Key Client Fiduciary Advisors, LLC Portfolio Holdings

Key Client Fiduciary Advisors, LLC

  • $203 Million
  • Q4 2024

Key Client Fiduciary Advisors, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $203 Million distributed in 196 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 $17.4M, Apple Inc. with a value of $12.9M, Microsoft Corp with a value of $10.1M, First Tr Morningstar Dividend with a value of $7.04M, and Amazon Com Inc with a value of $6.46M.

Examining the 13F form we can see an increase of $2.43M in the current position value, from $201M to 203M.

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

Portfolio value $203 Million
ETFs: $93.9 Million
Technology: $43.5 Million
Financial Services: $14.6 Million
Consumer Cyclical: $12.3 Million
Communication Services: $9.16 Million
Healthcare: $8.52 Million
Consumer Defensive: $8.07 Million
Industrials: $5.36 Million
Other: $7.38 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$266B
$485,000 0.24% of portfolio
8,198
Q4 2024 Reduced 6.73%
$227B
$464,000 0.23% of portfolio
1,601
Q4 2024 Added 0.5%
$304B
$469,000 0.23% of portfolio
3,241
Q4 2024 Reduced 3.83%
$33.7B
$469,000 0.23% of portfolio
5,260
Q4 2024 Added 0.48%
$97B
$458,000 0.23% of portfolio
1,341
Q4 2024 Reduced 2.61%
$146B
$448,000 0.22% of portfolio
2,757
Q4 2024 Added 6.37%
$156B
$419,000 0.21% of portfolio
11,185
Q4 2024 Reduced 0.99%
$228B
$418,000 0.21% of portfolio
2,507
Q4 2024 Added 9.33%
$304B
$435,000 0.21% of portfolio
6,207
Q4 2024 Reduced 6.77%
$298B
$389,000 0.19% of portfolio
6,254
Q4 2024 Added 1.66%
$38.4B
$386,000 0.19% of portfolio
2,088
Q2 2024 Reduced 0.76%
$93.2B
$392,000 0.19% of portfolio
4,764
Q4 2024 Reduced 1.2%
$578B
$374,000 0.18% of portfolio
1,185
Q4 2024 Reduced 14.56%
$70.2B
$370,000 0.18% of portfolio
11,478
Q1 2024 Added 2.22%
$64.1B
$353,000 0.17% of portfolio
1,557
Q2 2024 Reduced 9.21%
$187B
$340,000 0.17% of portfolio
939
Q4 2024 Added 4.8%
$198B
$326,000 0.16% of portfolio
2,148
Q4 2024 Reduced 7.25%
$86.4B
$314,000 0.15% of portfolio
7,000
Q4 2024 Reduced 2.53%
$78.3B
$308,000 0.15% of portfolio
1,601
Q4 2024 Reduced 9.14%
$3.2B
$313,000 0.15% of portfolio
36,166
Q4 2024 Reduced 8.69%
$156B
$296,000 0.15% of portfolio
1,137
Q4 2024 Added 1.52%
$32.7B
$304,000 0.15% of portfolio
3,519
Q4 2024 Added 10.7%
$40.8B
$305,000 0.15% of portfolio
1,480
Q1 2024 New
$3.16B
$314,000 0.15% of portfolio
1,087
Q4 2024 New
$145B
$258,000 0.13% of portfolio
609
Q4 2024 Added 0.16%
$136B
$254,000 0.13% of portfolio
1,125
Q4 2024 Added 9.76%
$110B
$263,000 0.13% of portfolio
1,491
Q4 2024 Reduced 10.77%
$239B
$274,000 0.13% of portfolio
4,379
Q4 2024 Reduced 2.84%
$129B
$269,000 0.13% of portfolio
2,954
Q4 2024 Added 19.06%
$490B
$238,000 0.12% of portfolio
471
Q4 2024 Reduced 2.89%
$157B
$252,000 0.12% of portfolio
4,179
Q4 2024 Reduced 11.35%
$73.7B
$241,000 0.12% of portfolio
1,481
Q4 2024 Reduced 1.46%
$193B
$236,000 0.12% of portfolio
1,539
Q4 2024 Added 0.07%
$61.7B
$235,000 0.12% of portfolio
12,004
Q4 2024 Added 1.69%
$37.4B
$221,000 0.11% of portfolio
22,393
Q4 2024 Reduced 20.31%
$177B
$219,000 0.11% of portfolio
1,128
Q4 2024 Reduced 11.04%
$227B
$226,000 0.11% of portfolio
2,329
Q3 2024 Reduced 1.06%
$85.9B
$207,000 0.1% of portfolio
1,927
Q4 2024 New
$22.7B
$203,000 0.1% of portfolio
6,209
Q4 2024 Reduced 12.7%
$93.5B
$207,000 0.1% of portfolio
1,026
Q4 2024 Added 1.28%
$13B
$194,000 0.1% of portfolio
12,647
Q4 2024 New
$66.4B
$200,000 0.1% of portfolio
762
Q4 2024 Reduced 5.93%
$94.8M
$137,000 0.07% of portfolio
255,359
Q3 2024 Reduced 3.27%
$488M
$75,000 0.04% of portfolio
10,722
Q1 2023 New
$395M
$90,000 0.04% of portfolio
30,000
Q4 2024 Added 150.0%
$56.7M
$31,000 0.02% of portfolio
34,557
Q1 2024 Added 187.98%
$414M
$40,000 0.02% of portfolio
10,720
Q4 2024 Added 1.9%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 1.8%
-
$0 0.0% of portfolio
-
Q4 2024 Added 39.75%

Summary

  • Portfolio
  • No. of Stocks 196
  • Current Value $203 Million
  • Prior Value $201 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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