KMG FIDUCIARY PARTNERS, LLC Q2 2025 Filing
Filed July 10, 2025
Portfolio Value
$1.3T
Holdings
288
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (288 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 128,490 | $63.9B | 4.74% | |
| 2 | NVDANVIDIA CORPORATION | 390,742 | $61.7B | 4.57% | |
| 3 | IVVISHARES TR | 98,359 | $61.1B | 4.53% | |
| 4 | AAPLAPPLE INC | 287,069 | $58.9B | 4.36% | |
| 5 | AMZNAMAZON COM INC | 177,210 | $38.9B | 2.88% | |
| 6 | JPMJPMORGAN CHASE & CO. | 121,730 | $35.3B | 2.61% | |
| 7 | SPYMSPDR SERIES TRUST | 480,481 | $34.9B | 2.59% | |
| 8 | GOOGLALPHABET INC | 193,216 | $34.1B | 2.52% | |
| 9 | METAMETA PLATFORMS INC | 43,678 | $32.2B | 2.39% | |
| 10 | LLYELI LILLY & CO | 30,002 | $23.4B | 1.73% | |
| 11 | GSGOLDMAN SACHS GROUP INC | 30,384 | $21.5B | 1.59% | |
| 12 | AQLTISHARES TR | 222,233 | $18.6B | 1.37% | |
| 13 | BRK/BBERKSHIRE HATHAWAY INC DEL | 34,545 | $16.8B | 1.24% | |
| 14 | ORCLORACLE CORP | 72,606 | $15.9B | 1.18% | |
| 15 | FBNDFIDELITY MERRIMACK STR TR | 326,253 | $14.9B | 1.11% | |
| 16 | QCOMQUALCOMM INC | 92,370 | $14.7B | 1.09% | |
| 17 | GTOINVESCO ACTIVELY MANAGED EXC | 310,921 | $14.6B | 1.08% | |
| 18 | JPIBJ P MORGAN EXCHANGE TRADED F | 298,686 | $14.5B | 1.08% | |
| 19 | ABBVABBVIE INC | 74,914 | $13.9B | 1.03% | |
| 20 | HYLSFIRST TR EXCHANGE-TRADED FD | 329,800 | $13.8B | 1.02% | |
| 21 | IVEISHARES TR | 70,068 | $13.7B | 1.01% | |
| 22 | PGPROCTER AND GAMBLE CO | 81,242 | $12.9B | 0.96% | |
| 23 | IJHISHARES TR | 197,169 | $12.2B | 0.91% | |
| 24 | VOVANGUARD INDEX FDS | 42,759 | $12.0B | 0.89% | |
| 25 | KOCOCA COLA CO | 169,086 | $12.0B | 0.89% | |
| 26 | CRMSALESFORCE INC | 43,230 | $11.8B | 0.87% | |
| 27 | COSTCOSTCO WHSL CORP NEW | 11,427 | $11.3B | 0.84% | |
| 28 | RDVYFIRST TR EXCHANGE TRADED FD | 179,753 | $11.3B | 0.84% | |
| 29 | AVGOBROADCOM INC | 39,435 | $10.9B | 0.81% | |
| 30 | IVWISHARES TR | 97,490 | $10.7B | 0.80% | |
| 31 | AMDADVANCED MICRO DEVICES INC | 75,570 | $10.7B | 0.79% | |
| 32 | CVXCHEVRON CORP NEW | 74,518 | $10.7B | 0.79% | |
| 33 | VVISA INC | 29,211 | $10.4B | 0.77% | |
| 34 | CITCINTAS CORP | 46,170 | $10.3B | 0.76% | |
| 35 | AXPAMERICAN EXPRESS CO | 31,353 | $10.0B | 0.74% | |
| 36 | VNLAJANUS DETROIT STR TR | 202,758 | $10.0B | 0.74% | |
| 37 | CAHCARDINAL HEALTH INC | 58,885 | $9.9B | 0.73% | |
| 38 | CSCOCISCO SYS INC | 142,123 | $9.9B | 0.73% | |
| 39 | CGMSCAPITAL GRP FIXED INCM ETF T | 355,666 | $9.8B | 0.73% | |
| 40 | RTXRTX CORPORATION | 64,820 | $9.5B | 0.70% | |
| 41 | IBMINTERNATIONAL BUSINESS MACHS | 30,633 | $9.0B | 0.67% | |
| 42 | AGGISHARES TR | 90,890 | $9.0B | 0.67% | |
| 43 | IWPISHARES TR | 63,600 | $8.8B | 0.65% | |
| 44 | BLKBLACKROCK INC | 8,373 | $8.8B | 0.65% | |
| 45 | LOWLOWES COS INC | 39,350 | $8.7B | 0.65% | |
| 46 | SRLNSSGA ACTIVE ETF TR | 198,874 | $8.3B | 0.61% | |
| 47 | AVLVAMERICAN CENTY ETF TR | 121,158 | $8.3B | 0.61% | |
| 48 | BKLCBNY MELLON ETF TRUST | 67,389 | $8.0B | 0.59% | |
| 49 | FSIGFIRST TR EXCHANGE-TRADED FD | 415,564 | $7.9B | 0.59% | |
| 50 | PANWPALO ALTO NETWORKS INC | 38,650 | $7.9B | 0.59% | |
| 51 | ISRGINTUITIVE SURGICAL INC | 14,465 | $7.9B | 0.58% | |
| 52 | MARMARRIOTT INTL INC NEW | 28,764 | $7.9B | 0.58% | |
| 53 | CMGCHIPOTLE MEXICAN GRILL INC | 138,267 | $7.8B | 0.58% | |
| 54 | IJRISHARES TR | 67,967 | $7.4B | 0.55% | |
| 55 | AMATAPPLIED MATLS INC | 38,910 | $7.1B | 0.53% | |
| 56 | IWSISHARES TR | 50,336 | $6.7B | 0.49% | |
| 57 | DUKDUKE ENERGY CORP NEW | 54,777 | $6.5B | 0.48% | |
| 58 | FENIFIDELITY COVINGTON TRUST | 184,806 | $6.1B | 0.46% | |
| 59 | NFLXNETFLIX INC | 4,525 | $6.1B | 0.45% | |
| 60 | WELLWELLTOWER INC | 35,892 | $5.5B | 0.41% | |
| 61 | JEPIJ P MORGAN EXCHANGE TRADED F | 94,328 | $5.4B | 0.40% | |
| 62 | GDGENERAL DYNAMICS CORP | 18,131 | $5.3B | 0.39% | |
| 63 | VCITVANGUARD SCOTTSDALE FDS | 62,978 | $5.2B | 0.39% | |
| 64 | DWDMORGAN STANLEY | 34,756 | $4.9B | 0.36% | |
| 65 | IGSBISHARES TR | 91,294 | $4.8B | 0.36% | |
| 66 | NVONOVO-NORDISK A S | 69,441 | $4.8B | 0.36% | |
| 67 | GOOGALPHABET INC | 26,969 | $4.8B | 0.35% | |
| 68 | METMETLIFE INC | 58,387 | $4.7B | 0.35% | |
| 69 | UNHUNITEDHEALTH GROUP INC | 14,885 | $4.6B | 0.34% | |
| 70 | JCPBJ P MORGAN EXCHANGE TRADED F | 93,189 | $4.4B | 0.32% | |
| 71 | VRTVERTIV HOLDINGS CO | 34,098 | $4.4B | 0.32% | |
| 72 | FLQMFRANKLIN TEMPLETON ETF TR | 80,272 | $4.4B | 0.32% | |
| 73 | MDYSPDR S&P MIDCAP 400 ETF TR | 7,616 | $4.3B | 0.32% | |
| 74 | VRIGINVESCO ACTIVELY MANAGED EXC | 171,720 | $4.3B | 0.32% | |
| 75 | BNDXVANGUARD CHARLOTTE FDS | 86,808 | $4.3B | 0.32% | |
| 76 | TSLATESLA INC | 13,526 | $4.3B | 0.32% | |
| 77 | MRKMERCK & CO INC | 53,278 | $4.2B | 0.31% | |
| 78 | IWFISHARES TR | 9,695 | $4.1B | 0.30% | |
| 79 | DALDELTA AIR LINES INC DEL | 83,309 | $4.1B | 0.30% | |
| 80 | VVVANGUARD INDEX FDS | 14,330 | $4.1B | 0.30% | |
| 81 | COINCOINBASE GLOBAL INC | 11,632 | $4.1B | 0.30% | |
| 82 | BACVERIZON COMMUNICATIONS INC | 93,424 | $4.0B | 0.30% | |
| 83 | SDVYFIRST TR EXCHANGE-TRADED FD | 111,593 | $3.9B | 0.29% | |
| 84 | DISDISNEY WALT CO | 31,703 | $3.9B | 0.29% | |
| 85 | PRUPRUDENTIAL FINL INC | 36,506 | $3.9B | 0.29% | |
| 86 | UBERUBER TECHNOLOGIES INC | 39,574 | $3.7B | 0.27% | |
| 87 | ALSALLSTATE CORP | 18,338 | $3.7B | 0.27% | |
| 88 | EFGISHARES TR | 32,625 | $3.7B | 0.27% | |
| 89 | INTCINTEL CORP | 160,772 | $3.6B | 0.27% | |
| 90 | SCHGSCHWAB STRATEGIC TR | 121,583 | $3.6B | 0.26% | |
| 91 | BITBBITWISE BITCOIN ETF TR | 60,517 | $3.5B | 0.26% | |
| 92 | CATCATERPILLAR INC | 9,115 | $3.5B | 0.26% | |
| 93 | CITHE CIGNA GROUP | 10,667 | $3.5B | 0.26% | |
| 94 | VUGVANGUARD INDEX FDS | 8,039 | $3.5B | 0.26% | |
| 95 | GMGENERAL MTRS CO | 71,431 | $3.5B | 0.26% | |
| 96 | NOCNORTHROP GRUMMAN CORP | 6,961 | $3.5B | 0.26% | |
| 97 | BABOEING CO | 16,387 | $3.4B | 0.25% | |
| 98 | DELLDELL TECHNOLOGIES INC | 27,466 | $3.4B | 0.25% | |
| 99 | PEPPEPSICO INC | 24,875 | $3.3B | 0.24% | |
| 100 | USBUS BANCORP DEL | 71,108 | $3.2B | 0.24% |
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