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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 MSFT, RDVY, AAPL, MISL, FDL, and represent 23.26% of Key Client Fiduciary Advisors's stock portfolio.
Added to shares of these 10 stocks: XNOV, WMT, CRM, XMHQ, PYPL, AAPL, MOAT, VONG, CALF, IYH.
Started 24 new stock positions in XNOV, ENB, XMHQ, FTSD, WM, UNH, GRMN, VONG, GD, SPYG. SMH, CRM, DE, GLD, CRWD, PNC, DVN, TDIV, TGT, PHO, PSX, XMAR, PDI, LMBS.
Reduced shares in these 10 stocks: ADP, SPY, Etf Managers Tr purefunds ise cy, , FNOV, FJAN, XDEC, MMLG, ADM, PEG.
Sold out of its positions in ADM, BGS, BR, Etf Managers Tr purefunds ise cy, ET, FMAR, FJAN, MMLG, FNOV, XDEC. UBER.
Key Client Fiduciary Advisors was a net buyer of stock by $4.6M.
Key Client Fiduciary Advisors has $188M in assets under management (AUM), dropping by 9.29%.
Central Index Key (CIK): 0001912612

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Portfolio Holdings for Key Client Fiduciary Advisors

Key Client Fiduciary Advisors holds 183 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	5.3	$10M		24k	420.71	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	5.1	$9.7M		173k	56.17	View chart
Apple (AAPL)	4.5	$8.5M	+6%	50k	171.48	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	4.5	$8.5M	-2%	314k	27.19	View chart
First Tr Morningstar Divid L SHS (FDL)	3.7	$7.1M		183k	38.48	View chart
First Tr Value Line Divid In SHS (FVD)	3.4	$6.4M		153k	42.23	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	2.9	$5.5M	-2%	64k	85.65	View chart
Amazon (AMZN)	2.6	$5.0M	+7%	28k	180.38	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.5	$4.7M	-13%	8.9k	523.09	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	2.0	$3.7M	+10%	57k	65.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.6	$3.1M		7.0k	444.04	View chart
NVIDIA Corporation (NVDA)	1.6	$3.0M		3.3k	903.67	View chart
Prudential Financial (PRU)	1.5	$2.9M	-9%	24k	117.40	View chart
Annaly Capital Management In Com New (NLY)	1.5	$2.7M	-7%	139k	19.69	View chart
Abbvie (ABBV)	1.4	$2.6M	-5%	15k	182.09	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Equ (XNOV)	1.4	$2.6M	NEW	81k	32.39	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	1.4	$2.6M	+6%	44k	59.62	View chart
First Tr Exchange Traded Consumr Staple (FXG)	1.2	$2.3M		34k	68.49	View chart
Franklin Templeton Etf Tr Us Low Volatilit (FLLV)	1.2	$2.3M	-3%	42k	54.66	View chart
Public Service Enterprise (PEG)	1.1	$2.0M	-17%	30k	66.78	View chart
International Business Machines (IBM)	1.1	$2.0M	+2%	11k	190.95	View chart
Wal-Mart Stores (WMT)	1.0	$1.9M	+212%	32k	60.17	View chart
Paypal Holdings (PYPL)	0.9	$1.8M	+40%	27k	66.99	View chart
Verizon Communications (VZ)	0.9	$1.7M	-17%	42k	41.96	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$1.7M	+6%	4.0k	420.52	View chart
Home Depot (HD)	0.9	$1.7M	-3%	4.3k	383.61	View chart
Exxon Mobil Corporation (XOM)	0.8	$1.5M		13k	116.24	View chart
Bank of America Corporation (BAC)	0.8	$1.5M	-8%	39k	37.92	View chart
At&t (T)	0.8	$1.5M	-10%	83k	17.60	View chart
JPMorgan Chase & Co. (JPM)	0.8	$1.5M	-14%	7.3k	200.31	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.4M	-9%	9.0k	150.93	View chart
Ares Capital Corporation (ARCC)	0.7	$1.3M		65k	20.82	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.7	$1.3M	-6%	52k	24.50	View chart
Etf Ser Solutions Aam Lw Dur Pfd (PFLD)	0.6	$1.2M		57k	21.15	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.6	$1.2M	+68%	13k	89.90	View chart
Merck & Co (MRK)	0.6	$1.1M	+32%	8.7k	131.95	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.6	$1.1M	+33%	12k	93.73	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.1M		2.3k	480.64	View chart
salesforce (CRM)	0.6	$1.1M	NEW	3.7k	301.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.1M		4.2k	259.87	View chart
First Tr Exchange-traded Ft Cboe Targ Inc (DOGG)	0.6	$1.1M	+5%	50k	21.20	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.5	$1.0M	+6%	22k	46.21	View chart
Advanced Micro Devices (AMD)	0.5	$1.0M	+5%	5.6k	180.49	View chart
Walt Disney Company (DIS)	0.5	$996k	+4%	8.1k	122.35	View chart
Abbott Laboratories (ABT)	0.5	$995k	+5%	8.8k	113.66	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.5	$967k	-9%	17k	56.39	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.5	$960k		25k	38.88	View chart
Altria (MO)	0.5	$958k	+6%	22k	43.62	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$912k		5.0k	182.62	View chart
Meta Platforms Cl A (META)	0.5	$906k	+17%	1.9k	485.58	View chart
Automatic Data Processing (ADP)	0.5	$850k	-76%	3.4k	249.72	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.5	$850k		15k	57.38	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.5	$849k	+62%	17k	50.45	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.4	$848k	+12%	21k	39.81	View chart
Eli Lilly & Co. (LLY)	0.4	$817k		1.1k	777.76	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.4	$790k	+108%	16k	49.16	View chart
Village Farms International (VFF)	0.4	$765k	+13%	617k	1.24	View chart
First Tr Exchange-traded Cboe Vest Rising (RDVI)	0.4	$755k		31k	24.48	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$733k	-13%	1.8k	397.76	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$726k	+2%	4.3k	169.38	View chart
Icahn Enterprises Depositary Unit (IEP)	0.4	$722k		42k	17.01	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$706k	-5%	4.8k	147.73	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$695k	NEW	6.3k	110.05	View chart
Johnson & Johnson (JNJ)	0.4	$681k	+9%	4.3k	158.19	View chart
Pfizer (PFE)	0.4	$678k	+10%	24k	27.75	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.4	$668k		13k	53.25	View chart
Block Cl A (SQ)	0.3	$645k		7.6k	84.58	View chart
Tesla Motors (TSLA)	0.3	$637k	+8%	3.6k	175.81	View chart
3M Company (MMM)	0.3	$633k	-4%	6.0k	106.07	View chart
Nextera Energy (NEE)	0.3	$621k	+11%	9.7k	63.91	View chart
Leap Therapeutics Com New (LPTX)	0.3	$620k	+8%	233k	2.66	View chart
New Mountain Finance Corp (NMFC)	0.3	$615k		49k	12.67	View chart
Lowe's Companies (LOW)	0.3	$610k	+18%	2.4k	254.73	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$603k	-2%	7.5k	80.63	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$601k	-14%	1.1k	525.52	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$578k	+5%	7.6k	76.19	View chart
Etf Ser Solutions Aam S&p 500 (SPDV)	0.3	$575k	+2%	18k	31.41	View chart
Costco Wholesale Corporation (COST)	0.3	$553k	+19%	755.00	732.91	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$550k	+3%	9.5k	58.11	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$535k	-26%	7.0k	76.36	View chart
Broadcom (AVGO)	0.3	$531k	+9%	401.00	1324.14	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$519k	+19%	8.4k	61.53	View chart
CVS Caremark Corporation (CVS)	0.3	$517k		6.5k	79.76	View chart
AmerisourceBergen (COR)	0.3	$511k		2.1k	242.99	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$509k		12k	42.12	View chart
International Paper Company (IP)	0.3	$507k	-11%	13k	39.02	View chart
Adobe Systems Incorporated (ADBE)	0.3	$503k	+4%	997.00	504.60	View chart
Consolidated Edison (ED)	0.3	$500k	-2%	5.5k	90.81	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$499k	+5%	2.6k	195.13	View chart
Agenus Com New (AGEN)	0.3	$498k	+37%	859k	0.58	View chart
Comcast Corp Cl A (CMCSA)	0.3	$498k	+16%	12k	43.35	View chart
Chevron Corporation (CVX)	0.3	$498k	-13%	3.2k	157.74	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$497k	+30%	3.3k	152.25	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$495k	+27%	14k	34.82	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.3	$494k	+423%	8.0k	61.90	View chart
Goldman Sachs (GS)	0.3	$492k	+27%	1.2k	417.74	View chart
Procter & Gamble Company (PG)	0.3	$487k	-14%	3.0k	162.23	View chart
Applied Materials (AMAT)	0.3	$483k	-39%	2.3k	206.20	View chart
Cisco Systems (CSCO)	0.3	$482k	+10%	9.7k	49.91	View chart
British Amern Tob Sponsored Adr (BTI)	0.3	$481k	+16%	16k	30.50	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$475k	+2%	1.8k	260.70	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$473k	+31%	5.0k	94.41	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.2	$469k	-20%	4.9k	95.61	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$466k	+32%	4.6k	101.41	View chart
Pepsi (PEP)	0.2	$464k	-2%	2.7k	175.04	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$453k	NEW	5.2k	86.67	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$442k	+2%	2.3k	191.86	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$430k		6.1k	70.68	View chart
Southern Company (SO)	0.2	$430k		6.0k	71.74	View chart
CSX Corporation (CSX)	0.2	$426k	+2%	12k	37.07	View chart
Adaptimmune Therapeutics Sponds Adr (ADAP)	0.2	$425k	-20%	269k	1.58	View chart
Becton, Dickinson and (BDX)	0.2	$424k	+2%	1.7k	247.43	View chart
Coca-Cola Company (KO)	0.2	$420k	+59%	6.9k	61.18	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.2	$418k	-25%	2.7k	154.93	View chart
McDonald's Corporation (MCD)	0.2	$404k	+2%	1.4k	281.93	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.2	$402k	-14%	7.2k	55.53	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.2	$399k		22k	18.22	View chart
General Electric Com New (GE)	0.2	$395k	-18%	2.2k	175.55	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$390k	+17%	7.8k	50.17	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$387k		9.2k	42.13	View chart
Strategy Ns 7handl Idx (HNDL)	0.2	$382k	+9%	18k	21.21	View chart
Ford Motor Company (F)	0.2	$379k	+8%	29k	13.28	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.2	$379k	+24%	5.9k	64.02	View chart
Wells Fargo & Company (WFC)	0.2	$370k	+25%	6.4k	57.96	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$366k	NEW	7.6k	48.25	View chart
Boeing Company (BA)	0.2	$355k	+31%	1.8k	192.99	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$342k		2.6k	131.23	View chart
Global X Fds Fintech Etf (FINX)	0.2	$341k		12k	27.86	View chart
Exchange Traded Concepts Tr Robo Glb Etf (ROBO)	0.2	$333k	-9%	5.7k	58.64	View chart
Visa Com Cl A (V)	0.2	$326k	+5%	1.2k	279.10	View chart
Amgen (AMGN)	0.2	$323k	+18%	1.1k	284.41	View chart
Shell Spon Ads (SHEL)	0.2	$322k		4.8k	67.04	View chart
Dow (DOW)	0.2	$322k	-6%	5.6k	57.93	View chart
Howmet Aerospace (HWM)	0.2	$320k	-16%	4.7k	68.44	View chart
Union Pacific Corporation (UNP)	0.2	$317k		1.3k	245.93	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.2	$313k	+14%	9.8k	31.81	View chart
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB)	0.2	$299k	-5%	6.6k	45.27	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.2	$298k		568.00	524.49	View chart
Phillips 66 (PSX)	0.2	$293k	NEW	1.8k	163.34	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.2	$290k		3.8k	76.38	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$281k		2.9k	95.66	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$278k		3.7k	74.21	View chart
Regal-beloit Corporation (RRX)	0.1	$278k		1.5k	180.10	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$276k	NEW	1.3k	205.72	View chart
Devon Energy Corporation (DVN)	0.1	$273k	NEW	5.4k	50.18	View chart
PNC Financial Services (PNC)	0.1	$268k	NEW	1.7k	161.58	View chart
Caterpillar (CAT)	0.1	$252k		687.00	366.55	View chart
Draftkings Com Cl A (DKNG)	0.1	$248k	-26%	5.5k	45.41	View chart
Deere & Company (DE)	0.1	$241k	NEW	587.00	410.55	View chart
Qualcomm (QCOM)	0.1	$239k	-11%	1.4k	169.32	View chart
Target Corporation (TGT)	0.1	$239k	NEW	1.3k	177.16	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest 100 (QDEC)	0.1	$237k	-56%	9.6k	24.85	View chart
American Tower Reit (AMT)	0.1	$233k	+10%	1.2k	197.54	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$233k		17k	13.87	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$231k		1.1k	208.36	View chart
Franklin Etf Tr Shrt Dur Us Govt (FTSD)	0.1	$229k	NEW	2.5k	90.15	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$226k		7.6k	29.77	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$226k	-12%	1.2k	183.89	View chart
Novartis Sponsored Adr (NVS)	0.1	$225k		2.3k	96.73	View chart
Texas Instruments Incorporated (TXN)	0.1	$221k	+4%	1.3k	174.23	View chart
General Dynamics Corporation (GD)	0.1	$221k	NEW	782.00	282.62	View chart
Garmin SHS (GRMN)	0.1	$220k	NEW	1.5k	148.87	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.1	$220k	NEW	3.2k	69.66	View chart
Waste Management (WM)	0.1	$219k	NEW	1.0k	213.21	View chart
United Parcel Service CL B (UPS)	0.1	$219k	-12%	1.5k	148.59	View chart
Honeywell International (HON)	0.1	$218k		1.1k	205.25	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$218k	NEW	11k	19.29	View chart
Franklin Templeton Etf Tr Us Sml Cp Mltfct (FLQS)	0.1	$212k	-9%	5.2k	40.61	View chart
UnitedHealth (UNH)	0.1	$212k	NEW	429.00	494.50	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$211k	NEW	658.00	320.59	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (XMAR)	0.1	$207k	NEW	6.2k	33.62	View chart
Enbridge (ENB)	0.1	$207k	NEW	5.7k	36.18	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN)	0.1	$206k	-7%	4.5k	45.37	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$206k	NEW	2.8k	73.14	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$202k	NEW	898.00	224.99	View chart
Zoetis Cl A (ZTS)	0.1	$201k	+3%	1.2k	169.27	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$200k	NEW	3.0k	66.57	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$198k		11k	17.32	View chart
Kearny Finl Corp Md (KRNY)	0.0	$69k		11k	6.44	View chart
Jumia Technologies Sponsored Ads (JMIA)	0.0	$53k	-5%	10k	5.12	View chart
Plug Power Com New (PLUG)	0.0	$53k	-9%	15k	3.44	View chart
Cytosorbents Corp Com New (CTSO)	0.0	$33k	+187%	35k	0.95	View chart
Clene Common Stock (CLNN)	0.0	$11k		26k	0.43	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 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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