Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
KMG FIDUCIARY PARTNERS LLC 01-10-2024 12-31-2023 236 858,651,471
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P500 ETF 1 $56,832,439 118,988 0.01 0.01 -105 -0.09 12-31-2023
APPLE INC COM 2 $54,545,853 283,311 0.01 0.01 -510 -0.18 12-31-2023
MICROSOFT CORP COM 3 $42,759,356 113,710 0.00 0.00 1,199 1.07 12-31-2023
AMAZON COM INC COM 4 $25,713,298 169,233 0.00 0.00 1,482 0.88 12-31-2023
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