Key Client Fiduciary Advisors, LLC Purchases in Q3 2024

Key Client Fiduciary Advisors, LLC

  • $201 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
78
+ 1.75%
$162.83 - $179.16 $12.7K - $14K
4.53K $812K
AVGO
Broadcom Inc.

Technology
3.66K
+ 944.96%
$136.27 - $1745.86 $498K - $6.38M
4.04K $697K
JHMM
John Hancock Multifactor Mid C

ETFs
2
+ 0.01%
$54.25 - $60.2 $109 - $120
14.6K $880K
CVS
Cvs Health Corp

Healthcare
795
+ 12.45%
$55.81 - $63.18 $44.4K - $50.2K
7.18K $451K
JNJ
Johnson & Johnson

Healthcare
58
+ 1.49%
$145.48 - $167.38 $8.44K - $9.71K
3.96K $642K
GE
General Electric CO

Industrials
13
+ 0.57%
$156.66 - $189.66 $2.04K - $2.47K
2.29K $432K
GLD
Spdr Gold Trust

ETFs
129
+ 9.62%
$215.56 - $246.98 $27.8K - $31.9K
1.47K $357K
UNH
Unitedhealth Group Inc

Healthcare
60
+ 14.12%
$488.01 - $604.18 $29.3K - $36.3K
485 $283K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
930
+ 2.73%
$59.61 - $60.15 $55.4K - $55.9K
35K $2.09M
PNC
Pnc Financial Services Group, Inc.

Financial Services
74
+ 4.38%
$156.14 - $187.2 $11.6K - $13.9K
1.76K $325K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3
+ 0.16%
$386.81 - $423.12 $1.16K - $1.27K
1.85K $781K
ARCC
Ares Capital Corp

Financial Services
2.46K
+ 3.78%
$19.8 - $21.28 $48.8K - $52.4K
67.7K $1.42M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
209
+ 2.63%
$75.88 - $83.21 $15.9K - $17.4K
8.14K $677K
IP
International Paper CO

Consumer Cyclical
1
+ 0.01%
$42.55 - $49.98 $42.6 - $50
10.1K $493K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
98
+ 3.74%
$125.95 - $142.04 $12.3K - $13.9K
2.72K $386K
GS
Goldman Sachs Group Inc

Financial Services
4
+ 0.34%
$459.02 - $510.25 $1.84K - $2.04K
1.18K $581K
CSCO
Cisco Systems, Inc.

Technology
9
+ 0.1%
$44.74 - $53.22 $403 - $479
8.79K $467K
SGOL
Abrdn Gold ETF Trust

ETFs
800
+ 8.22%
$22.26 - $25.51 $17.8K - $20.4K
10.5K $264K
AMT
American Tower Corp

Real Estate
8
+ 0.71%
$192.27 - $242.73 $1.54K - $1.94K
1.14K $265K
DE
Deere & CO

Industrials
51
+ 9.16%
$344.84 - $418.0 $17.6K - $21.3K
608 $253K
XOM
Exxon Mobil Corp

Energy
139
+ 1.08%
$109.72 - $119.0 $15.3K - $16.5K
13K $1.53M
AMD
Advanced Micro Devices Inc

Technology
150
+ 2.24%
$128.67 - $183.96 $19.3K - $27.6K
6.85K $1.12M
ZTS
Zoetis Inc.

Healthcare
16
+ 1.08%
$172.58 - $196.48 $2.76K - $3.14K
1.5K $293K
VBK
Vanguard Small Cap Growth ETF

ETFs
4
+ 0.22%
$240.48 - $267.94 $962 - $1.07K
1.83K $488K
SPYG
Spdr Portfolio

ETFs
294
+ 9.89%
$73.38 - $84.1 $21.6K - $24.7K
3.27K $271K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
15
+ 0.25%
$65.15 - $72.97 $977 - $1.09K
6.11K $445K
FTSL
First Trust Senior Ln Fund

ETFs
553
+ 1.33%
$45.51 - $46.26 $25.2K - $25.6K
42.1K $1.93M
GOOG
Alphabet Inc.

Communication Services
565
+ 14.89%
$149.54 - $192.66 $84.5K - $109K
4.36K $728K
VEA
Vanguard Ftse Developed Market

ETFs
69
+ 0.85%
$47.6 - $53.31 $3.28K - $3.68K
8.21K $433K
IXN
Ishares Global Information Tec

ETFs
365
+ 13.92%
$73.0 - $87.81 $26.6K - $32.1K
2.99K $246K
IYF
Ishares Tr

ETFs
10
+ 0.34%
$93.83 - $105.05 $938 - $1.05K
2.96K $307K
BOTZ
Global X Fds

ETFs
362
+ 3.46%
$27.68 - $32.27 $10K - $11.7K
10.8K $348K
UBER
Uber Technologies, Inc

Technology
105
+ 2.28%
$58.48 - $77.47 $6.14K - $8.13K
4.71K $354K
PEP
Pepsico Inc

Consumer Defensive
40
+ 1.76%
$161.9 - $179.3 $6.48K - $7.17K
2.32K $393K
VIG
Vanguard Dividend Appreciation

ETFs
116
+ 2.1%
$182.15 - $182.15 $21.1K - $21.1K
5.65K $1.03M
XLG
Invesco Exchange Traded Fd Tr

ETFs
17
+ 0.18%
$42.54 - $47.97 $723 - $815
9.21K $437K
TDIV
First Trust Nasdaq Technology

ETFs
7
+ 0.2%
$70.51 - $81.07 $494 - $567
3.43K $275K
IWY
Ishares Tr Russell 200 Growth

ETFs
3
+ 0.12%
$194.66 - $225.97 $584 - $678
2.56K $563K
GD
General Dynamics Corp

Industrials
11
+ 1.38%
$279.51 - $308.09 $3.07K - $3.39K
810 $244K
DKNG
Draft Kings Inc.

Consumer Cyclical
203
+ 3.71%
$29.85 - $41.1 $6.06K - $8.34K
5.68K $222K
LLY
Eli Lilly & CO

Healthcare
37
+ 3.43%
$772.14 - $960.02 $28.6K - $35.5K
1.12K $989K
XLP
Consumer Staples Sector Spdr

ETFs
162
+ 2.27%
$76.04 - $76.04 $12.3K - $12.3K
7.3K $555K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.18%
$514.43 - $606.85 $514 - $607
569 $333K
WFC
Wells Fargo & Company

Financial Services
413
+ 6.61%
$51.58 - $60.97 $21.3K - $25.2K
6.66K $375K
HPP
Hudson Pacific Properties, Inc.

Real Estate
1K
+ 9.09%
$4.4 - $6.01 $4.4K - $6.01K
12K $57K
CVX
Chevron Corp

Energy
216
+ 6.85%
$137.88 - $161.97 $29.8K - $35K
3.37K $496K
SHV
Ishares Tr

ETFs
24
+ 1.29%
$110.05 - $110.63 $2.64K - $2.66K
1.89K $208K
Amplify ETF Tr
9.93K
New
N/A
9.93K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
4.58K
New
N/A
4.58K $0
Activity Summary
Buys All Purchases 117 New Holdings 15 Increased Positions 102 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 1 Puts 2
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