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
PM
Philip Morris International Inc.

Consumer Defensive
24
+ 1.88%
$157.77 - $183.27 $3.79K - $4.4K
1.3K $211K
KO
Coca Cola CO

Consumer Defensive
72
+ 1.17%
$65.67 - $71.67 $4.73K - $5.16K
6.22K $412K
DKNG
Draft Kings Inc.

Consumer Cyclical
37
+ 0.66%
$37.4 - $48.23 $1.38K - $1.78K
5.68K $212K
NMFC
New Mountain Finance Corp

Financial Services
671
+ 1.68%
$9.64 - $10.84 $6.47K - $7.27K
40.6K $391K
NFLX
Netflix Inc

Communication Services
21
+ 4.79%
$1147.87 - $1297.18 $24.1K - $27.2K
459 $550K
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 1.8%
$915.95 - $994.57 $12.8K - $13.9K
790 $731K
MSTR
Microstrategy Inc

Technology
185
+ 8.76%
$300.7 - $455.9 $55.6K - $84.3K
2.3K $740K
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
Track This Portfolio

Track Key Client Fiduciary Advisors, LLC Portfolio

Follow Key Client Fiduciary Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Key Client Fiduciary Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Key Client Fiduciary Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email