Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, MISL, FDL, MSFT, and represent 23.73% of Key Client Fiduciary Advisors's stock portfolio.
Added to shares of these 10 stocks: SDVY, TSLA, AIRR, BKDV, LB, SPLG, FTSM, QQQ, FTQI, SPY.
Started 10 new stock positions in TNFA, AIRR, FTQI, FPE, LB, PM, BKDV, CAG, XYLD, PSX.
Reduced shares in these 10 stocks: , MSFT, DOGG, WMT, XLU, CIBR, PFLD, FLQL, RDVI, HON.
Sold out of its positions in PFLD, FXG, CIBR, DOGG, RDVI, FLQL, GD, HON, PHO, KRNY. SMH.
Key Client Fiduciary Advisors was a net buyer of stock by $254k.
Key Client Fiduciary Advisors has $220M in assets under management (AUM), dropping by -2.82%.
Central Index Key (CIK): 0001912612

Tip: Access up to 7 years of quarterly data

Positions held by Key Client Fiduciary Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Key Client Fiduciary Advisors

Key Client Fiduciary Advisors holds 188 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exchange Traded Risng Divd Achiv (RDVY)	7.8	$17M		293k	58.54	View chart
Apple Put Option (AAPL)	5.2	$11M		51k	222.13	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	4.3	$9.5M		313k	30.28	View chart
First Tr Morningstar Divid L SHS (FDL)	3.5	$7.8M	+2%	180k	43.44	View chart
Microsoft Corporation (MSFT)	2.9	$6.4M	-28%	17k	375.38	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.9	$6.3M	+5%	11k	559.37	View chart
Amazon (AMZN)	2.5	$5.6M		29k	190.26	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	2.5	$5.4M		60k	89.64	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	2.0	$4.5M	+452%	134k	33.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$4.2M	+8%	9.0k	468.94	View chart
NVIDIA Corporation (NVDA)	1.9	$4.2M		39k	108.38	View chart
Annaly Capital Management In Com New (NLY)	1.7	$3.7M		180k	20.31	View chart
Tesla Motors (TSLA)	1.6	$3.6M	+206%	14k	259.17	View chart
Oracle Corporation (ORCL)	1.5	$3.4M		24k	139.81	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	1.5	$3.3M	-26%	42k	78.85	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	1.4	$3.0M	+10%	47k	63.81	View chart
Abbvie (ABBV)	1.3	$2.8M		14k	209.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (XNOV)	1.3	$2.8M	+4%	84k	33.69	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	1.2	$2.6M	+19%	43k	59.84	View chart
International Business Machines (IBM)	1.1	$2.5M		9.9k	248.65	View chart
Wal-Mart Stores (WMT)	1.1	$2.4M	-33%	27k	87.79	View chart
Prudential Financial (PRU)	1.1	$2.4M		21k	111.68	View chart
Public Service Enterprise (PEG)	1.0	$2.3M		28k	82.30	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$2.2M	+2%	4.4k	513.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$2.2M	-2%	4.1k	532.61	View chart
salesforce Put Option (CRM)	1.0	$2.1M		7.9k	268.36	View chart
At&t (T)	0.9	$2.0M	-5%	70k	28.28	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.8	$1.9M		19k	99.34	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.8	$1.9M	-2%	41k	45.65	View chart
JPMorgan Chase & Co. (JPM)	0.8	$1.8M	+2%	7.5k	245.32	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.8	$1.7M	+33%	27k	65.76	View chart
Paypal Holdings (PYPL)	0.8	$1.7M		26k	65.25	View chart
First Tr Value Line Divid In SHS (FVD)	0.7	$1.6M	+14%	36k	44.59	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.6M	+9%	11k	154.63	View chart
Home Depot (HD)	0.7	$1.6M		4.4k	366.51	View chart
Meta Platforms Cl A (META)	0.7	$1.6M		2.7k	576.41	View chart
Verizon Communications (VZ)	0.7	$1.6M	-4%	35k	45.36	View chart
Exxon Mobil Corporation (XOM)	0.7	$1.6M	+2%	13k	118.93	View chart
Bank of America Corporation (BAC)	0.7	$1.5M		37k	41.73	View chart
Altria (MO)	0.6	$1.4M	+4%	23k	60.02	View chart
Ares Capital Corporation (ARCC)	0.6	$1.4M	-7%	62k	22.16	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.6	$1.4M	+4%	36k	37.73	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.6	$1.2M	NEW	18k	68.21	View chart
Automatic Data Processing (ADP)	0.6	$1.2M		4.1k	305.56	View chart
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)	0.5	$1.2M	NEW	47k	25.29	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$1.2M	+2%	8.0k	146.01	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$1.1M	+3%	5.9k	193.99	View chart
Abbott Laboratories (ABT)	0.5	$1.1M		8.6k	132.65	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.5	$1.1M	-4%	47k	24.07	View chart
Listed Fd Tr Roundhill Magnif (MAGS)	0.5	$1.1M		24k	45.86	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.5	$1.1M	+24%	65k	16.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.1M		3.9k	274.86	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.4	$934k		23k	40.77	View chart
Eli Lilly & Co. (LLY)	0.4	$886k		1.1k	825.80	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$885k	+5%	18k	50.63	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.4	$853k	+50%	18k	47.89	View chart
Walt Disney Company (DIS)	0.4	$838k		8.5k	98.70	View chart
3M Company (MMM)	0.4	$806k		5.5k	146.85	View chart
Costco Wholesale Corporation (COST)	0.4	$797k	+5%	843.00	945.58	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$791k	+12%	14k	54.76	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$781k		4.5k	173.24	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$779k	+11%	17k	46.81	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$767k		1.8k	419.88	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$749k	-3%	8.1k	92.79	View chart
Advanced Micro Devices (AMD)	0.3	$720k		7.0k	102.74	View chart
Merck & Co (MRK)	0.3	$715k		8.0k	89.76	View chart
Nextera Energy (NEE)	0.3	$714k		10k	70.89	View chart
Palantir Technologies Cl A (PLTR)	0.3	$713k	-2%	8.4k	84.40	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$705k		7.7k	91.53	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.3	$699k	-2%	9.7k	71.80	View chart
Procter & Gamble Company (PG)	0.3	$695k		4.1k	170.42	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$688k		4.4k	156.24	View chart
Landbridge Company Cl A (LB)	0.3	$681k	NEW	9.5k	71.94	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$667k		8.4k	79.86	View chart
Lowe's Companies (LOW)	0.3	$667k		2.9k	233.25	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$658k	+7%	8.1k	81.67	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$650k		13k	49.81	View chart
Pfizer (PFE)	0.3	$649k	-5%	26k	25.34	View chart
Broadcom (AVGO)	0.3	$647k	-2%	3.9k	167.42	View chart
Pimco Dynamic Income SHS (PDI)	0.3	$641k	+2%	32k	19.80	View chart
Enbridge (ENB)	0.3	$637k	+5%	14k	44.31	View chart
Johnson & Johnson (JNJ)	0.3	$631k		3.8k	165.84	View chart
Howmet Aerospace (HWM)	0.3	$591k	-2%	4.6k	129.74	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$590k	+9%	5.8k	102.17	View chart
Consolidated Edison (ED)	0.3	$584k		5.3k	110.58	View chart
AmerisourceBergen (COR)	0.3	$581k		2.1k	278.12	View chart
British Amern Tob Sponsored Adr (BTI)	0.3	$576k	-7%	14k	41.37	View chart
Goldman Sachs (GS)	0.3	$576k	-4%	1.1k	546.51	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.3	$573k	-16%	10k	57.30	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$564k		1.0k	561.78	View chart
Cava Group Ord (CAVA)	0.2	$540k	+16%	6.3k	86.41	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$535k		2.5k	210.94	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$529k	+21%	7.4k	71.43	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$528k	+16%	12k	46.02	View chart
International Paper Company (IP)	0.2	$526k	-2%	9.9k	53.35	View chart
Chevron Corporation (CVX)	0.2	$519k	-4%	3.1k	167.27	View chart
New Mountain Finance Corp (NMFC)	0.2	$517k	-5%	47k	11.03	View chart
Adobe Systems Incorporated (ADBE)	0.2	$508k	+7%	1.3k	383.53	View chart
McDonald's Corporation (MCD)	0.2	$502k		1.6k	312.39	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$500k	+96%	6.9k	72.20	View chart
Ge Aerospace Com New (GE)	0.2	$496k		2.5k	200.13	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$496k	+4%	1.4k	352.61	View chart
CVS Caremark Corporation (CVS)	0.2	$481k		7.1k	67.75	View chart
Cisco Systems (CSCO)	0.2	$477k	-5%	7.7k	61.71	View chart
Microstrategy Cl A New (MSTR)	0.2	$474k	+51%	1.6k	288.27	View chart
Block Cl A (XYZ)	0.2	$453k		8.3k	54.33	View chart
Southern Company (SO)	0.2	$445k		4.8k	91.96	View chart
Coca-Cola Company (KO)	0.2	$442k		6.2k	71.62	View chart
Wells Fargo & Company (WFC)	0.2	$440k		6.1k	71.79	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$433k	-3%	1.7k	251.73	View chart
Applied Materials (AMAT)	0.2	$429k	+7%	3.0k	145.13	View chart
Ea Series Trust Strive 1000 Valu (STXV)	0.2	$426k		14k	30.51	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$426k	+52%	8.2k	51.78	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$426k		1.5k	288.14	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$415k	+2%	8.2k	50.83	View chart
Village Farms International (VFF)	0.2	$409k	-12%	676k	0.60	View chart
Netflix (NFLX)	0.2	$407k	+14%	436.00	932.53	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$405k	+2%	4.3k	93.44	View chart
Visa Com Cl A (V)	0.2	$403k	-2%	1.2k	350.43	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$403k		2.2k	186.29	View chart
Comcast Corp Cl A (CMCSA)	0.2	$402k	-2%	11k	36.90	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$400k	+7%	2.9k	135.66	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.2	$388k		5.9k	65.59	View chart
Uber Technologies (UBER)	0.2	$382k	+25%	5.2k	72.86	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.2	$377k		6.2k	60.89	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.2	$375k		6.7k	55.69	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.2	$375k	-4%	3.7k	102.24	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.2	$359k	+7%	26k	13.63	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.2	$358k	+4%	9.4k	38.08	View chart
Amgen (AMGN)	0.2	$358k		1.1k	311.45	View chart
Becton, Dickinson and (BDX)	0.2	$357k		1.6k	229.06	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.2	$356k		2.7k	131.71	View chart
Etf Ser Solutions Aam S&p 500 (SPDV)	0.2	$354k		11k	32.53	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$351k	+8%	12k	29.82	View chart
Ishares Silver Tr Ishares Put Option (SLV)	0.2	$347k		11k	30.99	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.2	$336k		3.0k	112.87	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.1	$324k	NEW	17k	18.85	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$322k		6.5k	49.16	View chart
Garmin SHS (GRMN)	0.1	$321k		1.5k	217.13	View chart
Shell Spon Ads (SHEL)	0.1	$321k		4.4k	73.28	View chart
CSX Corporation (CSX)	0.1	$321k	-5%	11k	29.43	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.1	$319k	-6%	7.2k	44.16	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$318k	+20%	6.2k	51.07	View chart
Pepsi (PEP)	0.1	$313k	-2%	2.1k	149.96	View chart
Caterpillar (CAT)	0.1	$312k		945.00	329.67	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$304k		561.00	542.59	View chart
Starbucks Corporation (SBUX)	0.1	$301k	+3%	3.1k	98.08	View chart
Icahn Enterprises Depositary Unit (IEP)	0.1	$293k	-10%	32k	9.06	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$293k	+7%	3.6k	80.37	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$284k	-7%	10k	28.46	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$277k	NEW	7.0k	39.49	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.1	$277k		5.4k	51.50	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$276k	+15%	3.4k	80.64	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.1	$276k		3.6k	76.72	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$275k	+5%	3.7k	73.61	View chart
PNC Financial Services (PNC)	0.1	$267k	-5%	1.5k	175.80	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$264k	-3%	3.5k	75.66	View chart
Novartis Sponsored Adr (NVS)	0.1	$260k		2.3k	111.48	View chart
Global X Fds Fintech Etf (FINX)	0.1	$255k	-18%	9.3k	27.56	View chart
Boeing Company (BA)	0.1	$254k		1.5k	170.55	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$250k	+14%	1.3k	188.24	View chart
Waste Management (WM)	0.1	$244k	+2%	1.1k	231.61	View chart
UnitedHealth (UNH)	0.1	$240k	-2%	459.00	523.23	View chart
Zoetis Cl A (ZTS)	0.1	$239k	-2%	1.5k	164.68	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$238k		3.1k	75.73	View chart
Texas Instruments Incorporated (TXN)	0.1	$230k	+13%	1.3k	179.70	View chart
Ford Motor Company (F)	0.1	$230k	+2%	23k	10.03	View chart
Devon Energy Corporation (DVN)	0.1	$229k		6.1k	37.40	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$229k		7.6k	30.10	View chart
ConAgra Foods (CAG)	0.1	$221k	NEW	8.3k	26.67	View chart
Qualcomm (QCOM)	0.1	$221k	-6%	1.4k	153.60	View chart
Deere & Company (DE)	0.1	$216k	-24%	460.00	469.08	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$216k	+8%	1.9k	112.67	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$215k		1.1k	197.51	View chart
Philip Morris International (PM)	0.1	$214k	NEW	1.3k	158.67	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$212k	-4%	11k	18.59	View chart
Duke Energy Corp Com New (DUK)	0.1	$209k	-11%	1.7k	121.97	View chart
Phillips 66 (PSX)	0.1	$205k	NEW	1.7k	123.46	View chart
Strategy Ns 7handl Idx (HNDL)	0.1	$204k	-13%	9.7k	21.09	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$190k	NEW	11k	17.59	View chart
Sofi Technologies (SOFI)	0.1	$164k	+11%	14k	11.63	View chart
Leap Therapeutics Com New (LPTX)	0.1	$119k	+7%	389k	0.31	View chart
Agenus Com New Call Option (AGEN)	0.0	$96k	-8%	64k	1.50	View chart
Cytosorbents Corp Com New (CTSO)	0.0	$79k	+127%	79k	1.00	View chart
Hudson Pacific Properties (HPP)	0.0	$59k	-33%	20k	2.95	View chart
Jumia Technologies Sponsored Ads (JMIA)	0.0	$32k	+38%	15k	2.15	View chart
Adaptimmune Therapeutics Sponds Adr (ADAP)	0.0	$30k	-41%	150k	0.20	View chart
Tnf Pharmaceuticals Com New (TNFA)	0.0	$7.0k	NEW	20k	0.35	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 2025 Q1 filed April 10, 2025
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z