Key Client Fiduciary Advisors, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $169 Million distributed in 183 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $10M, First Trust Rising Dividend Ac with a value of $9.7M, Apple Inc. with a value of $8.55M, First Tr Morningstar Dividend with a value of $7.05M, and First Tr Value Line Divid Inde with a value of $6.44M.

Examining the 13F form we can see an increase of $13.5M in the current position value, from $155M to 169M.

Below you can find more details about Key Client Fiduciary Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $169 Million
ETFs: $80.1 Million
Technology: $29.2 Million
Financial Services: $13 Million
Healthcare: $10.2 Million
Consumer Cyclical: $9.46 Million
Communication Services: $7.44 Million
Consumer Defensive: $6.31 Million
Industrials: $5.71 Million
Other: $7.21 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 183
  • Current Value $169 Million
  • Prior Value $155 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 24 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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