Notify me when KMG FIDUCIARY PARTNERS, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 297 | $1,490,127,267 | +$49,552,624 | -$5,258,490 | +$44,294,134 | NVDA, AAPL, IVV, MSFT, GOOGL | 13F-HR | 09 Oct 2025, 21:00 |
| Q2 2025 | 288 | $1,349,642,006 | +$57,673,439 | -$21,581,434 | +$36,092,005 | MSFT, NVDA, IVV, AAPL, AMZN | 13F-HR | 09 Jul 2025, 20:54 |
| Q1 2025 | 284 | $1,203,830,523 | +$99,062,015 | -$60,394,212 | +$38,667,803 | AAPL, IVV, MSFT, NVDA, AMZN | 13F-HR | 14 Apr 2025, 10:20 |
| Q4 2024 | 270 | $1,208,039,153 | +$72,092,877 | -$26,897,044 | +$45,195,833 | AAPL, IVV, MSFT, NVDA, AMZN | 13F-HR | 14 Jan 2025, 17:54 |
| Q3 2024 | 267 | $1,157,840,607 | +$156,867,981 | -$62,582,718 | +$94,285,263 | AAPL, IVV, MSFT, NVDA, AMZN | 13F-HR | 17 Oct 2024, 14:49 |
| Q2 2024 | 239 | $1,017,087,190 | +$75,456,884 | -$9,794,091 | +$65,662,793 | IVV, AAPL, MSFT, NVDA, GOOGL | 13F-HR | 17 Jul 2024, 19:57 |
| Q1 2024 | 233 | $965,245,782 | +$55,089,195 | -$30,874,831 | +$24,214,364 | IVV, MSFT, AAPL, NVDA, AMZN | 13F-HR | 10 Apr 2024, 15:01 |
| Q4 2023 | 236 | $858,651,471 | +$43,547,553 | -$27,534,472 | +$16,013,081 | IVV, AAPL, MSFT, AMZN, GOOGL | 13F-HR | 10 Jan 2024, 15:03 |
| Q3 2023 | 223 | $756,803,814 | +$18,266,528 | -$4,642,402 | +$13,624,126 | IVV, AAPL, MSFT, GOOGL, AMZN | 13F-HR | 25 Oct 2023, 16:41 |
| Q2 2023 | 227 | $772,629,829 | +$57,355,088 | -$28,236,000 | +$29,119,088 | AAPL, IVV, MSFT, AMZN, GOOGL | 13F-HR | 14 Jul 2023, 13:22 |
| Q1 2023 | 223 | $697,162,700 | +$97,216,022 | -$30,381,967 | +$66,834,055 | IVV, AAPL, MSFT, GOOGL, AMZN | 13F-HR | 13 Apr 2023, 15:10 |
| Q4 2022 | 228 | $609,041,516 | +$67,681,827 | -$10,200,450 | +$57,481,377 | IVV, AAPL, MSFT, JPM, GOOGL | 13F-HR | 12 Jan 2023, 10:39 |
| Q3 2022 | 191 | $519,735,000 | +$82,472,496 | -$38,290,119 | +$44,182,377 | AAPL, IVV, MSFT, AMZN, GOOGL | 13F-HR | 27 Oct 2022, 15:34 |
| Q2 2022 | 203 | $536,478,000 | +$45,703,454 | -$18,014,114 | +$27,689,340 | AAPL, IVV, MSFT, GOOGL, AMZN | 13F-HR | 13 Jul 2022, 16:26 |
| Q1 2022 | 201 | $624,945,534 | +$42,028,924 | -$28,683,746 | +$13,345,178 | AAPL, IVV, MSFT, AMZN, GOOGL | 13F-HR | 19 Apr 2022, 16:38 |
| Q4 2021 | 198 | $645,714,539 | +$36,910,200 | -$20,474,248 | +$16,435,952 | IVV, AAPL, MSFT, AMZN, GOOGL | 13F-HR | 12 Jan 2022, 10:33 |
| Q3 2021 | 199 | $587,691,000 | +$54,082,915 | -$27,948,472 | +$26,134,443 | IVV, AAPL, MSFT, AMZN, GOOGL | 13F-HR | 12 Oct 2021, 11:25 |
| Q2 2021 | 199 | $566,596,000 | +$22,384,804 | -$4,189,448 | +$18,195,356 | IVV, AAPL, MSFT, AMZN, GOOGL | 13F-HR | 20 Jul 2021, 12:21 |
| Q1 2021 | 171 | $512,691,000 | +$38,577,187 | -$23,239,243 | +$15,337,944 | IVV, AAPL, MSFT, AMZN, JPM | 13F-HR | 08 Apr 2021, 13:31 |
| Q4 2020 | 155 | $468,526,000 | +$36,977,003 | -$4,437,839 | +$32,539,164 | IVV, AAPL, MSFT, AMZN, GOOGL | 13F-HR | 13 Jan 2021, 12:38 |
| Q3 2020 | 139 | $396,023,367 | +$55,149,259 | -$16,505,524 | +$38,643,735 | IVV, AAPL, MSFT, AMZN, LQD | 13F-HR | 13 Oct 2020, 13:48 |
| Q2 2020 | 128 | $355,059,000 | +$42,605,011 | -$35,771,177 | +$6,833,834 | IVV, AAPL, MSFT, AMZN, LQD | 13F-HR | 22 Jul 2020, 14:04 |
| Q1 2020 | 126 | $299,079,000 | +$65,457,656 | -$13,482,456 | +$51,975,200 | IVV, AAPL, MSFT, AMZN, LQD | 13F-HR | 29 Apr 2020, 14:31 |
| Q4 2019 | 128 | $328,259,000 | +$29,021,020 | -$11,614,599 | +$17,406,421 | IVV, AAPL, MSFT, JPM, MDY | 13F-HR | 29 Jan 2020, 06:09 |
| Q3 2019 | 113 | $294,579,000 | +$16,640,891 | -$3,399,340 | +$13,241,551 | IVV, AAPL, MSFT, LQD, JPM | 13F-HR | 15 Oct 2019, 11:08 |
| Q2 2019 | 111 | $276,597,000 | +$11,489,509 | -$3,621,039 | +$7,868,470 | IVV, AAPL, MSFT, LQD, JPM | 13F-HR | 26 Jul 2019, 12:27 |
| Q1 2019 | 117 | $263,371,000 | +$22,898,855 | -$3,903,117 | +$18,995,738 | IVV, AAPL, MSFT, IWF, MDY | 13F-HR | 16 Apr 2019, 10:48 |
| Q4 2018 | 100 | $219,996,000 | $0 | IVV, AAPL, IWF, LQD, MSFT | 13F-HR | 12 Apr 2019, 17:32 |