KMG Fiduciary Partners, LLC
CIK:0001773205
Investment Adviser
$2B AUM
297 holdings
Toledo, OH, United States
KMG Fiduciary Partners, LLC is a fiduciary firm offering investment advisory services, including financial planning, consulting, and investment management. It was founded in 2018 by David Kaser, Richard Kaser, and Aaron Mechling. The firm is registered with the U.S. Securities and Exchange Commission and operates on a fee-only basis.
Investment Strategy
The firm invests in a variety of assets, with top holdings in companies like Microsoft, Nvidia, Apple, and Amazon. It is known for discretionary management services.
Top Buys
N
NVDANVIDIA CORPORATION+$18.5M
A
AAPLAPPLE INC+$14.9M
G
GOOGLALPHABET INC+$13.7M
I
IVVISHARES TR+$8.2M
O
ORCLORACLE CORP+$4.7M
Top Sells
C
CMGCHIPOTLE MEXICAN GRILL INC-$1.8M
C
CRMSALESFORCE INC-$1.0M
N
NVONOVO-NORDISK A S-$905.8K
I
ISRGINTUITIVE SURGICAL INC-$899.8K
N
NFLXNETFLIX INC-$742.4K
Top Holdings
N
NVDANVIDIA CORPORATION+5.4%$80.2M
A
AAPLAPPLE INC+5.0%$73.8M
I
IVVISHARES TR+4.6%$69.2M
M
MSFTMICROSOFT CORP+4.5%$67.4M
G
GOOGLALPHABET INC+3.2%$47.7M
Equity Positions (297)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 5.38% | $80.2M | 429,786 | $50.74 | $186.58 | +$18.5M |
A AAPL | APPLE INC | 4.95% | $73.8M | 289,888 | $68.84 | $254.63 | +$14.9M |
I IVV | ISHARES TR | 4.65% | $69.2M | 103,445 | $324.33 | $669.30 | +$8.2M |
M MSFT | MICROSOFT CORP | 4.52% | $67.4M | 130,160 | $183.14 | $517.95 | +$3.5M |
G GOOGL | ALPHABET INC | 3.20% | $47.7M | 196,300 | $83.44 | $243.10 | +$13.7M |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+8.2%
SERVICES-PREPACKAGED SOFTWARE
+7.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.3%
ELECTRONIC COMPUTERS
+5.2%
PHARMACEUTICAL PREPARATIONS
+4.0%