KMG FIDUCIARY PARTNERS, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 15, 2025
Value $
$1.21B
Signature - Title
Aryn Sands - Agent
Location
Toledo, OH
Summary
This page shows a list of all the recent 13F filings made by KMG FIDUCIARY PARTNERS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KMG FIDUCIARY PARTNERS, LLC reported 270 stock holdings with total value $1.21B as of Q4 2024. Top holdings included AAPL, IVV, MSFT, NVDA, and AMZN.
Holdings Value