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Kmg Fiduciary Partners, LLC

All holdings · as of Dec 31, 2025

262 positions

CompanyClassValueShares% of portfolio
AMERICAN CENTY ETF TR$3.05M51,8900.2%
3M CO$2.98M18,5970.2%
CAPITAL GROUP DIVIDEND VALUE$2.83M64,8710.2%
MCDONALD'S CORP$2.77M9,0790.2%
Phillips 66$2.75M21,2890.2%
EXXON MOBIL CORP$2.66M22,1050.2%
INVESCO EXCH TRADED FD TR II$2.64M27,2990.2%
ISHARES TR$2.62M84,5840.2%
Uber Technologies, Inc$2.61M31,9520.2%
TRUIST FINANCIAL CORP$2.59M52,7190.2%
ISHARES TR$2.59M22,7210.2%
NetApp Inc$2.57M24,0050.2%
VANGUARD INDEX FDS$2.51M7,4980.2%
STARBUCKS CORP$2.51M29,8030.2%
JOHNSON & JOHNSON$2.45M11,8520.2%
STARWOOD PROPERTY TRUST, INC.$2.44M135,4200.2%
PACER FDS TR$2.43M40,4370.2%
Chipotle Mexican Grill Inc$2.42M65,5030.2%
AMGEN INC$2.36M7,2120.2%
BRISTOL MYERS SQUIBB CO$2.33M43,1500.2%
SPDR SERIES TRUST$2.31M76,5640.2%
Walmart Inc.$2.28M20,4380.2%
J P MORGAN EXCHANGE TRADED F$2.26M38,8770.2%
Global X Artificial Intelligence & Technology ETF$2.20M43,1980.2%
CrowdStrike Holdings, Inc.$2.20M4,6840.2%
HONEYWELL INTERNATIONAL INC$2.20M11,2530.2%
ADOBE INC.$2.13M6,0880.2%
INNOVATOR ETFS TRUST$2.06M43,9070.1%
HOME DEPOT, INC.$2.06M5,9950.1%
Crown Castle Inc$2.04M23,0010.1%
Devon Energy Corp$1.94M53,0060.1%
WISDOMTREE TR$1.93M27,2590.1%
Palantir Technologies Inc$1.91M10,7420.1%
DOW INC.$1.89M80,8920.1%
SCHWAB STRATEGIC TR$1.88M69,0530.1%
CAPITAL GROUP CORE EQUITY ET$1.87M46,4570.1%
FIRST TR EXCH TRADED FD III$1.84M25,9860.1%
Alibaba Group Holding LtdBABAADR$1.84M12,5380.1%
ABBOTT LABORATORIES$1.81M14,4280.1%
LEGG MASON ETF INVT$1.80M48,9700.1%
FORD MOTOR CO$1.72M131,0620.1%
CAPITAL GRP FIXED INCM ETF T$1.69M74,7480.1%
WisdomTree Trust$1.68M19,0310.1%
Comcast Corp.$1.65M55,2380.1%
Coinbase Global, Inc.$1.54M6,8210.1%
iShares MSCI UAE ETF$1.54M13,9330.1%
BERKSHIRE HATHAWAY INC DEL$1.51M20.1%
SPDR INDEX SHS FDS$1.49M33,6390.1%
iShares MSCI UAE ETF$1.47M64,0030.1%
INVESCO EXCHANGE TRADED FD T$1.46M14,2100.1%
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