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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 25.86% of Key Client Fiduciary Advisors's stock portfolio.
Added to shares of these 10 stocks: MAGS, FXG, HACK, AVGO, VOO, XLV, SPY, SPLG, META, RWL.
Started 15 new stock positions in SBUX, PLTR, REGL, SPYI, VRT, NFLX, TPL, PKW, SOXX, UNP. HACK, IBIT, MAGS, PHO, INCO.
Reduced shares in these 10 stocks: MOAT, TSLA, FFEB, ADI, , QDEC, FDL, FTCS, PYPL, IYH.
Sold out of its positions in ADI, CLNN, QDEC, FFEB, MOAT, ACN.
Key Client Fiduciary Advisors was a net buyer of stock by $9.5M.
Key Client Fiduciary Advisors has $224M in assets under management (AUM), dropping by 11.06%.
Central Index Key (CIK): 0001912612

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Portfolio Holdings for Key Client Fiduciary Advisors

Key Client Fiduciary Advisors holds 194 positions in its portfolio as reported in the September 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)	8.0	$18M		301k	59.21	View chart
Apple (AAPL)	5.4	$12M		52k	233.00	View chart
Microsoft Corporation (MSFT)	4.6	$10M		24k	430.30	View chart
First Tr Exchange Traded Indxx Aerospace (MISL)	4.5	$10M		320k	31.72	View chart
First Tr Morningstar Divid L SHS (FDL)	3.3	$7.5M		178k	41.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.7	$5.9M	+7%	10k	573.78	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	2.5	$5.6M	-2%	61k	90.80	View chart
Amazon (AMZN)	2.4	$5.3M	+2%	29k	186.33	View chart
Oracle Corporation Put Option (ORCL)	2.2	$5.0M		29k	170.40	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	2.1	$4.7M		58k	80.78	View chart
NVIDIA Corporation (NVDA)	2.1	$4.7M		38k	121.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.7	$3.9M	+8%	7.9k	488.05	View chart
First Tr Exchange Traded Consumr Staple (FXG)	1.5	$3.3M	+28%	48k	68.33	View chart
Annaly Capital Management In Com New (NLY)	1.4	$3.1M	+10%	156k	20.07	View chart
Wal-Mart Stores (WMT)	1.3	$3.0M	+10%	37k	80.75	View chart
Abbvie (ABBV)	1.2	$2.7M		14k	197.48	View chart
Prudential Financial (PRU)	1.2	$2.6M		22k	121.10	View chart
Public Service Enterprise (PEG)	1.1	$2.5M		28k	89.21	View chart
salesforce Put Option (CRM)	1.1	$2.5M		9.0k	273.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (XNOV)	1.1	$2.4M	-3%	72k	33.63	View chart
International Business Machines (IBM)	1.0	$2.2M		9.9k	221.07	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.9	$2.1M	+2%	35k	59.87	View chart
Paypal Holdings (PYPL)	0.9	$2.0M	-5%	26k	78.03	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$2.0M	+28%	3.9k	527.67	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.9	$1.9M		42k	45.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$1.9M	+4%	4.2k	460.29	View chart
Verizon Communications (VZ)	0.8	$1.8M		41k	44.91	View chart
At&t (T)	0.8	$1.8M		82k	22.00	View chart
Home Depot (HD)	0.8	$1.8M	+5%	4.4k	405.17	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.8	$1.7M	+23%	18k	98.07	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.6M	+3%	9.7k	165.86	View chart
JPMorgan Chase & Co. (JPM)	0.7	$1.5M	+3%	7.3k	210.86	View chart
Exxon Mobil Corporation (XOM)	0.7	$1.5M		13k	117.22	View chart
Bank of America Corporation (BAC)	0.7	$1.5M	-2%	38k	39.68	View chart
Meta Platforms Cl A (META)	0.7	$1.5M	+27%	2.6k	572.35	View chart
First Tr Value Line Divid In SHS (FVD)	0.6	$1.4M	+11%	31k	45.49	View chart
Ares Capital Corporation (ARCC)	0.6	$1.4M	+3%	68k	20.94	View chart
First Tr Exchange-traded Ft Vest Djia (DOGG)	0.6	$1.4M	+8%	67k	20.89	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.6	$1.3M	+22%	31k	41.16	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.6	$1.3M	+39%	19k	67.51	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$1.2M	+59%	7.8k	154.02	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.5	$1.2M	-4%	49k	24.27	View chart
Automatic Data Processing (ADP)	0.5	$1.1M		4.1k	276.75	View chart
Advanced Micro Devices (AMD)	0.5	$1.1M	+2%	6.9k	164.08	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$1.1M	+2%	5.6k	198.06	View chart
Altria (MO)	0.5	$1.1M		22k	51.04	View chart
Tesla Motors (TSLA)	0.5	$1.1M	-23%	4.2k	261.66	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.1M	-9%	3.8k	283.19	View chart
Listed Fd Tr Roundhill Magnif (MAGS)	0.5	$1.1M	NEW	23k	47.68	View chart
Etf Ser Solutions Aam Lw Dur Pfd (PFLD)	0.5	$1.1M	-9%	50k	21.18	View chart
Abbott Laboratories (ABT)	0.4	$994k		8.7k	114.01	View chart
Eli Lilly & Co. (LLY)	0.4	$989k	+3%	1.1k	885.79	View chart
Merck & Co (MRK)	0.4	$983k		8.7k	113.57	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.4	$972k		24k	41.19	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.4	$932k		16k	59.23	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.4	$908k	+23%	25k	36.38	View chart
Nextera Energy (NEE)	0.4	$880k		10k	84.53	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.4	$880k		15k	60.20	View chart
Walt Disney Company (DIS)	0.4	$873k		9.1k	96.19	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$851k		17k	50.74	View chart
Pfizer (PFE)	0.4	$831k	+16%	29k	28.94	View chart
Leap Therapeutics Com New (LPTX)	0.4	$827k	+13%	322k	2.57	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$812k		4.5k	179.14	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$781k		1.8k	423.12	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$777k	-3%	7.6k	102.58	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$768k	+13%	8.0k	96.53	View chart
3M Company (MMM)	0.3	$763k		5.6k	136.69	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$729k	+14%	4.4k	167.18	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$726k	+10%	13k	57.83	View chart
Procter & Gamble Company (PG)	0.3	$716k	+37%	4.1k	173.22	View chart
Village Farms International Call Option (VFF)	0.3	$699k	+17%	751k	0.93	View chart
Broadcom (AVGO)	0.3	$698k	+944%	4.0k	172.49	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.3	$683k	-4%	15k	46.52	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.3	$678k	NEW	9.9k	68.28	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$677k	+2%	8.1k	83.21	View chart
Lowe's Companies (LOW)	0.3	$670k		2.5k	270.84	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$667k		27k	24.64	View chart
Costco Wholesale Corporation (COST)	0.3	$654k		737.00	886.76	View chart
Johnson & Johnson (JNJ)	0.3	$642k		4.0k	162.07	View chart
Cava Group Ord (CAVA)	0.3	$638k	-2%	5.2k	123.85	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.3	$611k		11k	58.15	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$606k	+2%	7.3k	83.00	View chart
Adobe Systems Incorporated (ADBE)	0.3	$598k		1.2k	517.78	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$592k		1.0k	576.91	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$590k	+7%	13k	45.32	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.3	$589k	+53%	33k	18.04	View chart
New Mountain Finance Corp (NMFC)	0.3	$585k		49k	11.98	View chart
Goldman Sachs (GS)	0.3	$582k		1.2k	495.13	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$564k		2.6k	220.08	View chart
Pimco Dynamic Income SHS (PDI)	0.3	$561k	+50%	28k	20.27	View chart
Block Cl A (SQ)	0.2	$552k		8.2k	67.13	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$548k	+5%	5.1k	106.75	View chart
Consolidated Edison (ED)	0.2	$545k	-5%	5.2k	104.13	View chart
British Amern Tob Sponsored Adr (BTI)	0.2	$540k		15k	36.58	View chart
Icahn Enterprises Depositary Unit (IEP)	0.2	$536k		40k	13.52	View chart
Applied Materials (AMAT)	0.2	$524k	+7%	2.6k	202.04	View chart
Chevron Corporation (CVX)	0.2	$496k	+6%	3.4k	147.29	View chart
International Paper Company (IP)	0.2	$493k		10k	48.85	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$488k		1.8k	267.35	View chart
McDonald's Corporation (MCD)	0.2	$485k	+4%	1.6k	304.58	View chart
Comcast Corp Cl A (CMCSA)	0.2	$472k		11k	41.77	View chart
AmerisourceBergen (COR)	0.2	$470k		2.1k	225.08	View chart
Howmet Aerospace (HWM)	0.2	$468k		4.7k	100.26	View chart
Cisco Systems (CSCO)	0.2	$468k		8.8k	53.22	View chart
CVS Caremark Corporation (CVS)	0.2	$452k	+12%	7.2k	62.88	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$446k		6.1k	72.97	View chart
Coca-Cola Company (KO)	0.2	$442k	-11%	6.2k	71.86	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$438k		9.2k	47.53	View chart
Southern Company (SO)	0.2	$435k		4.8k	90.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$434k		8.2k	52.81	View chart
Ge Aerospace Com New (GE)	0.2	$432k		2.3k	188.56	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$419k	-9%	2.1k	200.76	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.2	$412k		6.7k	61.20	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.2	$410k		5.9k	69.26	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.2	$409k	-21%	6.3k	65.00	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.2	$406k	-3%	4.0k	102.27	View chart
Spdr Gold Tr Gold Shs Put Option (GLD)	0.2	$406k	+24%	1.7k	243.06	View chart
CSX Corporation (CSX)	0.2	$396k		12k	34.53	View chart
Pepsi (PEP)	0.2	$394k		2.3k	170.04	View chart
Enbridge (ENB)	0.2	$391k	+34%	9.6k	40.61	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$386k	+3%	2.7k	142.03	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$386k	+87%	1.4k	280.49	View chart
Visa Com Cl A (V)	0.2	$381k		1.4k	274.88	View chart
Wells Fargo & Company (WFC)	0.2	$376k	+6%	6.7k	56.49	View chart
Becton, Dickinson and (BDX)	0.2	$375k		1.6k	241.10	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$374k		7.6k	49.41	View chart
Agenus Com New (AGEN)	0.2	$369k	-3%	67k	5.48	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$367k	-3%	4.2k	87.81	View chart
Etf Ser Solutions Aam S&p 500 (SPDV)	0.2	$364k		11k	33.55	View chart
Amgen (AMGN)	0.2	$361k	-2%	1.1k	322.34	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.2	$355k		2.7k	131.52	View chart
Uber Technologies (UBER)	0.2	$354k	+2%	4.7k	75.16	View chart
Caterpillar (CAT)	0.2	$350k	+23%	896.00	391.12	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.2	$349k	+50%	8.3k	42.08	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.2	$348k	+3%	11k	32.15	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$334k		569.00	586.71	View chart
Global X Fds Fintech Etf (FINX)	0.1	$332k		12k	28.02	View chart
Strategy Ns 7handl Idx (HNDL)	0.1	$331k	-2%	15k	22.25	View chart
PNC Financial Services (PNC)	0.1	$326k	+4%	1.8k	184.90	View chart
Palantir Technologies Cl A (PLTR)	0.1	$325k	NEW	8.7k	37.20	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$316k	NEW	3.2k	99.48	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$314k	+3%	23k	13.43	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$307k		3.0k	103.91	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.1	$307k	-5%	5.4k	57.07	View chart
Ea Series Trust Strive 1000 Valu (STXV)	0.1	$303k		10k	30.33	View chart
Shell Spon Ads (SHEL)	0.1	$297k	-3%	4.5k	65.95	View chart
Ford Motor Company (F)	0.1	$297k	-2%	28k	10.56	View chart
Zoetis Cl A (ZTS)	0.1	$294k		1.5k	195.37	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.1	$285k		3.6k	79.13	View chart
UnitedHealth (UNH)	0.1	$284k	+14%	485.00	585.06	View chart
Dow (DOW)	0.1	$284k	-4%	5.2k	54.63	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$283k		3.6k	78.04	View chart
Devon Energy Corporation (DVN)	0.1	$278k	+14%	7.1k	39.12	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.1	$276k		3.4k	80.30	View chart
Netflix (NFLX)	0.1	$272k	NEW	383.00	709.27	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$271k	+9%	3.3k	82.93	View chart
Novartis Sponsored Adr (NVS)	0.1	$268k		2.3k	115.02	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$266k	+20%	5.0k	52.86	View chart
American Tower Reit (AMT)	0.1	$265k		1.1k	232.48	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$265k	+8%	11k	25.13	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$263k	NEW	1.1k	230.63	View chart
Texas Instruments Incorporated (TXN)	0.1	$262k		1.3k	206.54	View chart
Qualcomm (QCOM)	0.1	$262k	-5%	1.5k	170.09	View chart
Ishares Silver Tr Ishares Put Option (SLV)	0.1	$261k	+19%	9.2k	28.41	View chart
Garmin SHS (GRMN)	0.1	$261k		1.5k	176.03	View chart
Regal-beloit Corporation (RRX)	0.1	$256k		1.5k	165.88	View chart
Boeing Company (BA)	0.1	$254k	-3%	1.7k	152.04	View chart
Deere & Company (DE)	0.1	$254k	+9%	608.00	417.50	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$247k	+13%	3.0k	82.54	View chart
General Dynamics Corporation (GD)	0.1	$245k		810.00	302.35	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$243k	-3%	1.2k	200.34	View chart
Adaptimmune Therapeutics Sponds Adr (ADAP)	0.1	$243k	-3%	255k	0.95	View chart
Starbucks Corporation (SBUX)	0.1	$242k	NEW	2.5k	97.47	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$235k	NEW	4.6k	51.23	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$233k	NEW	6.5k	36.13	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$230k		7.6k	30.28	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$226k	NEW	2.8k	81.77	View chart
Columbia Etf Tr Ii India Consmr Etf (INCO)	0.1	$225k	NEW	2.9k	76.95	View chart
Draftkings Com Cl A (DKNG)	0.1	$223k	+3%	5.7k	39.20	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$220k		898.00	245.45	View chart
Phillips 66 (PSX)	0.1	$220k		1.7k	131.45	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$217k	NEW	3.1k	70.54	View chart
Honeywell International (HON)	0.1	$212k		1.0k	206.71	View chart
Texas Pacific Land Corp (TPL)	0.1	$212k	NEW	239.00	884.87	View chart
Waste Management (WM)	0.1	$210k		1.0k	207.65	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$210k	NEW	1.8k	114.53	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$209k		1.9k	110.64	View chart
United Parcel Service CL B (UPS)	0.1	$204k	-2%	1.5k	136.32	View chart
Union Pacific Corporation (UNP)	0.1	$203k	NEW	825.00	246.48	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$190k		12k	16.05	View chart
Kearny Finl Corp Md (KRNY)	0.0	$74k		11k	6.87	View chart
Hudson Pacific Properties (HPP)	0.0	$57k	+9%	12k	4.78	View chart
Jumia Technologies Sponsored Ads (JMIA)	0.0	$56k		11k	5.34	View chart
Cytosorbents Corp Com New (CTSO)	0.0	$52k		35k	1.50	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 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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