0001754960-22-000010.txt : 20220112 0001754960-22-000010.hdr.sgml : 20220112 20220112113322 ACCESSION NUMBER: 0001754960-22-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220112 DATE AS OF CHANGE: 20220112 EFFECTIVENESS DATE: 20220112 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: 22525921 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 12-31-2021 12-31-2021 KMG FIDUCIARY PARTNERS, LLC
7530 KINGS POINTE ROAD TOLEDO OH 43617
13F HOLDINGS REPORT 028-19469 N
File13F.com Agent 844-844-3453 Aryn Sands Reno NV 01-12-2022 0 198 646253 false
INFORMATION TABLE 2 InformationTableOutput.xml ACCENTURE PLC IRELANDSHS CLASS AG1151C101309 745 SH SOLE 745 0 0 MEDTRONIC PLCSHSG5960L103403 3894 SH SOLE 3894 0 0 SEAGATE TECHNOLOGY HLDNGS PLORD SHSG7997R103425 3761 SH SOLE 3761 0 0 AT&T INCCOM00206R1023895 158352 SH SOLE 158351 0 0 ABBOTT LABSCOM0028241001552 11028 SH SOLE 11027 0 0 ABBVIE INCCOM00287Y1097136 52701 SH SOLE 52700 0 0 ACTIVISION BLIZZARD INCCOM00507V1091341 20158 SH SOLE 20158 0 0 ADVANCED MICRO DEVICES INCCOM0079031073087 21455 SH SOLE 21455 0 0 ALIBABA GROUP HLDG LTDSPONSORED ADS01609W1021844 15524 SH SOLE 15524 0 0 ALLIANT ENERGY CORPCOM018802108210 3422 SH SOLE 3422 0 0 ALLSTATE CORPCOM0200021011128 9589 SH SOLE 9588 0 0 ALPHABET INCCAP STK CL C02079K1072393 827 SH SOLE 827 0 0 ALPHABET INCCAP STK CL A02079K30521342 7367 SH SOLE 7367 0 0 ALTRIA GROUP INCCOM02209S103247 5218 SH SOLE 5218 0 0 AMAZON COM INCCOM02313510622033 6608 SH SOLE 6608 0 0 AMERICAN ELEC PWR CO INCCOM025537101970 10899 SH SOLE 10899 0 0 AMERICAN EXPRESS COCOM0258161097465 45630 SH SOLE 45630 0 0 AMERIPRISE FINL INCCOM03076C106380 1259 SH SOLE 1259 0 0 AMGEN INCCOM0311621004440 19737 SH SOLE 19736 0 0 ANALOG DEVICES INCCOM032654105629 3579 SH SOLE 3579 0 0 APPLE INCCOM03783310054058 304432 SH SOLE 304431 0 0 APPLIED MATLS INCCOM0382221053810 24213 SH SOLE 24213 0 0 AUTOMATIC DATA PROCESSING INCOM053015103205 833 SH SOLE 833 0 0 BK OF AMERICA CORPCOM060505104569 12794 SH SOLE 12794 0 0 BANK NEW YORK MELLON CORPCOM064058100513 8834 SH SOLE 8833 0 0 BERKSHIRE HATHAWAY INC DELCL A084670108901 2 SH SOLE 2 0 0 BERKSHIRE HATHAWAY INC DELCL B NEW0846707021247 4172 SH SOLE 4172 0 0 BIOGEN INCCOM09062X1032237 9324 SH SOLE 9324 0 0 BLACKROCK INCCOM09247X1018173 8926 SH SOLE 8926 0 0 BLACKSTONE INCCOM09260D1072333 18030 SH SOLE 18029 0 0 BOEING COCOM0970231051908 9478 SH SOLE 9478 0 0 BRISTOL-MYERS SQUIBB COCOM1101221081715 27513 SH SOLE 27512 0 0 BROADCOM INCCOM11135F1011984 2982 SH SOLE 2982 0 0 CIGNA CORP NEWCOM1255231002187 9525 SH SOLE 9524 0 0 CVS HEALTH CORPCOM1266501008216 79640 SH SOLE 79640 0 0 CARDINAL HEALTH INCCOM14149Y1081067 20717 SH SOLE 20717 0 0 CATALENT INCCOM148806102325 2538 SH SOLE 2538 0 0 CATERPILLAR INCCOM1491231012169 10492 SH SOLE 10491 0 0 CHEVRON CORP NEWCOM1667641004678 39864 SH SOLE 39864 0 0 CISCO SYS INCCOM17275R1025249 82826 SH SOLE 82826 0 0 CINTAS CORPCOM172908105790 1783 SH SOLE 1782 0 0 CLEVELAND-CLIFFS INC NEWCOM185899101204 9375 SH SOLE 9375 0 0 COCA COLA COCOM1912161008129 137289 SH SOLE 137289 0 0 CONAGRA BRANDS INCCOM205887102516 15114 SH SOLE 15114 0 0 COSTCO WHSL CORP NEWCOM22160K1052029 3574 SH SOLE 3574 0 0 DELTA AIR LINES INC DELCOM NEW2473617023952 101124 SH SOLE 101124 0 0 DISNEY WALT COCOM2546871067411 47847 SH SOLE 47847 0 0 DOMINION ENERGY INCCOM25746U109230 2933 SH SOLE 2933 0 0 DUKE ENERGY CORP NEWCOM NEW26441C2041980 18877 SH SOLE 18876 0 0 EATON VANCE MUNI INCOME TRUSSH BEN INT27826U108254 18415 SH SOLE 18414 0 0 EATON VANCE TAX-MANAGED GLOBCOM27829F1084227 396191 SH SOLE 396191 0 0 EXXON MOBIL CORPCOM30231G102593 9686 SH SOLE 9685 0 0 META PLATFORMS INCCL A30303M1026352 18885 SH SOLE 18885 0 0 FIFTH THIRD BANCORPCOM316773100269 6168 SH SOLE 6168 0 0 FIRST HORIZON CORPORATIONCOM320517105254 15540 SH SOLE 15540 0 0 FIRST TR MORNINGSTAR DIVID LSHS3369171092094 58895 SH SOLE 58895 0 0 FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF33733E104235 2783 SH SOLE 2783 0 0 FIRST TR EXCHANGE TRADED FDNASDAQ CYB ETF33734X846230 4351 SH SOLE 4351 0 0 FIRST TR EXCH TRADED FD IIIPFD SECS INC ETF33739E1083462 170389 SH SOLE 170389 0 0 FORD MTR CO DELCOM345370860568 27338 SH SOLE 27338 0 0 GENERAL DYNAMICS CORPCOM3695501082089 10022 SH SOLE 10022 0 0 GENERAL ELECTRIC COCOM NEW369604301236 2496 SH SOLE 2496 0 0 GENERAL MTRS COCOM37045V1003537 60323 SH SOLE 60323 0 0 GLOBAL X FDSAUTONMOUS EV ETF37954Y6243243 106216 SH SOLE 106216 0 0 GLOBAL X FDSRBTCS ARTFL INTE37954Y715452 12571 SH SOLE 12571 0 0 GOLDMAN SACHS GROUP INCCOM38141G1045307 13874 SH SOLE 13873 0 0 HCA HEALTHCARE INCCOM40412C101324 1262 SH SOLE 1262 0 0 HANESBRANDS INCCOM410345102490 29297 SH SOLE 29296 0 0 HOME DEPOT INCCOM4370761022633 6344 SH SOLE 6344 0 0 HONEYWELL INTL INCCOM438516106799 3831 SH SOLE 3831 0 0 HUNTINGTON BANCSHARES INCCOM446150104387 25108 SH SOLE 25108 0 0 INTEL CORPCOM4581401006739 130849 SH SOLE 130849 0 0 INTERNATIONAL BUSINESS MACHSCOM4592001013113 23288 SH SOLE 23288 0 0 INTERNATIONAL PAPER COCOM460146103712 15147 SH SOLE 15147 0 0 INVESCO ACTIVELY MANAGED ETFVAR RATE INVT46090A8795569 222234 SH SOLE 222233 0 0 INVESCO ACTIVELY MANAGED ETFULTRA SHRT DUR46090A8871877 37319 SH SOLE 37318 0 0 INVESCO QQQ TRUNIT SER 146090E103233 585 SH SOLE 584 0 0 INTUITIVE SURGICAL INCCOM NEW46120E602894 2489 SH SOLE 2489 0 0 INTUITCOM461202103937 1457 SH SOLE 1457 0 0 INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT46137V357305 1877 SH SOLE 1877 0 0 INVESCO EXCH TRADED FD TR IIVAR RATE PFD46138G8703578 138033 SH SOLE 138032 0 0 ISHARES TRCORE S&P500 ETF46428720057861 121304 SH SOLE 121303 0 0 ISHARES TRCORE US AGGBD ET4642872269692 84958 SH SOLE 84958 0 0 ISHARES TRIBOXX INV CP ETF4642872428704 65680 SH SOLE 65680 0 0 ISHARES TRRUS MDCP VAL ETF4642874736301 51489 SH SOLE 51488 0 0 ISHARES TRRUS MD CP GR ETF4642874818384 72762 SH SOLE 72761 0 0 ISHARES TRRUS MID CAP ETF464287499400 4816 SH SOLE 4816 0 0 ISHARES TRCORE S&P MCP ETF464287507323 1142 SH SOLE 1142 0 0 ISHARES TRRUS 1000 GRW ETF4642876148347 27313 SH SOLE 27312 0 0 ISHARES TRRUS 1000 ETF464287622413 1560 SH SOLE 1560 0 0 ISHARES TRUS HLTHCARE ETF464287762984 3275 SH SOLE 3275 0 0 ISHARES TRCORE S&P SCP ETF4642878041564 13654 SH SOLE 13654 0 0 ISHARES TRNATIONAL MUN ETF464288414919 7904 SH SOLE 7904 0 0 ISHARES TRIBOXX HI YD ETF46428851310293 118300 SH SOLE 118299 0 0 ISHARES TRISHS 1-5YR INVS464288646829 15383 SH SOLE 15383 0 0 ISHARES TRMSCI USA ESG SLC464288802223 2100 SH SOLE 2100 0 0 ISHARES TRCORE HIGH DV ETF46429B6631072 10615 SH SOLE 10615 0 0 ISHARES TRCORE MSCI EAFE46432F8424680 62706 SH SOLE 62706 0 0 ISHARES TRBLACKROCK ULTRA46434V878206 4082 SH SOLE 4081 0 0 JPMORGAN CHASE & COCOM46625H10017154 108327 SH SOLE 108327 0 0 J P MORGAN EXCHANGE-TRADED FEQUITY PREMIUM46641Q332345 5464 SH SOLE 5464 0 0 JOHNSON & JOHNSONCOM4781601043410 19931 SH SOLE 19931 0 0 KRANESHARES TRQUADRTC INT RT500767736593 22100 SH SOLE 22100 0 0 LILLY ELI & COCOM5324571082847 10307 SH SOLE 10307 0 0 LOWES COS INCCOM5486611072561 9907 SH SOLE 9907 0 0 MPLX LPCOM UNIT REP LTD55336V100242 8189 SH SOLE 8189 0 0 MARRIOTT INTL INC NEWCL A5719032023534 21385 SH SOLE 21385 0 0 MCCORMICK & CO INCCOM NON VTG579780206755 7820 SH SOLE 7820 0 0 MCDONALDS CORPCOM5801351016611 24662 SH SOLE 24661 0 0 MERCK & CO INCCOM58933Y1056767 88294 SH SOLE 88294 0 0 METLIFE INCCOM59156R1083485 55774 SH SOLE 55774 0 0 MICROSOFT CORPCOM59491810435732 106244 SH SOLE 106243 0 0 MORGAN STANLEYCOM NEW6174464483285 33464 SH SOLE 33464 0 0 NATIONAL STORAGE AFFILIATESCOM SHS BEN IN637870106380 5486 SH SOLE 5486 0 0 NETAPP INCCOM64110D104542 5895 SH SOLE 5895 0 0 NETFLIX INCCOM64110L1063110 5162 SH SOLE 5162 0 0 NEWMONT CORPCOM651639106206 3316 SH SOLE 3316 0 0 NEXTERA ENERGY INCCOM65339F101216 2312 SH SOLE 2312 0 0 NIKE INCCL B6541061032280 13679 SH SOLE 13678 0 0 NORFOLK SOUTHN CORPCOM6558441081204 4045 SH SOLE 4044 0 0 NORTHROP GRUMMAN CORPCOM6668071022278 5884 SH SOLE 5884 0 0 NVIDIA CORPORATIONCOM67066G1046648 22604 SH SOLE 22604 0 0 ORACLE CORPCOM68389X1052486 28504 SH SOLE 28504 0 0 PALO ALTO NETWORKS INCCOM6974351051921 3450 SH SOLE 3450 0 0 PAYPAL HLDGS INCCOM70450Y1033928 20830 SH SOLE 20830 0 0 PEPSICO INCCOM7134481086572 37831 SH SOLE 37830 0 0 PFIZER INCCOM7170811032604 44095 SH SOLE 44094 0 0 PIMCO MUN INCOME FD IIICOM72201A103177 13872 SH SOLE 13872 0 0 PIMCO ETF TRENHAN SHRT MA AC72201R833301 2964 SH SOLE 2963 0 0 POLARIS INCCOM731068102527 4798 SH SOLE 4798 0 0 PROCTER AND GAMBLE COCOM74271810910459 63940 SH SOLE 63939 0 0 PROLOGIS INC.COM74340W103334 1986 SH SOLE 1986 0 0 PRUDENTIAL FINL INCCOM7443201022252 20804 SH SOLE 20804 0 0 QUALCOMM INCCOM74752510315138 82783 SH SOLE 82782 0 0 RAYTHEON TECHNOLOGIES CORPCOM75513E1014938 57373 SH SOLE 57373 0 0 ROBLOX CORPCL A771049103225 2185 SH SOLE 2185 0 0 ROKU INCCOM CL A77543R102212 927 SH SOLE 927 0 0 ROYAL BK CDACOM780087102786 7402 SH SOLE 7401 0 0 SPDR GOLD TRGOLD SHS78463V107421 2462 SH SOLE 2462 0 0 SPDR SER TRPORTFOLIO CRPORT78464A144472 13550 SH SOLE 13550 0 0 SPDR SER TRS&P REGL BKG78464A698881 12431 SH SOLE 12431 0 0 SPDR SER TRS&P 400 MDCP VAL78464A839353 4959 SH SOLE 4959 0 0 SPDR SER TRS&P BIOTECH78464A870295 2631 SH SOLE 2631 0 0 SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y10710318 19931 SH SOLE 19930 0 0 SPDR SER TRBLOOMBERG INVT78468R200468 15308 SH SOLE 15308 0 0 SAIA INCCOM78709Y105517 1534 SH SOLE 1534 0 0 SALESFORCE COM INCCOM79466L3025386 21193 SH SOLE 21193 0 0 SCHWAB STRATEGIC TRUS TIPS ETF808524870440 7000 SH SOLE 7000 0 0 SELECT SECTOR SPDR TRENERGY81369Y506278 5000 SH SOLE 5000 0 0 SELECT SECTOR SPDR TRFINANCIAL81369Y605938 24032 SH SOLE 24032 0 0 SELECT SECTOR SPDR TRSBI INT-INDS81369Y704294 2774 SH SOLE 2774 0 0 SIMON PPTY GROUP INC NEWCOM828806109360 2251 SH SOLE 2251 0 0 SNAP INCCL A83304A1061419 30172 SH SOLE 30171 0 0 SNOWFLAKE INCCL A8334451093847 11355 SH SOLE 11355 0 0 SOFI TECHNOLOGIES INCCOM83406F102175 11094 SH SOLE 11094 0 0 SOUTHERN COCOM842587107587 8554 SH SOLE 8554 0 0 SPIRIT AIRLS INCCOM848577102363 16614 SH SOLE 16614 0 0 BLOCK INCCL A8522341032931 18145 SH SOLE 18145 0 0 STARBUCKS CORPCOM8552441093944 33719 SH SOLE 33719 0 0 STARWOOD PPTY TR INCCOM85571B1052588 106494 SH SOLE 106494 0 0 T-MOBILE US INCCOM8725901042146 18499 SH SOLE 18499 0 0 TARGET CORPCOM87612E1061259 5442 SH SOLE 5442 0 0 TESLA INCCOM88160R1011174 1111 SH SOLE 1111 0 0 TEXAS INSTRS INCCOM882508104967 5130 SH SOLE 5130 0 0 THERMO FISHER SCIENTIFIC INCCOM8835561021847 2768 SH SOLE 2768 0 0 3M COCOM88579Y1013157 17775 SH SOLE 17775 0 0 TWITTER INCCOM90184L1021514 35023 SH SOLE 35022 0 0 US BANCORP DELCOM NEW902973304291 5189 SH SOLE 5189 0 0 UBER TECHNOLOGIES INCCOM90353T1001253 29876 SH SOLE 29876 0 0 UNITED PARCEL SERVICE INCCL B9113121061756 8193 SH SOLE 8193 0 0 UNITEDHEALTH GROUP INCCOM91324P1028669 17263 SH SOLE 17263 0 0 VANECK ETF TRUSTINVESTMENT GRD92189F486630 24926 SH SOLE 24926 0 0 VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844550 3200 SH SOLE 3200 0 0 VANGUARD WORLD FDESG US STK ETF921910733519 5900 SH SOLE 5900 0 0 VANGUARD WHITEHALL FDSINTL DVD ETF921946810431 5050 SH SOLE 5050 0 0 VANGUARD WORLD FDSHEALTH CAR ETF92204A504298 1117 SH SOLE 1117 0 0 VANGUARD WORLD FDSINF TECH ETF92204A702564 1231 SH SOLE 1231 0 0 VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409325 4001 SH SOLE 4001 0 0 VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C8703539 38151 SH SOLE 38150 0 0 VANGUARD INDEX FDSS&P 500 ETF SHS922908363235 538 SH SOLE 538 0 0 VANGUARD INDEX FDSREAL ESTATE ETF9229085532732 23547 SH SOLE 23547 0 0 VANGUARD INDEX FDSMID CAP ETF922908629610 2393 SH SOLE 2393 0 0 VANGUARD INDEX FDSTOTAL STK MKT9229087692380 9856 SH SOLE 9856 0 0 VERIZON COMMUNICATIONS INCCOM92343V1046297 121193 SH SOLE 121193 0 0 VISA INCCOM CL A92826C8393218 14848 SH SOLE 14847 0 0 WALMART INCCOM931142103978 6762 SH SOLE 6762 0 0 WASTE MGMT INC DELCOM94106L109382 2288 SH SOLE 2288 0 0 WELLS FARGO CO NEWCOM949746101302 6291 SH SOLE 6291 0 0 WELLTOWER INCCOM95040Q1044970 57950 SH SOLE 57949 0 0 WISDOMTREE TRUS LARGECAP DIVD97717W307878 13296 SH SOLE 13296 0 0 WISDOMTREE TREM MKTS QTLY DIV97717W323460 16225 SH SOLE 16225 0 0 WISDOMTREE TRUS SMALLCAP FUND97717W562445 8658 SH SOLE 8658 0 0 WISDOMTREE TRUS LARGECAP FUND97717W5881047 20796 SH SOLE 20796 0 0 WISDOMTREE TRINTL EQUITY FD97717W703539 9962 SH SOLE 9962 0 0 WISDOMTREE TRITL HDG QTLY DIV97717X594756 16530 SH SOLE 16530 0 0 XILINX INCCOM983919101289 1365 SH SOLE 1365 0 0 YUM BRANDS INCCOM988498101975 7021 SH SOLE 7021 0 0 YUM CHINA HLDGS INCCOM98850P109350 7021 SH SOLE 7021 0 0