Back to KMG FIDUCIARY PARTNERS, LLC

Kmg Fiduciary Partners, LLC

All holdings · as of Dec 31, 2025

262 positions

CompanyClassValueShares% of portfolio
Salesforce Inc$8.08M30,4890.6%
ISHARES TR$7.65M85,5560.5%
Duke Energy Corp$7.27M62,0570.5%
VANGUARD SCOTTSDALE FDS$7.16M85,5390.5%
ISHARES TR$7.14M50,6390.5%
Palo Alto Networks Inc$7.00M38,0190.5%
FIDELITY COVINGTON TRUST$6.74M184,1670.5%
UNITEDHEALTH GROUP INC$6.66M20,1630.5%
Welltower, Inc.$6.59M35,5060.5%
J P MORGAN EXCHANGE TRADED F$6.45M112,6780.5%
GENERAL DYNAMICS CORP$6.24M18,5340.4%
Morgan Stanley$6.03M33,9460.4%
DELTA AIR LINES, INC.$5.95M85,7110.4%
INVESCO ACTIVELY MANAGED EXC$5.81M231,5160.4%
General Motors Co$5.72M70,2880.4%
Merck & Co., Inc.$5.64M53,5430.4%
Vertiv Holdings Co$5.47M33,7890.4%
ISHARES TR$5.37M101,5160.4%
CINTAS CORP$5.15M27,3740.4%
INTEL CORP$5.10M138,1130.4%
MetLife Inc$4.83M61,1270.3%
CATERPILLAR INC$4.70M8,1990.3%
FRANKLIN TEMPLETON ETF TR$4.68M83,2260.3%
PRUDENTIAL FINANCIAL INC$4.63M41,0180.3%
J P MORGAN EXCHANGE TRADED F$4.59M96,9650.3%
ISHARES TR$4.56M9,6360.3%
SPDR S&P MIDCAP 400 ETF TR$4.56M7,5550.3%
CORNING INC /NY$4.49M51,3090.3%
Tesla Inc$4.42M9,8340.3%
FIRST TR EXCHANGE-TRADED FD$4.36M113,7100.3%
VERIZON COMMUNICATIONS INC$4.25M104,2950.3%
GLOBAL X FDS$4.09M67,5280.3%
Northrop Grumman Corp$4.07M7,1320.3%
US BANCORP \DE$4.01M75,0740.3%
ALLSTATE CORP$3.92M18,8360.3%
Netflix Inc$3.92M41,7870.3%
KINDER MORGAN, INC.$3.91M142,2890.3%
Walt Disney Co$3.91M34,3500.3%
The Boeing Company$3.67M16,9180.3%
PEPSICO INC$3.62M25,2240.3%
SCHWAB STRATEGIC TR$3.58M109,8680.3%
Dell Technologies Inc.$3.55M28,1670.3%
PFIZER INC$3.54M142,1890.3%
NOVO-NORDISK A S$3.51M68,9370.2%
ROYAL BK CDA$3.47M20,3410.2%
EATON VANCE TAX-MANAGED GLOB$3.44M360,5680.2%
United Parcel Service Inc$3.39M34,1760.2%
THERMO FISHER SCIENTIFIC INC.$3.37M5,8180.2%
Cigna Group$3.15M11,4280.2%
BITWISE BITCOIN ETF TR$3.10M65,1190.2%
← PrevPage 2 of 6Next →