Key Client Fiduciary Advisors, LLC Purchases in Q1 2025

Key Client Fiduciary Advisors, LLC

  • $196 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
110K
+ 452.54%
$32.49 - $37.99 $3.57M - $4.18M
134K $4.48M
TSLA
Tesla, Inc.

Consumer Cyclical
9.39K
+ 206.42%
$222.15 - $428.22 $2.09M - $4.02M
13.9K $3.61M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
18.3K
New
$67.24 - $84.27 $1.23M - $1.54M
18.3K $1.25M
FDL
First Tr Morningstar Dividend

ETFs
4.75K
+ 2.72%
$39.69 - $43.83 $188K - $208K
180K $7.68M
MLPX
Global X Mlp & Energy Infrastr

ETFs
4.45K
+ 10.48%
$59.6 - $67.2 $265K - $299K
46.9K $2.99M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
6.94K
+ 19.34%
$59.78 - $60.03 $415K - $416K
42.8K $2.57M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.63K
+ 33.32%
$64.88 - $72.1 $430K - $478K
26.5K $1.73M
FTQI
First Trust ETF Vi First Trust

ETFs
17.2K
New
$18.72 - $21.32 $322K - $367K
17.2K $323K
VRT
Vertiv Holdings CO

Industrials
3.41K
+ 96.9%
N/A
6.93K $600K
IBM
International Business Machines Corp

Technology
38
+ 0.39%
$217.4 - $264.74 $8.26K - $10.1K
9.9K $2.46M
MO
Altria Group, Inc.

Consumer Defensive
1.07K
+ 4.92%
$50.81 - $60.02 $54.2K - $64K
22.8K $1.37M
CAG
Conagra Brands Inc.

Consumer Defensive
8.28K
New
$23.9 - $27.67 $198K - $229K
8.28K $220K
FVD
First Tr Value Line Divid Inde

ETFs
4.54K
+ 14.22%
$42.61 - $45.51 $193K - $206K
36.4K $1.61M
PM
Philip Morris International Inc.

Consumer Defensive
1.35K
New
$117.15 - $158.79 $158K - $214K
1.35K $213K
PSX
Phillips 66

Energy
1.66K
New
$113.93 - $131.55 $189K - $218K
1.66K $204K
FPE
First Tr Pfd Secs & Income ETF

ETFs
10.8K
New
$17.53 - $17.87 $190K - $193K
10.8K $190K
XOM
Exxon Mobil Corp

Energy
380
+ 2.98%
$105.44 - $118.93 $40.1K - $45.2K
13.1K $1.56M
CVS
Cvs Health Corp

Healthcare
96
+ 1.37%
$44.22 - $68.64 $4.25K - $6.59K
7.1K $480K
MSTR
Microstrategy Inc

Technology
556
+ 51.15%
$239.27 - $396.5 $133K - $220K
1.64K $475K
UBER
Uber Technologies, Inc

Technology
1.06K
+ 25.46%
$63.17 - $81.49 $67.2K - $86.7K
5.24K $382K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
12.6K
+ 24.07%
$16.57 - $18.85 $209K - $237K
64.9K $1.08M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.84K
+ 52.76%
$51.45 - $58.51 $146K - $166K
8.23K $426K
ED
Consolidated Edison Inc

Utilities
23
+ 0.44%
$88.0 - $110.59 $2.02K - $2.54K
5.28K $584K
JPM
Jpmorgan Chase & CO

Financial Services
168
+ 2.3%
$225.19 - $279.95 $37.8K - $47K
7.47K $1.83M
XLV
Select Sector Spdr Fund Health

ETFs
171
+ 2.19%
$137.61 - $149.68 $23.5K - $25.6K
7.96K $1.15M
SGOL
Abrdn Gold ETF Trust

ETFs
958
+ 8.87%
$25.14 - $29.39 $24.1K - $28.2K
11.8K $345K
LLY
Eli Lilly & CO

Healthcare
15
+ 1.42%
$725.72 - $929.72 $10.9K - $13.9K
1.07K $886K
GLD
Spdr Gold Trust

ETFs
7
+ 0.48%
$243.19 - $288.14 $1.7K - $2.02K
1.48K $425K
COST
Costco Wholesale Corp

Consumer Defensive
47
+ 5.9%
$890.62 - $1076.86 $41.9K - $50.6K
843 $797K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.29K
+ 21.02%
$69.69 - $79.99 $89.7K - $103K
7.41K $528K
NFLX
Netflix Inc

Communication Services
54
+ 14.14%
$828.4 - $1058.6 $44.7K - $57.2K
436 $406K
AMGN
Amgen Inc

Healthcare
12
+ 1.06%
$258.59 - $327.36 $3.1K - $3.93K
1.15K $357K
ENB
Enbridge Inc

Energy
730
+ 5.35%
$41.54 - $45.45 $30.3K - $33.2K
14.4K $636K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.59K
+ 12.32%
$53.6 - $58.97 $85K - $93.5K
14.4K $784K
PDI
Pimco Dynamic Income Fund

Financial Services
640
+ 2.02%
$18.51 - $20.05 $11.8K - $12.8K
32.4K $639K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
486
+ 9.19%
$97.38 - $104.52 $47.3K - $50.8K
5.78K $582K
SO
Southern CO

Utilities
76
+ 1.6%
$80.96 - $92.96 $6.15K - $7.06K
4.84K $445K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
935
+ 5.65%
$50.39 - $50.66 $47.1K - $47.4K
17.5K $884K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.05K
+ 20.29%
$49.78 - $53.19 $52.2K - $55.8K
6.22K $314K
CTSO
Cytosorbents Corp

Healthcare
43.9K
+ 127.04%
$0.89 - $1.3 $39.1K - $57.1K
78.5K $78K
XLP
Consumer Staples Sector Spdr

ETFs
593
+ 7.95%
N/A
8.05K $612K
SHEL
Shell PLC

Energy
1
+ 0.02%
$62.84 - $73.29 $62.8 - $73.3
4.38K $318K
VIG
Vanguard Dividend Appreciation

ETFs
221
+ 3.9%
N/A
5.89K $1.07M
XLE
Energy Sector Spdr

ETFs
123
+ 2.92%
$85.7 - $93.96 $10.5K - $11.6K
4.33K $400K
VEA
Vanguard Ftse Developed Market

ETFs
210
+ 2.64%
$47.4 - $52.99 $9.95K - $11.1K
8.17K $418K
MCD
Mcdonalds Corp

Consumer Cyclical
6
+ 0.37%
$279.74 - $321.29 $1.68K - $1.93K
1.61K $501K
CRWD
Crowd Strike Holdings, Inc.

Technology
65
+ 4.85%
$308.86 - $455.36 $20.1K - $29.6K
1.41K $495K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
471
+ 15.93%
$78.12 - $83.7 $36.8K - $39.4K
3.43K $274K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
1.76K
+ 7.16%
$13.05 - $13.97 $22.9K - $24.5K
26.3K $354K
Activity Summary
Buys All Purchases 96 New Holdings 10 Increased Positions 86 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 1
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