Fund HoldingsKMG FIDUCIARY PARTNERS, LLC

Total Portfolio Value
$1.41B
Total Bought
$102.69M
Total Sold
$257.52M
Net Transaction
-$154.83M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500ETF
0492,086+492,086039,4752.81%+39,475
ALPHABET INC(GOOG)196,300185,673-10,62747,72158,1164.13%+10,395
SSGA ACTIVE ETF TR
ST STR BL LN ETF
0251,506+251,506010,3800.74%+10,380
ELI LILLY & CO(LLY)31,66131,195-46624,15733,5252.38%+9,368
APPLE INC(AAPL)289,888285,063-4,82573,81477,4975.51%+3,683
CARDINAL HEALTH INC(CAH)057,515+57,515011,8190.84%+11,819
SPDR SERIES TRUST
ST SHOR CORP ETF
076,564+76,56402,3120.16%+2,312
GOLDMAN SACHS GROUP INC(GS)30,58530,070-51524,35626,4311.88%+2,075
INVESCO ACTIVELY MANAGED EXC
TOTAL RETURN
331,134372,037+40,90315,73217,6421.25%+1,910
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
085,539+85,53907,1640.51%+7,164
STARBUCKS CORP(SBUX)029,803+29,80302,5100.18%+2,510
INTUITIVE SURGICAL INC015,327+15,32708,6800.62%+8,680
ADVANCED MICRO DEVICES INC(AMD)79,28667,807-11,47912,82814,5221.03%+1,694
HONEYWELL INTL INC(HON)011,253+11,25302,1950.16%+2,195
AMAZON COM INC(AMZN)181,746180,060-1,68639,90641,5612.95%+1,655
ALPHABET INC(GOOG)26,77126,042-7296,5208,1720.58%+1,652
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
359,953400,080+40,12715,13616,7471.19%+1,611
MARRIOTT INTL INC NEW(MAR)030,537+30,53709,4740.67%+9,474
INVESCO ACTIVELY MANAGED EXC
VAR RATE INVT
0231,516+231,51605,8110.41%+5,811
GENERAL MTRS CO(GM)72,10070,288-1,8124,3965,7160.41%+1,320
J P MORGAN EXCHANGE TRADED F
INTL BD OPP ETF
317,886346,946+29,06015,58616,8961.20%+1,310
CISCO SYS INC(CSCO)0147,410+147,410011,3550.81%+11,355
AMERICAN EXPRESS CO(AXP)31,26831,326+5810,38611,5890.82%+1,203
DELTA AIR LINES INC DEL(DAL)84,47485,711+1,2374,7945,9480.42%+1,154
ISHARES TR70,23679,046+8,8108,3469,5000.68%+1,154
MERCK & CO INC(MRK)53,47453,543+694,4885,6360.40%+1,148
UNITEDHEALTH GROUP INC(UNH)16,26820,163+3,8955,6176,6560.47%+1,038
COCA COLA CO(KO)0177,922+177,922012,4390.88%+12,439
UNITED PARCEL SERVICE INC(UPS)034,176+34,17603,3900.24%+3,390
FORD MTR CO(F)0131,062+131,06201,7200.12%+1,720
RTX CORPORATION(RTX)66,70465,475-1,22911,16212,0080.85%+847
JPMORGAN CHASE & CO.(JPM)122,663122,591-7238,69239,5012.81%+809
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
99,035112,678+13,6435,6556,4500.46%+795
APPLIED MATLS INC39,48234,452-5,0308,0848,8540.63%+770
EATON VANCE TAX-MANAGED GLOB
COM
0360,568+360,56803,4360.24%+3,436
SELECT SECTOR SPDR TR
ST STR FINL ETF
013,661+13,66107480.05%+748
INTERNATIONAL BUSINESS MACHS(IBM)031,992+31,99209,4760.67%+9,476
QUALCOMM INC(QCOM)95,24596,869+1,62415,84516,5691.18%+724
SPDR INDEX SHS FDS
ST STR PO EX ETF
033,639+33,63901,4940.11%+1,494
PRUDENTIAL FINL INC(PFH)041,018+41,01804,6300.33%+4,630
ISHARES TR084,584+84,58402,6190.19%+2,619
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
038,877+38,87702,2600.16%+2,260
STARWOOD PPTY TR INC(STWD)0135,420+135,42002,4390.17%+2,439
FIDELITY MERRIMACK STR TR327,630341,405+13,77515,15015,7181.12%+569
THERMO FISHER SCIENTIFIC INC(TMO)5,7905,818+282,8083,3710.24%+563
MORGAN STANLEY(MS)34,75633,946-8105,5256,0260.43%+502
AMERICAN CENTY ETF TR123,160123,986+8268,9009,3940.67%+495
ROYAL BK CDA(RY)20,23220,341+1092,9813,4680.25%+487
SELECT SECTOR SPDR TR
ST STR ENERG ETF
010,564+10,56404720.03%+472
US BANCORP DEL(USB)73,31575,074+1,7593,5434,0060.28%+463
AMGEN INC(AMGN)07,212+7,21202,3600.17%+2,360
VISA INC(V)031,051+31,051010,8900.77%+10,890
FORTINET INC(FTNT)05,468+5,46804340.03%+434
CHEVRON CORP NEW(CVX)75,96780,106+4,13911,79712,2090.87%+412
SPDR SERIES TRUST
ST STR SP400VAL
04,848+4,84804100.03%+410
BRISTOL-MYERS SQUIBB CO(BMY)043,150+43,15002,3280.17%+2,328
MANULIFE FINL CORP(MFC)011,221+11,22104070.03%+407
SELECT SECTOR SPDR TR
ST STR INDL ETF
02,568+2,56803980.03%+398
BROADCOM INC(AVGO)40,30339,438-86513,29613,6490.97%+353
CATERPILLAR INC(CAT)9,1258,199-9264,3544,6970.33%+343
ROCKET LAB CORP(RKLB)04,897+4,89703420.02%+342
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
365,726379,162+13,43610,14910,4720.74%+324
SCHWAB STRATEGIC TR035,433+35,43309720.07%+972
VANGUARD INDEX FDS01,504+1,50403190.02%+319
FIRST SOLAR INC(FSLR)01,216+1,21603180.02%+318
NORDIC AMERICAN TANKERS LIMI
COM
086,703+86,70302980.02%+298
INNOVATOR ETFS TRUST
US EQTY PWR BUF
06,685+6,68502940.02%+294
CITIGROUP INC(C)011,656+11,65601,3600.10%+1,360
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
03,195+3,19506120.04%+612
VERTIV HOLDINGS CO(VRT)34,42033,789-6315,1935,4740.39%+282
FIRST TR EXCHANGE-TRADED FD01,911+1,91102720.02%+272
TRUIST FINL CORP(TFC)052,719+52,71902,5940.18%+2,594
JOHNSON & JOHNSON(JNJ)11,82111,852+312,1922,4530.17%+261
DISNEY WALT CO(DIS)034,350+34,35003,9080.28%+3,908
BEST BUY INC(BBY)03,729+3,72902500.02%+250
WELLTOWER INC(WELL)35,65435,506-1486,3516,5900.47%+239
ISHARES TR92,91295,641+2,7299,3149,5530.68%+238
FIRST TR EXCHANGE-TRADED FD
LTD DUR INVT ETF
424,447437,138+12,6918,1548,3890.60%+235
DOW INC(DOW)080,892+80,89201,8910.13%+1,891
JANUS DETROIT STR TR
HENDRSN SHRT ETF
221,165226,462+5,29710,90111,1280.79%+227
ACCENTURE PLC IRELAND
SHS CLASS A
0760+76002040.01%+204
FIDELITY COVINGTON TRUST
ENHANCED INTL
185,650184,167-1,4836,5506,7370.48%+187
KINDER MORGAN INC DEL(KMI)131,711142,289+10,5783,7293,9120.28%+183
CORNING INC(GLW)52,58351,309-1,2744,3134,4930.32%+179
WALMART INC(WMT)020,438+20,43802,2770.16%+2,277
PFIZER INC(PFE)132,248142,189+9,9413,3703,5410.25%+171
PACER FDS TR
US CASH COWS 100
040,437+40,43702,4330.17%+2,433
INVESCO EXCH TRADED FD TR II27,18027,299+1192,5052,6420.19%+137
SIMON PPTY GROUP INC NEW(SPG)02,148+2,14803980.03%+398
3M CO(MMM)018,597+18,59702,9770.21%+2,977
LEGG MASON ETF INVT
FRANKLIN INTL LW
048,970+48,97001,8030.13%+1,803
BOEING CO(BA)016,918+16,91803,6730.26%+3,673
LOWES COS INC(LOW)40,79542,979+2,18410,25210,3650.74%+113
ISHARES TR016,784+16,78401,0930.08%+1,093
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
074,748+74,74801,6920.12%+1,692
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
064,871+64,87102,8310.20%+2,831
SCHWAB STRATEGIC TR0109,868+109,86803,5840.25%+3,584
BNY MELLON ETF TRUST
US LRG CP CORE
67,10666,577-5298,6158,7080.62%+93
SCHWAB STRATEGIC TR069,053+69,05301,8790.13%+1,879
KLA CORP(KLAC)0601+60107300.05%+730
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