KMG FIDUCIARY PARTNERS, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Toledo, OH
CIK
0001773205
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 267 1,157,840 AAPL, IVV, MSFT, NVDA 13F-HR 10/17/2024 000175496024000508
Q2 2024 239 1,017,087 IVV, AAPL, MSFT, NVDA 13F-HR 7/17/2024 000175496024000283
Q1 2024 233 965,245 IVV, MSFT, AAPL, NVDA 13F-HR 4/10/2024 000175496024000124
Q4 2023 236 858,651 IVV, AAPL, MSFT, AMZN 13F-HR 1/10/2024 000175496024000015
Q3 2023 223 756,803 IVV, AAPL, MSFT, GOOGL 13F-HR 10/25/2023 000175496023000303
Q2 2023 227 772,629 AAPL, IVV, MSFT, AMZN 13F-HR 7/14/2023 000175496023000191
Q1 2023 223 697,162 IVV, AAPL, MSFT, GOOGL 13F-HR 4/13/2023 000175496023000101
Q4 2022 228 609,041 IVV, AAPL, MSFT, JPM 13F-HR 1/12/2023 000175496023000018
Q3 2022 191 519,735 AAPL, IVV, MSFT, AMZN 13F-HR 10/27/2022 000175496022000280
Q2 2022 203 536,478 AAPL, IVV, MSFT, GOOGL 13F-HR 7/13/2022 000175496022000178
Q1 2022 201 625,479 AAPL, IVV, MSFT, AMZN 13F-HR 4/19/2022 000175496022000097
Q4 2021 198 646,253 IVV, AAPL, MSFT, AMZN 13F-HR 1/12/2022 000175496022000010
Q3 2021 199 587,691 IVV, AAPL, MSFT, AMZN 13F-HR 10/12/2021 000175496021000174
Q2 2021 199 566,596 IVV, AAPL, MSFT, AMZN 13F-HR 7/20/2021 000175496021000115
Q1 2021 171 512,691 IVV, AAPL, MSFT, AMZN 13F-HR 4/8/2021 000175496021000047
Q4 2020 156 474,425 IVV, AAPL, MSFT, AMZN 13F-HR 1/13/2021 000175496021000012
Q3 2020 140 402,155 IVV, AAPL, MSFT, AMZN 13F-HR 10/13/2020 000175496020000066
Q2 2020 129 360,008 IVV, AAPL, MSFT, AMZN 13F-HR 7/22/2020 000175496020000046
Q1 2020 128 308,022 IVV, AAPL, MSFT, AMZN 13F-HR 4/29/2020 000122107320000070
Q4 2019 128 328,259 IVV, AAPL, MSFT, JPM 13F-HR 1/29/2020 000122107320000012
Q3 2019 113 294,579 IVV, AAPL, MSFT, LQD 13F-HR 10/15/2019 000122107319000097
Q2 2019 111 276,597 IVV, AAPL, MSFT, LQD 13F-HR 7/26/2019 000122107319000084
Q1 2019 117 263,371 IVV, AAPL, MSFT, IWF 13F-HR 4/16/2019 000122107319000038
Q4 2018 100 219,996 IVV, AAPL, IWF, LQD 13F-HR 4/15/2019 000122107319000036