Fund HoldingsKMG FIDUCIARY PARTNERS, LLC

Total Portfolio Value
$965.25M
Total Bought
$133.45M
Total Sold
$36.71M
Net Transaction
+$96.74M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)37,00641,399+4,39318,32637,4063.88%+19,080
ISHARES TR118,988120,123+1,13556,83263,1526.54%+6,320
META PLATFORMS INC(META)43,25744,137+88015,31121,4322.22%+6,121
ELI LILLY & CO(LLY)23,48325,446+1,96313,68919,7962.05%+6,107
MICROSOFT CORP(MSFT)113,710115,829+2,11942,75948,7315.05%+5,972
AMAZON COM INC(AMZN)169,233170,616+1,38325,71330,7763.19%+5,062
JPMORGAN CHASE & CO(JPM)122,683123,353+67020,86824,7082.56%+3,839
J P MORGAN EXCHANGE TRADED F
INTL BD OPP ETF
140,204217,882+77,6786,70010,3761.07%+3,675
INVESCO ACTIVELY MANAGED ETF
TOTAL RETURN
141,956219,956+78,0006,70610,2961.07%+3,590
LOWES COS INC(LOW)28,99138,694+9,7036,4529,8561.02%+3,404
AMERICAN EXPRESS CO(AXP)23,79534,163+10,3684,4587,7790.81%+3,321
RTX CORPORATION(RTX)70,39890,888+20,4905,9238,8640.92%+2,941
ALPHABET INC(GOOG)178,168183,645+5,47724,88827,7182.87%+2,829
ADVANCED MICRO DEVICES INC(AMD)76,07777,108+1,03111,21513,9171.44%+2,703
INTERNATIONAL BUSINESS MACHS(IBM)19,64430,017+10,3733,2135,7320.59%+2,519
COCA COLA CO(KO)165,838197,314+31,4769,77312,0721.25%+2,299
ORACLE CORP(ORCL)70,25476,901+6,6477,4079,6601.00%+2,253
ABBVIE INC(ABBV)85,12184,313-80813,19115,3531.59%+2,162
SPDR SER TR
ST STR P500ETF
280,641288,938+8,29715,68817,7781.84%+2,090
DISNEY WALT CO(DIS)49,15153,014+3,8634,4386,4870.67%+2,049
SALESFORCE INC(CRM)17,59221,936+4,3444,6296,6070.68%+1,978
JOHNSON & JOHNSON(JNJ)032,778+32,77805,1850.54%+5,185
BERKSHIRE HATHAWAY INC DEL24,08824,450+3628,59110,2821.07%+1,691
INTUITIVE SURGICAL INC11,66313,968+2,3053,9355,5740.58%+1,640
UBER TECHNOLOGIES INC(UBER)020,398+20,39801,5700.16%+1,570
STARWOOD PPTY TR INC(STWD)191,114271,243+80,1294,0175,5140.57%+1,497
COSTCO WHSL CORP NEW(COST)3,6835,275+1,5922,4313,8650.40%+1,434
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
228,403261,451+33,0489,49510,7801.12%+1,285
APPLIED MATLS INC27,14827,314+1664,4005,6330.58%+1,233
INTEL CORP(INTC)152,094199,907+47,8137,6438,8300.91%+1,187
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
025,046+25,04601,1780.12%+1,178
CHEVRON CORP NEW(CVX)079,913+79,913012,6051.31%+12,605
ISHARES TR71,78172,838+1,05712,48213,6071.41%+1,125
ISHARES TR70,75679,349+8,5937,6598,7700.91%+1,110
CARDINAL HEALTH INC(CAH)95,21095,581+3719,59710,6951.11%+1,098
NIKE INC(NKE)013,525+13,52501,2710.13%+1,271
GOLDMAN SACHS GROUP INC(GS)28,83928,987+14811,12512,1081.25%+982
PROCTER AND GAMBLE CO(PG)66,07465,675-3999,68210,6561.10%+973
SSGA ACTIVE ETF TR
ST STR BL LN ETF
0139,746+139,74605,8850.61%+5,885
DELTA AIR LINES INC DEL(DAL)130,793129,294-1,4995,2626,1890.64%+927
NETFLIX INC(NFLX)4,6715,198+5272,2743,1570.33%+883
ISHARES TR
CORE MSCI EAFE
194,934196,325+1,39113,71414,5711.51%+858
VANGUARD INDEX FDS43,61343,905+29210,14610,9701.14%+824
ISHARES TR69,47972,574+3,0956,7297,5320.78%+803
MERCK & CO INC(MRK)037,579+37,57904,9580.51%+4,958
INVESCO ACTIVELY MANAGED ETF
VAR RATE INVT
0130,835+130,83503,2830.34%+3,283
THE CIGNA GROUP(CI)9,3849,571+1872,8103,4760.36%+666
PRUDENTIAL FINL INC(PFH)48,39448,189-2055,0195,6570.59%+638
GENERAL MTRS CO(GM)58,01658,450+4342,0842,6510.27%+567
ALLSTATE CORP(ALL)16,48116,382-992,3072,8340.29%+527
PALO ALTO NETWORKS INC(PANW)5,9447,983+2,0391,7532,2680.23%+515
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
031,478+31,47801,5190.16%+1,519
PHILLIPS 66(PSX)014,069+14,06902,2980.24%+2,298
GENERAL DYNAMICS CORP(GD)15,19315,479+2863,9454,3730.45%+427
TESLA INC(TSLA)012,298+12,29802,1620.22%+2,162
METLIFE INC(MET)49,13349,480+3473,2493,6670.38%+418
SPDR S&P MIDCAP 400 ETF TR(MDY)8,7298,674-554,4294,8260.50%+397
STELLANTIS N.V(STLA)68,59970,128+1,5291,6001,9850.21%+385
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
112,571113,452+8816,1896,5640.68%+375
QUALCOMM INC(QCOM)129,597112,798-16,79918,74419,0971.98%+353
GLOBAL X FDS
GLB X MLP ENRG I
79,49479,377-1173,5473,8890.40%+342
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
47,75152,347+4,5963,8814,2140.44%+333
NETAPP INC(NTAP)018,132+18,13201,9030.20%+1,903
THERMO FISHER SCIENTIFIC INC(TMO)03,641+3,64102,1160.22%+2,116
FORD MTR CO DEL(F)0231,578+231,57803,0750.32%+3,075
VANGUARD INDEX FDS13,69213,69202,9873,2830.34%+296
ISHARES TR030,492+30,49203,4800.36%+3,480
ALPHABET INC(GOOG)28,14927,942-2073,9674,2540.44%+287
STRYKER CORPORATION(SYK)0788+78802820.03%+282
ISHARES TR9,5989,716+1182,5172,7980.29%+281
EATON CORP PLC(ETN)0888+88802780.03%+278
CLEVELAND-CLIFFS INC NEW(CLF)124,964123,902-1,0622,5522,8180.29%+266
ISHARES TR11,27310,917-3563,4183,6790.38%+262
VISA INC(V)13,60713,627+203,5433,8030.39%+260
DEVON ENERGY CORP NEW(DVN)032,910+32,91001,6510.17%+1,651
STEEL DYNAMICS INC(STLD)01,693+1,69302510.03%+251
VANGUARD INDEX FDS8,1298,064-652,5272,7750.29%+248
ISHARES TR092,484+92,48402,9810.31%+2,981
TRANSDIGM GROUP INC(TDG)0194+19402390.02%+239
SAIA INC(SAIA)01,534+1,53408970.09%+897
VALERO ENERGY CORP(VLO)01,287+1,28702200.02%+220
WALMART INC(WMT)018,327+18,32701,1030.11%+1,103
ALLIANCEBERNSTEIN HLDG L P(AB)40,10541,912+1,8071,2441,4560.15%+212
TRANE TECHNOLOGIES PLC(TT)0699+69902100.02%+210
BLACKROCK INC(BLK)9,8129,799-137,9668,1690.85%+204
ISHARES TR020,913+20,91301,7660.18%+1,766
MORGAN STANLEY(MS)33,50835,219+1,7113,1253,3160.34%+192
JANUS DETROIT STR TR
HENDRSN SHRT ETF
136,111139,493+3,3826,5776,7650.70%+189
MARRIOTT INTL INC NEW(MAR)38,55135,190-3,3618,6948,8790.92%+185
BERKSHIRE HATHAWAY INC DEL02+201,2690.13%+1,269
CORNING INC(GLW)39,39241,511+2,1191,1991,3680.14%+169
NORTHROP GRUMMAN CORP(NOC)5,1215,358+2372,3972,5650.27%+167
TEXAS INSTRS INC(TXN)05,705+5,70509940.10%+994
VANGUARD INDEX FDS012,754+12,75402,0770.22%+2,077
AMERICAN ELEC PWR CO INC017,625+17,62501,5170.16%+1,517
WISDOMTREE TR(WT)025,156+25,15601,3940.14%+1,394
BRISTOL-MYERS SQUIBB CO(BMY)027,504+27,50401,4920.15%+1,492
T-MOBILE US INC(TMUS)17,18917,689+5002,7562,8870.30%+131
MEDTRONIC PLC(MDT)15,73916,366+6271,2971,4260.15%+130
ISHARES TR027,295+27,29502,1800.23%+2,180
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