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 |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 262 | $1,406,597,513 | +$38,016,007 | -$161,296,848 | -$123,280,841 | AAPL, NVDA, MSFT, GOOGL, IVV | 13F-HR | 13 Jan 2026, 18:40 |
| Q3 2025 | 297 | $1,490,127,267 | +$49,552,629 | -$5,258,490 | +$44,294,139 | NVDA, AAPL, IVV, MSFT, GOOGL | 13F-HR | 09 Oct 2025, 21:00 |
| Q2 2025 | 288 | $1,349,642,006 | +$57,673,436 | -$21,581,436 | +$36,092,000 | MSFT, NVDA, IVV, AAPL, AMZN | 13F-HR | 09 Jul 2025, 20:54 |
| Q1 2025 | 284 | $1,203,830,523 | +$99,062,016 | -$60,394,220 | +$38,667,796 | AAPL, IVV, MSFT, NVDA, AMZN | 13F-HR | 14 Apr 2025, 10:20 |
| Q4 2024 | 270 | $1,208,039,153 | +$72,092,875 | -$26,897,044 | +$45,195,831 | AAPL, IVV, MSFT, NVDA, AMZN | 13F-HR | 14 Jan 2025, 17:54 |
| Q3 2024 | 267 | $1,157,840,607 | +$156,867,990 | -$62,582,721 | +$94,285,269 | AAPL, IVV, MSFT, NVDA, AMZN | 13F-HR | 17 Oct 2024, 14:49 |
| Q2 2024 | 239 | $1,017,087,190 | +$75,456,907 | -$9,794,090 | +$65,662,817 | IVV, AAPL, MSFT, NVDA, GOOGL | 13F-HR | 17 Jul 2024, 19:57 |
| Q1 2024 | 233 | $965,245,782 | +$55,089,193 | -$30,874,840 | +$24,214,353 | IVV, MSFT, AAPL, NVDA, AMZN | 13F-HR | 10 Apr 2024, 15:01 |
| Q4 2023 | 236 | $858,651,471 | +$43,547,552 | -$27,534,469 | +$16,013,083 | IVV, AAPL, MSFT, AMZN, GOOGL | 13F-HR | 10 Jan 2024, 15:03 |
| Q3 2023 | 223 | $756,803,814 | +$18,266,528 | -$8,140,847 | +$10,125,681 | IVV, AAPL, MSFT, GOOGL, AMZN | 13F-HR | 25 Oct 2023, 16:41 |
| Q2 2023 | 227 | $772,629,829 | +$57,355,089 | -$31,023,963 | +$26,331,126 | AAPL, IVV, MSFT, AMZN, GOOGL | 13F-HR | 14 Jul 2023, 13:22 |
| Q1 2023 | 223 | $697,162,700 | +$97,216,023 | -$48,354,701 | +$48,861,322 | IVV, AAPL, MSFT, GOOGL, AMZN | 13F-HR | 13 Apr 2023, 15:10 |
| Q4 2022 | 228 | $609,041,516 | +$67,681,828 | -$14,077,451 | +$53,604,377 | IVV, AAPL, MSFT, JPM, GOOGL | 13F-HR | 12 Jan 2023, 11:39 |
| Q3 2022 | 191 | $519,735,000 | +$82,472,496 | -$51,509,118 | +$30,963,378 | AAPL, IVV, MSFT, AMZN, GOOGL | 13F-HR | 27 Oct 2022, 15:34 |
| Q2 2022 | 203 | $536,478,000 | +$45,703,458 | -$23,602,114 | +$22,101,344 | AAPL, IVV, MSFT, GOOGL, AMZN | 13F-HR | 13 Jul 2022, 16:26 |
| Q1 2022 | 201 | $625,479,000 | +$42,037,820 | -$30,877,743 | +$11,160,077 | AAPL, IVV, MSFT, AMZN, GOOGL | 13F-HR | 19 Apr 2022, 16:38 |
| Q4 2021 | 198 | $646,253,000 | +$36,921,663 | -$27,497,248 | +$9,424,415 | IVV, AAPL, MSFT, AMZN, GOOGL | 13F-HR | 12 Jan 2022, 11:33 |
| Q3 2021 | 199 | $587,691,000 | +$54,082,916 | -$27,948,472 | +$26,134,444 | IVV, AAPL, MSFT, AMZN, GOOGL | 13F-HR | 12 Oct 2021, 11:25 |
| Q2 2021 | 199 | $566,596,000 | +$22,384,805 | -$4,458,807 | +$17,925,998 | IVV, AAPL, MSFT, AMZN, GOOGL | 13F-HR | 20 Jul 2021, 12:21 |
| Q1 2021 | 171 | $512,691,000 | +$38,632,844 | -$23,239,244 | +$15,393,600 | IVV, AAPL, MSFT, AMZN, JPM | 13F-HR | 08 Apr 2021, 13:31 |
| Q4 2020 | 156 | $474,425,000 | +$37,078,960 | -$4,437,839 | +$32,641,121 | IVV, AAPL, MSFT, AMZN, GOOGL | 13F-HR | 13 Jan 2021, 13:38 |
| Q3 2020 | 140 | $402,155,000 | +$55,916,749 | -$20,148,033 | +$35,768,716 | IVV, AAPL, MSFT, AMZN, LQD | 13F-HR | 13 Oct 2020, 13:48 |
| Q2 2020 | 129 | $360,008,000 | +$42,605,013 | -$42,123,950 | +$481,063 | IVV, AAPL, MSFT, AMZN, LQD | 13F-HR | 22 Jul 2020, 14:04 |
| Q1 2020 | 128 | $303,700,000 | +$65,457,654 | -$30,848,952 | +$34,608,702 | IVV, AAPL, MSFT, AMZN, LQD | 13F-HR | 29 Apr 2020, 14:31 |
| Q4 2019 | 128 | $328,259,000 | +$29,021,024 | -$15,332,598 | +$13,688,426 | IVV, AAPL, MSFT, JPM, MDY | 13F-HR | 29 Jan 2020, 07:09 |
| Q3 2019 | 113 | $294,579,000 | +$16,640,887 | -$5,903,340 | +$10,737,547 | IVV, AAPL, MSFT, LQD, JPM | 13F-HR | 15 Oct 2019, 11:08 |
| Q2 2019 | 111 | $276,597,000 | +$11,489,510 | -$8,390,039 | +$3,099,471 | IVV, AAPL, MSFT, LQD, JPM | 13F-HR | 26 Jul 2019, 12:27 |
| Q1 2019 | 117 | $263,371,000 | +$22,898,852 | -$4,721,117 | +$18,177,735 | IVV, AAPL, MSFT, IWF, MDY | 13F-HR | 16 Apr 2019, 10:48 |
| Q4 2018 | 100 | $219,996,000 | $0 | $0 | $0 | IVV, AAPL, IWF, LQD, MSFT | 13F-HR | 12 Apr 2019, 17:32 |