Portfolio (Quarterly)
Guide ↗
KMG FIDUCIARY PARTNERS, LLC
· CIK 0001773205| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | Financial Services | 2,609 | $1.0M | 0.07% | SOLD |
| 2 | VUG | VANGUARD INDEX FDS | — | 773 | $377K | 0.03% | SOLD |
| 3 | RKLB | ROCKET LAB CORP | Industrials | 4,897 | $342K | 0.02% | SOLD |
| 4 | FSLR | FIRST SOLAR INC | Energy | 1,216 | $318K | 0.02% | SOLD |
| 5 | NAT | NORDIC AMERICAN TANKERS LIMI | Industrials | 86,703 | $298K | 0.02% | SOLD |
| 6 | IWM | ISHARES TR | — | 1,152 | $284K | 0.02% | SOLD |
| 7 | VTV | VANGUARD INDEX FDS | — | 1,480 | $283K | 0.02% | SOLD |
| 8 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 950 | $244K | 0.02% | SOLD |
| 9 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 2,460 | $235K | 0.02% | SOLD |
| 10 | — | LEIDOS HOLDINGS INC | — | 1,290 | $233K | 0.02% | SOLD |
| 11 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 1,524 | $210K | 0.01% | SOLD |
| 12 | ACN | ACCENTURE PLC IRELAND | Technology | 760 | $204K | 0.01% | SOLD |
Sector Allocation
Technology
34.8%
Financial Services
15.2%
Communication Services
11.3%
Healthcare
10.9%
Consumer Cyclical
9.2%
Industrials
7.0%
Consumer Defensive
5.1%
Energy
3.6%
Real Estate
1.3%
Utilities
1.1%