Key Client Fiduciary Advisors

Key Client Fiduciary Advisors as of March 31, 2025

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