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
WM
Waste Management Inc

Industrials
27
+ 2.63%
$200.54 - $233.78 $5.41K - $6.31K
1.05K $243K
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.62K
+ 16.42%
$45.72 - $51.73 $73.9K - $83.6K
11.5K $525K
SLV
I Shares Silver Trust

ETFs
180
+ 2.99%
$26.93 - $31.32 $4.85K - $5.64K
6.19K $191K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
194
+ 7.05%
$128.74 - $138.67 $25K - $26.9K
2.95K $395K
SPY
Spdr S&P 500 ETF Trust

ETFs
570
+ 5.3%
$551.42 - $612.93 $314K - $349K
11.3K $6.34M
SBUX
Starbucks Corp

Consumer Cyclical
115
+ 3.89%
$91.75 - $115.81 $10.6K - $13.3K
3.07K $299K
TXN
Texas Instruments Inc

Technology
150
+ 13.3%
N/A
1.28K $248K
RWL
Invesco Exchange Traded Fd Tr

ETFs
134
+ 0.72%
$96.9 - $104.39 $13K - $14K
18.8K $1.85M
PVAL
Putnam ETF Tr Putnam Focused L
438
+ 4.88%
$36.8 - $39.59 $16.1K - $17.3K
9.41K $354K
XLF
Financial Sector Spdr

ETFs
10
+ 0.08%
$47.32 - $52.19 $473 - $522
13.1K $642K
F
Ford Motor CO

Consumer Cyclical
490
+ 2.19%
$9.12 - $10.43 $4.47K - $5.11K
22.9K $229K
IYF
Ishares Tr

ETFs
9
+ 0.3%
$107.69 - $119.37 $969 - $1.07K
2.98K $332K
Cava Group Inc
898
+ 16.77%
N/A
6.25K $0
Ishares Bitcoin Trust ETF
1.67K
+ 11.17%
N/A
16.6K $0
Tnf Pharmaceuticals Inc
20K
New
N/A
20K $0
First Tr Exchng Traded Fd Vi
3.69K
+ 4.58%
N/A
84.2K $0
SOXX
Ishares Semiconductor ETF

ETFs
165
+ 14.21%
$188.17 - $235.81 $31K - $38.9K
1.33K $250K
SPYI
Shp ETF Tr Neos S&P 500 High I
6K
+ 50.78%
N/A
17.8K $0
Listed Fd Tr
350
+ 1.5%
N/A
23.7K $0
Bny Mellon ETF Trust Ii
47.4K
New
N/A
47.4K $0
Leap Therapeutics Inc
27.5K
+ 7.6%
N/A
389K $0
SPDV
ETF Ser Solutions Aam S&P 500
18
+ 0.17%
N/A
10.9K $0
Landbridge Company LLC
9.47K
New
N/A
9.47K $0
TDIV
First Trust Nasdaq Technology

ETFs
197
+ 5.57%
$73.39 - $83.95 $14.5K - $16.5K
3.73K $273K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
135
+ 1.64%
$78.0 - $84.37 $10.5K - $11.4K
8.35K $660K
NEE
Nextera Energy Inc

Utilities
56
+ 0.56%
$66.96 - $76.16 $3.75K - $4.26K
10.1K $714K
SPYG
Spdr Portfolio

ETFs
268
+ 7.93%
$80.05 - $92.39 $21.5K - $24.8K
3.65K $292K
JMIA
Jumia Technologies Ag

Consumer Cyclical
4.14K
+ 38.58%
$2.15 - $4.21 $8.89K - $17.4K
14.9K $33K
RSP
Invesco S&P 500 Equal Weight E

ETFs
19
+ 0.42%
$169.43 - $182.84 $3.22K - $3.47K
4.51K $774K
AMAT
Applied Materials Inc

Technology
199
+ 7.22%
$145.06 - $195.51 $28.9K - $38.9K
2.96K $428K
VBR
Vanguard Small Cap Value ETF

ETFs
28
+ 1.31%
$183.02 - $207.75 $5.12K - $5.82K
2.16K $401K
QQQ
Invesco Qqq Trust, Series 1

ETFs
692
+ 8.37%
$468.34 - $539.52 $324K - $373K
8.96K $4.2M
SOFI
So Fi Technologies, Inc.

Financial Services
1.45K
+ 11.43%
$11.18 - $18.03 $16.2K - $26.1K
14.1K $166K
XLY
Select Sector Spdr Consumer Di

ETFs
5
+ 0.46%
$192.6 - $233.2 $963 - $1.17K
1.09K $214K
CAT
Caterpillar Inc

Industrials
6
+ 0.64%
$326.75 - $407.63 $1.96K - $2.45K
945 $311K
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.07%
$222.66 - $268.42 $445 - $537
2.86K $666K
ADBE
Adobe Inc.

Technology
89
+ 7.21%
$377.84 - $464.11 $33.6K - $41.3K
1.32K $507K
PAVE
Global X Fds Us Infrastructure

ETFs
1.42K
+ 4.1%
$37.31 - $43.82 $53.1K - $62.4K
36.1K $1.36M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
120
+ 2.82%
$507.05 - $563.67 $60.8K - $67.6K
4.37K $2.23M
VFF
Village Farms International, Inc.

Consumer Defensive
44.2K
+ 6.99%
$0.6 - $0.85 $26.5K - $37.6K
676K $425K
MRK
Merck & Co., Inc.

Healthcare
26
+ 0.33%
$83.01 - $101.02 $2.16K - $2.63K
7.97K $715K
GOOGL
Alphabet Inc.

Communication Services
898
+ 9.36%
$154.33 - $206.19 $139K - $185K
10.5K $1.62M
SQ
Block, Inc.

Technology
4
+ 0.05%
$54.04 - $92.95 $216 - $372
8.34K $477K
ORCL
Oracle Corp

Technology
86
+ 0.69%
$139.81 - $186.47 $12K - $16K
12.6K $1.76M
PYPL
Pay Pal Holdings, Inc.

Financial Services
195
+ 0.77%
$65.15 - $91.81 $12.7K - $17.9K
25.6K $1.67M
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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