Kmg Fiduciary Partners, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $77.50M | 5.5% |
| NVIDIA Corp | $76.65M | 5.4% |
| MICROSOFT CORP | $61.69M | 4.4% |
| Alphabet Inc. | $58.12M | 4.1% |
| ISHARES TR | $45.62M | 3.2% |
| Amazon.com Inc | $41.56M | 3.0% |
| JPMORGAN CHASE & CO | $39.50M | 2.8% |
| SPDR SERIES TRUST | $39.48M | 2.8% |
| ELI LILLY & Co | $33.52M | 2.4% |
| Meta Platforms Inc | $28.64M | 2.0% |
| THE GOLDMAN SACHS GROUP, INC. | $26.43M | 1.9% |
| Warren E. Buffett | $18.91M | 1.3% |
| AbbVie Inc. | $17.77M | 1.3% |
| INVESCO ACTIVELY MANAGED EXC | $17.64M | 1.3% |
| J P MORGAN EXCHANGE TRADED F | $16.90M | 1.2% |
| FIRST TR EXCHANGE-TRADED FD | $16.75M | 1.2% |
| QUALCOMM INC/DE | $16.57M | 1.2% |
| FIDELITY MERRIMACK STR TR | $15.72M | 1.1% |
| ADVANCED MICRO DEVICES INC | $14.52M | 1.0% |
| Broadcom Inc. | $13.65M | 1.0% |
| ISHARES TR | $13.51M | 1.0% |
| ORACLE CORP | $12.58M | 0.9% |
| ISHARES TR | $12.47M | 0.9% |
| COCA COLA CO | $12.44M | 0.9% |
| PROCTER & GAMBLE Co | $12.29M | 0.9% |
| CHEVRON CORP | $12.21M | 0.9% |
| RTX Corp | $12.01M | 0.9% |
| CARDINAL HEALTH INC | $11.82M | 0.8% |
| AMERICAN EXPRESS CO | $11.59M | 0.8% |
| CISCO SYSTEMS, INC. | $11.35M | 0.8% |
| FIRST TR EXCHANGE TRADED FD | $11.18M | 0.8% |
| JANUS DETROIT STR TR | $11.13M | 0.8% |
| Visa Inc | $10.89M | 0.8% |
| CAPITAL GRP FIXED INCM ETF T | $10.47M | 0.7% |
| SSGA ACTIVE ETF TR | $10.38M | 0.7% |
| LOWES COMPANIES INC | $10.36M | 0.7% |
| COSTCO WHOLESALE CORP /NEW | $9.88M | 0.7% |
| ISHARES TR | $9.55M | 0.7% |
| ISHARES TR | $9.50M | 0.7% |
| INTERNATIONAL BUSINESS MACHINES CORP | $9.48M | 0.7% |
| Marriott International Inc/MD | $9.47M | 0.7% |
| AMERICAN CENTY ETF TR | $9.39M | 0.7% |
| BlackRock, Inc. | $9.37M | 0.7% |
| ISHARES TR | $9.13M | 0.6% |
| APPLIED MATERIALS INC /DE | $8.85M | 0.6% |
| ISHARES TR | $8.72M | 0.6% |
| BNY MELLON ETF TRUST | $8.71M | 0.6% |
| Intuitive Surgical Inc | $8.68M | 0.6% |
| First Trust Exchange-Traded Fund IV | $8.39M | 0.6% |
| Alphabet Inc. | $8.17M | 0.6% |