0001754960-22-000280.txt : 20221027 0001754960-22-000280.hdr.sgml : 20221027 20221027153403 ACCESSION NUMBER: 0001754960-22-000280 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221027 DATE AS OF CHANGE: 20221027 EFFECTIVENESS DATE: 20221027 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: 221337114 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 09-30-2022 09-30-2022 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 10-27-2022 0 191 519735 false INFORMATION TABLE 2 InformationTableOutput.xml MEDTRONIC PLCSHSG5960L103344 4256 SH SOLE 4256 0 0 SEAGATE TECHNOLOGY HLDNGS PLORD SHSG7997R103200 3763 SH SOLE 3763 0 0 AT&T INCCOM00206R1021648 107411 SH SOLE 107410 0 0 ABBOTT LABSCOM0028241001153 11912 SH SOLE 11912 0 0 ABBVIE INCCOM00287Y1098161 60809 SH SOLE 60809 0 0 ACTIVISION BLIZZARD INCCOM00507V109582 7827 SH SOLE 7827 0 0 ADOBE SYSTEMS INCORPORATEDCOM00724F101316 1150 SH SOLE 1150 0 0 ADVANCED MICRO DEVICES INCCOM0079031073808 60098 SH SOLE 60098 0 0 ALIBABA GROUP HLDG LTDSPONSORED ADS01609W102289 3619 SH SOLE 3619 0 0 ALLSTATE CORPCOM0200021011592 12781 SH SOLE 12780 0 0 ALPHABET INCCAP STK CL C02079K1071765 18360 SH SOLE 18360 0 0 ALPHABET INCCAP STK CL A02079K30516084 168157 SH SOLE 168157 0 0 ALTRIA GROUP INCCOM02209S103239 5922 SH SOLE 5921 0 0 AMAZON COM INCCOM02313510616473 145781 SH SOLE 145781 0 0 AMERICAN ELEC PWR CO INCCOM0255371011276 14761 SH SOLE 14761 0 0 AMERICAN EXPRESS COCOM0258161094400 32616 SH SOLE 32615 0 0 AMERIPRISE FINL INCCOM03076C106317 1259 SH SOLE 1259 0 0 AMGEN INCCOM0311621001902 8437 SH SOLE 8437 0 0 ANALOG DEVICES INCCOM032654105486 3491 SH SOLE 3491 0 0 APPLE INCCOM03783310039593 286490 SH SOLE 286490 0 0 APPLIED MATLS INCCOM0382221051561 19051 SH SOLE 19050 0 0 AUTOMATIC DATA PROCESSING INCOM053015103245 1081 SH SOLE 1081 0 0 BK OF AMERICA CORPCOM060505104408 13523 SH SOLE 13522 0 0 BANK NEW YORK MELLON CORPCOM064058100306 7938 SH SOLE 7937 0 0 BERKSHIRE HATHAWAY INC DELCL A084670108813 2 SH SOLE 2 0 0 BERKSHIRE HATHAWAY INC DELCL B NEW0846707022071 7755 SH SOLE 7755 0 0 BEST BUY INCCOM086516101712 11246 SH SOLE 11246 0 0 BIOGEN INCCOM09062X103789 2954 SH SOLE 2954 0 0 BLACKROCK INCCOM09247X1014749 8630 SH SOLE 8630 0 0 BLACKSTONE INCCOM09260D1071319 15760 SH SOLE 15760 0 0 BOEING COCOM0970231052048 16914 SH SOLE 16913 0 0 BRISTOL-MYERS SQUIBB COCOM1101221081969 27698 SH SOLE 27697 0 0 BROADCOM INCCOM11135F101262 591 SH SOLE 591 0 0 CIGNA CORP NEWCOM1255231002351 8473 SH SOLE 8473 0 0 CVS HEALTH CORPCOM1266501009287 97374 SH SOLE 97374 0 0 CARDINAL HEALTH INCCOM14149Y1084167 62487 SH SOLE 62487 0 0 CATERPILLAR INCCOM1491231012399 14619 SH SOLE 14619 0 0 CHEVRON CORP NEWCOM1667641008182 56951 SH SOLE 56951 0 0 CISCO SYS INCCOM17275R1023117 77922 SH SOLE 77922 0 0 CINTAS CORPCOM172908105606 1560 SH SOLE 1560 0 0 CITIGROUP INCCOM NEW172967424884 21216 SH SOLE 21215 0 0 COCA COLA COCOM1912161007576 135237 SH SOLE 135237 0 0 CONAGRA BRANDS INCCOM2058871021226 37561 SH SOLE 37560 0 0 COSTCO WHSL CORP NEWCOM22160K1051850 3917 SH SOLE 3917 0 0 DELTA AIR LINES INC DELCOM NEW2473617022893 103113 SH SOLE 103113 0 0 DISNEY WALT COCOM2546871066533 69255 SH SOLE 69255 0 0 DOMINION ENERGY INCCOM25746U109282 4078 SH SOLE 4078 0 0 DOW INCCOM260557103673 15314 SH SOLE 15314 0 0 DUKE ENERGY CORP NEWCOM NEW26441C2043549 38154 SH SOLE 38154 0 0 EATON VANCE TAX-MANAGED 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0 HOME DEPOT INCCOM4370761021736 6290 SH SOLE 6289 0 0 HONEYWELL INTL INCCOM438516106566 3390 SH SOLE 3390 0 0 HUNTINGTON BANCSHARES INCCOM446150104451 34188 SH SOLE 34188 0 0 INTEL CORPCOM4581401004166 161663 SH SOLE 161662 0 0 INTERNATIONAL BUSINESS MACHSCOM4592001011998 16815 SH SOLE 16814 0 0 INTERNATIONAL PAPER COCOM460146103274 8651 SH SOLE 8651 0 0 INVESCO ACTIVELY MANAGED ETFTOTAL RETURN46090A8044573 100288 SH SOLE 100288 0 0 INVESCO ACTIVELY MANAGED ETFVAR RATE INVT46090A8794572 185713 SH SOLE 185712 0 0 INVESCO ACTIVELY MANAGED ETFULTRA SHRT DUR46090A8871681 34028 SH SOLE 34027 0 0 INTUITIVE SURGICAL INCCOM NEW46120E6021880 10029 SH SOLE 10029 0 0 INTUITCOM461202103495 1278 SH SOLE 1278 0 0 INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT46137V357215 1687 SH SOLE 1687 0 0 INVESCO EXCH TRADED FD TR IIVAR RATE PFD46138G8701035 47256 SH SOLE 47256 0 0 ISHARES TRCORE S&P500 ETF46428720033306 92865 SH SOLE 92865 0 0 ISHARES TRIBOXX INV CP ETF4642872421955 19087 SH SOLE 19087 0 0 ISHARES TRRUS MDCP VAL ETF4642874732960 30812 SH SOLE 30812 0 0 ISHARES TRRUS MD CP GR ETF4642874813523 44918 SH SOLE 44918 0 0 ISHARES TRRUS MID CAP ETF464287499256 4112 SH SOLE 4112 0 0 ISHARES TRCORE S&P MCP ETF464287507213 970 SH SOLE 969 0 0 ISHARES TRRUS 1000 VAL ETF4642875988387 61675 SH SOLE 61674 0 0 ISHARES TRRUS 1000 GRW ETF4642876144663 22163 SH SOLE 22162 0 0 ISHARES TRRUS 1000 ETF464287622308 1560 SH SOLE 1560 0 0 ISHARES TRUS HLTHCARE ETF464287762815 3223 SH SOLE 3223 0 0 ISHARES TRCORE S&P SCP ETF464287804927 10637 SH SOLE 10637 0 0 ISHARES TRNATIONAL MUN ETF464288414945 9216 SH SOLE 9215 0 0 ISHARES TRIBOXX HI YD ETF4642885131725 24166 SH SOLE 24165 0 0 ISHARES TRISHS 1-5YR INVS4642886462687 54534 SH SOLE 54534 0 0 ISHARES TRPFD AND INCM SEC4642886871060 33471 SH SOLE 33471 0 0 ISHARES TRCORE HIGH DV ETF46429B663445 4878 SH SOLE 4877 0 0 ISHARES TRCORE MSCI EAFE46432F8423503 66511 SH SOLE 66511 0 0 JPMORGAN CHASE & COCOM46625H10012635 120910 SH SOLE 120910 0 0 J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM46641Q3323073 59986 SH SOLE 59986 0 0 J P MORGAN EXCHANGE TRADED FINTL BD OPP ETF46641Q8524744 106692 SH SOLE 106692 0 0 JANUS DETROIT STR TRHENDRSN SHRT ETF47103U8864918 101428 SH SOLE 101428 0 0 JOHNSON & JOHNSONCOM4781601043359 20564 SH SOLE 20564 0 0 KRANESHARES TRQUADRTC INT RT500767736399 17992 SH SOLE 17992 0 0 LILLY ELI & COCOM5324571085688 17590 SH SOLE 17590 0 0 LOWES COS INCCOM5486611073832 20402 SH SOLE 20402 0 0 LULULEMON ATHLETICA INCCOM550021109268 959 SH SOLE 959 0 0 MPLX LPCOM UNIT REP LTD55336V1001214 40468 SH SOLE 40468 0 0 MAGELLAN MIDSTREAM PRTNRS LPCOM UNIT RP LP559080106231 4855 SH SOLE 4855 0 0 MARRIOTT INTL INC NEWCL A5719032023746 26732 SH SOLE 26732 0 0 MCCORMICK & CO INCCOM NON VTG579780206451 6330 SH SOLE 6330 0 0 MCDONALDS CORPCOM5801351014598 19926 SH SOLE 19926 0 0 MERCK & CO INCCOM58933Y1056299 73146 SH SOLE 73146 0 0 METLIFE INCCOM59156R1085231 86070 SH SOLE 86070 0 0 MICROSOFT CORPCOM59491810424488 105142 SH SOLE 105142 0 0 MICRON TECHNOLOGY INCCOM595112103505 10074 SH SOLE 10074 0 0 MORGAN STANLEYCOM NEW6174464481898 24021 SH SOLE 24021 0 0 NATIONAL STORAGE AFFILIATESCOM SHS BEN IN637870106229 5501 SH SOLE 5501 0 0 NETAPP INCCOM64110D104942 15236 SH SOLE 15235 0 0 NETFLIX INCCOM64110L1061546 6568 SH SOLE 6568 0 0 NIKE INCCL B6541061031456 17519 SH SOLE 17518 0 0 NORFOLK SOUTHN CORPCOM655844108813 3879 SH SOLE 3879 0 0 NORTHROP GRUMMAN CORPCOM6668071022337 4969 SH SOLE 4969 0 0 NVIDIA CORPORATIONCOM67066G1045167 42562 SH SOLE 42561 0 0 ORACLE CORPCOM68389X1053833 62763 SH SOLE 62763 0 0 PALO ALTO NETWORKS INCCOM697435105430 2628 SH SOLE 2628 0 0 PAYPAL HLDGS INCCOM70450Y1032231 25919 SH SOLE 25919 0 0 PEPSICO INCCOM7134481084840 29645 SH SOLE 29644 0 0 PFIZER INCCOM7170811031575 35983 SH SOLE 35983 0 0 PHILIP MORRIS INTL INCCOM718172109844 10166 SH SOLE 10166 0 0 PHILLIPS 66COM718546104707 8765 SH SOLE 8764 0 0 PIMCO MUN INCOME FD IIICOM72201A103107 13872 SH SOLE 13872 0 0 POLARIS INCCOM731068102791 8273 SH SOLE 8272 0 0 PROCTER AND GAMBLE COCOM7427181097472 59182 SH SOLE 59182 0 0 PROLOGIS INC.COM74340W103207 2034 SH SOLE 2034 0 0 PRUDENTIAL FINL INCCOM7443201023486 40638 SH SOLE 40638 0 0 QUALCOMM INCCOM74752510310632 94107 SH SOLE 94107 0 0 RPM INTL INCCOM749685103204 2443 SH SOLE 2443 0 0 RAYTHEON TECHNOLOGIES CORPCOM75513E1014592 56091 SH SOLE 56091 0 0 ROYAL BK CDACOM7800871021083 12032 SH SOLE 12031 0 0 SPDR GOLD TRGOLD SHS78463V107390 2523 SH SOLE 2523 0 0 SPDR SER TRS&P REGL BKG78464A698680 11553 SH SOLE 11553 0 0 SPDR SER TRS&P 400 MDCP VAL78464A839286 4953 SH SOLE 4952 0 0 SPDR SER TRPORTFOLIO S&P50078464A8547019 167162 SH SOLE 167162 0 0 SSGA ACTIVE ETF TRBLACKSTONE SENR78467V6084446 108780 SH SOLE 108780 0 0 SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y1074568 11372 SH SOLE 11372 0 0 SPDR SER TRBLOOMBERG INVT78468R200414 13651 SH SOLE 13651 0 0 SAIA INCCOM78709Y105291 1534 SH SOLE 1534 0 0 SALESFORCE INCCOM79466L3022448 17021 SH SOLE 17021 0 0 SCHWAB STRATEGIC TRUS TIPS ETF808524870411 7925 SH SOLE 7925 0 0 SELECT SECTOR SPDR TRENERGY81369Y506360 5000 SH SOLE 5000 0 0 SELECT SECTOR SPDR TRFINANCIAL81369Y605632 20805 SH SOLE 20805 0 0 SELECT SECTOR SPDR TRSBI INT-INDS81369Y704217 2616 SH SOLE 2616 0 0 SIMON PPTY GROUP INC NEWCOM828806109861 9595 SH SOLE 9595 0 0 SOUTHERN COCOM842587107570 8388 SH SOLE 8388 0 0 SPIRIT AIRLS INCCOM848577102311 16500 SH SOLE 16500 0 0 BLOCK INCCL A8522341031296 23569 SH SOLE 23569 0 0 STARBUCKS CORPCOM8552441092199 26102 SH SOLE 26102 0 0 STARWOOD PPTY TR INCCOM85571B1054137 227042 SH SOLE 227041 0 0 T-MOBILE US INCCOM8725901042035 15166 SH SOLE 15166 0 0 TARGET CORPCOM87612E1061728 11645 SH SOLE 11644 0 0 TESLA INCCOM88160R1011282 4834 SH SOLE 4834 0 0 TEXAS INSTRS INCCOM882508104775 5006 SH SOLE 5006 0 0 THERMO FISHER SCIENTIFIC INCCOM8835561021444 2848 SH SOLE 2847 0 0 US BANCORP DELCOM NEW902973304206 5097 SH SOLE 5097 0 0 UNITED PARCEL SERVICE INCCL B9113121062313 14318 SH SOLE 14318 0 0 UNITEDHEALTH GROUP INCCOM91324P1026994 13848 SH SOLE 13847 0 0 VANECK ETF TRUSTIG FLOATING RATE92189F486513 20662 SH SOLE 20661 0 0 VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844485 3588 SH SOLE 3587 0 0 VANGUARD WORLD FDESG US STK ETF921910733371 5900 SH SOLE 5900 0 0 VANGUARD WHITEHALL FDSINTL DVD ETF921946810236 3809 SH SOLE 3809 0 0 VANGUARD WORLD FDSHEALTH CAR ETF92204A504259 1158 SH SOLE 1158 0 0 VANGUARD WORLD FDSINF TECH ETF92204A702380 1235 SH SOLE 1235 0 0 VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409208 2801 SH SOLE 2801 0 0 VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C8704059 53627 SH SOLE 53627 0 0 VANGUARD INDEX FDSREAL ESTATE ETF9229085531717 21416 SH SOLE 21415 0 0 VANGUARD INDEX FDSMID CAP ETF922908629445 2368 SH SOLE 2367 0 0 VANGUARD INDEX FDSTOTAL STK MKT9229087691662 9261 SH SOLE 9260 0 0 VERIZON COMMUNICATIONS INCCOM92343V1045288 139257 SH SOLE 139256 0 0 VISA INCCOM CL A92826C8392567 14448 SH SOLE 14447 0 0 WALMART INCCOM931142103837 6454 SH SOLE 6454 0 0 WALGREENS BOOTS ALLIANCE INCCOM931427108690 21988 SH SOLE 21988 0 0 WASTE MGMT INC DELCOM94106L109367 2288 SH SOLE 2288 0 0 WELLS FARGO CO NEWCOM949746101204 5084 SH SOLE 5084 0 0 WELLTOWER INCCOM95040Q1042774 43134 SH SOLE 43134 0 0 WISDOMTREE TRUS LARGECAP DIVD97717W307765 13840 SH SOLE 13839 0 0 WISDOMTREE TREM MKTS QTLY DIV97717W323328 17104 SH SOLE 17104 0 0 WISDOMTREE TRUS SMALLCAP FUND97717W562342 8721 SH SOLE 8720 0 0 WISDOMTREE TRUS LARGECAP FUND97717W588923 24048 SH SOLE 24048 0 0 WISDOMTREE TRINTL EQUITY FD97717W703419 10433 SH SOLE 10433 0 0 WISDOMTREE TRITL HDG QTLY DIV97717X594616 17157 SH SOLE 17156 0 0 WYNN RESORTS LTDCOM983134107315 5003 SH SOLE 5003 0 0 YUM BRANDS INCCOM988498101799 7517 SH SOLE 7517 0 0 YUM CHINA HLDGS INCCOM98850P109332 7021 SH SOLE 7021 0 0