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Key Client Fiduciary Advisors

Latest statistics and disclosures from Key Client Fiduciary Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are RDVY, AAPL, MSFT, MISL, FDL, and represent 25.17% of Key Client Fiduciary Advisors's stock portfolio.
Added to shares of these 10 stocks: MLPX, NLY, IBIT, SPYI, QYLD, WMT, PVAL, MSTR, XNOV, JEPQ.
Started 6 new stock positions in SOFI, MSTR, MLPX, PVAL, DUK, JEPQ.
Reduced shares in these 10 stocks: ORCL, CALF, RDVY, CRM, DOW, , RRX, INCO, DKNG, PSX.
Sold out of its positions in AMT, INCO, DOW, DKNG, SHV, CALF, PSX, RRX, TPL, UNP. UPS.
Key Client Fiduciary Advisors was a net buyer of stock by $2.2M.
Key Client Fiduciary Advisors has $226M in assets under management (AUM), dropping by 1.24%.
Central Index Key (CIK): 0001912612

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Portfolio Holdings for Key Client Fiduciary Advisors

Key Client Fiduciary Advisors holds 189 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exchange-traded Risng Divd Achiv (RDVY)	7.7	$17M	-2%	294k	59.14	View chart
Apple (AAPL)	5.7	$13M		52k	250.42	View chart
Microsoft Corporation (MSFT)	4.4	$10M		24k	421.50	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	4.2	$9.6M		314k	30.43	View chart
First Tr Morningstar Divid L SHS (FDL)	3.1	$7.0M		175k	40.26	View chart
Amazon (AMZN)	2.9	$6.5M	+2%	30k	219.39	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.8	$6.3M	+3%	11k	586.09	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	2.4	$5.4M		61k	87.82	View chart
NVIDIA Corporation (NVDA)	2.3	$5.3M	+2%	39k	134.29	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	1.9	$4.3M		57k	75.69	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$4.2M	+4%	8.3k	511.25	View chart
Oracle Corporation Put Option (ORCL)	1.8	$4.0M	-17%	24k	166.64	View chart
Wal-Mart Stores (WMT)	1.6	$3.7M	+10%	41k	90.35	View chart
Annaly Capital Management In Com New (NLY)	1.5	$3.3M	+17%	183k	18.30	View chart
First Tr Exchange Traded Consumr Staple (FXG)	1.5	$3.3M	+6%	51k	64.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (XNOV)	1.2	$2.7M	+12%	81k	34.02	View chart
salesforce Put Option (CRM)	1.2	$2.6M	-12%	7.9k	334.33	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	1.1	$2.6M	NEW	43k	60.56	View chart
Prudential Financial (PRU)	1.1	$2.6M		22k	118.53	View chart
Abbvie (ABBV)	1.1	$2.4M		14k	177.70	View chart
Public Service Enterprise (PEG)	1.0	$2.4M		28k	84.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$2.3M	+10%	4.2k	538.82	View chart
Paypal Holdings (PYPL)	1.0	$2.2M	-2%	26k	85.35	View chart
International Business Machines (IBM)	1.0	$2.2M		9.9k	219.83	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.9	$2.1M	+2%	36k	59.77	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.9	$1.9M		42k	46.24	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$1.9M		4.2k	453.31	View chart
Tesla Motors (TSLA)	0.8	$1.8M	+7%	4.6k	403.88	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.8	$1.8M	+5%	19k	97.92	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$1.8M		9.6k	189.31	View chart
JPMorgan Chase & Co. (JPM)	0.8	$1.8M		7.3k	239.72	View chart
Home Depot (HD)	0.8	$1.7M		4.4k	389.02	View chart
At&t (T)	0.7	$1.7M	-10%	74k	22.77	View chart
Meta Platforms Cl A (META)	0.7	$1.6M	+7%	2.8k	585.61	View chart
Bank of America Corporation (BAC)	0.7	$1.6M	-2%	37k	43.95	View chart
Ares Capital Corporation (ARCC)	0.6	$1.5M		67k	21.89	View chart
Verizon Communications (VZ)	0.6	$1.4M	-11%	36k	39.99	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.6	$1.4M	+10%	35k	40.41	View chart
First Tr Value Line Divid In SHS (FVD)	0.6	$1.4M		32k	43.64	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.6	$1.4M	+5%	20k	68.94	View chart
Exxon Mobil Corporation (XOM)	0.6	$1.4M	-2%	13k	107.57	View chart
Listed Fd Tr Roundhill Magnif (MAGS)	0.6	$1.3M	+3%	23k	54.42	View chart
First Tr Exchange-traded Ft Vest Djia (DOGG)	0.5	$1.2M	-2%	65k	19.04	View chart
Automatic Data Processing (ADP)	0.5	$1.2M		4.1k	292.74	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.5	$1.2M		49k	24.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.1M	+2%	3.9k	289.78	View chart
Altria (MO)	0.5	$1.1M		22k	52.29	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$1.1M		5.7k	195.81	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$1.1M		7.8k	137.56	View chart
Leap Therapeutics Com New (LPTX)	0.5	$1.0M	+12%	361k	2.88	View chart
Abbott Laboratories (ABT)	0.4	$987k		8.7k	113.11	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.4	$981k		16k	63.45	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.4	$954k	+60%	52k	18.22	View chart
Walt Disney Company (DIS)	0.4	$951k	-5%	8.5k	111.35	View chart
Etf Ser Solutions Aam Lw Dur Pfd (PFLD)	0.4	$950k	-6%	46k	20.56	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.4	$939k		23k	40.48	View chart
Broadcom (AVGO)	0.4	$915k	-2%	3.9k	231.83	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.4	$871k	-2%	24k	35.85	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$863k	+4%	8.3k	103.30	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$851k	+2%	4.5k	190.43	View chart
Advanced Micro Devices (AMD)	0.4	$851k	+2%	7.0k	120.79	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.4	$833k		17k	50.37	View chart
Eli Lilly & Co. (LLY)	0.4	$817k	-5%	1.1k	772.14	View chart
Ishares Bitcoin Trust Etf SHS (IBIT)	0.4	$794k	+132%	15k	53.05	View chart
Merck & Co (MRK)	0.3	$790k	-8%	7.9k	99.48	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$787k		4.5k	175.25	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$777k		1.8k	425.50	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$762k	+2%	7.7k	98.47	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.3	$740k		9.9k	74.49	View chart
Costco Wholesale Corporation (COST)	0.3	$729k	+8%	796.00	915.71	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$726k	+2%	13k	56.48	View chart
3M Company (MMM)	0.3	$721k		5.6k	129.08	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.3	$719k	-17%	12k	59.73	View chart
Nextera Energy (NEE)	0.3	$718k	-3%	10k	71.69	View chart
Pfizer (PFE)	0.3	$716k	-5%	27k	26.53	View chart
Block Cl A (SQ)	0.3	$709k		8.3k	84.99	View chart
Lowe's Companies (LOW)	0.3	$705k	+15%	2.9k	246.76	View chart
Procter & Gamble Company (PG)	0.3	$695k		4.1k	167.67	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$665k		8.2k	80.93	View chart
Palantir Technologies Cl A (PLTR)	0.3	$658k		8.7k	75.63	View chart
Goldman Sachs (GS)	0.3	$634k	-5%	1.1k	572.81	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.3	$616k		11k	58.64	View chart
Cava Group Ord (CAVA)	0.3	$604k	+3%	5.4k	112.80	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$604k		2.6k	235.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$601k		1.0k	588.70	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.3	$600k	+157%	12k	50.82	View chart
Village Farms International (VFF)	0.3	$593k	+2%	769k	0.77	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$586k	+2%	7.5k	78.61	View chart
Pimco Dynamic Income SHS (PDI)	0.3	$582k	+14%	32k	18.34	View chart
Enbridge (ENB)	0.3	$579k	+41%	14k	42.43	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$568k	-13%	23k	24.24	View chart
Johnson & Johnson (JNJ)	0.2	$560k	-2%	3.9k	144.62	View chart
New Mountain Finance Corp (NMFC)	0.2	$556k		49k	11.26	View chart
Adobe Systems Incorporated (ADBE)	0.2	$549k	+6%	1.2k	444.68	View chart
British Amern Tob Sponsored Adr (BTI)	0.2	$547k		15k	36.32	View chart
International Paper Company (IP)	0.2	$543k		10k	53.82	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$527k	+3%	5.3k	99.54	View chart
Howmet Aerospace (HWM)	0.2	$511k		4.7k	109.37	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$499k	-2%	1.8k	280.12	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$492k	+6%	9.8k	49.96	View chart
Cisco Systems (CSCO)	0.2	$485k	-6%	8.2k	59.20	View chart
Chevron Corporation (CVX)	0.2	$469k	-3%	3.2k	144.84	View chart
Consolidated Edison (ED)	0.2	$469k		5.3k	89.23	View chart
AmerisourceBergen (COR)	0.2	$469k		2.1k	224.69	View chart
McDonald's Corporation (MCD)	0.2	$464k		1.6k	289.84	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$463k		6.1k	75.53	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$459k	-2%	1.3k	342.19	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.2	$457k	-3%	3.8k	119.13	View chart
Applied Materials (AMAT)	0.2	$448k	+6%	2.8k	162.62	View chart
Wells Fargo & Company (WFC)	0.2	$436k	-6%	6.2k	70.24	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$423k	+2%	2.1k	198.18	View chart
Comcast Corp Cl A (CMCSA)	0.2	$420k		11k	37.53	View chart
Ge Aerospace Com New (GE)	0.2	$418k	+9%	2.5k	166.76	View chart
Ea Series Trust Strive 1000 Valu (STXV)	0.2	$412k	+39%	14k	29.51	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.2	$400k		5.9k	67.67	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$400k	+10%	3.5k	113.62	View chart
Southern Company (SO)	0.2	$392k		4.8k	82.33	View chart
Coca-Cola Company (KO)	0.2	$389k		6.3k	62.26	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$380k	-3%	8.0k	47.82	View chart
Visa Com Cl A (V)	0.2	$375k	-14%	1.2k	316.15	View chart
CSX Corporation (CSX)	0.2	$370k		12k	32.27	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.2	$366k		6.3k	58.27	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.2	$365k		6.7k	54.20	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$364k		2.8k	132.10	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$360k		4.2k	85.67	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.2	$357k		2.7k	132.37	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$356k	-11%	1.5k	242.13	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$356k		572.00	622.05	View chart
Global X Fds Fintech Etf (FINX)	0.2	$354k	-4%	11k	31.22	View chart
Becton, Dickinson and (BDX)	0.2	$353k		1.6k	226.87	View chart
Etf Ser Solutions Aam S&p 500 (SPDV)	0.2	$353k		11k	32.52	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.2	$343k		11k	31.95	View chart
Caterpillar (CAT)	0.2	$341k	+4%	939.00	362.81	View chart
Netflix (NFLX)	0.2	$341k		382.00	891.32	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$333k	NEW	9.0k	37.12	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$328k		3.0k	110.56	View chart
Pepsi (PEP)	0.1	$327k	-7%	2.1k	152.09	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$319k	+5%	25k	12.99	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$318k	-13%	6.5k	48.67	View chart
Microstrategy Cl A New (MSTR)	0.1	$315k	NEW	1.1k	289.62	View chart
CVS Caremark Corporation (CVS)	0.1	$314k	-2%	7.0k	44.89	View chart
Icahn Enterprises Depositary Unit (IEP)	0.1	$314k	-8%	36k	8.67	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.1	$313k	-7%	7.7k	40.64	View chart
PNC Financial Services (PNC)	0.1	$309k	-9%	1.6k	192.86	View chart
Garmin SHS (GRMN)	0.1	$305k		1.5k	206.26	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$304k	NEW	5.4k	56.38	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.1	$302k		5.4k	56.26	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$297k	+3%	3.4k	87.91	View chart
Amgen (AMGN)	0.1	$296k		1.1k	260.57	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$290k	+19%	11k	26.33	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.1	$277k	+3%	3.5k	78.45	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.1	$275k		3.6k	76.46	View chart
Shell Spon Ads (SHEL)	0.1	$274k	-2%	4.4k	62.64	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$271k	+2%	11k	25.05	View chart
Starbucks Corporation (SBUX)	0.1	$270k	+19%	3.0k	91.25	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$266k	+5%	3.1k	84.74	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$264k	+2%	5.2k	51.14	View chart
Boeing Company (BA)	0.1	$264k	-10%	1.5k	177.00	View chart
Deere & Company (DE)	0.1	$258k		609.00	423.71	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$255k		3.6k	70.29	View chart
Honeywell International (HON)	0.1	$254k	+9%	1.1k	225.89	View chart
Uber Technologies (UBER)	0.1	$252k	-11%	4.2k	60.32	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$250k		1.2k	215.48	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$243k	-10%	1.1k	224.32	View chart
Zoetis Cl A (ZTS)	0.1	$241k		1.5k	162.97	View chart
Strategy Ns 7handl Idx (HNDL)	0.1	$240k	-24%	11k	21.33	View chart
UnitedHealth (UNH)	0.1	$239k	-2%	471.00	506.34	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$239k	+7%	3.0k	80.65	View chart
Qualcomm (QCOM)	0.1	$236k		1.5k	153.63	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$235k		12k	19.59	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$227k		7.6k	29.86	View chart
Novartis Sponsored Adr (NVS)	0.1	$227k		2.3k	97.31	View chart
Ford Motor Company (F)	0.1	$222k	-20%	22k	9.90	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$218k		898.00	242.17	View chart
Texas Instruments Incorporated (TXN)	0.1	$211k	-11%	1.1k	187.45	View chart
Duke Energy Corp Com New (DUK)	0.1	$208k	NEW	1.9k	107.73	View chart
Waste Management (WM)	0.1	$207k		1.0k	201.76	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$203k	-3%	1.8k	115.10	View chart
Devon Energy Corporation (DVN)	0.1	$203k	-12%	6.2k	32.73	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$203k		3.1k	65.79	View chart
General Dynamics Corporation (GD)	0.1	$201k	-5%	762.00	263.39	View chart
Sofi Technologies (SOFI)	0.1	$195k	NEW	13k	15.40	View chart
Agenus Com New (AGEN)	0.1	$192k	+3%	70k	2.74	View chart
Adaptimmune Therapeutics Sponds Adr (ADAP)	0.1	$138k		255k	0.54	View chart
Hudson Pacific Properties (HPP)	0.0	$91k	+150%	30k	3.03	View chart
Kearny Finl Corp Md (KRNY)	0.0	$76k		11k	7.08	View chart
Jumia Technologies Sponsored Ads (JMIA)	0.0	$41k		11k	3.82	View chart
Cytosorbents Corp Com New (CTSO)	0.0	$31k		35k	0.91	View chart
Select Sector Spdr Tr Financial Put Option (XLF)	0.0	$0		13k	0.00	View chart

Past Filings by Key Client Fiduciary Advisors

SEC 13F filings are viewable for Key Client Fiduciary Advisors going back to 2021

Key Client Fiduciary Advisors 2024 Q4 filed Jan. 17, 2025
Key Client Fiduciary Advisors 2024 Q3 filed Oct. 18, 2024
Key Client Fiduciary Advisors 2024 Q2 filed July 16, 2024
Key Client Fiduciary Advisors 2024 Q1 filed April 15, 2024
Key Client Fiduciary Advisors 2023 Q4 filed Jan. 9, 2024
Key Client Fiduciary Advisors 2023 Q3 filed Nov. 14, 2023
Key Client Fiduciary Advisors 2023 Q2 filed July 13, 2023
Key Client Fiduciary Advisors 2023 Q1 filed April 25, 2023
Key Client Fiduciary Advisors 2022 Q4 filed Jan. 17, 2023
Key Client Fiduciary Advisors 2022 Q3 filed Oct. 12, 2022
Key Client Fiduciary Advisors 2022 Q2 filed July 19, 2022
Key Client Fiduciary Advisors 2022 Q1 filed April 18, 2022
Key Client Fiduciary Advisors 2021 Q4 filed March 1, 2022

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