HoldingsChannel.com
KMG Fiduciary Partners LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 101,998 +2,501 $30,449
     IVV101,998+2,501$30,449
APPLE INC 66,220 +6,601 $14,831
     AAPL66,220+6,601$14,831
MICROSOFT CORP 84,551 +2,115 $11,755
     MSFT84,551+2,115$11,755
ISHARES TR (LQD) 76,437 +3,635 $9,744
     LQD76,437+3,635$9,744
JPMORGAN CHASE & CO 79,553 -679 $9,363
     JPM79,553-679$9,363
VANGUARD INDEX FDS (VNQ) 95,882 +1,884 $8,941
     VNQ95,882+1,884$8,941
SPDR S&P MIDCAP 400 ETF TR (MDY) 25,343 +366 $8,932
     MDY25,343+366$8,932
ISHARES TR (IWF) 50,496 -1,023 $8,061
     IWF50,496-1,023$8,061
PROCTER & GAMBLE CO 64,806 +1,223 $8,061
     PG64,806+1,223$8,061
BOEING CO 20,692 +139 $7,873
     BA20,692+139$7,873
INVESCO EXCHNG TRADED FD TR (VRP) 292,983 +709 $7,448
     VRP292,983+709$7,448
WELLTOWER INC 79,082 +934 $7,169
     WELL79,082+934$7,169
ISHARES TR (HYG) 80,098 +2,570 $6,982
     HYG80,098+2,570$6,982
MERCK & CO INC 79,890 +1,468 $6,725
     MRK79,890+1,468$6,725
ISHARES TR (IWP) 46,772 +369 $6,611
     IWP46,772+369$6,611
AMAZON COM INC 3,637 -90 $6,314
     AMZN3,637-90$6,314
ISHARES TR (IWS) 65,762 +636 $5,899
     IWS65,762+636$5,899
ALPHABET INC 4,808 +183 $5,871
     GOOGL4,808+183$5,871
COCA COLA CO 107,007 +1,349 $5,825
     KO107,007+1,349$5,825
AMERICAN EXPRESS CO 48,646 +62 $5,754
     AXP48,646+62$5,754
WELLS FARGO CO NEW 95,198 +23,676 $4,802
     WFC95,198+23,676$4,802
FIRST TR MORNINGSTAR DIV LEA (FDL) 149,882 +4,551 $4,652
     FDL149,882+4,551$4,652
AT&T INC 119,183 +9,679 $4,510
     T119,183+9,679$4,510
UNITED TECHNOLOGIES CORP 32,000 +658 $4,369
     UTX32,000+658$4,369
VERIZON COMMUNICATIONS INC 70,754 +3,368 $4,271
     VZ70,754+3,368$4,271
STARBUCKS CORP 44,783 +1,381 $3,960
     SBUX44,783+1,381$3,960
MCDONALDS CORP 18,397 +157 $3,950
     MCD18,397+157$3,950
EATON VANCE TAX MNGD GBL DV 457,412 +2,499 $3,760
     EXG457,412+2,499$3,760
QUALCOMM INC 48,063 +605 $3,666
     QCOM48,063+605$3,666
BLACKROCK INC 7,786 +214 $3,470
     BLK7,786+214$3,470
PEPSICO INC 23,920 +631 $3,279
     PEP23,920+631$3,279
FACEBOOK INC 17,195 +925 $3,062
     FB17,195+925$3,062
VANGUARD SCOTTSDALE FDS (VCIT) 30,830 +1,170 $2,813
     VCIT30,830+1,170$2,813
DUKE ENERGY CORP NEW 28,136 +1,437 $2,697
     DUK28,136+1,437$2,697
BIOGEN INC 10,734 -200 $2,499
     BIIB10,734-200$2,499
DISNEY WALT CO 18,795 +1,598 $2,449
     DIS18,795+1,598$2,449
INTEL CORP 41,785 +3,037 $2,153
     INTC41,785+3,037$2,153
CHEVRON CORP NEW 15,653 +60 $1,856
     CVX15,653+60$1,856
CISCO SYS INC 36,670 +1,555 $1,812
     CSCO36,670+1,555$1,812
CVS HEALTH CORP 24,426 +7,313 $1,541
     CVS24,426+7,313$1,541
CELGENE CORP 15,441 +15,441 $1,533
     CELG15,441+15,441$1,533
INTERNATIONAL BUSINESS MACHS 10,146 +250 $1,475
     IBM10,146+250$1,475
INVESCO ACTIVELY MANAGD ETF (VRIG) 57,948 +57,948 $1,442
     VRIG57,948+57,948$1,442
BERKSHIRE HATHAWAY INC DEL      $1,381
     BRK.B6,637+408$1,381
FIRST TR EXCHANGE TRADED FD (FPE) 63,615 +63,615 $1,255
     FPE63,615+63,615$1,255
ISHARES TR (PFF) 33,398 +4,474 $1,253
     PFF33,398+4,474$1,253
TWITTER INC 30,012 +1,918 $1,236
     TWTR30,012+1,918$1,236
STARWOOD PPTY TR INC 49,703 +2,389 $1,204
     STWD49,703+2,389$1,204
GOLDMAN SACHS GROUP INC 5,767 +501 $1,195
     GS5,767+501$1,195
GENERAL DYNAMICS CORP 6,148 UNCH $1,123
     GD6,148UNCH$1,123

See Full List: All Stocks Held By KMG Fiduciary Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By KMG Fiduciary Partners LLC

Size ($ in 1000's)
At 09/30/2019: $294,579
At 06/30/2019: $276,597

KMG Fiduciary Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from KMG Fiduciary Partners LLC 13F filings. Link to 13F filings: SEC filings

KMG Fiduciary Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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