0001754960-20-000066.txt : 20201013 0001754960-20-000066.hdr.sgml : 20201013 20201013134822 ACCESSION NUMBER: 0001754960-20-000066 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201013 DATE AS OF CHANGE: 20201013 EFFECTIVENESS DATE: 20201013 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: 201235826 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 09-30-2020 09-30-2020 KMG FIDUCIARY PARTNERS, LLC
7530 KINGS POINTE ROAD TOLEDO OH 43617
13F HOLDINGS REPORT 028-19469 N
File13f.com Agent 877-588-2679 Aryn Sands Reno NV 10-13-2020 0 140 402155 false
INFORMATION TABLE 2 InformationTableOutput.xml MARVELL TECHNOLOGY GROUP LTDORDG5876H105905 22784 SH SOLE 22784 0 0 MEDTRONIC PLCSHSG5960L103975 9386 SH SOLE 9386 0 0 AT&T INCCOM00206R1023421 119993 SH SOLE 119993 0 0 ABBOTT LABSCOM0028241001213 11148 SH SOLE 11148 0 0 ABBVIE INCCOM00287Y1091562 17829 SH SOLE 17829 0 0 ACTIVISION BLIZZARD INCCOM00507V1091328 16410 SH SOLE 16410 0 0 ALIBABA GROUP HLDG LTDSPONSORED ADS01609W1023084 10492 SH SOLE 10492 0 0 ALLSTATE CORPCOM020002101225 2391 SH SOLE 2391 0 0 ALPHABET INCCAP STK CL C02079K107842 573 SH SOLE 573 0 0 ALPHABET INCCAP STK CL A02079K3059836 6711 SH SOLE 6711 0 0 ALTRIA GROUP INCCOM02209S103256 6613 SH SOLE 6613 0 0 AMAZON COM INCCOM02313510614525 4613 SH SOLE 4613 0 0 AMERICAN ELEC PWR CO INCCOM0255371011402 17154 SH SOLE 17153 0 0 AMERICAN EXPRESS COCOM0258161095625 56109 SH SOLE 56109 0 0 AMERIPRISE FINL INCCOM03076C106234 1516 SH SOLE 1516 0 0 AMGEN INCCOM0311621003492 13738 SH SOLE 13737 0 0 ANALOG DEVICES INCCOM032654105380 3254 SH SOLE 3254 0 0 ANTHEM INCCOM036752103211 787 SH SOLE 787 0 0 APPLE INCCOM03783310030938 267141 SH SOLE 267141 0 0 APPLIED MATLS INCCOM0382221051358 22836 SH SOLE 22835 0 0 ARCHER DANIELS MIDLAND COCOM0394831021430 30765 SH SOLE 30765 0 0 BK OF AMERICA CORPCOM060505104258 10719 SH SOLE 10719 0 0 BANK NEW YORK MELLON CORPCOM0640581001204 35070 SH SOLE 35070 0 0 BERKSHIRE HATHAWAY INC DELCL B NEW084670702851 3995 SH SOLE 3995 0 0 BIOGEN INCCOM09062X1033702 13050 SH SOLE 13050 0 0 BLACKROCK INCCOM09247X1014971 8821 SH SOLE 8821 0 0 BLACKSTONE GROUP INCCOM CL A09260D107849 16258 SH SOLE 16258 0 0 BOEING COCOM0970231053152 19071 SH SOLE 19070 0 0 BOSTON SCIENTIFIC CORPCOM1011371071333 34896 SH SOLE 34896 0 0 BRISTOL-MYERS SQUIBB COCOM1101221081284 21293 SH SOLE 21292 0 0 CIGNA CORP NEWCOM1255231001298 7663 SH SOLE 7663 0 0 CVS HEALTH CORPCOM1266501003057 52341 SH SOLE 52340 0 0 CARDINAL HEALTH INCCOM14149Y108799 17025 SH SOLE 17025 0 0 CHEVRON CORP NEWCOM1667641001697 23564 SH SOLE 23564 0 0 CISCO SYS INCCOM17275R1021962 49804 SH SOLE 49804 0 0 CINTAS CORPCOM1729081051256 3773 SH SOLE 3773 0 0 COCA COLA COCOM1912161005682 115082 SH SOLE 115082 0 0 CONSTELLATION BRANDS INCCL A21036P108774 4085 SH SOLE 4085 0 0 COSTCO WHSL CORP NEWCOM22160K1051180 3325 SH SOLE 3325 0 0 DELTA AIR LINES INC DELCOM NEW247361702969 31700 SH SOLE 31700 0 0 DISNEY WALT COCOM DISNEY2546871064879 39318 SH SOLE 39318 0 0 DOMINION ENERGY INCCOM25746U109255 3235 SH SOLE 3235 0 0 DUKE ENERGY CORP NEWCOM NEW26441C2041408 15904 SH SOLE 15903 0 0 EATON VANCE TAX-MANAGED GLOBCOM27829F1082824 383758 SH SOLE 383757 0 0 FACEBOOK INCCL A30303M1025268 20116 SH SOLE 20116 0 0 FIDELITY MERRIMACK STR TRLOW DURTIN ETF316188408300 5872 SH SOLE 5872 0 0 FIRST TR MORNINGSTAR DIVID LSHS3369171092136 81971 SH SOLE 81971 0 0 FIRST TR EXCH TRADED FD IIIPFD SECS INC ETF33739E1083833 199929 SH SOLE 199928 0 0 GENERAL DYNAMICS CORPCOM369550108994 7182 SH SOLE 7182 0 0 GOLDMAN SACHS GROUP INCCOM38141G1041788 8899 SH SOLE 8898 0 0 HOME DEPOT INCCOM4370761021538 5538 SH SOLE 5538 0 0 HONEYWELL INTL INCCOM438516106530 3218 SH SOLE 3218 0 0 HUNTINGTON BANCSHARES INCCOM446150104304 33108 SH SOLE 33108 0 0 INTEL CORPCOM4581401001206 23297 SH SOLE 23296 0 0 INTERNATIONAL BUSINESS MACHSCOM4592001011561 12831 SH SOLE 12830 0 0 INVESCO ACTIVELY MANAGED ETFVAR RATE INVT46090A8795765 231979 SH SOLE 231979 0 0 INVESCO ACTIVELY MANAGED ETFULTRA SHRT DUR46090A8872738 54196 SH SOLE 54196 0 0 INTUITCOM461202103457 1400 SH SOLE 1400 0 0 INVESCO EXCH TRADED FD TR IIVAR RATE PFD46138G8704704 191067 SH SOLE 191067 0 0 ISHARES TRCORE S&P500 ETF46428720044303 131831 SH SOLE 131831 0 0 ISHARES TRCORE US AGGBD ET4642872266926 58668 SH SOLE 58667 0 0 ISHARES TRIBOXX INV CP ETF46428724210361 76912 SH SOLE 76912 0 0 ISHARES TRRUS MDCP VAL ETF4642874734295 53131 SH SOLE 53130 0 0 ISHARES TRRUS MD CP GR ETF4642874816802 39346 SH SOLE 39345 0 0 ISHARES TRCORE S&P MCP ETF464287507219 1181 SH SOLE 1181 0 0 ISHARES TRRUS 1000 VAL ETF464287598340 2882 SH SOLE 2882 0 0 ISHARES TRRUS 1000 GRW ETF4642876146277 28943 SH SOLE 28943 0 0 ISHARES TRUS HLTHCARE ETF464287762593 2612 SH SOLE 2612 0 0 ISHARES TRNATIONAL MUN ETF464288414608 5244 SH SOLE 5244 0 0 ISHARES TRIBOXX HI YD ETF4642885137436 88635 SH SOLE 88634 0 0 ISHARES TRISHS 1-5YR INVS464288646949 17286 SH SOLE 17286 0 0 ISHARES TRCORE HIGH DV ETF46429B663850 10557 SH SOLE 10556 0 0 ISHARES TRCORE MSCI EAFE46432F8423625 60131 SH SOLE 60131 0 0 JPMORGAN CHASE & COCOM46625H1009173 95289 SH SOLE 95288 0 0 JOHNSON & JOHNSONCOM4781601042270 15247 SH SOLE 15246 0 0 LILLY ELI & COCOM532457108502 3392 SH SOLE 3392 0 0 LOWES COS INCCOM548661107558 3362 SH SOLE 3362 0 0 MARRIOTT INTL INC NEWCL A571903202858 9272 SH SOLE 9272 0 0 MCCORMICK & CO INCCOM NON VTG579780206827 4260 SH SOLE 4260 0 0 MCDONALDS CORPCOM5801351013992 18187 SH SOLE 18187 0 0 MERCK & CO. INCCOM58933Y1057295 87939 SH SOLE 87938 0 0 METLIFE INCCOM59156R1081383 37195 SH SOLE 37194 0 0 MICROSOFT CORPCOM59491810419753 93916 SH SOLE 93916 0 0 NETFLIX INCCOM64110L1061813 3626 SH SOLE 3626 0 0 NIKE INCCL B6541061031725 13741 SH SOLE 13741 0 0 NORFOLK SOUTHN CORPCOM655844108354 1656 SH SOLE 1655 0 0 NORTHROP GRUMMAN CORPCOM6668071021495 4737 SH SOLE 4737 0 0 NVIDIA CORPORATIONCOM67066G1041848 3414 SH SOLE 3414 0 0 ORACLE CORPCOM68389X105480 8035 SH SOLE 8035 0 0 PAYPAL HLDGS INCCOM70450Y1031615 8195 SH SOLE 8195 0 0 PEPSICO INCCOM7134481085899 42565 SH SOLE 42564 0 0 PFIZER INCCOM717081103918 25007 SH SOLE 25007 0 0 PIMCO ETF TRENHAN SHRT MA AC72201R833326 3198 SH SOLE 3197 0 0 PROCTER AND GAMBLE COCOM7427181099086 65369 SH SOLE 65368 0 0 PRUDENTIAL FINL INCCOM744320102540 8500 SH SOLE 8500 0 0 QUALCOMM INCCOM7475251038022 68170 SH SOLE 68170 0 0 RAYTHEON TECHNOLOGIES CORPCOM75513E1013783 65754 SH SOLE 65754 0 0 ROKU INCCOM CL A77543R1021149 6085 SH SOLE 6085 0 0 SPDR S&P 500 ETF TRTR UNIT78462F103264 789 SH SOLE 789 0 0 SPDR SER TRPORTFOLIO CRPORT78464A144522 14732 SH SOLE 14732 0 0 SPDR SER TRS&P REGL BKG78464A698367 10295 SH SOLE 10295 0 0 SPDR SER TRS&P 400 MDCP VAL78464A839271 6246 SH SOLE 6245 0 0 SPDR SER TRS&P BIOTECH78464A870299 2686 SH SOLE 2686 0 0 SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y1077446 21976 SH SOLE 21975 0 0 SPDR SER TRBLOMBERG BRC INV78468R200658 21502 SH SOLE 21502 0 0 SALESFORCE COM INCCOM79466L3022919 11613 SH SOLE 11613 0 0 SELECT SECTOR SPDR TRSBI INT-FINL81369Y605358 14887 SH SOLE 14887 0 0 SLACK TECHNOLOGIES INCCOM CL A83088V102711 26456 SH SOLE 26456 0 0 SNAP INCCL A83304A1061194 45718 SH SOLE 45718 0 0 SOUTHERN COCOM842587107217 3997 SH SOLE 3997 0 0 SQUARE INCCL A8522341031280 7875 SH SOLE 7875 0 0 STARBUCKS CORPCOM8552441094542 52859 SH SOLE 52859 0 0 T-MOBILE US INCCOM8725901041572 13748 SH SOLE 13748 0 0 TESLA INCCOM88160R101438 1021 SH SOLE 1021 0 0 TEXAS INSTRS INCCOM882508104548 3839 SH SOLE 3839 0 0 3M COCOM88579Y101978 6108 SH SOLE 6108 0 0 TWITTER INCCOM90184L1021585 35621 SH SOLE 35621 0 0 UBER TECHNOLOGIES INCCOM90353T100947 25951 SH SOLE 25951 0 0 UNITED PARCEL SERVICE INCCL B9113121061248 7487 SH SOLE 7486 0 0 UNITEDHEALTH GROUP INCCOM91324P1025248 16833 SH SOLE 16832 0 0 VANECK VECTORS ETF TRINVT GRADE FLTG92189F486627 24877 SH SOLE 24876 0 0 VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409389 4700 SH SOLE 4700 0 0 VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C8703152 32898 SH SOLE 32897 0 0 VANGUARD INDEX FDSREAL ESTATE ETF9229085531765 22349 SH SOLE 22349 0 0 VANGUARD INDEX FDSMID CAP ETF922908629496 2813 SH SOLE 2813 0 0 VERIZON COMMUNICATIONS INCCOM92343V1045803 97543 SH SOLE 97543 0 0 VISA INCCOM CL A92826C8392260 11300 SH SOLE 11300 0 0 WALMART INCCOM9311421031421 10154 SH SOLE 10154 0 0 WASTE MGMT INC DELCOM94106L109220 1946 SH SOLE 1946 0 0 WELLTOWER INCCOM95040Q1043796 68909 SH SOLE 68908 0 0 WISDOMTREE TRUS LARGECAP DIVD97717W307578 5956 SH SOLE 5955 0 0 WISDOMTREE TREM MKTS QTLY DIV97717W323321 13277 SH SOLE 13276 0 0 WISDOMTREE TRUS SMALLCAP FUND97717W562236 7889 SH SOLE 7889 0 0 WISDOMTREE TRUS LARGECAP FUND97717W588625 17652 SH SOLE 17652 0 0 WISDOMTREE TRINTL EQUITY FD97717W703396 8716 SH SOLE 8715 0 0 WISDOMTREE TRYIELD ENHANCD US97717X5112926 54375 SH SOLE 54374 0 0 WISDOMTREE TRITL HDG QTLY DIV97717X594564 15432 SH SOLE 15431 0 0 WYNN RESORTS LTDCOM983134107698 9717 SH SOLE 9717 0 0 YUM BRANDS INCCOM988498101641 7021 SH SOLE 7021 0 0 YUM CHINA HLDGS INCCOM98850P109373 7052 SH SOLE 7052 0 0