Fund HoldingsKMG FIDUCIARY PARTNERS, LLC

Total Portfolio Value
$858.65M
Total Bought
$100.05M
Total Sold
$42.76M
Net Transaction
+$57.29M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES TR071,781+71,781012,4821.45%+12,482
MICROSOFT CORP(MSFT)0113,710+113,710042,7594.98%+42,759
APPLE INC(AAPL)0283,311+283,311054,5466.35%+54,546
ISHARES TR0118,988+118,988056,8326.62%+56,832
ISHARES TR069,479+69,47906,7290.78%+6,729
QUALCOMM INC(QCOM)0129,597+129,597018,7442.18%+18,744
AMAZON COM INC(AMZN)0169,233+169,233025,7132.99%+25,713
ADVANCED MICRO DEVICES INC(AMD)076,077+76,077011,2151.31%+11,215
NVIDIA CORPORATION(NVDA)34,68337,006+2,32315,08718,3262.13%+3,239
ISHARES TR070,756+70,75607,6590.89%+7,659
JPMORGAN CHASE & CO(JPM)124,044122,683-1,36117,98920,8682.43%+2,879
META PLATFORMS INC(META)42,41843,257+83912,73415,3111.78%+2,577
SPDR SER TR
ST STR P500ETF
263,648280,641+16,99313,25115,6881.83%+2,437
GOLDMAN SACHS GROUP INC(GS)27,98228,839+8579,05411,1251.30%+2,071
ALPHABET INC(GOOG)175,518178,168+2,65022,96824,8882.90%+1,920
BLACKROCK INC(BLK)09,812+9,81207,9660.93%+7,966
BOEING CO(BA)022,007+22,00705,7360.67%+5,736
CROWN CASTLE INC(CCI)014,630+14,63001,6850.20%+1,685
STELLANTIS N.V(STLA)068,599+68,59901,6000.19%+1,600
ISHARES TR
CORE MSCI EAFE
0194,934+194,934013,7141.60%+13,714
CARDINAL HEALTH INC(CAH)095,210+95,21009,5971.12%+9,597
MEDTRONIC PLC(MDT)015,739+15,73901,2970.15%+1,297
MARRIOTT INTL INC NEW(MAR)37,85238,551+6997,4408,6941.01%+1,253
ALLIANCEBERNSTEIN HLDG L P(AB)040,105+40,10501,2440.14%+1,244
CORNING INC(GLW)039,392+39,39201,1990.14%+1,199
LULULEMON ATHLETICA INC(LULU)7,8688,190+3223,0344,1870.49%+1,153
SALESFORCE INC(CRM)017,592+17,59204,6290.54%+4,629
RTX CORPORATION(RTX)070,398+70,39805,9230.69%+5,923
VANGUARD INDEX FDS043,613+43,613010,1461.18%+10,146
ELI LILLY & CO(LLY)23,67323,483-19012,71513,6891.59%+973
AMERICAN EXPRESS CO(AXP)023,795+23,79504,4580.52%+4,458
INTEL CORP(INTC)190,045152,094-37,9516,7567,6430.89%+887
MCDONALDS CORP(MCD)022,511+22,51106,6750.78%+6,675
APPLIED MATLS INC027,148+27,14804,4000.51%+4,400
US BANCORP DEL(USB)48,39154,050+5,6591,6002,3390.27%+739
COCA COLA CO(KO)0165,838+165,83809,7731.14%+9,773
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
084,851+84,85104,1890.49%+4,189
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
224,078228,403+4,3258,7919,4951.11%+704
INTUITIVE SURGICAL INC011,663+11,66303,9350.46%+3,935
LOWES COS INC(LOW)028,991+28,99106,4520.75%+6,452
CLEVELAND-CLIFFS INC NEW(CLF)121,150124,964+3,8141,8942,5520.30%+658
ABBVIE INC(ABBV)84,24685,121+87512,55813,1911.54%+634
INVESCO ACTIVELY MANAGED ETF
TOTAL RETURN
136,767141,956+5,1896,1046,7060.78%+602
FIRST HORIZON CORPORATION(FHN)179,492182,130+2,6381,9782,5790.30%+601
CITIGROUP INC(C)050,096+50,09602,5770.30%+2,577
GENERAL DYNAMICS CORP(GD)15,21015,193-173,3613,9450.46%+584
DELTA AIR LINES INC DEL(DAL)0130,793+130,79305,2620.61%+5,262
NETFLIX INC(NFLX)04,671+4,67102,2740.26%+2,274
J P MORGAN EXCHANGE TRADED F
INTL BD OPP ETF
135,442140,204+4,7626,1616,7000.78%+539
T-MOBILE US INC(TMUS)15,84017,189+1,3492,2182,7560.32%+538
VISA INC(V)13,08413,607+5233,0093,5430.41%+533
MORGAN STANLEY(MS)32,03133,508+1,4772,6163,1250.36%+509
OWENS CORNING NEW(OC)2,1055,244+3,1392877770.09%+490
ALLSTATE CORP(ALL)016,481+16,48102,3070.27%+2,307
ORACLE CORP(ORCL)070,254+70,25407,4070.86%+7,407
BERKSHIRE HATHAWAY INC DEL23,21224,088+8768,1318,5911.00%+460
COSTCO WHSL CORP NEW(COST)3,5113,683+1721,9842,4310.28%+448
UNITEDHEALTH GROUP INC(UNH)14,15314,387+2347,1367,5740.88%+439
PRUDENTIAL FINL INC(PFH)48,37248,394+224,5905,0190.58%+429
DISNEY WALT CO(DIS)049,151+49,15104,4380.52%+4,438
CATERPILLAR INC(CAT)18,31118,314+34,9995,4150.63%+416
PALO ALTO NETWORKS INC(PANW)05,944+5,94401,7530.20%+1,753
SPDR S&P MIDCAP 400 ETF TR(MDY)08,729+8,72904,4290.52%+4,429
AMGEN INC(AMGN)15,23515,532+2974,0954,4740.52%+379
ELEVANCE HEALTH INC(ELV)0789+78903720.04%+372
INTERNATIONAL BUSINESS MACHS(IBM)20,24919,644-6052,8413,2130.37%+372
PAYPAL HLDGS INC(PYPL)046,882+46,88202,8790.34%+2,879
STARWOOD PPTY TR INC(STWD)0191,114+191,11404,0170.47%+4,017
ISHARES TR011,273+11,27303,4180.40%+3,418
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
0112,571+112,57106,1890.72%+6,189
3M CO(MMM)014,458+14,45801,5810.18%+1,581
DUKE ENERGY CORP NEW(DUK)054,524+54,52405,2910.62%+5,291
VANGUARD INDEX FDS08,129+8,12902,5270.29%+2,527
NORTHROP GRUMMAN CORP(NOC)4,7185,121+4032,0772,3970.28%+321
ALPHABET INC(GOOG)27,70328,149+4463,6533,9670.46%+314
VANGUARD INDEX FDS013,692+13,69202,9870.35%+2,987
WELLTOWER INC(WELL)037,190+37,19003,3530.39%+3,353
GENERAL MTRS CO(GM)058,016+58,01602,0840.24%+2,084
INNOVATOR ETFS TR
US EQTY PWR BUF
07,968+7,96802740.03%+274
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
047,751+47,75103,8810.45%+3,881
ISHARES TR9,5989,59802,2552,5170.29%+262
ABBOTT LABS016,246+16,24601,7880.21%+1,788
THE CIGNA GROUP(CI)8,9169,384+4682,5512,8100.33%+259
METLIFE INC(MET)47,58649,133+1,5472,9943,2490.38%+256
PROCTER AND GAMBLE CO(PG)066,074+66,07409,6821.13%+9,682
ISHARES TR
US TREAS BD ETF
010,375+10,37502390.03%+239
MOLINA HEALTHCARE INC(MOH)0642+64202320.03%+232
JANUS DETROIT STR TR
HENDRSN SHRT ETF
132,276136,111+3,8356,3456,5770.77%+232
HOME DEPOT INC(HD)04,976+4,97601,7240.20%+1,724
GLOBAL X FDS
GLB X MLP ENRG I
78,40579,494+1,0893,3233,5470.41%+224
VANGUARD INDEX FDS017,133+17,13301,5140.18%+1,514
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
04,022+4,02202170.03%+217
VANGUARD INDEX FDS0890+89002150.03%+215
ISHARES TR02,100+2,10002110.02%+211
INNOVATOR ETFS TR
US EQTY PWR BUF
06,650+6,65002090.02%+209
LAS VEGAS SANDS CORP(LVS)017,921+17,92108820.10%+882
ISHARES TR3,0835,011+1,9282904970.06%+207
KIMBERLY-CLARK CORP(KMB)01,694+1,69402060.02%+206
VERTEX PHARMACEUTICALS INC(VRTX)0493+49302010.02%+201
STARBUCKS CORP(SBUX)026,249+26,24902,5200.29%+2,520
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