Key Client Fiduciary Advisors, LLC Sells in Q2 2025

Key Client Fiduciary Advisors, LLC

  • $218 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BA
Boeing CO

Industrials
-115
- 7.71%
$136.59 - $217.51 $15.7K - $25K
1.38K $288K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-124
- 1.84%
$51.36 - $62.5 $6.37K - $7.75K
6.61K $413K
CAT
Caterpillar Inc

Industrials
-33
- 3.49%
$273.94 - $388.21 $9.04K - $12.8K
912 $354K
PEG
Public Service Enterprise Group Inc

Utilities
-73
- 0.26%
$77.13 - $84.18 $5.63K - $6.15K
27.8K $2.34M
CSCO
Cisco Systems, Inc.

Technology
-196
- 2.53%
$53.19 - $69.38 $10.4K - $13.6K
7.54K $523K
FINX
Global X Fds Fintech ETF (De)

ETFs
-350
- 3.78%
$24.27 - $34.22 $8.49K - $12K
8.91K $304K
WFC
Wells Fargo & Company

Financial Services
-35
- 0.57%
$60.98 - $80.12 $2.13K - $2.8K
6.09K $488K
XLU
Utilities Sector Spdr

ETFs
-1.29K
- 3.07%
$73.09 - $82.77 $94.5K - $107K
40.9K $3.34M
IVV
Ishares Core S&P 500 ETF

ETFs
-15
- 1.5%
$498.8 - $620.9 $7.48K - $9.31K
988 $613K
SKYY
First Trust Cloud Computing Et

ETFs
-51
- 1.39%
$89.46 - $121.64 $4.56K - $6.2K
3.61K $439K
FTCS
First Trust Capital Strength E

ETFs
-720
- 1.19%
$81.6 - $92.39 $58.8K - $66.5K
59.7K $5.42M
DIS
Walt Disney CO

Communication Services
-1.12K
- 13.16%
$81.72 - $124.01 $91.4K - $139K
7.38K $914K
SOFI
So Fi Technologies, Inc.

Financial Services
-410
- 2.91%
$9.5 - $18.21 $3.9K - $7.47K
13.7K $249K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.6K
- 6.25%
$57.41 - $74.81 $91.7K - $119K
24K $1.78M
GE
General Electric CO

Industrials
-89
- 3.59%
$166.81 - $257.39 $14.8K - $22.9K
2.39K $614K
BAC
Bank Of America Corp

Financial Services
-426
- 1.15%
$34.39 - $47.46 $14.7K - $20.2K
36.5K $1.73M
CRWD
Crowd Strike Holdings, Inc.

Technology
-58
- 4.13%
$321.63 - $509.31 $18.7K - $29.5K
1.35K $686K
GOOGL
Alphabet Inc.

Communication Services
-162
- 1.54%
$144.7 - $178.6 $23.4K - $28.9K
10.3K $1.82M
IBM
International Business Machines Corp

Technology
-16
- 0.16%
$221.03 - $294.78 $3.54K - $4.72K
9.89K $2.91M
ORCL
Oracle Corp

Technology
-1.8K
- 14.26%
$122.82 - $218.63 $221K - $393K
10.8K $2.37M
RDVY
First Trust Rising Dividend Ac

ETFs
-1.64K
- 0.56%
$51.6 - $62.74 $84.4K - $103K
292K $18.3M
MSFT
Microsoft Corp

Technology
-24
- 0.14%
$354.56 - $497.45 $8.51K - $11.9K
16.9K $8.41M
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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