Key Client Fiduciary Advisors, LLC Incresed Positions in Q4 2024

Key Client Fiduciary Advisors, LLC

  • $203 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
828
+ 2.89%
$180.88 - $232.93 $150K - $193K
29.5K $6.46M
TSLA
Tesla, Inc.

Consumer Cyclical
322
+ 7.61%
$213.65 - $479.86 $68.8K - $155K
4.55K $1.84M
WMT
Walmart Inc.

Consumer Defensive
3.88K
+ 10.6%
$79.1 - $95.7 $307K - $372K
40.5K $3.66M
NVDA
Nvidia Corp

Technology
1.02K
+ 2.65%
$117.0 - $148.88 $119K - $151K
39.4K $5.29M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
19.7K
+ 60.35%
$17.93 - $18.8 $353K - $370K
52.3K $953K
SPY
Spdr S&P 500 ETF Trust

ETFs
402
+ 3.88%
$567.81 - $607.81 $228K - $244K
10.8K $6.31M
QQQ
Invesco Qqq Trust, Series 1

ETFs
343
+ 4.33%
$481.22 - $538.17 $165K - $185K
8.27K $4.23M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
391
+ 10.14%
$521.84 - $558.82 $204K - $218K
4.25K $2.29M
ENB
Enbridge Inc

Energy
4K
+ 41.52%
$40.4 - $43.92 $162K - $176K
13.6K $578K
SQ
Block, Inc.

Technology
115
+ 1.4%
$65.06 - $98.92 $7.48K - $11.4K
8.34K $708K
GOOG
Alphabet Inc.

Communication Services
110
+ 2.52%
$163.08 - $198.16 $17.9K - $21.8K
4.47K $851K
PAVE
Global X Fds Us Infrastructure

ETFs
3.43K
+ 10.97%
$40.41 - $45.95 $139K - $158K
34.7K $1.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.11K
+ 5.93%
$66.77 - $71.52 $74.4K - $79.7K
19.9K $1.37M
RWL
Invesco Exchange Traded Fd Tr

ETFs
985
+ 5.58%
$97.11 - $104.1 $95.7K - $103K
18.6K $1.82M
VONG
Vanguard Russell 1000 Growth E

ETFs
392
+ 4.93%
$95.27 - $107.82 $37.3K - $42.3K
8.35K $862K
COST
Costco Wholesale Corp

Consumer Defensive
59
+ 8.01%
$873.59 - $994.69 $51.5K - $58.7K
796 $729K
VTI
Vanguard Total Stock Market Et

ETFs
101
+ 2.63%
$280.04 - $302.45 $28.3K - $30.5K
3.95K $1.14M
XLG
Invesco Exchange Traded Fd Tr

ETFs
636
+ 6.91%
$46.94 - $51.62 $29.9K - $32.8K
9.85K $491K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
905
+ 2.59%
$59.74 - $60.03 $54.1K - $54.3K
35.9K $2.14M
IP
International Paper CO

Consumer Cyclical
1
+ 0.01%
$46.64 - $59.57 $46.6 - $59.6
10.1K $543K
ET
Energy Transfer LP

Energy
200
+ 1.69%
$16.05 - $19.86 $3.21K - $3.97K
12K $235K
HWM
Howmet Aerospace Inc.

Industrials
1
+ 0.02%
$99.72 - $120.09 $99.7 - $120
4.67K $511K
HON
Honeywell International Inc

Industrials
100
+ 9.76%
$202.84 - $236.0 $20.3K - $23.6K
1.13K $254K
IWY
Ishares Tr Russell 200 Growth

ETFs
3
+ 0.12%
$216.72 - $244.71 $650 - $734
2.57K $603K
XLF
Financial Sector Spdr

ETFs
12
+ 0.09%
$44.89 - $51.34 $539 - $616
13K $630K
LOW
Lowes Companies Inc

Consumer Cyclical
381
+ 15.39%
$244.52 - $284.07 $93.2K - $108K
2.86K $704K
HPP
Hudson Pacific Properties, Inc.

Real Estate
18K
+ 150.0%
$2.6 - $4.98 $46.8K - $89.6K
30K $90K
VRT
Vertiv Holdings CO

Industrials
340
+ 10.7%
N/A
3.52K $304K
SBUX
Starbucks Corp

Consumer Cyclical
473
+ 19.06%
$87.44 - $102.5 $41.4K - $48.5K
2.95K $269K
SPYG
Spdr Portfolio

ETFs
113
+ 3.46%
$81.74 - $91.38 $9.24K - $10.3K
3.38K $297K
PDI
Pimco Dynamic Income Fund

Financial Services
4.09K
+ 14.78%
$18.33 - $20.85 $74.9K - $85.2K
31.8K $582K
VGT
Vanguard Information Technolog

ETFs
3
+ 0.53%
$571.78 - $647.97 $1.72K - $1.94K
572 $355K
IYF
Ishares Tr

ETFs
13
+ 0.44%
$102.7 - $119.05 $1.34K - $1.55K
2.97K $328K
IXN
Ishares Global Information Tec

ETFs
152
+ 5.09%
$80.67 - $87.84 $12.3K - $13.4K
3.14K $266K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
13
+ 0.21%
$72.18 - $81.41 $938 - $1.06K
6.12K $462K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
196
+ 7.1%
$80.18 - $88.79 $15.7K - $17.4K
2.96K $238K
XLP
Consumer Staples Sector Spdr

ETFs
158
+ 2.16%
N/A
7.46K $567K
SLV
I Shares Silver Trust

ETFs
825
+ 15.91%
$26.33 - $31.74 $21.7K - $26.2K
6.01K $158K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
389
+ 0.8%
$24.13 - $24.45 $9.39K - $9.51K
48.9K $1.19M
BTI
British American Tobacco P.L.C.

Consumer Defensive
295
+ 2.0%
$34.25 - $37.94 $10.1K - $11.2K
15K $546K
SGOL
Abrdn Gold ETF Trust

ETFs
275
+ 2.61%
$24.46 - $26.62 $6.73K - $7.32K
10.8K $270K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
2
+ 0.02%
$57.47 - $61.21 $115 - $122
10.5K $615K
DE
Deere & CO

Industrials
1
+ 0.16%
$389.45 - $466.0 $389 - $466
609 $258K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
1.2K
+ 5.12%
$12.74 - $14.23 $15.2K - $17K
24.6K $318K
VBR
Vanguard Small Cap Value ETF

ETFs
47
+ 2.25%
$197.36 - $217.3 $9.28K - $10.2K
2.14K $423K
VIG
Vanguard Dividend Appreciation

ETFs
16
+ 0.28%
N/A
5.67K $1.03M
TDIV
First Trust Nasdaq Technology

ETFs
104
+ 3.03%
$78.03 - $82.13 $8.12K - $8.54K
3.54K $277K
Listed Fd Tr
797
+ 3.53%
N/A
23.4K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
7.23K
+ 157.77%
N/A
11.8K $0
Activity Summary
Buys All Purchases 96 New Holdings 6 Increased Positions 90 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 1 Puts 5
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