Key Client Fiduciary Advisors, LLC New Holdings in Q3 2025

Key Client Fiduciary Advisors, LLC

  • $242 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RGTI
Rigetti Computing, Inc.

Technology
9.43K
New
$11.33 - $32.1 $107K - $303K
9.43K $280K
IPO
Renaissance Cap Greenwich Fds

ETFs
5.45K
New
$44.11 - $53.82 $240K - $293K
5.45K $270K
UNH
Unitedhealth Group Inc

Healthcare
757
New
$237.77 - $353.61 $180K - $268K
757 $261K
RBLX
Roblox Corp

Communication Services
1.78K
New
$100.65 - $141.56 $179K - $252K
1.78K $246K
VST
Vistra Corp.

Utilities
1.24K
New
$182.0 - $217.92 $226K - $271K
1.24K $243K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
754
New
$256.21 - $323.54 $193K - $244K
754 $240K
UPS
United Parcel Service Inc

Industrials
2.84K
New
$82.58 - $105.54 $234K - $300K
2.84K $237K
QBTS
D Wave Quantum Inc.

Technology
9.38K
New
$14.81 - $27.72 $139K - $260K
9.38K $231K
TPL
Texas Pacific Land Corp

Energy
242
New
$854.83 - $1075.97 $207K - $260K
242 $225K
HOOD
Robinhood Markets, Inc.

Technology
1.54K
New
$91.27 - $143.18 $140K - $220K
1.54K $219K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
2.01K
New
$96.83 - $101.71 $195K - $204K
2.01K $204K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
719
New
$224.68 - $282.71 $162K - $203K
719 $200K
YYY
Amplify ETF Tr High Income ETF

ETFs
13.4K
New
$11.61 - $11.92 $155K - $159K
13.4K $157K
AGNC
Agnc Investment Corp.

Real Estate
14.6K
New
$9.2 - $10.37 $135K - $152K
14.6K $143K
AG
First Majestic Silver Corp

Basic Materials
100
New
$7.83 - $12.41 $783 - $1.24K
100 $1K
Galaxy Digital Inc.
782K
New
N/A
782K $0
Blackrock Inc
179
New
N/A
179 $0
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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