Key Client Fiduciary Advisors, LLC Purchases in Q2 2025

Key Client Fiduciary Advisors, LLC

  • $218 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
1.92K
+ 4.97%
$94.31 - $157.99 $181K - $304K
40.6K $6.41M
TSLA
Tesla, Inc.

Consumer Cyclical
2.34K
+ 16.76%
$221.86 - $362.89 $518K - $848K
16.3K $5.17M
AMZN
Amazon Com Inc

Consumer Cyclical
1.48K
+ 5.06%
$167.32 - $223.3 $247K - $330K
30.7K $6.73M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
20.7K
+ 15.42%
$29.52 - $35.31 $611K - $731K
155K $5.47M
SPY
Spdr S&P 500 ETF Trust

ETFs
431
+ 3.8%
$496.48 - $617.85 $214K - $266K
11.8K $7.27M
QQQ
Invesco Qqq Trust, Series 1

ETFs
325
+ 3.63%
$416.06 - $551.64 $135K - $179K
9.28K $5.12M
TRFM
ETF Ser Solutions Aam Transfor
14.1K
New
$29.9 - $43.19 $422K - $610K
14.1K $604K
PLTR
Palantir Technologies Inc.

Technology
1.09K
+ 12.89%
$74.01 - $144.25 $80.6K - $157K
9.54K $1.3M
META
Meta Platforms, Inc.

Communication Services
180
+ 6.55%
$484.66 - $738.09 $87.2K - $133K
2.93K $2.16M
AVGO
Broadcom Inc.

Technology
319
+ 8.25%
$146.29 - $275.65 $46.7K - $87.9K
4.19K $1.15M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.28K
+ 12.37%
$58.41 - $72.69 $192K - $239K
29.8K $2.17M
MSTR
Microstrategy Inc

Technology
469
+ 28.55%
$237.95 - $421.61 $112K - $198K
2.11K $853K
JPM
Jpmorgan Chase & CO

Financial Services
81
+ 1.08%
$210.28 - $289.91 $17K - $23.5K
7.55K $2.19M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.33K
+ 7.27%
$61.92 - $81.5 $82.2K - $108K
19.6K $1.6M
VIG
Vanguard Dividend Appreciation

ETFs
1.84K
+ 31.19%
N/A
7.72K $1.41M
VFF
Village Farms International, Inc.

Consumer Defensive
11.3K
+ 1.67%
$0.48 - $1.26 $5.43K - $14.3K
687K $756K
WMT
Walmart Inc.

Consumer Defensive
608
+ 2.26%
$81.79 - $99.98 $49.7K - $60.8K
27.5K $2.69M
AMD
Advanced Micro Devices Inc

Technology
155
+ 2.21%
$78.21 - $143.81 $12.1K - $22.3K
7.16K $1.02M
PAVE
Global X Fds Us Infrastructure

ETFs
1.46K
+ 4.03%
$33.78 - $43.68 $49.1K - $63.6K
37.6K $1.64M
HWM
Howmet Aerospace Inc.

Industrials
1
+ 0.02%
$112.33 - $186.13 $112 - $186
4.56K $847K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
898
New
$179.95 - $278.88 $162K - $250K
898 $250K
DKNG
Draft Kings Inc.

Consumer Cyclical
5.64K
New
$31.67 - $42.89 $179K - $242K
5.64K $241K
ILDR
First Tr Exchange Traded Fd Vi
7.58K
New
$20.6 - $29.43 $156K - $223K
7.58K $223K
HON
Honeywell International Inc

Industrials
938
New
$182.86 - $232.88 $172K - $218K
938 $218K
PHO
Invesco Exchange Traded Fd Tr

ETFs
3.08K
New
$58.13 - $69.92 $179K - $215K
3.08K $215K
GD
General Dynamics Corp

Industrials
733
New
$247.68 - $291.66 $182K - $214K
733 $213K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
1.89K
New
$66.89 - $111.18 $126K - $210K
1.89K $209K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.63K
New
$51.14 - $57.0 $186K - $207K
3.63K $206K
EEM
Ishares Msci Emerging Markets

ETFs
4.27K
New
$38.52 - $48.28 $164K - $206K
4.27K $205K
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.48K
New
$71.86 - $82.66 $178K - $205K
2.48K $204K
GLW
Corning Inc

Technology
3.81K
New
$39.07 - $52.59 $149K - $200K
3.81K $200K
NFLX
Netflix Inc

Communication Services
2
+ 0.46%
$855.86 - $1339.13 $1.71K - $2.68K
438 $586K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
2.54K
+ 35.1%
$39.69 - $51.24 $101K - $130K
9.76K $500K
UBER
Uber Technologies, Inc

Technology
470
+ 8.96%
$64.62 - $93.3 $30.4K - $43.9K
5.71K $533K
AMAT
Applied Materials Inc

Technology
206
+ 6.97%
$126.95 - $183.52 $26.2K - $37.8K
3.16K $578K
VTI
Vanguard Total Stock Market Et

ETFs
83
+ 2.14%
$243.75 - $303.93 $20.2K - $25.2K
3.95K $1.2M
GOOG
Alphabet Inc.

Communication Services
283
+ 6.42%
$146.58 - $180.01 $41.5K - $50.9K
4.69K $831K
VONG
Vanguard Russell 1000 Growth E

ETFs
78
+ 0.97%
$82.51 - $109.2 $6.44K - $8.52K
8.15K $890K
RWL
Invesco Exchange Traded Fd Tr

ETFs
245
+ 1.31%
$89.02 - $104.29 $21.8K - $25.6K
19K $1.98M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.34K
+ 5.46%
$59.8 - $60.07 $140K - $140K
45.1K $2.7M
PKW
Invesco Exchange Traded Fd Tr

ETFs
883
+ 46.11%
$98.58 - $123.6 $87K - $109K
2.8K $345K
BTI
British American Tobacco P.L.C.

Consumer Defensive
914
+ 6.56%
$39.43 - $49.34 $36K - $45.1K
14.8K $702K
V
Visa Inc.

Financial Services
317
+ 27.54%
$308.27 - $373.31 $97.7K - $118K
1.47K $521K
IWY
Ishares Tr Russell 200 Growth

ETFs
108
+ 4.26%
$187.5 - $246.51 $20.3K - $26.6K
2.65K $652K
SPYG
Spdr Portfolio

ETFs
615
+ 16.85%
$71.83 - $95.32 $44.2K - $58.6K
4.26K $406K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
409
+ 5.52%
$63.36 - $80.23 $25.9K - $32.8K
7.82K $627K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.2K
+ 8.31%
$47.46 - $55.3 $57K - $66.4K
15.6K $862K
VEA
Vanguard Ftse Developed Market

ETFs
511
+ 6.26%
$45.65 - $57.01 $23.3K - $29.1K
8.68K $494K
XLG
Invesco Exchange Traded Fd Tr

ETFs
90
+ 0.79%
$40.94 - $52.1 $3.68K - $4.69K
11.6K $601K
Activity Summary
Buys All Purchases 114 New Holdings 18 Increased Positions 96 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 2
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