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
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2.42K
+ 3.72%
$14.97 - $16.79 $36.2K - $40.6K
67.4K $1.13M
GLD
Spdr Gold Trust

ETFs
65
+ 4.4%
$273.71 - $316.29 $17.8K - $20.6K
1.54K $470K
XYLD
Global X Fds S&P 500 Covered C

ETFs
1.22K
+ 17.32%
$35.62 - $39.64 $43.3K - $48.2K
8.24K $320K
FVD
First Tr Value Line Divid Inde

ETFs
544
+ 1.49%
$40.62 - $45.12 $22.1K - $24.5K
37K $1.65M
CAG
Conagra Brands Inc.

Consumer Defensive
4.59K
+ 55.37%
$20.4 - $26.78 $93.6K - $123K
12.9K $263K
ADBE
Adobe Inc.

Technology
90
+ 6.8%
$340.0 - $420.68 $30.6K - $37.9K
1.41K $547K
SGOL
Abrdn Gold ETF Trust

ETFs
419
+ 3.56%
$28.39 - $32.75 $11.9K - $13.7K
12.2K $384K
FTQI
First Trust ETF Vi First Trust

ETFs
1.3K
+ 7.58%
$16.83 - $19.58 $21.9K - $25.5K
18.5K $361K
CSX
Csx Corp

Industrials
100
+ 0.92%
$26.69 - $32.91 $2.67K - $3.29K
11K $358K
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.03K
+ 18.78%
$16.93 - $17.81 $34.4K - $36.2K
12.8K $228K
IYF
Ishares Tr

ETFs
10
+ 0.34%
$99.23 - $120.99 $992 - $1.21K
2.99K $361K
IEFA
Ishares Tr

ETFs
2
+ 0.06%
$67.83 - $84.09 $136 - $168
3.49K $291K
ENB
Enbridge Inc

Energy
242
+ 1.68%
$41.09 - $47.16 $9.94K - $11.4K
14.6K $661K
HPP
Hudson Pacific Properties, Inc.

Real Estate
10K
+ 50.0%
$1.86 - $3.08 $18.6K - $30.8K
30K $82K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
136
+ 4.62%
$121.58 - $136.74 $16.5K - $18.6K
3.08K $418K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
214
+ 3.44%
$45.11 - $52.34 $9.65K - $11.2K
6.43K $336K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
18
+ 0.22%
$45.88 - $54.4 $826 - $979
8.25K $448K
WM
Waste Management Inc

Industrials
104
+ 9.88%
$216.47 - $242.1 $22.5K - $25.2K
1.16K $264K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
187
+ 5.46%
$72.71 - $82.56 $13.6K - $15.4K
3.62K $294K
CRM
Salesforce, Inc.

Technology
1
+ 0.02%
$236.26 - $291.15 $236 - $291
4.16K $1.13M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
154
+ 2.67%
$90.85 - $102.31 $14K - $15.8K
5.93K $597K
MO
Altria Group, Inc.

Consumer Defensive
759
+ 3.33%
$55.56 - $60.91 $42.2K - $46.2K
23.5K $1.38M
ADAP
Adaptimmune Therapeutics PLC

Healthcare
25.4K
+ 16.92%
$0.22 - $0.32 $5.59K - $8.13K
176K $42K
NEE
Nextera Energy Inc

Utilities
372
+ 3.69%
$64.11 - $75.0 $23.8K - $27.9K
10.4K $725K
Landbridge Company LLC
7.91K
+ 83.59%
N/A
17.4K $0
Bny Mellon ETF Trust Ii
23.5K
+ 49.45%
N/A
70.9K $0
SPDV
ETF Ser Solutions Aam S&P 500
6.02K
+ 55.35%
N/A
16.9K $0
Annaly Capital Management In
8.16K
+ 4.53%
N/A
188K $0
Ishares Bitcoin Trust ETF
1.91K
+ 11.46%
N/A
18.6K $0
Cava Group Inc
2.8K
+ 44.8%
N/A
9.06K $0
Listed Fds Tr
331
+ 1.39%
N/A
24.1K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
363
+ 2.04%
N/A
18.2K $0
SHEL
Shell PLC

Energy
138
+ 3.15%
$59.75 - $73.05 $8.25K - $10.1K
4.52K $318K
PSX
Phillips 66

Energy
22
+ 1.33%
$92.87 - $125.73 $2.04K - $2.77K
1.68K $200K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
400
+ 1.52%
$12.21 - $13.9 $4.88K - $5.56K
26.7K $348K
LLY
Eli Lilly & CO

Healthcare
50
+ 4.66%
$713.71 - $898.95 $35.7K - $44.9K
1.12K $875K
IEP
Icahn Enterprises L.P.

Industrials
1.96K
+ 6.06%
$7.81 - $9.75 $15.3K - $19.1K
34.3K $276K
XLE
Energy Sector Spdr

ETFs
57
+ 1.32%
$76.44 - $94.13 $4.36K - $5.37K
4.39K $372K
PEP
Pepsico Inc

Consumer Defensive
57
+ 2.73%
$128.02 - $151.37 $7.3K - $8.63K
2.15K $283K
AMGN
Amgen Inc

Healthcare
10
+ 0.87%
$262.28 - $309.85 $2.62K - $3.1K
1.16K $323K
CVX
Chevron Corp

Energy
197
+ 6.35%
$133.73 - $168.51 $26.3K - $33.2K
3.3K $472K
ED
Consolidated Edison Inc

Utilities
23
+ 0.44%
$98.05 - $113.3 $2.26K - $2.61K
5.31K $532K
FDL
First Tr Morningstar Dividend

ETFs
1.27K
+ 0.71%
$38.19 - $43.19 $48.7K - $55K
181K $7.57M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
73
+ 1.8%
$483.48 - $539.8 $35.3K - $39.4K
4.14K $2.01M
ABBV
Abb Vie Inc.

Healthcare
10
+ 0.07%
$170.16 - $206.27 $1.7K - $2.06K
13.6K $2.52M
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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