Key Client Fiduciary Advisors, LLC Reduced Holdings in Q3 2024

Key Client Fiduciary Advisors, LLC

  • $201 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEP
Icahn Enterprises L.P.

Industrials
-129
- 0.32%
$10.02 - $17.78 $1.29K - $2.29K
39.6K $536K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
-5.05K
- 9.24%
$20.73 - $21.42 $105K - $108K
49.6K $1.05M
MRK
Merck & Co., Inc.

Healthcare
-39
- 0.45%
$111.15 - $128.97 $4.33K - $5.03K
8.66K $982K
IYH
Ishares Tr

ETFs
-1.7K
- 21.21%
$60.29 - $66.38 $102K - $113K
6.3K $409K
VFF
Village Farms International, Inc.

Consumer Defensive
-23K
- 3.61%
$0.85 - $1.17 $19.6K - $27K
614K $571K
F
Ford Motor CO

Consumer Cyclical
-723
- 2.51%
$9.71 - $14.55 $7.02K - $10.5K
28.1K $296K
QCOM
Qualcomm Inc

Technology
-84
- 5.18%
$156.12 - $209.64 $13.1K - $17.6K
1.54K $261K
BA
Boeing CO

Industrials
-68
- 3.91%
$152.04 - $190.6 $10.3K - $13K
1.67K $254K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-2.2K
- 4.33%
$24.05 - $24.42 $52.8K - $53.6K
48.5K $1.18M
ADBE
Adobe Inc.

Technology
-5
- 0.43%
$508.13 - $586.55 $2.54K - $2.93K
1.16K $598K
BAC
Bank Of America Corp

Financial Services
-959
- 2.46%
$36.65 - $44.13 $35.1K - $42.3K
38K $1.51M
SHEL
Shell PLC

Energy
-168
- 3.59%
$65.65 - $73.28 $11K - $12.3K
4.51K $297K
DIS
Walt Disney CO

Communication Services
-103
- 1.12%
$85.6 - $98.61 $8.82K - $10.2K
9.07K $872K
XLE
Energy Sector Spdr

ETFs
-162
- 3.73%
$84.35 - $93.39 $13.7K - $15.1K
4.18K $367K
NMFC
New Mountain Finance Corp

Financial Services
-430
- 0.87%
$11.84 - $12.5 $5.09K - $5.38K
48.8K $585K
ADAP
Adaptimmune Therapeutics PLC

Healthcare
-8.63K
- 3.27%
$0.92 - $1.39 $7.94K - $12K
255K $242K
HON
Honeywell International Inc

Industrials
-13
- 1.25%
$196.73 - $220.21 $2.56K - $2.86K
1.03K $211K
DOW
Dow Inc.

Basic Materials
-267
- 4.89%
$50.15 - $55.41 $13.4K - $14.8K
5.19K $283K
ROBO
Robo Global Robotics And Autom

ETFs
-300
- 5.29%
$50.56 - $58.65 $15.2K - $17.6K
5.37K $306K
UPS
United Parcel Service Inc

Industrials
-34
- 2.23%
$123.32 - $147.38 $4.19K - $5.01K
1.49K $203K
VBR
Vanguard Small Cap Value ETF

ETFs
-226
- 9.76%
$179.99 - $201.6 $40.7K - $45.6K
2.09K $419K
TXN
Texas Instruments Inc

Technology
-13
- 1.01%
$194.6 - $194.6 $2.53K - $2.53K
1.27K $246K
MISL
First Tr Exchange Traded Fd In
-65
- 0.02%
N/A
320K $0
First Tr Exchng Traded Fd Vi
-2.46K
- 3.32%
N/A
71.5K $0
Cava Group Inc
-150
- 2.83%
N/A
5.15K $0
Agenus Inc
-2.34K
- 3.35%
N/A
67.4K $0
AMGN
Amgen Inc

Healthcare
-30
- 2.61%
$309.38 - $337.38 $9.28K - $10.1K
1.12K $360K
KO
Coca Cola CO

Consumer Defensive
-777
- 11.21%
$62.69 - $73.01 $48.7K - $56.7K
6.15K $442K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-58
- 0.34%
$50.25 - $50.74 $2.91K - $2.94K
16.8K $851K
HNDL
Strategy Shs

ETFs
-424
- 2.77%
$20.96 - $22.29 $8.89K - $9.45K
14.9K $330K
SLV
I Shares Silver Trust

ETFs
-20
- 0.38%
$24.33 - $29.38 $487 - $588
5.19K $147K
SQ
Block, Inc.

Technology
-157
- 1.87%
$57.21 - $72.07 $8.98K - $11.3K
8.23K $552K
XLY
Select Sector Spdr Consumer Di

ETFs
-49
- 3.88%
$170.05 - $200.86 $8.33K - $9.84K
1.21K $243K
SKYY
First Trust Cloud Computing Et

ETFs
-147
- 3.57%
$86.45 - $102.48 $12.7K - $15.1K
3.97K $406K
COST
Costco Wholesale Corp

Consumer Defensive
-15
- 1.99%
$801.83 - $917.05 $12K - $13.8K
737 $653K
V
Visa Inc.

Financial Services
-14
- 1.0%
$253.74 - $291.56 $3.55K - $4.08K
1.39K $381K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-648
- 4.22%
$42.22 - $48.62 $27.4K - $31.5K
14.7K $683K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-265
- 3.38%
$94.31 - $103.26 $25K - $27.4K
7.57K $776K
NVS
Novartis Ag

Healthcare
-25
- 1.06%
$106.13 - $120.89 $2.65K - $3.02K
2.33K $267K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
-148
- 1.39%
$52.31 - $58.18 $7.74K - $8.61K
10.5K $610K
IVV
Ishares Core S&P 500 ETF

ETFs
-11
- 1.06%
$520.18 - $576.82 $5.72K - $6.35K
1.03K $591K
TSLA
Tesla, Inc.

Consumer Cyclical
-1.23K
- 22.47%
$191.76 - $263.26 $235K - $323K
4.23K $1.11M
CMCSA
Comcast Corp

Communication Services
-27
- 0.24%
$37.33 - $41.78 $1.01K - $1.13K
11.3K $471K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-65
- 0.41%
$52.1 - $59.66 $3.39K - $3.88K
15.7K $932K
ED
Consolidated Edison Inc

Utilities
-295
- 5.33%
$88.42 - $104.97 $26.1K - $31K
5.24K $545K
SO
Southern CO

Utilities
-60
- 1.23%
$77.0 - $90.52 $4.62K - $5.43K
4.82K $434K
CRM
Salesforce, Inc.

Technology
-76
- 1.58%
$238.42 - $276.53 $18.1K - $21K
4.72K $1.29M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-64
- 0.43%
$31.07 - $39.36 $1.99K - $2.52K
14.8K $539K
NEE
Nextera Energy Inc

Utilities
-171
- 1.62%
$69.9 - $84.97 $12K - $14.5K
10.4K $880K
Activity Summary
Buys All Purchases 117 New Holdings 15 Increased Positions 102 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 1 Puts 2
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