0001754960-21-000012.txt : 20210113 0001754960-21-000012.hdr.sgml : 20210113 20210113133801 ACCESSION NUMBER: 0001754960-21-000012 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210113 DATE AS OF CHANGE: 20210113 EFFECTIVENESS DATE: 20210113 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: 21525736 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 12-31-2020 12-31-2020 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 01-13-2021 0 156 474425 false
INFORMATION TABLE 2 InformationTableOutput.xml MARVELL TECHNOLOGY GROUP LTDORDG5876H1051113 23368 SH SOLE 23368 0 0 MEDTRONIC PLCSHSG5960L1031196 10230 SH SOLE 10230 0 0 AT&T INCCOM00206R1023810 130219 SH SOLE 130219 0 0 ABBOTT LABSCOM0028241001251 11328 SH SOLE 11327 0 0 ABBVIE INCCOM00287Y1092245 21078 SH SOLE 21078 0 0 ACTIVISION BLIZZARD INCCOM00507V1091486 16385 SH SOLE 16385 0 0 ALIBABA GROUP HLDG LTDSPONSORED ADS01609W1023194 13287 SH SOLE 13287 0 0 ALLSTATE CORPCOM020002101309 2886 SH SOLE 2886 0 0 ALPHABET INCCAP STK CL C02079K1071464 841 SH SOLE 841 0 0 ALPHABET INCCAP STK CL A02079K30512520 7195 SH SOLE 7195 0 0 ALTRIA GROUP INCCOM02209S103285 7003 SH SOLE 7003 0 0 AMAZON COM INCCOM02313510616881 5245 SH SOLE 5245 0 0 AMERICAN ELEC PWR CO INCCOM0255371011722 21142 SH SOLE 21142 0 0 AMERICAN EXPRESS COCOM0258161096925 58352 SH SOLE 58351 0 0 AMERIPRISE FINL INCCOM03076C106307 1639 SH SOLE 1639 0 0 AMGEN INCCOM0311621003389 14880 SH SOLE 14880 0 0 ANALOG DEVICES INCCOM032654105497 3342 SH SOLE 3342 0 0 ANTHEM INCCOM036752103248 787 SH SOLE 787 0 0 APPLE INCCOM03783310036436 278115 SH SOLE 278114 0 0 APPLIED MATLS INCCOM0382221051600 17852 SH SOLE 17852 0 0 ARCHER DANIELS MIDLAND COCOM0394831021489 29297 SH SOLE 29296 0 0 BK OF AMERICA CORPCOM060505104379 12539 SH SOLE 12539 0 0 BANK NEW YORK MELLON CORPCOM0640581001755 41617 SH SOLE 41617 0 0 BERKSHIRE HATHAWAY INC DELCL B NEW084670702862 3790 SH SOLE 3790 0 0 BIOGEN INCCOM09062X1033532 14337 SH SOLE 14337 0 0 BLACKROCK INCCOM09247X1016489 9081 SH SOLE 9081 0 0 BLACKSTONE GROUP INCCOM CL A09260D1071124 17889 SH SOLE 17889 0 0 BOEING COCOM0970231054494 21237 SH SOLE 21236 0 0 BOSTON SCIENTIFIC CORPCOM1011371071548 42706 SH SOLE 42706 0 0 BRISTOL-MYERS SQUIBB COCOM1101221081533 24911 SH SOLE 24910 0 0 CIGNA CORP NEWCOM1255231001439 7073 SH SOLE 7073 0 0 CVS HEALTH CORPCOM1266501004295 60950 SH SOLE 60950 0 0 CARDINAL HEALTH INCCOM14149Y108930 17504 SH SOLE 17503 0 0 CATALENT INCCOM148806102303 2889 SH SOLE 2889 0 0 CHEVRON CORP NEWCOM1667641002414 27750 SH SOLE 27750 0 0 CISCO SYS INCCOM17275R1022523 57373 SH SOLE 57373 0 0 CINTAS CORPCOM1729081051367 3918 SH SOLE 3918 0 0 COCA COLA COCOM1912161006406 122764 SH SOLE 122764 0 0 CONSTELLATION BRANDS INCCL A21036P108971 4477 SH SOLE 4477 0 0 COSTCO WHSL CORP NEWCOM22160K1051217 3240 SH SOLE 3240 0 0 DEERE & COCOM2441991051506 5491 SH SOLE 5491 0 0 DELTA AIR LINES INC DELCOM NEW2473617021579 39933 SH SOLE 39933 0 0 DISNEY WALT COCOM2546871067132 39971 SH SOLE 39971 0 0 DOMINION ENERGY INCCOM25746U109338 4624 SH SOLE 4624 0 0 DUKE ENERGY CORP NEWCOM NEW26441C2041526 17006 SH SOLE 17006 0 0 EATON VANCE TAX-MANAGED GLOBCOM27829F1083604 415218 SH SOLE 415217 0 0 EXXON MOBIL CORPCOM30231G102462 10611 SH SOLE 10611 0 0 FACEBOOK INCCL A30303M1025917 21838 SH SOLE 21838 0 0 FIDELITY MERRIMACK STR TRLOW DURTIN ETF316188408401 7849 SH SOLE 7848 0 0 FIRST TR MORNINGSTAR DIVID LSHS3369171092268 76997 SH SOLE 76996 0 0 FIRST TR EXCH TRADED FD IIIPFD SECS INC ETF33739E1084570 225796 SH SOLE 225796 0 0 GENERAL DYNAMICS CORPCOM3695501081103 7553 SH SOLE 7553 0 0 GOLDMAN SACHS GROUP INCCOM38141G1042799 10332 SH SOLE 10331 0 0 HOME DEPOT INCCOM4370761021500 5639 SH SOLE 5639 0 0 HONEYWELL INTL INCCOM438516106701 3363 SH SOLE 3363 0 0 HUNTINGTON BANCSHARES INCCOM446150104403 31408 SH SOLE 31408 0 0 INTEL CORPCOM4581401001071 21166 SH SOLE 21166 0 0 INTERNATIONAL BUSINESS MACHSCOM4592001011655 13119 SH SOLE 13119 0 0 INTERNATIONAL PAPER COCOM460146103278 5592 SH SOLE 5592 0 0 INVESCO ACTIVELY MANAGED ETFVAR RATE INVT46090A8795899 236059 SH SOLE 236059 0 0 INVESCO ACTIVELY MANAGED ETFULTRA SHRT DUR46090A8872739 54150 SH SOLE 54149 0 0 INTUITCOM461202103516 1400 SH SOLE 1400 0 0 INVESCO EXCH TRADED FD TR IIVAR RATE PFD46138G8704644 179297 SH SOLE 179297 0 0 ISHARES TRCORE S&P500 ETF46428720050465 135416 SH SOLE 135415 0 0 ISHARES TRCORE US AGGBD ET4642872267606 64504 SH SOLE 64503 0 0 ISHARES TRIBOXX INV CP ETF46428724210609 77441 SH SOLE 77441 0 0 ISHARES TRRUS MDCP VAL ETF4642874735050 52405 SH SOLE 52405 0 0 ISHARES TRRUS MD CP GR ETF4642874817869 77166 SH SOLE 77166 0 0 ISHARES TRCORE S&P MCP ETF464287507267 1165 SH SOLE 1165 0 0 ISHARES TRRUS 1000 VAL ETF464287598312 2296 SH SOLE 2296 0 0 ISHARES TRRUS 1000 GRW ETF4642876146681 27955 SH SOLE 27955 0 0 ISHARES TRUS HLTHCARE ETF464287762658 2677 SH SOLE 2677 0 0 ISHARES TRCORE S&P SCP ETF464287804303 3258 SH SOLE 3258 0 0 ISHARES TRNATIONAL MUN ETF464288414627 5352 SH SOLE 5352 0 0 ISHARES TRIBOXX HI YD ETF4642885137923 90907 SH SOLE 90906 0 0 ISHARES TRISHS 1-5YR INVS464288646953 17286 SH SOLE 17286 0 0 ISHARES TRPFD AND INCM SEC464288687227 5925 SH SOLE 5925 0 0 ISHARES TRFLTG RATE NT ETF46429B655243 4792 SH SOLE 4792 0 0 ISHARES TRCORE HIGH DV ETF46429B663925 10532 SH SOLE 10531 0 0 ISHARES TRCORE MSCI EAFE46432F8424331 61636 SH SOLE 61635 0 0 ISHARES TRBLACKROCK ULTRA46434V878382 7558 SH SOLE 7557 0 0 JPMORGAN CHASE & COCOM46625H10012429 98915 SH SOLE 98914 0 0 JANUS DETROIT STR TRHENDRSN SHRT ETF47103U886274 5420 SH SOLE 5419 0 0 JOHNSON & JOHNSONCOM4781601042922 18452 SH SOLE 18452 0 0 LILLY ELI & COCOM532457108567 3411 SH SOLE 3411 0 0 LOWES COS INCCOM548661107558 3466 SH SOLE 3466 0 0 MAGELLAN MIDSTREAM PRTNRS LPCOM UNIT RP LP559080106234 5440 SH SOLE 5440 0 0 MARRIOTT INTL INC NEWCL A5719032021361 10797 SH SOLE 10797 0 0 MCCORMICK & CO INCCOM NON VTG579780206803 8520 SH SOLE 8520 0 0 MCDONALDS CORPCOM5801351013863 18266 SH SOLE 18265 0 0 MERCK & CO. INCCOM58933Y1057739 95431 SH SOLE 95431 0 0 METLIFE INCCOM59156R1081573 33727 SH SOLE 33727 0 0 MICROSOFT CORPCOM59491810421451 98446 SH SOLE 98445 0 0 MORGAN STANLEYCOM NEW6174464481030 14822 SH SOLE 14822 0 0 NETFLIX INCCOM64110L1062093 4018 SH SOLE 4018 0 0 NIKE INCCL B6541061031783 12627 SH SOLE 12626 0 0 NORFOLK SOUTHN CORPCOM655844108953 4041 SH SOLE 4040 0 0 NORTHROP GRUMMAN CORPCOM6668071021562 5266 SH SOLE 5265 0 0 NVIDIA CORPORATIONCOM67066G1041919 3578 SH SOLE 3578 0 0 ORACLE CORPCOM68389X105512 8135 SH SOLE 8135 0 0 PAYPAL HLDGS INCCOM70450Y1032000 8514 SH SOLE 8514 0 0 PEPSICO INCCOM7134481086285 43436 SH SOLE 43435 0 0 PFIZER INCCOM7170811031185 31871 SH SOLE 31870 0 0 PIMCO ETF TRENHAN SHRT MA AC72201R833436 4273 SH SOLE 4272 0 0 PROCTER AND GAMBLE COCOM7427181099304 67078 SH SOLE 67078 0 0 PRUDENTIAL FINL INCCOM744320102673 8725 SH SOLE 8725 0 0 QUALCOMM INCCOM74752510310817 70961 SH SOLE 70960 0 0 RAYTHEON TECHNOLOGIES CORPCOM75513E1013325 47895 SH SOLE 47894 0 0 ROKU INCCOM CL A77543R1022045 6101 SH SOLE 6101 0 0 SPDR S&P 500 ETF TRTR UNIT78462F103249 670 SH SOLE 669 0 0 SPDR SER TRPORTFOLIO CRPORT78464A144530 14732 SH SOLE 14732 0 0 SPDR SER TRS&P REGL BKG78464A698477 9110 SH SOLE 9110 0 0 SPDR SER TRS&P 400 MDCP VAL78464A839333 6022 SH SOLE 6022 0 0 SPDR SER TRS&P BIOTECH78464A870359 2553 SH SOLE 2553 0 0 SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y1079485 22614 SH SOLE 22614 0 0 SPDR SER TRBLOMBERG BRC INV78468R200658 21509 SH SOLE 21508 0 0 SAIA INCCOM78709Y105277 1534 SH SOLE 1534 0 0 SALESFORCE COM INCCOM79466L3023204 14464 SH SOLE 14464 0 0 SCHRODINGER INCCOM80810D103209 2530 SH SOLE 2530 0 0 SELECT SECTOR SPDR TRSBI INT-FINL81369Y605475 16268 SH SOLE 16268 0 0 SLACK TECHNOLOGIES INCCOM CL A83088V1021135 27029 SH SOLE 27029 0 0 SNAP INCCL A83304A1062256 44840 SH SOLE 44840 0 0 SOUTHERN COCOM842587107329 5502 SH SOLE 5502 0 0 SQUARE INCCL A8522341031755 7640 SH SOLE 7640 0 0 STARBUCKS CORPCOM8552441095558 53734 SH SOLE 53734 0 0 STARWOOD PPTY TR INCCOM85571B105626 34139 SH SOLE 34139 0 0 T-MOBILE US INCCOM8725901041736 13165 SH SOLE 13165 0 0 TESLA INCCOM88160R101821 1117 SH SOLE 1117 0 0 TEXAS INSTRS INCCOM882508104745 4558 SH SOLE 4558 0 0 3M COCOM88579Y1011110 6471 SH SOLE 6470 0 0 TWITTER INCCOM90184L1021925 35725 SH SOLE 35725 0 0 US BANCORP DELCOM NEW902973304240 5183 SH SOLE 5183 0 0 UBER TECHNOLOGIES INCCOM90353T1001395 25828 SH SOLE 25828 0 0 UNITED PARCEL SERVICE INCCL B9113121061669 10331 SH SOLE 10331 0 0 UNITEDHEALTH GROUP INCCOM91324P1026423 18627 SH SOLE 18626 0 0 VANECK VECTORS ETF TRINVT GRADE FLTG92189F486705 27875 SH SOLE 27875 0 0 VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409395 4748 SH SOLE 4748 0 0 VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C8703247 33528 SH SOLE 33528 0 0 VANGUARD INDEX FDSREAL ESTATE ETF9229085531839 22348 SH SOLE 22348 0 0 VANGUARD INDEX FDSMID CAP ETF922908629560 2723 SH SOLE 2722 0 0 VANGUARD INDEX FDSTOTAL STK MKT922908769924 4778 SH SOLE 4778 0 0 VERIZON COMMUNICATIONS INCCOM92343V1046397 109196 SH SOLE 109196 0 0 VISA INCCOM CL A92826C8392767 12897 SH SOLE 12897 0 0 WALMART INCCOM9311421031609 11042 SH SOLE 11042 0 0 WASTE MGMT INC DELCOM94106L109224 1946 SH SOLE 1946 0 0 WELLTOWER INCCOM95040Q1044100 66175 SH SOLE 66175 0 0 WISDOMTREE TRUS LARGECAP DIVD97717W307667 6259 SH SOLE 6258 0 0 WISDOMTREE TREM MKTS QTLY DIV97717W323388 13320 SH SOLE 13319 0 0 WISDOMTREE TRUS SMALLCAP FUND97717W562310 7918 SH SOLE 7918 0 0 WISDOMTREE TRUS LARGECAP FUND97717W588735 18431 SH SOLE 18430 0 0 WISDOMTREE TRINTL EQUITY FD97717W703451 8768 SH SOLE 8768 0 0 WISDOMTREE TRYIELD ENHANCD US97717X5112238 41777 SH SOLE 41777 0 0 WISDOMTREE TRITL HDG QTLY DIV97717X594620 15553 SH SOLE 15553 0 0 WYNN RESORTS LTDCOM9831341071431 12990 SH SOLE 12990 0 0 YUM BRANDS INCCOM988498101743 7021 SH SOLE 7021 0 0 YUM CHINA HLDGS INCCOM98850P109410 7052 SH SOLE 7052 0 0