Key Client Fiduciary Advisors, LLC Purchases in Q3 2025

Key Client Fiduciary Advisors, LLC

  • $242 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
486
+ 22.66%
$133.81 - $152.16 $65K - $73.9K
2.63K $369K
LOW
Lowes Companies Inc

Consumer Cyclical
4
+ 0.14%
$215.01 - $273.02 $860 - $1.09K
2.82K $707K
VGT
Vanguard Information Technolog

ETFs
46
+ 8.2%
$656.44 - $753.15 $30.2K - $34.6K
607 $453K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
253
+ 3.28%
$98.53 - $107.1 $24.9K - $27.1K
7.96K $835K
AMAT
Applied Materials Inc

Technology
41
+ 1.3%
$156.25 - $204.95 $6.41K - $8.4K
3.2K $655K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
592
+ 3.78%
$55.15 - $58.11 $32.6K - $34.4K
16.2K $933K
CVS
Cvs Health Corp

Healthcare
178
+ 2.28%
$58.75 - $76.5 $10.5K - $13.6K
7.97K $600K
XLF
Financial Sector Spdr

ETFs
781
+ 6.24%
$51.37 - $54.25 $40.1K - $42.4K
13.3K $715K
META
Meta Platforms, Inc.

Communication Services
98
+ 3.35%
$695.21 - $791.73 $68.1K - $77.6K
3.03K $2.22M
IVV
Ishares Core S&P 500 ETF

ETFs
18
+ 1.82%
$620.67 - $670.08 $11.2K - $12.1K
1.01K $673K
VBR
Vanguard Small Cap Value ETF

ETFs
141
+ 6.65%
$195.41 - $212.37 $27.6K - $29.9K
2.26K $472K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
523
+ 6.34%
$53.81 - $57.52 $28.1K - $30.1K
8.77K $504K
FTSL
First Trust Senior Ln Fund

ETFs
1.26K
+ 3.03%
$45.81 - $46.18 $57.9K - $58.3K
43K $1.97M
BOTZ
Global X Fds

ETFs
663
+ 6.26%
$32.14 - $35.96 $21.3K - $23.8K
11.3K $398K
SHEL
Shell PLC

Energy
641
+ 14.19%
$69.82 - $73.93 $44.8K - $47.4K
5.16K $369K
SOXX
Ishares Semiconductor ETF

ETFs
16
+ 1.19%
$236.93 - $271.12 $3.79K - $4.34K
1.37K $370K
SPYG
Spdr Portfolio

ETFs
73
+ 1.71%
$94.33 - $105.31 $6.89K - $7.69K
4.34K $453K
SKYY
First Trust Cloud Computing Et

ETFs
1
+ 0.03%
$118.24 - $138.53 $118 - $139
3.61K $485K
PDI
Pimco Dynamic Income Fund

Financial Services
810
+ 2.22%
$18.85 - $20.07 $15.3K - $16.3K
37.3K $739K
VBK
Vanguard Small Cap Growth ETF

ETFs
37
+ 2.15%
$276.51 - $305.12 $10.2K - $11.3K
1.76K $522K
UBER
Uber Technologies, Inc

Technology
174
+ 3.05%
$86.91 - $99.57 $15.1K - $17.3K
5.89K $576K
VIG
Vanguard Dividend Appreciation

ETFs
217
+ 2.81%
N/A
7.94K $1.45M
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.85K
+ 14.37%
$17.81 - $18.39 $32.9K - $33.9K
14.7K $267K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
177
+ 5.74%
$136.48 - $142.97 $24.2K - $25.3K
3.26K $456K
TDIV
First Trust Nasdaq Technology

ETFs
47
+ 1.26%
$89.27 - $100.33 $4.2K - $4.72K
3.77K $371K
XLV
Select Sector Spdr Fund Health

ETFs
134
+ 3.6%
$129.01 - $139.72 $17.3K - $18.7K
3.86K $537K
ILDR
First Tr Exchange Traded Fd Vi
363
+ 4.79%
$28.95 - $33.25 $10.5K - $12.1K
7.94K $257K
VEA
Vanguard Ftse Developed Market

ETFs
128
+ 1.48%
$56.02 - $60.3 $7.17K - $7.72K
8.81K $527K
PSX
Phillips 66

Energy
17
+ 1.01%
$118.37 - $139.46 $2.01K - $2.37K
1.7K $231K
EEM
Ishares Msci Emerging Markets

ETFs
139
+ 3.26%
$48.07 - $53.4 $6.68K - $7.42K
4.41K $235K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
1.5K
+ 5.63%
$12.9 - $13.59 $19.4K - $20.4K
28.2K $378K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
123
+ 3.4%
$81.61 - $86.58 $10K - $10.6K
3.74K $319K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
81
+ 1.26%
$52.12 - $55.33 $4.22K - $4.48K
6.51K $360K
FTQI
First Trust ETF Vi First Trust

ETFs
215
+ 1.16%
$19.5 - $20.79 $4.19K - $4.47K
18.7K $385K
WFC
Wells Fargo & Company

Financial Services
9
+ 0.15%
$77.05 - $85.16 $693 - $766
6.1K $511K
XLE
Energy Sector Spdr

ETFs
13
+ 0.3%
$84.25 - $91.99 $1.1K - $1.2K
4.4K $393K
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.25%
$291.67 - $316.99 $1.17K - $1.27K
1.6K $487K
IYF
Ishares Tr

ETFs
9
+ 0.3%
$119.89 - $127.16 $1.08K - $1.14K
3K $379K
IEP
Icahn Enterprises L.P.

Industrials
531
+ 1.55%
$8.14 - $9.68 $4.32K - $5.14K
34.9K $293K
WM
Waste Management Inc

Industrials
93
+ 8.04%
$213.88 - $237.1 $19.9K - $22.1K
1.25K $276K
DUK
Duke Energy Corp

Utilities
2
+ 0.12%
$116.31 - $125.93 $233 - $252
1.72K $212K
VRT
Vertiv Holdings CO

Industrials
77
+ 1.02%
N/A
7.62K $660K
PHO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.03%
$69.62 - $73.99 $69.6 - $74
3.08K $222K
XYLD
Global X Fds S&P 500 Covered C

ETFs
68
+ 0.83%
$38.52 - $39.39 $2.62K - $2.68K
8.31K $326K
ED
Consolidated Edison Inc

Utilities
25
+ 0.47%
$95.57 - $105.36 $2.39K - $2.63K
5.33K $535K
AG
First Majestic Silver Corp

Basic Materials
100
New
$7.83 - $12.41 $783 - $1.24K
100 $1K
Ishares Bitcoin Trust ETF
2.25K
+ 12.14%
N/A
20.8K $0
Lam Research Corp
250
+ 10.41%
N/A
2.65K $0
Bny Mellon ETF Trust Ii
3.07K
+ 4.33%
N/A
73.9K $0
Activity Summary
Buys All Purchases 125 New Holdings 18 Increased Positions 107 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 4 Puts 4
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