Key Client Fiduciary Advisors, LLC Portfolio Holdings

Key Client Fiduciary Advisors, LLC

  • $218 Million
  • Q2 2025

Key Client Fiduciary Advisors, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $218 Million distributed in 207 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Trust Rising Dividend Ac with a value of $18.3M, Apple Inc. with a value of $10.1M, Microsoft Corp with a value of $8.41M, First Tr Morningstar Dividend with a value of $7.57M, and Spdr S&P 500 ETF Trust with a value of $7.27M.

Examining the 13F form we can see an increase of $21.3M in the current position value, from $196M to 218M.

Below you can find more details about Key Client Fiduciary Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $218 Million
ETFs: $103 Million
Technology: $43.2 Million
Consumer Cyclical: $15.8 Million
Financial Services: $14.6 Million
Communication Services: $10 Million
Healthcare: $8.28 Million
Consumer Defensive: $8.13 Million
Industrials: $6.15 Million
Other: $7.76 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.8T
$10.1 Million 4.66% of portfolio
49,450
Q2 2025 Reduced 2.33%
$3.84T
$8.41 Million 3.87% of portfolio
16,913
Q2 2025 Reduced 0.14%
$2.36T
$6.73 Million 3.09% of portfolio
30,668
Q2 2025 Added 5.06%
$443B
$6.41 Million 2.95% of portfolio
40,573
Q2 2025 Added 4.97%
$1.29T
$5.17 Million 2.38% of portfolio
16,282
Q2 2025 Added 16.76%
$230B
$2.91 Million 1.34% of portfolio
9,887
Q2 2025 Reduced 0.16%
$281B
$2.69 Million 1.24% of portfolio
27,538
Q2 2025 Added 2.26%
$385B
$2.52 Million 1.16% of portfolio
13,583
Q2 2025 Added 0.07%
$815B
$2.37 Million 1.09% of portfolio
10,818
Q2 2025 Reduced 14.26%
$41.4B
$2.34 Million 1.08% of portfolio
27,816
Q2 2025 Reduced 0.26%
$39.2B
$2.24 Million 1.03% of portfolio
20,849
Q2 2025 Reduced 1.49%
$906B
$2.19 Million 1.01% of portfolio
7,550
Q2 2025 Added 1.08%
$1.69T
$2.16 Million 0.99% of portfolio
2,928
Q2 2025 Added 6.55%
$644B
$2.01 Million 0.92% of portfolio
4,137
Q2 2025 Added 1.8%
$211B
$1.87 Million 0.86% of portfolio
64,465
Q2 2025 Reduced 7.95%
$1.44T
$1.82 Million 0.84% of portfolio
10,335
Q2 2025 Reduced 1.54%
$406B
$1.73 Million 0.79% of portfolio
36,516
Q2 2025 Reduced 1.15%
$433B
$1.58 Million 0.73% of portfolio
4,319
Q2 2025 Reduced 2.02%
$184B
$1.47 Million 0.68% of portfolio
34,038
Q2 2025 Reduced 1.33%
$0
$1.4 Million 0.64% of portfolio
63,721
Q2 2025 Added 3.43%
$116B
$1.38 Million 0.63% of portfolio
23,533
Q2 2025 Added 3.33%
$468B
$1.37 Million 0.63% of portfolio
12,695
Q2 2025 Reduced 3.28%
$336B
$1.3 Million 0.6% of portfolio
9,538
Q2 2025 Added 12.89%
$147B
$1.15 Million 0.53% of portfolio
4,186
Q2 2025 Added 8.25%
$230B
$1.16 Million 0.53% of portfolio
8,514
Q2 2025 Reduced 1.08%
$243B
$1.13 Million 0.52% of portfolio
4,156
Q2 2025 Added 0.02%
$260B
$1.02 Million 0.47% of portfolio
7,160
Q2 2025 Added 2.21%
$121B
$994,000 0.46% of portfolio
3,225
Q2 2025 Reduced 20.57%
$211B
$914,000 0.42% of portfolio
7,375
Q2 2025 Reduced 13.16%
$711B
$875,000 0.4% of portfolio
1,123
Q2 2025 Added 4.66%
$3.1B
$853,000 0.39% of portfolio
2,112
Q2 2025 Added 28.55%
$78.6B
$847,000 0.39% of portfolio
4,555
Q2 2025 Added 0.02%
$1.53T
$831,000 0.38% of portfolio
4,688
Q2 2025 Added 6.42%
$86.6B
$835,000 0.38% of portfolio
5,485
Q1 2025 Reduced 1.79%
$425B
$768,000 0.35% of portfolio
776
Q2 2025 Reduced 7.95%
$234M
$756,000 0.35% of portfolio
687,285
Q2 2025 Added 1.67%
$140B
$725,000 0.33% of portfolio
10,449
Q2 2025 Added 3.69%
$126B
$702,000 0.32% of portfolio
14,848
Q2 2025 Added 6.56%
$95.6B
$686,000 0.32% of portfolio
1,348
Q2 2025 Reduced 4.13%
$0
$693,000 0.32% of portfolio
36,537
Q2 2025 Added 12.8%
$99.3B
$661,000 0.3% of portfolio
14,606
Q2 2025 Added 1.68%
$32.7B
$653,000 0.3% of portfolio
7,544
Q2 2025 Added 8.88%
$372B
$621,000 0.29% of portfolio
3,902
Q2 2025 Reduced 4.32%
$169B
$623,000 0.29% of portfolio
2,811
Q2 2025 Reduced 1.64%
$135B
$604,000 0.28% of portfolio
24,919
Q2 2025 Reduced 2.7%
$313B
$614,000 0.28% of portfolio
2,389
Q2 2025 Reduced 3.59%
$147B
$578,000 0.27% of portfolio
3,162
Q2 2025 Added 6.97%
$535B
$586,000 0.27% of portfolio
438
Q2 2025 Added 0.46%
$205B
$570,000 0.26% of portfolio
7,201
Q2 2025 Reduced 9.63%

Summary

  • Portfolio
  • No. of Stocks 207
  • Current Value $218 Million
  • Prior Value $196 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 96 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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