Key Client Fiduciary Advisors, LLC Reduced Holdings in Q2 2025

Key Client Fiduciary Advisors, LLC

  • $218 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.18K
- 2.33%
$172.42 - $223.89 $204K - $264K
49.5K $10.1M
XLV
Select Sector Spdr Fund Health

ETFs
-4.24K
- 53.22%
$128.77 - $144.3 $546K - $611K
3.73K $502K
ADP
Automatic Data Processing Inc

Industrials
-835
- 20.57%
$276.76 - $326.81 $231K - $273K
3.23K $994K
JNJ
Johnson & Johnson

Healthcare
-1.03K
- 27.13%
$146.36 - $159.82 $151K - $165K
2.77K $423K
XOM
Exxon Mobil Corp

Energy
-431
- 3.28%
$99.93 - $119.04 $43.1K - $51.3K
12.7K $1.37M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-6.77K
- 14.49%
$23.13 - $24.23 $157K - $164K
39.9K $967K
MRK
Merck & Co., Inc.

Healthcare
-767
- 9.63%
$73.47 - $87.12 $56.4K - $66.8K
7.2K $570K
PRU
Prudential Financial Inc

Financial Services
-315
- 1.49%
$95.12 - $112.71 $30K - $35.5K
20.8K $2.24M
T
At&T Inc.

Communication Services
-5.56K
- 7.95%
$26.33 - $28.94 $147K - $161K
64.5K $1.87M
BDX
Becton Dickinson & CO

Healthcare
-150
- 9.63%
$165.15 - $226.42 $24.8K - $34K
1.41K $242K
VZ
Verizon Communications Inc

Communication Services
-458
- 1.33%
$41.67 - $45.62 $19.1K - $20.9K
34K $1.47M
PG
Procter & Gamble CO

Consumer Defensive
-176
- 4.32%
$157.66 - $172.39 $27.7K - $30.3K
3.9K $621K
IP
International Paper CO

Consumer Cyclical
-124
- 1.26%
$43.89 - $54.46 $5.44K - $6.75K
9.73K $455K
XLP
Consumer Staples Sector Spdr

ETFs
-708
- 8.79%
N/A
7.35K $558K
FTA
First Tr Large Cap Value

ETFs
-800
- 22.22%
$67.12 - $78.63 $53.7K - $62.9K
2.8K $220K
SBUX
Starbucks Corp

Consumer Cyclical
-333
- 10.85%
$79.69 - $99.41 $26.5K - $33.1K
2.74K $250K
IYH
Ishares Tr

ETFs
-392
- 6.32%
$53.97 - $60.17 $21.2K - $23.6K
5.81K $327K
SO
Southern CO

Utilities
-464
- 9.59%
$84.91 - $92.56 $39.4K - $42.9K
4.38K $401K
PFE
Pfizer Inc

Healthcare
-691
- 2.7%
$21.59 - $24.84 $14.9K - $17.2K
24.9K $604K
LOW
Lowes Companies Inc

Consumer Cyclical
-47
- 1.64%
$210.83 - $235.28 $9.91K - $11.1K
2.81K $623K
F
Ford Motor CO

Consumer Cyclical
-5.6K
- 24.46%
$8.69 - $10.85 $48.6K - $60.7K
17.3K $187K
CMCSA
Comcast Corp

Communication Services
-805
- 7.4%
$32.84 - $36.72 $26.4K - $29.6K
10.1K $359K
MCD
Mcdonalds Corp

Consumer Cyclical
-8
- 0.5%
$285.55 - $321.23 $2.28K - $2.57K
1.6K $467K
HD
Home Depot, Inc.

Consumer Cyclical
-89
- 2.02%
$335.24 - $380.78 $29.8K - $33.9K
4.32K $1.58M
COST
Costco Wholesale Corp

Consumer Defensive
-67
- 7.95%
$908.13 - $1056.85 $60.8K - $70.8K
776 $768K
JHMM
John Hancock Multifactor Mid C

ETFs
-1.15K
- 11.54%
$50.32 - $61.13 $58K - $70.5K
8.84K $540K
ET
Energy Transfer LP

Energy
-1.25K
- 10.98%
$15.65 - $18.93 $19.6K - $23.7K
10.2K $184K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-855
- 11.26%
$29.82 - $30.19 $25.5K - $25.8K
6.74K $203K
TXN
Texas Instruments Inc

Technology
-110
- 8.61%
N/A
1.17K $227K
ZTS
Zoetis Inc.

Healthcare
-28
- 1.93%
$144.41 - $170.3 $4.04K - $4.77K
1.42K $221K
SQ
Block, Inc.

Technology
-289
- 3.46%
N/A
8.06K $460K
KO
Coca Cola CO

Consumer Defensive
-27
- 0.44%
$68.37 - $73.9 $1.85K - $2K
6.15K $435K
GS
Goldman Sachs Group Inc

Financial Services
-249
- 23.65%
$462.22 - $707.75 $115K - $176K
804 $569K
QCOM
Qualcomm Inc

Technology
-68
- 4.74%
$124.66 - $159.48 $8.48K - $10.8K
1.37K $217K
Leap Therapeutics Inc
-44.9K
- 11.54%
N/A
344K $0
MISL
First Tr Exchange Traded Fd In
-3.78K
- 1.21%
N/A
309K $0
STXV
Ea Ser Tr Strive 1000 Value Et
-375
- 2.68%
N/A
13.6K $0
Amplify ETF Tr
-201
- 2.07%
N/A
9.53K $0
First Tr Exchng Traded Fd Vi
-4.11K
- 4.88%
N/A
80.1K $0
Agenus Inc
-22.3K
- 36.03%
N/A
39.5K $0
IXN
Ishares Global Information Tec

ETFs
-480
- 15.29%
$65.81 - $92.34 $31.6K - $44.3K
2.66K $245K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-30
- 1.98%
$149.76 - $186.42 $4.49K - $5.59K
1.49K $277K
XLF
Financial Sector Spdr

ETFs
-543
- 4.16%
$43.92 - $52.37 $23.8K - $28.4K
12.5K $654K
VBR
Vanguard Small Cap Value ETF

ETFs
-43
- 1.99%
$162.76 - $195.77 $7K - $8.42K
2.12K $413K
ABT
Abbott Laboratories

Healthcare
-93
- 1.08%
$123.95 - $138.08 $11.5K - $12.8K
8.51K $1.16M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-800
- 3.49%
$37.18 - $42.55 $29.7K - $34K
22.1K $940K
PM
Philip Morris International Inc.

Consumer Defensive
-70
- 5.2%
$149.23 - $184.95 $10.4K - $12.9K
1.28K $232K
XLY
Select Sector Spdr Consumer Di

ETFs
-6
- 0.55%
$176.34 - $218.59 $1.06K - $1.31K
1.08K $235K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-102
- 2.26%
$152.93 - $181.74 $15.6K - $18.5K
4.41K $800K
Activity Summary
Buys All Purchases 114 New Holdings 18 Increased Positions 96 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 2
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