Key Client Fiduciary Advisors, LLC Portfolio Holdings

Key Client Fiduciary Advisors, LLC

  • $196 Million
  • Q1 2025

Key Client Fiduciary Advisors, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $196 Million distributed in 193 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 $17M, Apple Inc. with a value of $11.2M, First Tr Morningstar Dividend with a value of $7.68M, Microsoft Corp with a value of $6.36M, and Spdr S&P 500 ETF Trust with a value of $6.34M.

Examining the 13F form we can see an decrease of $6.81M in the current position value, from $203M to 196M.

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

Portfolio value $196 Million
ETFs: $93.8 Million
Technology: $36 Million
Financial Services: $13.9 Million
Consumer Cyclical: $13 Million
Healthcare: $9.29 Million
Communication Services: $9.08 Million
Consumer Defensive: $7.41 Million
Industrials: $5.37 Million
Other: $7.98 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.22T
$11.2 Million 5.73% of portfolio
50,631
Q1 2025 Reduced 1.65%
$3.43T
$6.36 Million 3.24% of portfolio
16,937
Q1 2025 Reduced 28.98%
$2.1T
$5.55 Million 2.83% of portfolio
29,191
Q1 2025 Reduced 0.93%
$338B
$4.19 Million 2.13% of portfolio
38,651
Q1 2025 Reduced 1.96%
$1.15T
$3.61 Million 1.84% of portfolio
13,945
Q1 2025 Added 206.42%
$328B
$2.84 Million 1.45% of portfolio
13,573
Q1 2025 Reduced 0.58%
$236B
$2.46 Million 1.25% of portfolio
9,903
Q1 2025 Added 0.39%
$38.9B
$2.36 Million 1.2% of portfolio
21,164
Q1 2025 Reduced 1.94%
$265B
$2.36 Million 1.2% of portfolio
26,930
Q1 2025 Reduced 33.5%
$39.7B
$2.3 Million 1.17% of portfolio
27,889
Q1 2025 Reduced 0.67%
$662B
$2.13 Million 1.09% of portfolio
4,064
Q1 2025 Reduced 2.47%
$195B
$1.98 Million 1.01% of portfolio
70,029
Q1 2025 Reduced 5.1%
$778B
$1.83 Million 0.93% of portfolio
7,469
Q1 2025 Added 2.3%
$437B
$1.76 Million 0.9% of portfolio
12,617
Q1 2025 Added 0.69%
$82.7B
$1.67 Million 0.85% of portfolio
25,563
Q1 2025 Added 0.77%
$1.03T
$1.62 Million 0.83% of portfolio
10,497
Q1 2025 Added 9.36%
$1.44T
$1.58 Million 0.81% of portfolio
2,748
Q1 2025 Reduced 1.89%
$431B
$1.56 Million 0.8% of portfolio
13,126
Q1 2025 Added 2.98%
$183B
$1.56 Million 0.8% of portfolio
34,496
Q1 2025 Reduced 4.67%
$355B
$1.54 Million 0.79% of portfolio
36,942
Q1 2025 Reduced 0.83%
$107B
$1.37 Million 0.7% of portfolio
22,774
Q1 2025 Added 4.92%
$0
$1.37 Million 0.7% of portfolio
61,605
Q1 2025 Reduced 7.64%
$135B
$1.24 Million 0.63% of portfolio
4,060
Q1 2025 Reduced 0.93%
$233B
$1.14 Million 0.58% of portfolio
8,607
Q1 2025 Reduced 1.38%
$277B
$1.12 Million 0.57% of portfolio
4,155
Q4 2024 Reduced 11.97%
$689B
$886,000 0.45% of portfolio
1,073
Q1 2025 Added 1.42%
$205B
$838,000 0.43% of portfolio
8,493
Q1 2025 Reduced 0.53%
$450B
$797,000 0.41% of portfolio
843
Q1 2025 Added 5.9%
$82.6B
$805,000 0.41% of portfolio
5,485
Q1 2025 Reduced 1.79%
$185B
$719,000 0.37% of portfolio
7,005
Q1 2025 Reduced 0.57%
$197B
$715,000 0.36% of portfolio
7,968
Q1 2025 Added 0.33%
$242B
$713,000 0.36% of portfolio
8,449
Q1 2025 Reduced 2.83%
$134B
$714,000 0.36% of portfolio
10,077
Q1 2025 Added 0.56%
$398B
$694,000 0.35% of portfolio
4,078
Q1 2025 Reduced 1.64%
$1.06T
$688,000 0.35% of portfolio
4,405
Q1 2025 Reduced 1.45%
$140B
$666,000 0.34% of portfolio
2,858
Q1 2025 Added 0.07%
$95.4B
$647,000 0.33% of portfolio
3,867
Q1 2025 Reduced 2.03%
$133B
$648,000 0.33% of portfolio
25,610
Q1 2025 Reduced 5.15%
$0
$639,000 0.33% of portfolio
32,392
Q1 2025 Added 2.02%
$401B
$631,000 0.32% of portfolio
3,807
Q1 2025 Reduced 1.73%
$93.2B
$636,000 0.32% of portfolio
14,364
Q1 2025 Added 5.35%
$32.7B
$600,000 0.31% of portfolio
6,929
Q1 2025 Added 96.9%
$36.9B
$584,000 0.3% of portfolio
5,283
Q1 2025 Added 0.44%
$70.5B
$590,000 0.3% of portfolio
4,554
Q1 2025 Reduced 2.55%
$210B
$575,000 0.29% of portfolio
1,053
Q1 2025 Reduced 4.88%
$101B
$576,000 0.29% of portfolio
13,934
Q1 2025 Reduced 7.4%
$17.3B
$525,000 0.27% of portfolio
9,854
Q1 2025 Reduced 2.38%
$192B
$507,000 0.26% of portfolio
1,324
Q1 2025 Added 7.21%
$270B
$519,000 0.26% of portfolio
3,104
Q1 2025 Reduced 4.23%

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $196 Million
  • Prior Value $203 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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