Key Client Fiduciary Advisors, LLC Reduced Holdings in Q4 2024

Key Client Fiduciary Advisors, LLC

  • $203 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
-2.5K
- 16.63%
$165.41 - $192.43 $414K - $481K
12.5K $2.09M
FDL
First Tr Morningstar Dividend

ETFs
-3.26K
- 1.83%
$39.59 - $43.95 $129K - $143K
175K $7.04M
RDVY
First Trust Rising Dividend Ac

ETFs
-6.64K
- 2.2%
$58.65 - $64.37 $389K - $427K
294K $17.4M
VZ
Verizon Communications Inc

Communication Services
-4.74K
- 11.58%
$39.6 - $45.21 $188K - $214K
36.2K $1.45M
XLU
Utilities Sector Spdr

ETFs
-794
- 1.37%
$74.89 - $82.93 $59.5K - $65.8K
57.1K $4.33M
MSFT
Microsoft Corp

Technology
-124
- 0.52%
$406.35 - $454.46 $50.4K - $56.4K
23.8K $10.1M
IEP
Icahn Enterprises L.P.

Industrials
-3.44K
- 8.69%
$8.67 - $15.49 $29.8K - $53.3K
36.2K $313K
FTCS
First Trust Capital Strength E

ETFs
-190
- 0.31%
$87.62 - $94.03 $16.6K - $17.9K
61.2K $5.38M
MRK
Merck & Co., Inc.

Healthcare
-714
- 8.25%
$96.31 - $114.76 $68.8K - $81.9K
7.94K $790K
LLY
Eli Lilly & CO

Healthcare
-59
- 5.28%
$727.2 - $932.06 $42.9K - $55K
1.06K $816K
JHMM
John Hancock Multifactor Mid C

ETFs
-2.58K
- 17.67%
$59.61 - $64.8 $154K - $167K
12K $719K
XOM
Exxon Mobil Corp

Energy
-292
- 2.24%
$105.51 - $125.37 $30.8K - $36.6K
12.7K $1.37M
CVS
Cvs Health Corp

Healthcare
-182
- 2.53%
$43.78 - $67.46 $7.97K - $12.3K
7K $314K
PEG
Public Service Enterprise Group Inc

Utilities
-17
- 0.06%
$81.87 - $94.51 $1.39K - $1.61K
28.1K $2.37M
T
At&T Inc.

Communication Services
-8.51K
- 10.34%
$21.22 - $23.88 $181K - $203K
73.8K $1.68M
PFE
Pfizer Inc

Healthcare
-1.71K
- 5.95%
$24.8 - $30.19 $42.4K - $51.6K
27K $716K
UBER
Uber Technologies, Inc

Technology
-535
- 11.35%
$59.93 - $86.34 $32.1K - $46.2K
4.18K $252K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
-3.4K
- 6.86%
$20.56 - $21.33 $69.9K - $72.5K
46.2K $949K
HNDL
Strategy Shs

ETFs
-3.62K
- 24.38%
$21.25 - $22.4 $77K - $81.2K
11.2K $239K
JNJ
Johnson & Johnson

Healthcare
-88
- 2.22%
$143.34 - $165.86 $12.6K - $14.6K
3.87K $560K
F
Ford Motor CO

Consumer Cyclical
-5.71K
- 20.31%
$9.69 - $11.4 $55.3K - $65.1K
22.4K $221K
DVN
Devon Energy Corp

Energy
-903
- 12.7%
$30.52 - $42.96 $27.6K - $38.8K
6.21K $203K
PEP
Pepsico Inc

Consumer Defensive
-168
- 7.25%
$151.29 - $176.1 $25.4K - $29.6K
2.15K $326K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.04K
- 13.66%
$48.48 - $49.47 $50.2K - $51.2K
6.54K $318K
VEA
Vanguard Ftse Developed Market

ETFs
-252
- 3.07%
$47.57 - $52.44 $12K - $13.2K
7.96K $380K
ZTS
Zoetis Inc.

Healthcare
-22
- 1.46%
$162.24 - $194.42 $3.57K - $4.28K
1.48K $241K
CMCSA
Comcast Corp

Communication Services
-112
- 0.99%
$37.39 - $45.14 $4.19K - $5.06K
11.2K $419K
UNH
Unitedhealth Group Inc

Healthcare
-14
- 2.89%
$485.52 - $625.25 $6.8K - $8.75K
471 $238K
GD
General Dynamics Corp

Industrials
-48
- 5.93%
$260.28 - $314.03 $12.5K - $15.1K
762 $200K
IYH
Ishares Tr

ETFs
-24
- 0.38%
$57.53 - $65.24 $1.38K - $1.57K
6.27K $365K
SO
Southern CO

Utilities
-58
- 1.2%
$81.5 - $94.15 $4.73K - $5.46K
4.76K $392K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-20
- 0.48%
$442.29 - $483.08 $8.85K - $9.66K
4.17K $1.89M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-665
- 2.66%
$35.45 - $40.33 $23.6K - $26.8K
24.3K $871K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
-585
- 7.05%
$40.59 - $43.47 $23.7K - $25.4K
7.71K $313K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-400
- 1.69%
$40.26 - $42.88 $16.1K - $17.2K
23.2K $939K
CVX
Chevron Corp

Energy
-129
- 3.83%
$141.15 - $162.53 $18.2K - $21K
3.24K $469K
TXN
Texas Instruments Inc

Technology
-140
- 11.04%
N/A
1.13K $219K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-44
- 0.97%
$174.22 - $187.62 $7.67K - $8.26K
4.49K $786K
SHEL
Shell PLC

Energy
-128
- 2.84%
$60.63 - $70.23 $7.76K - $8.99K
4.38K $274K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-240
- 1.43%
$50.37 - $50.6 $12.1K - $12.1K
16.5K $832K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-161
- 9.14%
$178.39 - $215.0 $28.7K - $34.6K
1.6K $308K
V
Visa Inc.

Financial Services
-202
- 14.56%
$273.87 - $320.91 $55.3K - $64.8K
1.19K $374K
FTSL
First Trust Senior Ln Fund

ETFs
-460
- 1.09%
$45.9 - $46.48 $21.1K - $21.4K
41.7K $1.93M
BOTZ
Global X Fds

ETFs
-95
- 0.88%
$31.11 - $34.18 $2.96K - $3.25K
10.7K $342K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-66
- 3.6%
$114.02 - $125.22 $7.53K - $8.26K
1.77K $203K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-20
- 1.08%
$417.69 - $450.94 $8.35K - $9.02K
1.83K $776K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-3.67K
- 13.56%
N/A
23.4K $0
XLY
Select Sector Spdr Consumer Di

ETFs
-128
- 10.55%
$194.8 - $239.43 $24.9K - $30.6K
1.09K $243K
MISL
First Tr Exchange Traded Fd In
-5.77K
- 1.8%
N/A
314K $0
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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