Key Client Fiduciary Advisors, LLC Incresed Positions 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
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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
400
+ 9.16%
$456.74 - $568.03 $183K - $227K
4.77K $2.71M
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
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
SOXX
Ishares Semiconductor ETF

ETFs
23
+ 1.73%
$154.86 - $239.07 $3.56K - $5.5K
1.35K $322K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
370
+ 4.43%
$71.28 - $83.74 $26.4K - $31K
8.72K $730K
MLPX
Global X Mlp & Energy Infrastr

ETFs
1.81K
+ 3.86%
$55.32 - $65.02 $100K - $118K
48.7K $3.05M
CVS
Cvs Health Corp

Healthcare
695
+ 9.79%
$60.04 - $70.18 $41.7K - $48.8K
7.79K $537K
BOTZ
Global X Fds

ETFs
630
+ 6.32%
$24.51 - $32.65 $15.4K - $20.6K
10.6K $345K
PDI
Pimco Dynamic Income Fund

Financial Services
4.15K
+ 12.8%
$17.02 - $19.87 $70.5K - $82.4K
36.5K $693K
FTSL
First Trust Senior Ln Fund

ETFs
986
+ 2.42%
$44.58 - $46.07 $44K - $45.4K
41.7K $1.91M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.09%
$82.17 - $99.96 $575 - $700
7.71K $757K
JMIA
Jumia Technologies Ag

Consumer Cyclical
6.75K
+ 45.42%
$1.73 - $4.02 $11.7K - $27.1K
21.6K $86K
VRT
Vertiv Holdings CO

Industrials
615
+ 8.88%
N/A
7.54K $653K
PVAL
Putnam ETF Tr Putnam Focused L
620
+ 6.59%
$33.6 - $40.23 $20.8K - $24.9K
10K $403K
DVN
Devon Energy Corp

Energy
2.55K
+ 41.67%
$26.8 - $37.92 $68.4K - $96.7K
8.67K $275K
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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