| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 23 | Q2 2024 | 11.0% |
| APPLE INC | 23 | Q2 2024 | 8.5% |
| MICROSOFT CORP | 23 | Q2 2024 | 5.5% |
| AMAZON COM INC | 23 | Q2 2024 | 3.8% |
| ALPHABET INC | 23 | Q2 2024 | 3.4% |
| JPMORGAN CHASE & CO. | 23 | Q2 2024 | 3.3% |
| PROCTER & GAMBLE CO | 23 | Q2 2024 | 2.7% |
| QUALCOMM INC | 23 | Q2 2024 | 2.3% |
| SPDR S&P MIDCAP 400 ETF TR | 23 | Q2 2024 | 3.3% |
| ISHARES TR | 23 | Q2 2024 | 3.4% |
View KMG FIDUCIARY PARTNERS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-18 |
| N-PX | 2024-07-18 |
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-13 |
View KMG FIDUCIARY PARTNERS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.