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
$245B
$569,000 0.26% of portfolio
804
Q2 2025 Reduced 23.65%
$77.1B
$537,000 0.25% of portfolio
7,791
Q2 2025 Added 9.79%
$173B
$547,000 0.25% of portfolio
1,414
Q2 2025 Added 6.8%
$280B
$523,000 0.24% of portfolio
7,540
Q2 2025 Reduced 2.53%
$579B
$521,000 0.24% of portfolio
1,468
Q2 2025 Added 27.54%
$36.2B
$532,000 0.24% of portfolio
5,306
Q2 2025 Added 0.44%
$180B
$533,000 0.24% of portfolio
5,713
Q2 2025 Added 8.96%
$318B
$488,000 0.22% of portfolio
6,093
Q2 2025 Reduced 0.57%
$305B
$472,000 0.22% of portfolio
3,301
Q2 2025 Added 6.35%
$30.3B
$460,000 0.21% of portfolio
8,055
Q2 2025 Reduced 3.46%
$19.5B
$455,000 0.21% of portfolio
9,730
Q2 2025 Reduced 1.26%
$217B
$467,000 0.21% of portfolio
1,599
Q2 2025 Reduced 0.5%
$299B
$435,000 0.2% of portfolio
6,150
Q2 2025 Reduced 0.44%
$443B
$423,000 0.19% of portfolio
2,774
Q2 2025 Reduced 27.13%
$1.07B
$421,000 0.19% of portfolio
39,940
Q2 2025 Reduced 14.74%
$38.4B
$386,000 0.18% of portfolio
2,088
Q2 2024 Reduced 0.76%
$227B
$354,000 0.16% of portfolio
912
Q2 2025 Reduced 3.49%
$156B
$359,000 0.16% of portfolio
10,075
Q2 2025 Reduced 7.4%
$73.6B
$358,000 0.16% of portfolio
11,000
Q2 2025 Added 0.92%
$165B
$323,000 0.15% of portfolio
1,159
Q2 2025 Added 0.87%
$253B
$318,000 0.15% of portfolio
4,518
Q2 2025 Added 3.15%
$44.4B
$308,000 0.14% of portfolio
1,480
Q1 2024 New
$253B
$281,000 0.13% of portfolio
2,329
Q3 2024 Reduced 1.06%
$138B
$288,000 0.13% of portfolio
1,376
Q2 2025 Reduced 7.71%
$3.02B
$276,000 0.13% of portfolio
34,333
Q2 2025 Added 6.06%
$199B
$283,000 0.13% of portfolio
2,145
Q2 2025 Added 2.73%
$79.2B
$277,000 0.13% of portfolio
1,486
Q2 2025 Reduced 1.98%
$21.8B
$275,000 0.13% of portfolio
8,673
Q2 2025 Added 41.67%
$9.25B
$263,000 0.12% of portfolio
12,868
Q2 2025 Added 55.37%
$94.7B
$264,000 0.12% of portfolio
1,157
Q2 2025 Added 9.88%
$52.4B
$242,000 0.11% of portfolio
1,407
Q2 2025 Reduced 9.63%
$155B
$233,000 0.11% of portfolio
460
Q1 2025 Reduced 24.47%
$111B
$250,000 0.11% of portfolio
2,736
Q2 2025 Reduced 10.85%
$17.2B
$249,000 0.11% of portfolio
13,682
Q2 2025 Reduced 2.91%
$250B
$232,000 0.11% of portfolio
1,277
Q2 2025 Reduced 5.2%
$19.8B
$241,000 0.11% of portfolio
5,642
Q2 2025 New
$86.3B
$213,000 0.1% of portfolio
733
Q2 2025 New
$151B
$218,000 0.1% of portfolio
938
Q2 2025 New
$178B
$217,000 0.1% of portfolio
1,368
Q2 2025 Reduced 4.74%
$71.5B
$221,000 0.1% of portfolio
1,422
Q2 2025 Reduced 1.93%
$177B
$227,000 0.1% of portfolio
1,168
Q2 2025 Reduced 8.61%
$44.5B
$187,000 0.09% of portfolio
17,286
Q2 2025 Reduced 24.46%
$59.8B
$200,000 0.09% of portfolio
1,682
Q2 2025 Added 1.33%
$92.2B
$202,000 0.09% of portfolio
1,715
Q1 2025 Reduced 11.0%
$47.1B
$200,000 0.09% of portfolio
3,805
Q2 2025 New
$54.7B
$184,000 0.08% of portfolio
10,152
Q2 2025 Reduced 10.98%
$43.6M
$100,000 0.05% of portfolio
78,457
Q1 2025 Added 127.04%
$354M
$82,000 0.04% of portfolio
30,000
Q2 2025 Added 50.0%
$489M
$86,000 0.04% of portfolio
21,604
Q2 2025 Added 45.42%

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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