0001754960-22-000097.txt : 20220419 0001754960-22-000097.hdr.sgml : 20220419 20220419163837 ACCESSION NUMBER: 0001754960-22-000097 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220419 DATE AS OF CHANGE: 20220419 EFFECTIVENESS DATE: 20220419 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: 22835338 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 03-31-2022 03-31-2022 KMG FIDUCIARY PARTNERS, LLC

7530 KINGS POINTE ROAD TOLEDO OH 43617

13F HOLDINGS REPORT 028-19469 N File13F.com 844-844-3453 Aryn Sands Reno NV 04-19-2022 0 201 625479 false INFORMATION TABLE 2 InformationTableOutput.xml ACCENTURE PLC IRELANDSHS CLASS AG1151C101247 733 SH SOLE 733 0 0 MEDTRONIC PLCSHSG5960L103435 3920 SH SOLE 3920 0 0 SEAGATE TECHNOLOGY HLDNGS PLORD SHSG7997R103338 3761 SH SOLE 3761 0 0 AT&T INCCOM00206R1022852 120692 SH SOLE 120691 0 0 ABBOTT LABSCOM0028241001293 10925 SH SOLE 10924 0 0 ABBVIE INCCOM00287Y1098659 53417 SH SOLE 53417 0 0 ACTIVISION BLIZZARD INCCOM00507V109971 12119 SH SOLE 12118 0 0 ADOBE SYSTEMS INCORPORATEDCOM00724F101207 455 SH SOLE 455 0 0 ADVANCED MICRO DEVICES INCCOM0079031073152 28825 SH SOLE 28825 0 0 ALIBABA GROUP HLDG LTDSPONSORED ADS01609W1021675 15395 SH SOLE 15395 0 0 ALLIANT ENERGY CORPCOM018802108214 3422 SH SOLE 3422 0 0 ALLSTATE CORPCOM0200021011485 10720 SH SOLE 10719 0 0 ALPHABET INCCAP STK CL C02079K1072360 845 SH SOLE 845 0 0 ALPHABET INCCAP STK CL A02079K30521233 7634 SH SOLE 7634 0 0 ALTRIA GROUP INCCOM02209S103272 5208 SH SOLE 5208 0 0 AMAZON COM INCCOM02313510622712 6967 SH SOLE 6966 0 0 AMERICAN ELEC PWR CO INCCOM0255371011241 12440 SH SOLE 12440 0 0 AMERICAN EXPRESS COCOM0258161098455 45214 SH SOLE 45213 0 0 AMERIPRISE FINL INCCOM03076C106378 1259 SH SOLE 1259 0 0 AMGEN INCCOM0311621003931 16258 SH SOLE 16257 0 0 ANALOG DEVICES INCCOM032654105592 3581 SH SOLE 3581 0 0 APPLE INCCOM03783310052933 303152 SH SOLE 303151 0 0 APPLIED MATLS INCCOM0382221052523 19143 SH SOLE 19142 0 0 BK OF AMERICA CORPCOM060505104488 11827 SH SOLE 11827 0 0 BANK NEW YORK MELLON CORPCOM064058100410 8271 SH SOLE 8270 0 0 BERKSHIRE HATHAWAY INC DELCL A0846701081058 2 SH SOLE 2 0 0 BERKSHIRE HATHAWAY INC DELCL B NEW0846707022040 5781 SH SOLE 5781 0 0 BEST BUY INCCOM086516101541 5949 SH SOLE 5949 0 0 BIOGEN INCCOM09062X1031559 7402 SH SOLE 7402 0 0 BLACKROCK INCCOM09247X1016858 8974 SH SOLE 8974 0 0 BLACKSTONE INCCOM09260D1072036 16039 SH SOLE 16039 0 0 BOEING COCOM0970231051786 9324 SH SOLE 9324 0 0 BRISTOL-MYERS SQUIBB COCOM1101221082331 31924 SH SOLE 31923 0 0 BROADCOM INCCOM11135F1011626 2583 SH SOLE 2583 0 0 CIGNA CORP NEWCOM1255231002330 9723 SH SOLE 9723 0 0 CVS HEALTH CORPCOM1266501008175 80777 SH SOLE 80776 0 0 CARDINAL HEALTH INCCOM14149Y1081518 26764 SH SOLE 26763 0 0 CATALENT INCCOM148806102254 2293 SH SOLE 2293 0 0 CATERPILLAR INCCOM1491231012988 13409 SH SOLE 13409 0 0 CHEVRON CORP NEWCOM1667641006938 42611 SH SOLE 42610 0 0 CISCO SYS INCCOM17275R1024617 82804 SH SOLE 82803 0 0 CINTAS CORPCOM172908105637 1498 SH SOLE 1497 0 0 CITIGROUP INCCOM NEW172967424641 11996 SH SOLE 11996 0 0 CLEVELAND-CLIFFS INC NEWCOM185899101304 9425 SH SOLE 9425 0 0 COCA COLA COCOM1912161008705 140407 SH SOLE 140407 0 0 COINBASE GLOBAL INCCOM CL A19260Q107361 1901 SH SOLE 1901 0 0 CONAGRA BRANDS INCCOM205887102977 29103 SH SOLE 29103 0 0 COSTCO WHSL CORP NEWCOM22160K1052071 3597 SH SOLE 3597 0 0 DELTA AIR LINES INC DELCOM NEW2473617023958 100032 SH SOLE 100032 0 0 DISNEY WALT COCOM2546871067121 51919 SH SOLE 51919 0 0 DOMINION ENERGY INCCOM25746U109256 3013 SH SOLE 3013 0 0 DOW INCCOM260557103636 9980 SH SOLE 9980 0 0 DUKE ENERGY CORP NEWCOM NEW26441C2042598 23270 SH SOLE 23270 0 0 EATON VANCE MUNI INCOME TRUSSH BEN INT27826U108218 18415 SH SOLE 18414 0 0 EATON VANCE TAX-MANAGED GLOBCOM27829F1084306 443510 SH SOLE 443510 0 0 EXXON MOBIL CORPCOM30231G102812 9831 SH SOLE 9831 0 0 META PLATFORMS INCCL A30303M1025716 25704 SH SOLE 25704 0 0 FIFTH THIRD BANCORPCOM316773100265 6168 SH SOLE 6168 0 0 FIRST HORIZON CORPORATIONCOM320517105641 27269 SH SOLE 27269 0 0 FIRST TR MORNINGSTAR DIVID LSHS3369171091986 53033 SH SOLE 53033 0 0 FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF33733E104218 2783 SH SOLE 2783 0 0 FIRST TR EXCHANGE TRADED FDNASDAQ CYB ETF33734X846231 4351 SH SOLE 4351 0 0 FIRST TR EXCH TRADED FD IIIPFD SECS INC ETF33739E1082686 141214 SH SOLE 141214 0 0 FORD MTR CO DELCOM3453708601339 79170 SH SOLE 79170 0 0 GENERAL DYNAMICS CORPCOM3695501082925 12127 SH SOLE 12127 0 0 GENERAL ELECTRIC COCOM NEW369604301224 2444 SH SOLE 2444 0 0 GENERAL MTRS COCOM37045V1002153 49227 SH SOLE 49227 0 0 GLOBAL X FDSGLB X MLP ENRG I37954Y293309 7236 SH SOLE 7236 0 0 GLOBAL X FDSAUTONMOUS EV ETF37954Y6242710 98319 SH SOLE 98318 0 0 GOLDMAN SACHS GROUP INCCOM38141G1045283 16005 SH SOLE 16004 0 0 HCA HEALTHCARE INCCOM40412C101316 1262 SH SOLE 1262 0 0 HANESBRANDS INCCOM410345102798 53579 SH SOLE 53578 0 0 HOME DEPOT INCCOM4370761021868 6241 SH SOLE 6241 0 0 HONEYWELL INTL INCCOM438516106717 3684 SH SOLE 3683 0 0 HUNTINGTON BANCSHARES INCCOM446150104367 25108 SH SOLE 25108 0 0 INTEL CORPCOM4581401006771 136612 SH SOLE 136612 0 0 INTERNATIONAL BUSINESS MACHSCOM4592001012391 18389 SH SOLE 18389 0 0 INTERNATIONAL PAPER COCOM460146103829 17973 SH SOLE 17972 0 0 INVESCO ACTIVELY MANAGED ETFVAR RATE INVT46090A8794944 198359 SH SOLE 198359 0 0 INVESCO ACTIVELY MANAGED ETFULTRA SHRT DUR46090A8871845 37030 SH SOLE 37030 0 0 INTUITIVE SURGICAL INCCOM NEW46120E6021364 4523 SH SOLE 4523 0 0 INTUITCOM461202103652 1357 SH SOLE 1357 0 0 INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT46137V357268 1699 SH SOLE 1699 0 0 INVESCO EXCH TRADED FD TR IIVAR RATE PFD46138G8702961 121164 SH SOLE 121163 0 0 ISHARES TRCORE S&P500 ETF46428720050282 110830 SH SOLE 110830 0 0 ISHARES TRCORE US AGGBD ET4642872267255 67742 SH SOLE 67742 0 0 ISHARES TRIBOXX INV CP ETF4642872424882 40367 SH SOLE 40367 0 0 ISHARES TRRUS MDCP VAL ETF4642874735624 47007 SH SOLE 47006 0 0 ISHARES TRRUS MD CP GR ETF4642874816698 66650 SH SOLE 66649 0 0 ISHARES TRRUS MID CAP ETF464287499376 4821 SH SOLE 4821 0 0 ISHARES TRCORE S&P MCP ETF464287507291 1086 SH SOLE 1086 0 0 ISHARES TRRUS 1000 VAL ETF4642875989915 59735 SH SOLE 59734 0 0 ISHARES TRRUS 1000 GRW ETF4642876147478 26936 SH SOLE 26935 0 0 ISHARES TRRUS 1000 ETF464287622390 1560 SH SOLE 1560 0 0 ISHARES TRUS HLTHCARE ETF4642877621053 3646 SH SOLE 3646 0 0 ISHARES TRCORE S&P SCP ETF4642878041385 12842 SH SOLE 12842 0 0 ISHARES TRNATIONAL MUN ETF464288414917 8360 SH SOLE 8360 0 0 ISHARES TRIBOXX HI YD ETF4642885139003 109410 SH SOLE 109409 0 0 ISHARES TRISHS 1-5YR INVS464288646540 10433 SH SOLE 10433 0 0 ISHARES TRPFD AND INCM SEC464288687771 21158 SH SOLE 21158 0 0 ISHARES TRMSCI USA ESG SLC464288802203 2100 SH SOLE 2100 0 0 ISHARES TRCORE HIGH DV ETF46429B6631044 9771 SH SOLE 9770 0 0 ISHARES TRCORE MSCI EAFE46432F8424455 64089 SH SOLE 64088 0 0 ISHARES TRBLACKROCK ULTRA46434V878205 4084 SH SOLE 4083 0 0 JPMORGAN CHASE & COCOM46625H10015538 113981 SH SOLE 113980 0 0 J P MORGAN EXCHANGE-TRADED FEQUITY PREMIUM46641Q3321169 19038 SH SOLE 19038 0 0 JOHNSON & JOHNSONCOM4781601043526 19894 SH SOLE 19893 0 0 KRANESHARES TRQUADRTC INT RT500767736566 22100 SH SOLE 22100 0 0 LILLY ELI & COCOM5324571083756 13116 SH SOLE 13116 0 0 LOWES COS INCCOM5486611072390 11820 SH SOLE 11820 0 0 MPLX LPCOM UNIT REP LTD55336V100953 28720 SH SOLE 28720 0 0 MARRIOTT INTL INC NEWCL A5719032023399 19340 SH SOLE 19340 0 0 MCCORMICK & CO INCCOM NON VTG579780206780 7820 SH SOLE 7820 0 0 MCDONALDS CORPCOM5801351016264 25330 SH SOLE 25330 0 0 MERCK & CO INCCOM58933Y1057370 89827 SH SOLE 89827 0 0 METLIFE INCCOM59156R1084540 64593 SH SOLE 64593 0 0 MICROSOFT CORPCOM59491810433311 108045 SH SOLE 108044 0 0 MOLINA HEALTHCARE INCCOM60855R100217 650 SH SOLE 650 0 0 MORGAN STANLEYCOM NEW6174464482256 25809 SH SOLE 25809 0 0 NATIONAL STORAGE AFFILIATESCOM SHS BEN IN637870106344 5486 SH SOLE 5486 0 0 NETAPP INCCOM64110D104838 10092 SH SOLE 10091 0 0 NETFLIX INCCOM64110L1063050 8141 SH SOLE 8141 0 0 NEWMONT CORPCOM651639106263 3316 SH SOLE 3316 0 0 NIKE INCCL B6541061031883 13992 SH SOLE 13991 0 0 NORFOLK SOUTHN CORPCOM6558441081154 4045 SH SOLE 4044 0 0 NORTHROP GRUMMAN CORPCOM6668071022590 5791 SH SOLE 5790 0 0 NVIDIA CORPORATIONCOM67066G1048717 31947 SH SOLE 31946 0 0 ORACLE CORPCOM68389X1051644 19868 SH SOLE 19867 0 0 PALO ALTO NETWORKS INCCOM6974351051149 1845 SH SOLE 1845 0 0 PAYPAL HLDGS INCCOM70450Y1032276 19676 SH SOLE 19676 0 0 PEPSICO INCCOM7134481085466 32657 SH SOLE 32656 0 0 PFIZER INCCOM7170811032072 40027 SH SOLE 40027 0 0 PHILIP MORRIS INTL INCCOM718172109682 7258 SH SOLE 7258 0 0 PIMCO ETF TRENHAN SHRT MA AC72201R833297 2966 SH SOLE 2966 0 0 POLARIS INCCOM731068102622 5910 SH SOLE 5910 0 0 PROCTER AND GAMBLE COCOM7427181099664 63249 SH SOLE 63248 0 0 PROLOGIS INC.COM74340W103321 1986 SH SOLE 1986 0 0 PRUDENTIAL FINL INCCOM7443201022541 21505 SH SOLE 21505 0 0 QUALCOMM INCCOM74752510313528 88524 SH SOLE 88523 0 0 RAYTHEON TECHNOLOGIES CORPCOM75513E1015731 57848 SH SOLE 57848 0 0 ROBLOX CORPCL A771049103212 4592 SH SOLE 4592 0 0 ROYAL BK CDACOM780087102942 8540 SH SOLE 8539 0 0 SPDR GOLD TRGOLD SHS78463V107445 2462 SH SOLE 2462 0 0 SPDR SER TRPORTFOLIO CRPORT78464A144284 8883 SH SOLE 8883 0 0 SPDR SER TRS&P REGL BKG78464A698856 12431 SH SOLE 12431 0 0 SPDR SER TRS&P 400 MDCP VAL78464A839349 4960 SH SOLE 4959 0 0 SPDR SER TRS&P BIOTECH78464A870211 2346 SH SOLE 2346 0 0 SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y1078857 18059 SH SOLE 18058 0 0 SPDR SER TRBLOOMBERG INVT78468R200467 15310 SH SOLE 15310 0 0 SAIA INCCOM78709Y105374 1534 SH SOLE 1534 0 0 SALESFORCE COM INCCOM79466L3024038 19019 SH SOLE 19019 0 0 SCHWAB STRATEGIC TRUS TIPS ETF808524870481 7925 SH SOLE 7925 0 0 SELECT SECTOR SPDR TRENERGY81369Y506382 5000 SH SOLE 5000 0 0 SELECT SECTOR SPDR TRFINANCIAL81369Y605914 23844 SH SOLE 23843 0 0 SELECT SECTOR SPDR TRSBI INT-INDS81369Y704286 2774 SH SOLE 2774 0 0 SIMON PPTY GROUP INC NEWCOM828806109877 6667 SH SOLE 6667 0 0 SNAP INCCL A83304A106845 23490 SH SOLE 23489 0 0 SNOWFLAKE INCCL A8334451092325 10146 SH SOLE 10146 0 0 SOUTHERN COCOM842587107628 8654 SH SOLE 8654 0 0 SPIRIT AIRLS INCCOM848577102361 16500 SH SOLE 16500 0 0 BLOCK INCCL A8522341032217 16347 SH SOLE 16347 0 0 STARBUCKS CORPCOM8552441092649 29117 SH SOLE 29117 0 0 STARWOOD PPTY TR INCCOM85571B1053189 131934 SH SOLE 131933 0 0 T-MOBILE US INCCOM8725901042345 18272 SH SOLE 18272 0 0 TARGET CORPCOM87612E1061175 5537 SH SOLE 5537 0 0 TESLA INCCOM88160R1011221 1133 SH SOLE 1133 0 0 TEXAS INSTRS INCCOM882508104941 5130 SH SOLE 5130 0 0 THERMO FISHER SCIENTIFIC INCCOM8835561021674 2834 SH SOLE 2833 0 0 3M COCOM88579Y1013328 22356 SH SOLE 22355 0 0 TWITTER INCCOM90184L102986 25483 SH SOLE 25482 0 0 US BANCORP DELCOM NEW902973304276 5189 SH SOLE 5189 0 0 UBER TECHNOLOGIES INCCOM90353T100535 14982 SH SOLE 14982 0 0 UNITED PARCEL SERVICE INCCL B9113121062452 11433 SH SOLE 11433 0 0 UNITEDHEALTH GROUP INCCOM91324P1028380 16432 SH SOLE 16432 0 0 VALERO ENERGY CORPCOM91913Y100243 2390 SH SOLE 2390 0 0 VANECK ETF TRUSTINVESTMENT GRD92189F486626 24933 SH SOLE 24933 0 0 VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844582 3587 SH SOLE 3586 0 0 VANGUARD WORLD FDESG US STK ETF921910733478 5900 SH SOLE 5900 0 0 VANGUARD WHITEHALL FDSINTL DVD ETF921946810417 5280 SH SOLE 5280 0 0 VANGUARD WORLD FDSHEALTH CAR ETF92204A504285 1119 SH SOLE 1119 0 0 VANGUARD WORLD FDSINF TECH ETF92204A702517 1242 SH SOLE 1242 0 0 VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409293 3751 SH SOLE 3751 0 0 VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C8703529 41021 SH SOLE 41020 0 0 VANGUARD INDEX FDSREAL ESTATE ETF9229085532495 23019 SH SOLE 23019 0 0 VANGUARD INDEX FDSMID CAP ETF922908629564 2369 SH SOLE 2369 0 0 VANGUARD INDEX FDSTOTAL STK MKT9229087692188 9611 SH SOLE 9611 0 0 VERIZON COMMUNICATIONS INCCOM92343V1046190 121510 SH SOLE 121509 0 0 VISA INCCOM CL A92826C8393224 14536 SH SOLE 14536 0 0 WALMART INCCOM9311421031004 6741 SH SOLE 6741 0 0 WALGREENS BOOTS ALLIANCE INCCOM931427108591 13207 SH SOLE 13207 0 0 WASTE MGMT INC DELCOM94106L109363 2288 SH SOLE 2288 0 0 WELLS FARGO CO NEWCOM949746101294 6070 SH SOLE 6070 0 0 WELLTOWER INCCOM95040Q1045257 54679 SH SOLE 54678 0 0 WISDOMTREE TRUS LARGECAP DIVD97717W307877 13346 SH SOLE 13346 0 0 WISDOMTREE TREM MKTS QTLY DIV97717W323431 16558 SH SOLE 16558 0 0 WISDOMTREE TRUS SMALLCAP FUND97717W562416 8672 SH SOLE 8672 0 0 WISDOMTREE TRUS LARGECAP FUND97717W5881012 20932 SH SOLE 20931 0 0 WISDOMTREE TRINTL EQUITY FD97717W703534 10131 SH SOLE 10131 0 0 WISDOMTREE TRITL HDG QTLY DIV97717X594720 16757 SH SOLE 16757 0 0 YUM BRANDS INCCOM988498101832 7021 SH SOLE 7021 0 0 YUM CHINA HLDGS INCCOM98850P109292 7021 SH SOLE 7021 0 0