0001754960-20-000046.txt : 20200722 0001754960-20-000046.hdr.sgml : 20200722 20200722140446 ACCESSION NUMBER: 0001754960-20-000046 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200722 DATE AS OF CHANGE: 20200722 EFFECTIVENESS DATE: 20200722 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KMG FIDUCIARY PARTNERS, LLC CENTRAL INDEX KEY: 0001773205 IRS NUMBER: 831985347 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19469 FILM NUMBER: 201041174 BUSINESS ADDRESS: STREET 1: 7530 KINGS POINTE ROAD CITY: TOLEDO STATE: OH ZIP: 43617 BUSINESS PHONE: 4195178040 MAIL ADDRESS: STREET 1: 7530 KINGS POINTE ROAD CITY: TOLEDO STATE: OH ZIP: 43617 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001773205 XXXXXXXX 06-30-2020 06-30-2020 KMG FIDUCIARY PARTNERS, LLC

7530 KINGS POINTE ROAD TOLEDO OH 43617

13F HOLDINGS REPORT 028-19469 N File13F.com 877-588-2679 Aryn Sands Reno NV 07-22-2020 0 129 360008 false INFORMATION TABLE 2 InformationTableOutput.xml MEDTRONIC PLCSHSG5960L103267 2911 SH SOLE 2911 0 0 AT&T INCCOM00206R1023398 112411 SH SOLE 112411 0 0 ABBOTT LABSCOM002824100982 10745 SH SOLE 10745 0 0 ABBVIE INCCOM00287Y1091682 17131 SH SOLE 17131 0 0 ACTIVISION BLIZZARD INCCOM00507V1091896 24981 SH SOLE 24981 0 0 ALIBABA GROUP HLDG LTDSPONSORED ADS01609W1022937 13618 SH SOLE 13618 0 0 ALPHABET INCCAP STK CL C02079K107363 257 SH SOLE 257 0 0 ALPHABET INCCAP STK CL A02079K3059229 6508 SH SOLE 6508 0 0 ALTRIA GROUP INCCOM02209S103262 6666 SH SOLE 6666 0 0 AMAZON COM INCCOM02313510613711 4970 SH SOLE 4970 0 0 AMERICAN ELEC PWR CO INCCOM0255371011180 14820 SH SOLE 14820 0 0 AMERICAN EXPRESS COCOM0258161094633 48667 SH SOLE 48666 0 0 AMERIPRISE FINL INCCOM03076C106227 1516 SH SOLE 1516 0 0 AMGEN INCCOM0311621003210 13611 SH SOLE 13611 0 0 ANALOG DEVICES INCCOM032654105395 3222 SH SOLE 3222 0 0 APPLE INCCOM03783310026197 71813 SH SOLE 71812 0 0 APPLIED MATLS INCCOM0382221051313 21718 SH SOLE 21718 0 0 ARCHER DANIELS MIDLAND COCOM0394831021247 31243 SH SOLE 31242 0 0 BERKSHIRE HATHAWAY INC DELCL B NEW084670702785 4395 SH SOLE 4395 0 0 BIOGEN INCCOM09062X1033207 11986 SH SOLE 11986 0 0 BLACKROCK INCCOM09247X1014694 8626 SH SOLE 8626 0 0 BOEING COCOM0970231053354 18301 SH SOLE 18300 0 0 BOSTON SCIENTIFIC CORPCOM1011371071220 34762 SH SOLE 34762 0 0 BRISTOL-MYERS SQUIBB COCOM110122108880 14974 SH SOLE 14974 0 0 CIGNA CORP NEWCOM1255231001183 6305 SH SOLE 6305 0 0 CVS HEALTH CORPCOM1266501002419 37237 SH SOLE 37236 0 0 CARDINAL HEALTH INCCOM14149Y108978 18737 SH SOLE 18736 0 0 CHEVRON CORP NEWCOM166764100335 3759 SH SOLE 3759 0 0 CISCO SYS INCCOM17275R1021695 36334 SH SOLE 36333 0 0 CINTAS CORPCOM172908105458 1721 SH SOLE 1721 0 0 COCA COLA COCOM1912161004989 111664 SH SOLE 111663 0 0 COSTCO WHSL CORP NEWCOM22160K1051073 3538 SH SOLE 3538 0 0 DISNEY WALT COCOM DISNEY2546871063924 35193 SH SOLE 35193 0 0 DOMINION ENERGY INCCOM25746U109261 3215 SH SOLE 3215 0 0 DUKE ENERGY CORP NEWCOM NEW26441C2041298 16251 SH SOLE 16251 0 0 EATON VANCE TAX-MANAGED GLOBCOM27829F1082675 362437 SH SOLE 362437 0 0 EXXON MOBIL CORPCOM30231G102231 5165 SH SOLE 5165 0 0 FACEBOOK INCCL A30303M1024994 21992 SH SOLE 21992 0 0 FIRST TR MORNINGSTAR DIVID LSHS3369171092460 97007 SH SOLE 97006 0 0 FIRST TR EXCH TRADED FD IIIPFD SECS INC ETF33739E1082757 149682 SH SOLE 149682 0 0 GENERAL DYNAMICS CORPCOM3695501081054 7055 SH SOLE 7055 0 0 GOLDMAN SACHS GROUP INCCOM38141G1041131 5724 SH SOLE 5724 0 0 HOME DEPOT INCCOM4370761021522 6077 SH SOLE 6077 0 0 HONEYWELL INTL INCCOM438516106445 3077 SH SOLE 3077 0 0 HUNTINGTON BANCSHARES INCCOM446150104299 33108 SH SOLE 33108 0 0 ILLINOIS TOOL WKS INCCOM452308109397 2272 SH SOLE 2272 0 0 INTEL CORPCOM4581401002489 41605 SH SOLE 41605 0 0 INTERNATIONAL BUSINESS MACHSCOM4592001011450 12006 SH SOLE 12005 0 0 INVESCO ACTIVELY MANAGED ETFVAR RATE INVT46090A8794949 201096 SH SOLE 201095 0 0 INVESCO ACTIVELY MANAGED ETFULTRA SHRT DUR46090A8872291 45422 SH SOLE 45422 0 0 INTUITCOM461202103415 1400 SH SOLE 1400 0 0 INVESCO EXCHANGE-TRADED FD TVAR RATE PFD46138G8705165 220459 SH SOLE 220458 0 0 ISHARES TRCORE S&P500 ETF46428720039284 126849 SH SOLE 126848 0 0 ISHARES TRCORE US AGGBD ET4642872266493 54931 SH SOLE 54931 0 0 ISHARES TRIBOXX INV CP ETF46428724210600 78811 SH SOLE 78811 0 0 ISHARES TRRUS MDCP VAL ETF4642874734450 58141 SH SOLE 58141 0 0 ISHARES TRRUS MD CP GR ETF4642874816878 43496 SH SOLE 43495 0 0 ISHARES TRCORE S&P MCP ETF464287507209 1177 SH SOLE 1177 0 0 ISHARES TRNASDAQ BIOTECH464287556217 1586 SH SOLE 1586 0 0 ISHARES TRRUS 1000 VAL ETF464287598387 3436 SH SOLE 3436 0 0 ISHARES TRRUS 1000 GRW ETF4642876145718 29789 SH SOLE 29789 0 0 ISHARES TRUS HLTHCARE ETF464287762552 2558 SH SOLE 2558 0 0 ISHARES TRCORE S&P SCP ETF464287804474 6945 SH SOLE 6945 0 0 ISHARES TRNATIONAL MUN ETF464288414624 5410 SH SOLE 5410 0 0 ISHARES TRIBOXX HI YD ETF4642885137004 85807 SH SOLE 85807 0 0 ISHARES TRSH TR CRPORT ETF464288646890 16262 SH SOLE 16262 0 0 ISHARES TRPFD AND INCM SEC464288687211 6078 SH SOLE 6078 0 0 ISHARES TRFLTG RATE NT ETF46429B655307 6063 SH SOLE 6063 0 0 ISHARES TRCORE HIGH DV ETF46429B663882 10865 SH SOLE 10865 0 0 ISHARES TRCORE MSCI EAFE46432F8423316 58021 SH SOLE 58021 0 0 JPMORGAN CHASE & COCOM46625H1007942 84433 SH SOLE 84433 0 0 JOHNSON & JOHNSONCOM4781601041986 14122 SH SOLE 14122 0 0 LILLY ELI & COCOM532457108546 3325 SH SOLE 3325 0 0 MCCORMICK & CO INCCOM NON VTG579780206764 4260 SH SOLE 4260 0 0 MCDONALDS CORPCOM5801351013593 19480 SH SOLE 19479 0 0 MERCK & CO. INCCOM58933Y1056777 87632 SH SOLE 87631 0 0 METLIFE INCCOM59156R1081249 34193 SH SOLE 34192 0 0 MICROSOFT CORPCOM59491810419941 97983 SH SOLE 97982 0 0 NIKE INCCL B6541061031399 14269 SH SOLE 14269 0 0 NORFOLK SOUTHERN CORPCOM655844108290 1654 SH SOLE 1653 0 0 NORTHROP GRUMMAN CORPCOM6668071021352 4397 SH SOLE 4397 0 0 NVIDIA CORPORATIONCOM67066G1042189 5763 SH SOLE 5763 0 0 ORACLE CORPCOM68389X105435 7865 SH SOLE 7865 0 0 PAYPAL HLDGS INCCOM70450Y1032401 13779 SH SOLE 13779 0 0 PEPSICO INCCOM7134481085627 42548 SH SOLE 42548 0 0 PFIZER INCCOM717081103321 9817 SH SOLE 9817 0 0 PROCTER AND GAMBLE COCOM7427181097896 66033 SH SOLE 66033 0 0 QUALCOMM INCCOM7475251036427 70464 SH SOLE 70463 0 0 RAYTHEON TECHNOLOGIES CORPCOM75513E1013507 56909 SH SOLE 56908 0 0 ROKU INCCOM CL A77543R102891 7645 SH SOLE 7645 0 0 SPDR S&P 500 ETF TRTR UNIT78462F103249 807 SH SOLE 807 0 0 SPDR SER TRPORTFOLIO CRPORT78464A144599 17009 SH SOLE 17009 0 0 SPDR SER TRS&P REGL BKG78464A698407 10590 SH SOLE 10590 0 0 SPDR SER TRS&P 400 MDCP VAL78464A839275 6460 SH SOLE 6460 0 0 SPDR SER TRS&P BIOTECH78464A870301 2686 SH SOLE 2686 0 0 SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y1077323 22568 SH SOLE 22567 0 0 SPDR SER TRBLOMBERG BRC INV78468R200751 24626 SH SOLE 24626 0 0 SALESFORCE COM INCCOM79466L3022504 13368 SH SOLE 13368 0 0 SCHRODINGER INCCOM80810D103209 2280 SH SOLE 2280 0 0 SELECT SECTOR SPDR TRSBI INT-FINL81369Y605334 14424 SH SOLE 14424 0 0 SNAP INCCL A83304A1061648 70157 SH SOLE 70157 0 0 SQUARE INCCL A8522341031815 17300 SH SOLE 17300 0 0 STARBUCKS CORPCOM8552441093620 49198 SH SOLE 49197 0 0 T-MOBILE US INCCOM8725901041503 14433 SH SOLE 14433 0 0 TESLA INCCOM88160R101427 395 SH SOLE 395 0 0 TEXAS INSTRS INCCOM882508104475 3744 SH SOLE 3744 0 0 3M COCOM88579Y101939 6021 SH SOLE 6021 0 0 TWITTER INCCOM90184L1021479 49636 SH SOLE 49636 0 0 UNITEDHEALTH GROUP INCCOM91324P1023572 12110 SH SOLE 12109 0 0 VANECK VECTORS ETF TRINVT GRADE FLTG92189F486648 25888 SH SOLE 25888 0 0 VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409394 4772 SH SOLE 4772 0 0 VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C8703044 31999 SH SOLE 31998 0 0 VANGUARD INDEX FDSREAL ESTATE ETF9229085532288 29140 SH SOLE 29140 0 0 VANGUARD INDEX FDSMID CAP ETF922908629472 2882 SH SOLE 2882 0 0 VERIZON COMMUNICATIONS INCCOM92343V1045556 100783 SH SOLE 100783 0 0 VISA INCCOM CL A92826C8392164 11200 SH SOLE 11200 0 0 WALMART INCCOM931142103630 5261 SH SOLE 5261 0 0 WASTE MGMT INC DELCOM94106L109214 2021 SH SOLE 2021 0 0 WELLS FARGO CO NEWCOM9497461011586 61944 SH SOLE 61944 0 0 WELLTOWER INCCOM95040Q1043920 75747 SH SOLE 75747 0 0 WISDOMTREE TRUS LARGECAP DIVD97717W307550 5924 SH SOLE 5924 0 0 WISDOMTREE TREM MKTS QTLY DIV97717W323299 13160 SH SOLE 13159 0 0 WISDOMTREE TRUS SMALLCAP FUND97717W562223 7870 SH SOLE 7869 0 0 WISDOMTREE TRUS LARGECAP FUND97717W588583 17578 SH SOLE 17577 0 0 WISDOMTREE TRINTL EQUITY FD97717W703383 8650 SH SOLE 8649 0 0 WISDOMTREE TRYIELD ENHANCD US97717X5112501 46472 SH SOLE 46472 0 0 WISDOMTREE TRITL HDG QTLY DIV97717X594539 15377 SH SOLE 15376 0 0 YUM BRANDS INCCOM988498101610 7021 SH SOLE 7021 0 0 YUM CHINA HLDGS INCCOM98850P109339 7052 SH SOLE 7052 0 0