Key Client Fiduciary Advisors, LLC Sells in Q3 2025

Key Client Fiduciary Advisors, LLC

  • $242 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2.05K
- 8.53%
$65.64 - $78.22 $134K - $160K
21.9K $1.47M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-4.36K
- 9.65%
$59.81 - $60.11 $261K - $262K
40.8K $2.44M
ARCC
Ares Capital Corp

Financial Services
-5.82K
- 9.13%
$20.41 - $23.25 $119K - $135K
57.9K $1.18M
DIS
Walt Disney CO

Communication Services
-1.06K
- 14.37%
$112.25 - $124.0 $119K - $131K
6.32K $723K
CRM
Salesforce, Inc.

Technology
-95
- 2.29%
$231.66 - $273.65 $22K - $26K
4.06K $962K
IBM
International Business Machines Corp

Technology
-76
- 0.77%
$234.77 - $292.47 $17.8K - $22.2K
9.81K $2.77M
PRU
Prudential Financial Inc

Financial Services
-165
- 0.79%
$100.68 - $109.89 $16.6K - $18.1K
20.7K $2.15M
CMCSA
Comcast Corp

Communication Services
-1.22K
- 12.08%
$31.41 - $36.33 $38.2K - $44.2K
8.86K $278K
ABT
Abbott Laboratories

Healthcare
-399
- 4.69%
$120.51 - $136.62 $48.1K - $54.5K
8.12K $1.09M
ADP
Automatic Data Processing Inc

Industrials
-53
- 1.64%
$288.69 - $310.94 $15.3K - $16.5K
3.17K $930K
PEG
Public Service Enterprise Group Inc

Utilities
-381
- 1.37%
$79.99 - $90.14 $30.5K - $34.3K
27.4K $2.29M
SBUX
Starbucks Corp

Consumer Cyclical
-281
- 10.27%
$81.9 - $96.86 $23K - $27.2K
2.46K $207K
V
Visa Inc.

Financial Services
-49
- 3.34%
$332.09 - $358.86 $16.3K - $17.6K
1.42K $484K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-2.65K
- 3.93%
$16.46 - $17.1 $43.6K - $45.3K
64.7K $1.1M
IYH
Ishares Tr

ETFs
-612
- 10.54%
$54.36 - $58.96 $33.3K - $36.1K
5.19K $304K
CSCO
Cisco Systems, Inc.

Technology
-190
- 2.52%
$66.2 - $71.79 $12.6K - $13.6K
7.35K $502K
ROBO
Robo Global Robotics And Autom

ETFs
-750
- 13.97%
$59.49 - $67.23 $44.6K - $50.4K
4.62K $302K
AMZN
Amazon Com Inc

Consumer Cyclical
-88
- 0.29%
$211.65 - $238.24 $18.6K - $21K
30.6K $6.71M
FINX
Global X Fds Fintech ETF (De)

ETFs
-153
- 1.72%
$32.53 - $35.28 $4.98K - $5.4K
8.76K $293K
SQ
Block, Inc.

Technology
-200
- 2.48%
N/A
7.86K $449K
QCOM
Qualcomm Inc

Technology
-76
- 5.56%
$145.84 - $173.55 $11.1K - $13.2K
1.29K $214K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-148
- 2.5%
$101.12 - $106.18 $15K - $15.7K
5.78K $596K
First Tr Exchng Traded Fd Vi
-4.37K
- 5.46%
N/A
75.7K $0
Agenus Inc
-301
- 0.76%
N/A
39.2K $0
Leap Therapeutics Inc
-206K
- 59.88%
N/A
138K $0
SPDV
ETF Ser Solutions Aam S&P 500
-134
- 0.79%
N/A
16.8K $0
STXV
Ea Ser Tr Strive 1000 Value Et
-250
- 1.84%
N/A
13.4K $0
MISL
First Tr Exchange Traded Fd In
-1.87K
- 0.6%
N/A
307K $0
Amplify ETF Tr
-300
- 3.15%
N/A
9.23K $0
Cava Group Inc
-3.17K
- 34.95%
N/A
5.89K $0
JHMM
John Hancock Multifactor Mid C

ETFs
-457
- 5.17%
$61.22 - $65.26 $28K - $29.8K
8.38K $542K
AMGN
Amgen Inc

Healthcare
-3
- 0.26%
$271.18 - $309.22 $814 - $928
1.16K $326K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-49
- 3.3%
$185.88 - $207.44 $9.11K - $10.2K
1.44K $288K
SO
Southern CO

Utilities
-13
- 0.3%
$90.83 - $96.0 $1.18K - $1.25K
4.36K $413K
F
Ford Motor CO

Consumer Cyclical
-90
- 0.52%
$10.82 - $12.09 $974 - $1.09K
17.2K $205K
XLY
Select Sector Spdr Consumer Di

ETFs
-24
- 2.21%
$216.09 - $242.18 $5.19K - $5.81K
1.06K $254K
CSX
Csx Corp

Industrials
-299
- 2.72%
$32.05 - $36.52 $9.58K - $10.9K
10.7K $379K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-71
- 1.61%
$181.56 - $190.33 $12.9K - $13.5K
4.34K $822K
DVN
Devon Energy Corp

Energy
-146
- 1.68%
$31.75 - $36.99 $4.64K - $5.4K
8.53K $298K
HWM
Howmet Aerospace Inc.

Industrials
-107
- 2.35%
$171.0 - $196.23 $18.3K - $21K
4.45K $872K
MRK
Merck & Co., Inc.

Healthcare
-22
- 0.31%
$77.6 - $87.37 $1.71K - $1.92K
7.18K $602K
GD
General Dynamics Corp

Industrials
-3
- 0.41%
$293.92 - $341.0 $882 - $1.02K
730 $248K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-200
- 0.9%
$42.39 - $44.63 $8.48K - $8.93K
21.9K $976K
CVX
Chevron Corp

Energy
-21
- 0.64%
$145.57 - $161.83 $3.06K - $3.4K
3.28K $509K
XOM
Exxon Mobil Corp

Energy
-211
- 1.66%
$105.83 - $117.22 $22.3K - $24.7K
12.5K $1.41M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-56
- 0.64%
$84.28 - $89.46 $4.72K - $5.01K
8.66K $770K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-4
- 0.1%
$459.11 - $506.91 $1.84K - $2.03K
4.13K $2.08M
GS
Goldman Sachs Group Inc

Financial Services
-2
- 0.25%
$696.56 - $806.32 $1.39K - $1.61K
802 $638K
CAT
Caterpillar Inc

Industrials
-8
- 0.88%
$390.92 - $477.15 $3.13K - $3.82K
904 $431K
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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