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Kmg Fiduciary Partners, LLC

All holdings · as of Dec 31, 2025

262 positions

CompanyClassValueShares% of portfolio
Simon Property Group Inc$397.6K2,1480.0%
SELECT SECTOR SPDR TR$398.3K2,5680.0%
HUNTINGTON BANCSHARES INC /MD$401.1K23,1210.0%
MANULIFE FINL CORP$407.1K11,2210.0%
SPDR SERIES TRUST$410.4K4,8480.0%
INVESCO EXCH TRADED FD TR II$419.2K8,6050.0%
Vistra Corp.$426.0K2,6400.0%
ISHARES GOLD TR$430.9K5,3090.0%
Fortinet Inc$434.2K5,4680.0%
GENERAL ELECTRIC CO$434.6K1,4110.0%
AMERIPRISE FINANCIAL INC$445.2K9080.0%
PIMCO ETF TR$456.1K17,0940.0%
SELECT SECTOR SPDR TR$472.3K10,5640.0%
ISHARES TR$472.8K3,3930.0%
WASTE MANAGEMENT INC$500.1K2,2760.0%
Saia Inc$500.9K1,5340.0%
INTUIT INC.$501.5K7570.0%
Owens Corning$528.5K4,7220.0%
FIRST HORIZON CORP$561.7K23,5020.0%
SCHWAB CHARLES CORP$585.3K5,8580.0%
CAPITAL GROUP GBL GROWTH EQT$603.2K17,4080.0%
WISDOMTREE TR$603.4K10,5990.0%
INVESCO EXCHANGE TRADED FD T$612.0K3,1950.0%
DIREXION SHS ETF TR$628.3K6,1420.0%
ISHARES TR$631.1K2,2790.0%
INVESCO QQQ TR$631.4K1,0280.0%
HCA Healthcare, Inc.$645.2K1,3820.0%
Blackstone Inc$656.7K4,2600.0%
WISDOMTREE TR$667.2K21,3120.0%
VANGUARD SPECIALIZED FUNDS$675.8K3,0750.0%
VANGUARD WORLD FD$713.7K5,9000.1%
KLA CORP$730.4K6010.1%
T-Mobile US, Inc.TMUSCommon Stock$731.2K3,6010.1%
SELECT SECTOR SPDR TR$748.2K13,6610.1%
CAPITAL GROUP GROWTH ETF$751.0K16,8890.1%
BANK OF AMERICA CORP /DE$765.8K13,9230.1%
ALTRIA GROUP, INC.$768.3K13,3250.1%
AMERICAN CENTY ETF TR$772.5K7,5750.1%
Bank of New York Mellon Corp/The$819.1K7,0560.1%
VANGUARD WORLD FD$829.7K1,1010.1%
ISHARES TR$872.3K23,3260.1%
ANALOG DEVICES INC$881.7K3,2510.1%
TEXAS INSTRUMENTS INC$892.7K5,1450.1%
WISDOMTREE TR$896.0K13,0310.1%
ISHARES U S ETF TR$901.2K17,6350.1%
VANGUARD INDEX FDS$906.6K3,1240.1%
WISDOMTREE TR$926.6K10,9160.1%
SCHWAB STRATEGIC TR$971.9K35,4330.1%
SPDR GOLD TR$1.03M2,6090.1%
INVESCO EXCH TRADED FD TR II$1.04M9,1010.1%
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