0001754960-21-000047.txt : 20210408
0001754960-21-000047.hdr.sgml : 20210408
20210408133119
ACCESSION NUMBER: 0001754960-21-000047
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210408
DATE AS OF CHANGE: 20210408
EFFECTIVENESS DATE: 20210408
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: 21814532
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
03-31-2021
03-31-2021
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
04-08-2021
0
171
512691
false
INFORMATION TABLE
2
InformationTableOutput.xml
MARVELL TECHNOLOGY GROUP LTDORDG5876H1051131
23081
SH
SOLE
23081
0
0
MEDTRONIC PLCSHSG5960L1031210
10245
SH
SOLE
10245
0
0
SEAGATE TECHNOLOGY PLCSHSG7945M107289
3761
SH
SOLE
3761
0
0
AT&T INCCOM00206R1024209
139045
SH
SOLE
139045
0
0
ABBOTT LABSCOM0028241001392
11618
SH
SOLE
11617
0
0
ABBVIE INCCOM00287Y1092695
24905
SH
SOLE
24904
0
0
ACTIVISION BLIZZARD INCCOM00507V1091512
16262
SH
SOLE
16262
0
0
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W1023647
16085
SH
SOLE
16085
0
0
ALLSTATE CORPCOM020002101450
3916
SH
SOLE
3916
0
0
ALPHABET INCCAP STK CL C02079K1071440
696
SH
SOLE
696
0
0
ALPHABET INCCAP STK CL A02079K30514926
7237
SH
SOLE
7237
0
0
ALTRIA GROUP INCCOM02209S103263
5149
SH
SOLE
5148
0
0
AMAZON COM INCCOM02313510616847
5445
SH
SOLE
5445
0
0
AMERICAN ELEC PWR CO INCCOM025537101616
7268
SH
SOLE
7268
0
0
AMERICAN EXPRESS COCOM0258161098378
59237
SH
SOLE
59236
0
0
AMERIPRISE FINL INCCOM03076C106352
1516
SH
SOLE
1516
0
0
AMGEN INCCOM0311621003998
16067
SH
SOLE
16067
0
0
ANALOG DEVICES INCCOM032654105522
3367
SH
SOLE
3367
0
0
APPLE INCCOM03783310036359
297661
SH
SOLE
297660
0
0
APPLIED MATLS INCCOM0382221052183
16339
SH
SOLE
16339
0
0
ARCHER DANIELS MIDLAND COCOM0394831021597
28014
SH
SOLE
28014
0
0
BK OF AMERICA CORPCOM060505104621
16063
SH
SOLE
16062
0
0
BANK NEW YORK MELLON CORPCOM0640581001935
40914
SH
SOLE
40914
0
0
BERKSHIRE HATHAWAY INC DELCL B NEW084670702978
3830
SH
SOLE
3830
0
0
BIOGEN INCCOM09062X1034052
14485
SH
SOLE
14485
0
0
BLACKROCK INCCOM09247X1016932
9194
SH
SOLE
9194
0
0
BLACKSTONE GROUP INCCOM09260D1071514
20318
SH
SOLE
20318
0
0
BOEING COCOM0970231051097
4305
SH
SOLE
4305
0
0
BOSTON SCIENTIFIC CORPCOM101137107328
8479
SH
SOLE
8479
0
0
BRISTOL-MYERS SQUIBB COCOM1101221081862
29500
SH
SOLE
29500
0
0
BROADCOM INCCOM11135F101236
509
SH
SOLE
509
0
0
CIGNA CORP NEWCOM1255231001685
6972
SH
SOLE
6971
0
0
CVS HEALTH CORPCOM1266501005049
67108
SH
SOLE
67107
0
0
CARDINAL HEALTH INCCOM14149Y1081060
17442
SH
SOLE
17442
0
0
CATALENT INCCOM148806102277
2626
SH
SOLE
2626
0
0
CATERPILLAR INCCOM149123101363
1567
SH
SOLE
1567
0
0
CHEVRON CORP NEWCOM1667641003257
31085
SH
SOLE
31085
0
0
CISCO SYS INCCOM17275R1023125
60439
SH
SOLE
60439
0
0
CINTAS CORPCOM1729081051360
3984
SH
SOLE
3984
0
0
COCA COLA COCOM1912161006590
125027
SH
SOLE
125027
0
0
CONSTELLATION BRANDS INCCL A21036P108909
3986
SH
SOLE
3986
0
0
COSTCO WHSL CORP NEWCOM22160K1051247
3537
SH
SOLE
3537
0
0
DEERE & COCOM2441991051687
4509
SH
SOLE
4509
0
0
DELTA AIR LINES INC DELCOM NEW2473617022310
47851
SH
SOLE
47851
0
0
DISNEY WALT COCOM2546871067194
38985
SH
SOLE
38985
0
0
DOMINION ENERGY INCCOM25746U109225
2960
SH
SOLE
2960
0
0
DUKE ENERGY CORP NEWCOM NEW26441C2041798
18625
SH
SOLE
18625
0
0
EATON VANCE MUNI INCOME TRUSSH BEN INT27826U108219
15906
SH
SOLE
15905
0
0
EATON VANCE TAX-MANAGED GLOBCOM27829F1084011
431309
SH
SOLE
431309
0
0
EXXON MOBIL CORPCOM30231G102433
7759
SH
SOLE
7758
0
0
FACEBOOK INCCL A30303M1023204
10877
SH
SOLE
10877
0
0
FIFTH THIRD BANCORPCOM316773100231
6168
SH
SOLE
6168
0
0
FIRST HORIZON CORPORATIONCOM320517105276
16336
SH
SOLE
16336
0
0
FIRST TR MORNINGSTAR DIVID LSHS3369171092393
73142
SH
SOLE
73141
0
0
FIRST TR EXCH TRADED FD IIIPFD SECS INC ETF33739E1084792
237802
SH
SOLE
237802
0
0
GENERAL DYNAMICS CORPCOM3695501081577
8684
SH
SOLE
8684
0
0
GENERAL ELECTRIC COCOM369604103267
20299
SH
SOLE
20299
0
0
GENERAL MTRS COCOM37045V1001833
31904
SH
SOLE
31904
0
0
GLOBAL X FDSAUTONMOUS EV ETF37954Y6243479
131094
SH
SOLE
131094
0
0
GLOBAL X FDSRBTCS ARTFL INTE37954Y715240
7239
SH
SOLE
7239
0
0
GOLDMAN SACHS GROUP INCCOM38141G1043481
10644
SH
SOLE
10643
0
0
HCA HEALTHCARE INCCOM40412C101233
1237
SH
SOLE
1237
0
0
HOME DEPOT INCCOM4370761022726
8931
SH
SOLE
8931
0
0
HONEYWELL INTL INCCOM438516106841
3876
SH
SOLE
3876
0
0
HUNTINGTON BANCSHARES INCCOM446150104484
30820
SH
SOLE
30820
0
0
INTEL CORPCOM4581401005598
87470
SH
SOLE
87469
0
0
INTERNATIONAL BUSINESS MACHSCOM4592001011986
14900
SH
SOLE
14900
0
0
INTERNATIONAL PAPER COCOM460146103432
7995
SH
SOLE
7994
0
0
INVESCO ACTIVELY MANAGED ETFVAR RATE INVT46090A8795974
238279
SH
SOLE
238278
0
0
INVESCO ACTIVELY MANAGED ETFULTRA SHRT DUR46090A8872653
52561
SH
SOLE
52561
0
0
INTUITCOM461202103540
1410
SH
SOLE
1410
0
0
INVESCO EXCH TRADED FD TR IIVAR RATE PFD46138G8704475
173119
SH
SOLE
173119
0
0
ISHARES TRCORE S&P500 ETF46428720054348
136615
SH
SOLE
136615
0
0
ISHARES TRCORE US AGGBD ET4642872269237
81146
SH
SOLE
81146
0
0
ISHARES TRIBOXX INV CP ETF4642872429686
74476
SH
SOLE
74476
0
0
ISHARES TRRUS MDCP VAL ETF4642874736311
57741
SH
SOLE
57740
0
0
ISHARES TRRUS MD CP GR ETF4642874818278
81112
SH
SOLE
81111
0
0
ISHARES TRCORE S&P MCP ETF464287507303
1165
SH
SOLE
1165
0
0
ISHARES TRRUS 1000 GRW ETF4642876146805
27999
SH
SOLE
27999
0
0
ISHARES TRUS HLTHCARE ETF464287762749
2966
SH
SOLE
2966
0
0
ISHARES TRCORE S&P SCP ETF464287804970
8934
SH
SOLE
8934
0
0
ISHARES TRNATIONAL MUN ETF464288414693
5969
SH
SOLE
5968
0
0
ISHARES TRIBOXX HI YD ETF4642885138078
92658
SH
SOLE
92657
0
0
ISHARES TRISHS 1-5YR INVS464288646907
16582
SH
SOLE
16582
0
0
ISHARES TRPFD AND INCM SEC464288687231
6004
SH
SOLE
6004
0
0
ISHARES TRFLTG RATE NT ETF46429B655243
4792
SH
SOLE
4792
0
0
ISHARES TRCORE HIGH DV ETF46429B663981
10339
SH
SOLE
10338
0
0
ISHARES TRCORE MSCI EAFE46432F8424343
60281
SH
SOLE
60280
0
0
ISHARES TRBLACKROCK ULTRA46434V878331
6550
SH
SOLE
6550
0
0
JPMORGAN CHASE & COCOM46625H10015500
101821
SH
SOLE
101820
0
0
JOHNSON & JOHNSONCOM4781601043114
18950
SH
SOLE
18949
0
0
KELLOGG COCOM487836108213
3361
SH
SOLE
3361
0
0
LILLY ELI & COCOM532457108674
3607
SH
SOLE
3607
0
0
LOWES COS INCCOM548661107778
4089
SH
SOLE
4089
0
0
MAGELLAN MIDSTREAM PRTNRS LPCOM UNIT RP LP559080106223
5151
SH
SOLE
5151
0
0
MARRIOTT INTL INC NEWCL A5719032022004
13528
SH
SOLE
13528
0
0
MCCORMICK & CO INCCOM NON VTG579780206751
8420
SH
SOLE
8420
0
0
MCDONALDS CORPCOM5801351014296
19167
SH
SOLE
19166
0
0
MERCK & CO. INCCOM58933Y1057653
99270
SH
SOLE
99270
0
0
METLIFE INCCOM59156R1081878
30889
SH
SOLE
30888
0
0
MICROSOFT CORPCOM59491810423910
101414
SH
SOLE
101414
0
0
MICRON TECHNOLOGY INCCOM595112103433
4905
SH
SOLE
4905
0
0
MORGAN STANLEYCOM NEW6174464481204
15501
SH
SOLE
15501
0
0
NATIONAL STORAGE AFFILIATESCOM SHS BEN IN637870106219
5486
SH
SOLE
5486
0
0
NETFLIX INCCOM64110L1062230
4275
SH
SOLE
4275
0
0
NIKE INCCL B6541061031767
13299
SH
SOLE
13298
0
0
NORFOLK SOUTHN CORPCOM6558441081090
4058
SH
SOLE
4057
0
0
NORTHROP GRUMMAN CORPCOM6668071021843
5693
SH
SOLE
5693
0
0
NOVARTIS AGSPONSORED ADR66987V109248
2905
SH
SOLE
2905
0
0
NVIDIA CORPORATIONCOM67066G1041195
2237
SH
SOLE
2237
0
0
ORACLE CORPCOM68389X105620
8839
SH
SOLE
8839
0
0
PAYPAL HLDGS INCCOM70450Y1031277
5257
SH
SOLE
5257
0
0
PEPSICO INCCOM7134481086497
45933
SH
SOLE
45933
0
0
PFIZER INCCOM7170811031290
35594
SH
SOLE
35593
0
0
PIMCO ETF TRENHAN SHRT MA AC72201R833301
2955
SH
SOLE
2955
0
0
POLARIS INCCOM731068102233
1743
SH
SOLE
1742
0
0
PRINCIPAL FINANCIAL GROUP INCOM74251V102236
3942
SH
SOLE
3941
0
0
PROCTER AND GAMBLE COCOM7427181099537
70423
SH
SOLE
70422
0
0
PROLOGIS INC.COM74340W103211
1986
SH
SOLE
1986
0
0
PRUDENTIAL FINL INCCOM7443201021003
11005
SH
SOLE
11005
0
0
QUALCOMM INCCOM74752510310116
76298
SH
SOLE
76297
0
0
RAYTHEON TECHNOLOGIES CORPCOM75513E1013915
50667
SH
SOLE
50666
0
0
ROKU INCCOM CL A77543R102519
1593
SH
SOLE
1593
0
0
SPDR SER TRPORTFOLIO CRPORT78464A144549
15950
SH
SOLE
15950
0
0
SPDR SER TRS&P REGL BKG78464A698825
12431
SH
SOLE
12431
0
0
SPDR SER TRS&P 400 MDCP VAL78464A839324
4958
SH
SOLE
4957
0
0
SPDR SER TRS&P BIOTECH78464A870459
3383
SH
SOLE
3383
0
0
SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y10710952
23005
SH
SOLE
23005
0
0
SPDR SER TRBLOMBERG BRC INV78468R200659
21512
SH
SOLE
21511
0
0
SAIA INCCOM78709Y105354
1534
SH
SOLE
1534
0
0
SALESFORCE COM INCCOM79466L3023395
16023
SH
SOLE
16023
0
0
SELECT SECTOR SPDR TRSBI INT-FINL81369Y605677
19882
SH
SOLE
19882
0
0
SKYWORKS SOLUTIONS INCCOM83088M102204
1110
SH
SOLE
1110
0
0
SLACK TECHNOLOGIES INCCOM CL A83088V1021102
27134
SH
SOLE
27134
0
0
SNAP INCCL A83304A106691
13210
SH
SOLE
13210
0
0
SOUTHERN COCOM842587107449
7221
SH
SOLE
7221
0
0
SQUARE INCCL A852234103743
3271
SH
SOLE
3271
0
0
STARBUCKS CORPCOM8552441096003
54936
SH
SOLE
54935
0
0
STARWOOD PPTY TR INCCOM85571B1051021
41285
SH
SOLE
41285
0
0
T-MOBILE US INCCOM8725901041835
14649
SH
SOLE
14649
0
0
TESLA INCCOM88160R101687
1028
SH
SOLE
1028
0
0
TEXAS INSTRS INCCOM882508104972
5143
SH
SOLE
5143
0
0
THERMO FISHER SCIENTIFIC INCCOM8835561021307
2863
SH
SOLE
2863
0
0
3M COCOM88579Y1011354
7027
SH
SOLE
7026
0
0
TWITTER INCCOM90184L1022056
32319
SH
SOLE
32319
0
0
US BANCORP DELCOM NEW902973304287
5189
SH
SOLE
5189
0
0
UBER TECHNOLOGIES INCCOM90353T1001448
26570
SH
SOLE
26570
0
0
UNITED PARCEL SERVICE INCCL B9113121061919
11286
SH
SOLE
11286
0
0
UNITEDHEALTH GROUP INCCOM91324P1027574
20357
SH
SOLE
20356
0
0
VANECK VECTORS ETF TRINVT GRADE FLTG92189F486708
27882
SH
SOLE
27882
0
0
VANGUARD WORLD FDSINF TECH ETF92204A702244
680
SH
SOLE
680
0
0
VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409392
4748
SH
SOLE
4748
0
0
VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C8703159
33959
SH
SOLE
33959
0
0
VANGUARD INDEX FDSREAL ESTATE ETF9229085532054
22365
SH
SOLE
22365
0
0
VANGUARD INDEX FDSMID CAP ETF922908629520
2351
SH
SOLE
2350
0
0
VANGUARD INDEX FDSTOTAL STK MKT9229087691768
8553
SH
SOLE
8553
0
0
VERIZON COMMUNICATIONS INCCOM92343V1046774
116496
SH
SOLE
116495
0
0
VISA INCCOM CL A92826C8392721
12853
SH
SOLE
12853
0
0
WALMART INCCOM9311421031532
11279
SH
SOLE
11279
0
0
WASTE MGMT INC DELCOM94106L109251
1948
SH
SOLE
1948
0
0
WELLS FARGO CO NEWCOM949746101215
5510
SH
SOLE
5509
0
0
WELLTOWER INCCOM95040Q1044590
64083
SH
SOLE
64083
0
0
WISDOMTREE TRUS LARGECAP DIVD97717W307733
6394
SH
SOLE
6394
0
0
WISDOMTREE TREM MKTS QTLY DIV97717W323453
15236
SH
SOLE
15235
0
0
WISDOMTREE TRUS SMALLCAP FUND97717W562384
8097
SH
SOLE
8096
0
0
WISDOMTREE TRUS LARGECAP FUND97717W588804
18541
SH
SOLE
18541
0
0
WISDOMTREE TRINTL EQUITY FD97717W703471
8966
SH
SOLE
8965
0
0
WISDOMTREE TRITL HDG QTLY DIV97717X594645
15624
SH
SOLE
15624
0
0
WYNN RESORTS LTDCOM9831341071692
13494
SH
SOLE
13494
0
0
YUM BRANDS INCCOM988498101760
7021
SH
SOLE
7021
0
0
YUM CHINA HLDGS INCCOM98850P109418
7052
SH
SOLE
7052
0
0