KMG FIDUCIARY PARTNERS, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 17, 2024
Value $
$1.16B
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 267 stock holdings with total value $1.16B as of Q3 2024. Top holdings included AAPL, IVV, MSFT, NVDA, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 267 $1.16B +$157M -$62.6M +$94.3M AAPL, IVV, MSFT, NVDA, AMZN 13F-HR 10/17/2024, 02:49 PM
Q2 2024 239 $1.02B +$75.5M -$9.79M +$65.7M IVV, AAPL, MSFT, NVDA, GOOGL 13F-HR 7/17/2024, 07:57 PM
Q1 2024 233 $965M +$55.1M -$30.9M +$24.2M IVV, MSFT, AAPL, NVDA, AMZN 13F-HR 4/10/2024, 03:01 PM
Q4 2023 236 $859M +$43.5M -$27.5M +$16M IVV, AAPL, MSFT, AMZN, GOOGL 13F-HR 1/10/2024, 03:03 PM
Q3 2023 223 $757M +$18.3M -$8.14M +$10.1M IVV, AAPL, MSFT, GOOGL, AMZN 13F-HR 10/25/2023, 04:41 PM
Q2 2023 227 $773M +$57.4M -$31M +$26.3M AAPL, IVV, MSFT, AMZN, GOOGL 13F-HR 7/14/2023, 01:22 PM
Q1 2023 223 $697M +$97.2M -$48.4M +$48.9M IVV, AAPL, MSFT, GOOGL, AMZN 13F-HR 4/13/2023, 03:10 PM
Q4 2022 228 $609M +$67.7M -$14.1M +$53.6M IVV, AAPL, MSFT, JPM, GOOGL 13F-HR 1/12/2023, 11:39 AM
Q3 2022 191 $520M +$82.5M -$51.5M +$31M AAPL, IVV, MSFT, AMZN, GOOGL 13F-HR 10/27/2022, 03:34 PM
Q2 2022 203 $536M +$45.7M -$23.6M +$22.1M AAPL, IVV, MSFT, GOOGL, AMZN 13F-HR 7/13/2022, 04:26 PM
Q1 2022 201 $625M +$42M -$30.9M +$11.2M AAPL, IVV, MSFT, AMZN, GOOGL 13F-HR 4/19/2022, 04:38 PM
Q4 2021 198 $646M +$36.9M -$27.5M +$9.42M IVV, AAPL, MSFT, AMZN, GOOGL 13F-HR 1/12/2022, 11:33 AM
Q3 2021 199 $588M +$54.1M -$27.9M +$26.1M IVV, AAPL, MSFT, AMZN, GOOGL 13F-HR 10/12/2021, 11:25 AM
Q2 2021 199 $567M +$22.4M -$4.46M +$17.9M IVV, AAPL, MSFT, AMZN, GOOGL 13F-HR 7/20/2021, 12:21 PM
Q1 2021 171 $513M +$38.6M -$23.2M +$15.4M IVV, AAPL, MSFT, AMZN, JPM 13F-HR 4/8/2021, 01:31 PM
Q4 2020 156 $474M +$37.1M -$4.44M +$32.6M IVV, AAPL, MSFT, AMZN, GOOGL 13F-HR 1/13/2021, 01:38 PM
Q3 2020 140 $402M +$55.9M -$20.1M +$35.8M IVV, AAPL, MSFT, AMZN, LQD 13F-HR 10/13/2020, 01:48 PM
Q2 2020 129 $360M +$42.6M -$42.1M +$481K IVV, AAPL, MSFT, AMZN, LQD 13F-HR 7/22/2020, 02:04 PM
Q1 2020 128 $304M +$65.5M -$30.8M +$34.6M IVV, AAPL, MSFT, AMZN, LQD 13F-HR 4/29/2020, 02:31 PM
Q4 2019 128 $328M +$29M -$15.3M +$13.7M IVV, AAPL, MSFT, JPM, MDY 13F-HR 1/29/2020, 07:09 AM
Q3 2019 113 $295M +$16.6M -$5.9M +$10.7M IVV, AAPL, MSFT, LQD, JPM 13F-HR 10/15/2019, 11:08 AM
Q2 2019 111 $277M +$11.5M -$8.39M +$3.1M IVV, AAPL, MSFT, LQD, JPM 13F-HR 7/26/2019, 12:27 PM
Q1 2019 117 $263M +$22.9M -$4.72M +$18.2M IVV, AAPL, MSFT, IWF, MDY 13F-HR 4/16/2019, 10:48 AM
Q4 2018 100 $220M $0 $0 IVV, AAPL, IWF, LQD, MSFT 13F-HR 4/12/2019, 05:32 PM