HoldingsChannel.com
KMG Fiduciary Partners LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 102,246 +248 $33,050
     IVV102,246+248$33,050
APPLE INC 58,204 -8,016 $17,092
     AAPL58,204-8,016$17,092
MICROSOFT CORP 83,846 -705 $13,223
     MSFT83,846-705$13,223
JPMORGAN CHASE & CO 78,308 -1,245 $10,916
     JPM78,308-1,245$10,916
SPDR S&P MIDCAP 400 ETF TR (MDY) 26,148 +805 $9,815
     MDY26,148+805$9,815
ISHARES TR (LQD) 75,747 -690 $9,693
     LQD75,747-690$9,693
VANGUARD INDEX FDS (VNQ) 98,125 +2,243 $9,105
     VNQ98,125+2,243$9,105
PROCTER & GAMBLE CO 63,860 -946 $7,976
     PG63,860-946$7,976
INVESCO EXCHNG TRADED FD TR (VRP) 308,657 +15,674 $7,973
     VRP308,657+15,674$7,973
ISHARES TR (HYG) 89,796 +9,698 $7,897
     HYG89,796+9,698$7,897
ISHARES TR (IWP) 47,400 +628 $7,232
     IWP47,400+628$7,232
AMAZON COM INC 3,876 +239 $7,162
     AMZN3,876+239$7,162
BOEING CO 21,087 +395 $6,869
     BA21,087+395$6,869
ALPHABET INC 4,957 +149 $6,639
     GOOGL4,957+149$6,639
WELLTOWER INC 81,089 +2,007 $6,631
     WELL81,089+2,007$6,631
MERCK & CO INC 71,161 -8,729 $6,472
     MRK71,161-8,729$6,472
ISHARES TR (IWS) 67,464 +1,702 $6,394
     IWS67,464+1,702$6,394
AMERICAN EXPRESS CO 49,453 +807 $6,156
     AXP49,453+807$6,156
ISHARES TR (IWF) 34,492 -16,004 $6,068
     IWF34,492-16,004$6,068
COCA COLA CO 108,271 +1,264 $5,993
     KO108,271+1,264$5,993
INVESCO ACTIVELY MANAGD ETF (VRIG) 216,458 +158,510 $5,403
     VRIG216,458+158,510$5,403
WELLS FARGO CO NEW 98,777 +3,579 $5,314
     WFC98,777+3,579$5,314
FIRST TR MORNINGSTAR DIV LEA (FDL) 152,896 +3,014 $4,981
     FDL152,896+3,014$4,981
UNITED TECHNOLOGIES CORP 32,357 +357 $4,846
     UTX32,357+357$4,846
AT&T INC 115,930 -3,253 $4,531
     T115,930-3,253$4,531
VERIZON COMMUNICATIONS INC 70,152 -602 $4,307
     VZ70,152-602$4,307
STARBUCKS CORP 48,897 +4,114 $4,299
     SBUX48,897+4,114$4,299
FIRST TR EXCHANGE TRADED FD (FPE) 210,978 +147,363 $4,234
     FPE210,978+147,363$4,234
QUALCOMM INC 46,317 -1,746 $4,087
     QCOM46,317-1,746$4,087
EATON VANCE TAX MNGD GBL DV 459,338 +1,926 $4,033
     EXG459,338+1,926$4,033
BLACKROCK INC 8,014 +228 $4,029
     BLK8,014+228$4,029
PEPSICO INC 29,303 +5,383 $4,005
     PEP29,303+5,383$4,005
FACEBOOK INC 18,883 +1,688 $3,876
     FB18,883+1,688$3,876
MCDONALDS CORP 18,080 -317 $3,573
     MCD18,080-317$3,573
DISNEY WALT CO 22,129 +3,334 $3,201
     DIS22,129+3,334$3,201
BIOGEN INC 10,747 +13 $3,189
     BIIB10,747+13$3,189
VANGUARD SCOTTSDALE FDS (VCIT) 33,647 +2,817 $3,073
     VCIT33,647+2,817$3,073
DUKE ENERGY CORP NEW 28,800 +664 $2,627
     DUK28,800+664$2,627
INTEL CORP 40,113 -1,672 $2,401
     INTC40,113-1,672$2,401
AMGEN INC 8,883 +3,541 $2,141
     AMGN8,883+3,541$2,141
CHEVRON CORP NEW 16,884 +1,231 $2,035
     CVX16,884+1,231$2,035
CISCO SYS INC 37,524 +854 $1,800
     CSCO37,524+854$1,800
NETFLIX INC 4,849 +919 $1,569
     NFLX4,849+919$1,569
INTERNATIONAL BUSINESS MACHS 11,260 +1,114 $1,509
     IBM11,260+1,114$1,509
ALIBABA GROUP HLDG LTD 6,863 +1,156 $1,456
     BABA6,863+1,156$1,456
ACTIVISION BLIZZARD INC 24,172 +3,213 $1,436
     ATVI24,172+3,213$1,436
UNITEDHEALTH GROUP INC 4,828 -4 $1,419
     UNH4,828-4$1,419
GOLDMAN SACHS GROUP INC 5,891 +124 $1,355
     GS5,891+124$1,355
STARWOOD PPTY TR INC 52,369 +2,666 $1,302
     STWD52,369+2,666$1,302
TWITTER INC 40,292 +10,280 $1,291
     TWTR40,292+10,280$1,291

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 12/31/2019: $328,259
At 09/30/2019: $294,579

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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