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
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
305
+ 2.43%
$56.06 - $61.35 $17.1K - $18.7K
12.9K $726K
Leap Therapeutics Inc
39.3K
+ 12.22%
N/A
361K $0
SPDV
ETF Ser Solutions Aam S&P 500
12
+ 0.11%
N/A
10.9K $0
First Tr Exchng Traded Fd Vi
9K
+ 12.58%
N/A
80.5K $0
Annaly Capital Management In
27.2K
+ 17.5%
N/A
183K $0
Agenus Inc
665
+ 0.99%
N/A
68.1K $0
STXV
Ea Ser Tr Strive 1000 Value Et
3.98K
+ 39.75%
N/A
14K $0
Ishares Bitcoin Trust ETF
8.52K
+ 132.08%
N/A
15K $0
Cava Group Inc
202
+ 3.92%
N/A
5.36K $0
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
138
+ 2.74%
$51.09 - $55.27 $7.05K - $7.63K
5.17K $264K
XLE
Energy Sector Spdr

ETFs
26
+ 0.62%
$83.32 - $97.27 $2.17K - $2.53K
4.21K $360K
ABT
Abbott Laboratories

Healthcare
6
+ 0.07%
$111.93 - $119.39 $672 - $716
8.73K $987K
CAT
Caterpillar Inc

Industrials
43
+ 4.8%
$360.37 - $416.88 $15.5K - $17.9K
939 $340K
IBM
International Business Machines Corp

Technology
7
+ 0.07%
$204.9 - $238.04 $1.43K - $1.67K
9.87K $2.17M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
74
+ 0.91%
$80.93 - $85.66 $5.99K - $6.34K
8.22K $664K
FXG
First Tr Exchange Traded First

ETFs
3.02K
+ 6.23%
$63.7 - $70.06 $192K - $211K
51.4K $3.3M
SOXX
Ishares Semiconductor ETF

ETFs
19
+ 1.66%
$211.27 - $239.8 $4.01K - $4.56K
1.16K $250K
GE
General Electric CO

Industrials
214
+ 9.33%
$159.95 - $194.23 $34.2K - $41.6K
2.51K $418K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
165
+ 2.18%
$98.47 - $109.35 $16.2K - $18K
7.74K $761K
JMIA
Jumia Technologies Ag

Consumer Cyclical
200
+ 1.9%
$3.64 - $5.87 $728 - $1.17K
10.7K $40K
PG
Procter & Gamble CO

Consumer Defensive
13
+ 0.31%
$161.05 - $179.7 $2.09K - $2.34K
4.15K $695K
MCD
Mcdonalds Corp

Consumer Cyclical
8
+ 0.5%
$288.47 - $316.54 $2.31K - $2.53K
1.6K $464K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
157
+ 3.06%
$99.2 - $108.47 $15.6K - $17K
5.29K $526K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
32
+ 1.18%
$131.66 - $144.0 $4.21K - $4.61K
2.75K $363K
QCOM
Qualcomm Inc

Technology
1
+ 0.07%
$150.4 - $178.04 $150 - $178
1.54K $236K
NMFC
New Mountain Finance Corp

Financial Services
571
+ 1.17%
$10.68 - $11.94 $6.1K - $6.82K
49.4K $556K
FVD
First Tr Value Line Divid Inde

ETFs
552
+ 1.76%
$43.4 - $46.7 $24K - $25.8K
31.9K $1.39M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
8
+ 0.12%
$54.2 - $60.92 $434 - $487
6.74K $365K
ADBE
Adobe Inc.

Technology
80
+ 6.93%
$437.39 - $552.96 $35K - $44.2K
1.24K $549K
KO
Coca Cola CO

Consumer Defensive
102
+ 1.66%
$61.74 - $71.71 $6.3K - $7.31K
6.25K $389K
PRU
Prudential Financial Inc

Financial Services
4
+ 0.02%
$114.59 - $129.52 $458 - $518
21.6K $2.56M
AMGN
Amgen Inc

Healthcare
17
+ 1.52%
$258.78 - $328.31 $4.4K - $5.58K
1.14K $296K
HD
Home Depot, Inc.

Consumer Cyclical
8
+ 0.18%
$385.02 - $431.37 $3.08K - $3.45K
4.44K $1.73M
AMAT
Applied Materials Inc

Technology
165
+ 6.37%
$161.44 - $213.89 $26.6K - $35.3K
2.76K $448K
ED
Consolidated Edison Inc

Utilities
25
+ 0.48%
$88.87 - $107.38 $2.22K - $2.68K
5.26K $469K
VFF
Village Farms International, Inc.

Consumer Defensive
17.3K
+ 2.82%
$0.74 - $0.93 $12.8K - $16.1K
632K $486K
XLV
Select Sector Spdr Fund Health

ETFs
37
+ 0.48%
$136.28 - $154.74 $5.04K - $5.73K
7.79K $1.07M
ABBV
Abb Vie Inc.

Healthcare
14
+ 0.1%
$164.99 - $203.87 $2.31K - $2.85K
13.7K $2.43M
AMD
Advanced Micro Devices Inc

Technology
195
+ 2.85%
$118.88 - $172.8 $23.2K - $33.7K
7.05K $850K
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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