Key Client Fiduciary Advisors, LLC Sells in Q1 2025

Key Client Fiduciary Advisors, LLC

  • $196 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-6.91K
- 28.98%
$375.39 - $447.2 $2.59M - $3.09M
16.9K $6.36M
AAPL
Apple Inc.

Technology
-849
- 1.65%
$209.68 - $247.1 $178K - $210K
50.6K $11.2M
WMT
Walmart Inc.

Consumer Defensive
-13.6K
- 33.5%
$84.5 - $105.05 $1.15M - $1.43M
26.9K $2.36M
NVDA
Nvidia Corp

Technology
-774
- 1.96%
$106.98 - $149.43 $82.8K - $116K
38.7K $4.19M
XLU
Utilities Sector Spdr

ETFs
-15K
- 26.24%
$74.7 - $80.27 $1.12M - $1.2M
42.2K $3.29M
AMZN
Amazon Com Inc

Consumer Cyclical
-275
- 0.93%
$190.26 - $242.06 $52.3K - $66.6K
29.2K $5.55M
RDVY
First Trust Rising Dividend Ac

ETFs
-1.06K
- 0.36%
$57.22 - $63.39 $60.6K - $67.1K
293K $17M
AVGO
Broadcom Inc.

Technology
-80
- 2.03%
$167.43 - $244.7 $13.4K - $19.6K
3.87K $647K
PRU
Prudential Financial Inc

Financial Services
-418
- 1.94%
$105.04 - $122.33 $43.9K - $51.1K
21.2K $2.36M
GOOG
Alphabet Inc.

Communication Services
-65
- 1.45%
$156.06 - $207.71 $10.1K - $13.5K
4.41K $688K
AMD
Advanced Micro Devices Inc

Technology
-40
- 0.57%
$96.63 - $129.55 $3.87K - $5.18K
7.01K $719K
VONG
Vanguard Russell 1000 Growth E

ETFs
-274
- 3.28%
$92.71 - $107.38 $25.4K - $29.4K
8.08K $748K
DIS
Walt Disney CO

Communication Services
-45
- 0.53%
$96.87 - $114.0 $4.36K - $5.13K
8.49K $838K
HD
Home Depot, Inc.

Consumer Cyclical
-34
- 0.77%
$347.25 - $424.87 $11.8K - $14.4K
4.41K $1.62M
ADAP
Adaptimmune Therapeutics PLC

Healthcare
-105K
- 41.2%
$0.21 - $0.65 $22.1K - $68.4K
150K $31K
FINX
Global X Fds Fintech ETF (De)

ETFs
-2.07K
- 18.3%
$27.43 - $33.5 $56.9K - $69.5K
9.26K $256K
BAC
Bank Of America Corp

Financial Services
-310
- 0.83%
$39.61 - $47.74 $12.3K - $14.8K
36.9K $1.54M
ARCC
Ares Capital Corp

Financial Services
-5.09K
- 7.64%
$21.28 - $23.81 $108K - $121K
61.6K $1.37M
VTI
Vanguard Total Stock Market Et

ETFs
-75
- 1.9%
$271.18 - $303.12 $20.3K - $22.7K
3.87K $1.06M
PEG
Public Service Enterprise Group Inc

Utilities
-189
- 0.67%
$78.2 - $90.39 $14.8K - $17.1K
27.9K $2.3M
SKYY
First Trust Cloud Computing Et

ETFs
-169
- 4.41%
$103.47 - $131.18 $17.5K - $22.2K
3.66K $379K
IWY
Ishares Tr Russell 200 Growth

ETFs
-27
- 1.05%
$210.19 - $243.33 $5.68K - $6.57K
2.54K $534K
PFE
Pfizer Inc

Healthcare
-1.39K
- 5.15%
$25.01 - $27.13 $34.8K - $37.7K
25.6K $648K
META
Meta Platforms, Inc.

Communication Services
-53
- 1.89%
$576.74 - $736.67 $30.6K - $39K
2.75K $1.58M
FTSL
First Trust Senior Ln Fund

ETFs
-958
- 2.3%
$45.69 - $46.48 $43.8K - $44.5K
40.7K $1.86M
VBK
Vanguard Small Cap Growth ETF

ETFs
-62
- 3.48%
$247.97 - $296.33 $15.4K - $18.4K
1.72K $435K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-2.22K
- 4.53%
$23.9 - $24.43 $53K - $54.2K
46.7K $1.12M
GS
Goldman Sachs Group Inc

Financial Services
-54
- 4.88%
$524.81 - $672.19 $28.3K - $36.3K
1.05K $575K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-36
- 0.47%
$89.18 - $104.04 $3.21K - $3.75K
7.7K $704K
BOTZ
Global X Fds

ETFs
-768
- 7.16%
$28.95 - $34.53 $22.2K - $26.5K
9.96K $288K
VGT
Vanguard Information Technolog

ETFs
-11
- 1.92%
$543.24 - $646.34 $5.98K - $7.11K
561 $304K
CSX
Csx Corp

Industrials
-578
- 5.04%
$29.11 - $33.67 $16.8K - $19.5K
10.9K $320K
DE
Deere & CO

Industrials
-149
- 24.47%
$408.57 - $509.27 $60.9K - $75.9K
460 $215K
IVV
Ishares Core S&P 500 ETF

ETFs
-18
- 1.76%
$554.06 - $615.85 $9.97K - $11.1K
1K $559K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-85
- 5.31%
$168.84 - $202.89 $14.4K - $17.2K
1.52K $266K
NMFC
New Mountain Finance Corp

Financial Services
-2.54K
- 5.15%
$10.89 - $12.02 $27.7K - $30.5K
46.8K $518K
HNDL
Strategy Shs

ETFs
-1.55K
- 13.79%
$20.7 - $21.8 $32.1K - $33.8K
9.69K $203K
HPP
Hudson Pacific Properties, Inc.

Real Estate
-10K
- 33.33%
$2.51 - $3.3 $25.1K - $33K
20K $59K
FTCS
First Trust Capital Strength E

ETFs
-821
- 1.34%
$86.39 - $91.35 $70.9K - $75K
60.4K $5.35M
ET
Energy Transfer LP

Energy
-600
- 5.0%
$17.26 - $21.08 $10.4K - $12.6K
11.4K $212K
IEP
Icahn Enterprises L.P.

Industrials
-3.79K
- 10.49%
$8.87 - $10.43 $33.7K - $39.6K
32.4K $293K
CMCSA
Comcast Corp

Communication Services
-305
- 2.73%
$33.19 - $38.23 $10.1K - $11.7K
10.9K $401K
IP
International Paper CO

Consumer Cyclical
-240
- 2.38%
$49.38 - $60.09 $11.9K - $14.4K
9.85K $525K
QCOM
Qualcomm Inc

Technology
-103
- 6.69%
$151.94 - $175.86 $15.6K - $18.1K
1.44K $220K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-300
- 1.29%
$39.61 - $42.65 $11.9K - $12.8K
22.9K $923K
PEP
Pepsico Inc

Consumer Defensive
-60
- 2.79%
$142.64 - $156.42 $8.56K - $9.39K
2.09K $313K
CSCO
Cisco Systems, Inc.

Technology
-462
- 5.64%
$58.74 - $64.87 $27.1K - $30K
7.74K $477K
ZTS
Zoetis Inc.

Healthcare
-31
- 2.09%
$156.48 - $175.67 $4.85K - $5.45K
1.45K $238K
PG
Procter & Gamble CO

Consumer Defensive
-68
- 1.64%
$158.56 - $176.26 $10.8K - $12K
4.08K $694K
Activity Summary
Buys All Purchases 96 New Holdings 10 Increased Positions 86 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 1
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