Key Client Fiduciary Advisors, LLC Incresed Positions in Q3 2025

Key Client Fiduciary Advisors, LLC

  • $242 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
574
+ 3.53%
$293.94 - $444.72 $169K - $255K
16.9K $7.5M
VFF
Village Farms International, Inc.

Consumer Defensive
106K
+ 15.37%
$1.12 - $3.33 $118K - $352K
793K $2.48M
RDVY
First Trust Rising Dividend Ac

ETFs
575
+ 0.2%
$62.38 - $67.29 $35.9K - $38.7K
292K $19.7M
NVDA
Nvidia Corp

Technology
902
+ 2.22%
$153.3 - $186.58 $138K - $168K
41.5K $7.74M
SPY
Spdr S&P 500 ETF Trust

ETFs
434
+ 3.69%
$617.65 - $666.84 $268K - $289K
12.2K $8.12M
QQQ
Invesco Qqq Trust, Series 1

ETFs
331
+ 3.57%
$546.99 - $602.2 $181K - $199K
9.61K $5.77M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
581
+ 12.19%
$567.77 - $614.76 $330K - $357K
5.35K $3.28M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.71K
+ 1.1%
$35.42 - $38.65 $60.6K - $66.1K
157K $5.96M
PLTR
Palantir Technologies Inc.

Technology
89
+ 0.93%
$130.68 - $186.97 $11.6K - $16.6K
9.63K $1.76M
TRFM
ETF Ser Solutions Aam Transfor
6.81K
+ 48.17%
$42.56 - $49.21 $290K - $335K
20.9K $1.01M
FDL
First Tr Morningstar Dividend

ETFs
817
+ 0.45%
$41.96 - $44.59 $34.3K - $36.4K
182K $7.89M
AMD
Advanced Micro Devices Inc

Technology
756
+ 10.56%
$134.8 - $184.42 $102K - $139K
7.92K $1.28M
RWL
Invesco Exchange Traded Fd Tr

ETFs
1.25K
+ 6.56%
$102.17 - $110.66 $128K - $138K
20.3K $2.24M
VZ
Verizon Communications Inc

Communication Services
4.63K
+ 13.6%
$40.84 - $45.06 $189K - $209K
38.7K $1.7M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
3.36K
+ 34.4%
$50.32 - $54.01 $169K - $181K
13.1K $708K
PAVE
Global X Fds Us Infrastructure

ETFs
1.11K
+ 2.95%
$44.02 - $47.63 $48.8K - $52.8K
38.7K $1.84M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
415
+ 1.39%
$72.65 - $78.68 $30.1K - $32.7K
30.2K $2.37M
MO
Altria Group, Inc.

Consumer Defensive
380
+ 1.61%
$57.75 - $67.68 $21.9K - $25.7K
23.9K $1.58M
ENB
Enbridge Inc

Energy
2.15K
+ 14.69%
$43.79 - $50.46 $93.9K - $108K
16.8K $845K
FVD
First Tr Value Line Divid Inde

ETFs
2.7K
+ 7.3%
$44.73 - $46.86 $121K - $127K
39.7K $1.84M
GLD
Spdr Gold Trust

ETFs
220
+ 14.27%
$300.96 - $355.47 $66.2K - $78.2K
1.76K $626K
PKW
Invesco Exchange Traded Fd Tr

ETFs
960
+ 34.31%
$123.59 - $132.83 $119K - $128K
3.76K $497K
WMT
Walmart Inc.

Consumer Defensive
14
+ 0.05%
$94.4 - $104.27 $1.32K - $1.46K
27.6K $2.84M
GLW
Corning Inc

Technology
227
+ 5.97%
$51.6 - $82.03 $11.7K - $18.6K
4.03K $330K
BTI
British American Tobacco P.L.C.

Consumer Defensive
730
+ 4.92%
$46.69 - $59.27 $34.1K - $43.3K
15.6K $826K
SOFI
So Fi Technologies, Inc.

Financial Services
419
+ 3.06%
$17.64 - $29.81 $7.39K - $12.5K
14.1K $372K
VONG
Vanguard Russell 1000 Growth E

ETFs
226
+ 2.77%
$108.08 - $121.73 $24.4K - $27.5K
8.38K $1.01M
NEE
Nextera Energy Inc

Utilities
709
+ 6.79%
$69.77 - $77.54 $49.5K - $55K
11.2K $842K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.08K
+ 13.76%
$79.89 - $83.25 $86K - $89.6K
8.9K $735K
IWY
Ishares Tr Russell 200 Growth

ETFs
131
+ 4.95%
$243.93 - $275.62 $32K - $36.1K
2.78K $759K
PFE
Pfizer Inc

Healthcare
2.99K
+ 11.99%
$23.29 - $25.88 $69.6K - $77.4K
27.9K $711K
XLG
Invesco Exchange Traded Fd Tr

ETFs
703
+ 6.08%
$51.78 - $57.89 $36.4K - $40.7K
12.3K $704K
PVAL
Putnam ETF Tr Putnam Focused L
1.54K
+ 15.38%
$39.93 - $42.72 $61.6K - $65.9K
11.6K $494K
SGOL
Abrdn Gold ETF Trust

ETFs
720
+ 5.91%
$31.18 - $36.81 $22.4K - $26.5K
12.9K $474K
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
META
Meta Platforms, Inc.

Communication Services
98
+ 3.35%
$695.21 - $791.73 $68.1K - $77.6K
3.03K $2.22M
XLF
Financial Sector Spdr

ETFs
781
+ 6.24%
$51.37 - $54.25 $40.1K - $42.4K
13.3K $715K
IVV
Ishares Core S&P 500 ETF

ETFs
18
+ 1.82%
$620.67 - $670.08 $11.2K - $12.1K
1.01K $673K
MLPX
Global X Mlp & Energy Infrastr

ETFs
892
+ 1.83%
$59.5 - $62.99 $53.1K - $56.2K
49.6K $3.11M
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
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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