% | -388 | 2026-03-31 |
| 16 | HYLS | FIRST TR EXCHANGE-TRADED FD | 413.3K | $16.8M | $16.7M | 1.08% | +13.2K | 2026-03-31 |
| 17 | CVX | CHEVRON CORPORATION | 79.5K | $16.5M | $15.7M | 1.01% | -583 | 2026-03-31 |
| 18 | FBND | FIDELITY MERRIMACK STR TR | 360.5K | $16.4M | $16.1M | 1.04% | +19.1K | 2026-03-31 |
| 19 | IJR | ISHARES TR | 127.7K | $15.9M | $18.6M | 1.19% | +48.6K | 2026-03-31 |
| 20 | IJH | ISHARES TR | 215.4K | $14.5M | $16.2M | 1.04% | +10.7K | 2026-03-31 |
| 21 | KO | COCA COLA CO | 177.1K | $13.5M | $15.5M | 1.00% | -797 | 2026-03-31 |
| 22 | QCOM | QUALCOMM INC | 103.8K | $13.4M | $15.3M | 0.99% | +7.0K | 2026-03-31 |
| 23 | PG | PROCTER & GAMBLE CO | 92.1K | $13.3M | $13.3M | 0.86% | +6.4K | 2026-03-31 |
| 24 | AMD | ADVANCED MICRO DEVICES INC | 57.6K | $11.7M | $27.4M | 1.76% | -10,256 | 2026-03-31 |
| 25 | AVGO | BROADCOM INC | 37.4K | $11.6M | $14.6M | 0.94% | -2,058 | 2026-03-31 |
← Scroll →
Page 1 of 11