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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.3 Million 8.41% of portfolio
291,655
Q2 2025 Reduced 0.56%
$0
$7.57 Million 3.48% of portfolio
180,856
Q2 2025 Added 0.71%
$0
$7.27 Million 3.34% of portfolio
11,762
Q2 2025 Added 3.8%
$0
$5.47 Million 2.51% of portfolio
154,981
Q2 2025 Added 15.42%
$0
$5.42 Million 2.49% of portfolio
59,679
Q2 2025 Reduced 1.19%
$0
$5.12 Million 2.35% of portfolio
9,282
Q2 2025 Added 3.63%
$0
$3.34 Million 1.53% of portfolio
40,858
Q2 2025 Reduced 3.07%
$0
$3.05 Million 1.4% of portfolio
48,720
Q2 2025 Added 3.86%
$0
$2.71 Million 1.24% of portfolio
4,768
Q2 2025 Added 9.16%
$0
$2.7 Million 1.24% of portfolio
45,145
Q2 2025 Added 5.46%
$0
$2.17 Million 1.0% of portfolio
29,816
Q2 2025 Added 12.37%
$0
$1.98 Million 0.91% of portfolio
19,010
Q2 2025 Added 1.31%
$0
$1.91 Million 0.88% of portfolio
41,710
Q2 2025 Added 2.42%
$0
$1.65 Million 0.76% of portfolio
36,990
Q2 2025 Added 1.49%
$0
$1.64 Million 0.75% of portfolio
37,578
Q2 2025 Added 4.03%
$0
$1.6 Million 0.73% of portfolio
19,606
Q2 2025 Added 7.27%
$0
$1.2 Million 0.55% of portfolio
3,953
Q2 2025 Added 2.14%
$0
$1.13 Million 0.52% of portfolio
67,361
Q2 2025 Added 3.72%
$0
$967,000 0.44% of portfolio
39,944
Q2 2025 Reduced 14.49%
$0
$940,000 0.43% of portfolio
22,100
Q2 2025 Reduced 3.49%
$0
$885,000 0.41% of portfolio
17,471
Q1 2025 Added 5.65%
$0
$890,000 0.41% of portfolio
8,153
Q2 2025 Added 0.97%
$0
$862,000 0.4% of portfolio
15,647
Q2 2025 Added 8.31%
$0
$800,000 0.37% of portfolio
4,407
Q2 2025 Reduced 2.26%
$0
$804,000 0.37% of portfolio
1,826
Q4 2024 Reduced 1.08%
$0
$757,000 0.35% of portfolio
7,709
Q2 2025 Added 0.09%
$0
$730,000 0.34% of portfolio
8,720
Q2 2025 Added 4.43%
$0
$652,000 0.3% of portfolio
2,646
Q2 2025 Added 4.26%
$0
$654,000 0.3% of portfolio
12,507
Q2 2025 Reduced 4.16%
$0
$627,000 0.29% of portfolio
7,820
Q2 2025 Added 5.52%
$0
$604,000 0.28% of portfolio
14,130
Q2 2025 New
$0
$613,000 0.28% of portfolio
988
Q2 2025 Reduced 1.5%
$0
$601,000 0.28% of portfolio
11,553
Q2 2025 Added 0.79%
$0
$597,000 0.27% of portfolio
5,931
Q2 2025 Added 2.67%
$0
$558,000 0.26% of portfolio
7,345
Q2 2025 Reduced 8.79%
$0
$540,000 0.25% of portfolio
8,841
Q2 2025 Reduced 11.54%
$0
$502,000 0.23% of portfolio
3,725
Q2 2025 Reduced 53.22%
$0
$500,000 0.23% of portfolio
9,762
Q2 2025 Added 35.1%
$0
$494,000 0.23% of portfolio
8,677
Q2 2025 Added 6.26%
$106B
$470,000 0.22% of portfolio
1,542
Q2 2025 Added 4.4%
$0
$476,000 0.22% of portfolio
1,720
Q1 2025 Reduced 3.48%
$0
$448,000 0.21% of portfolio
8,250
Q2 2025 Added 0.22%
$0
$439,000 0.2% of portfolio
3,612
Q2 2025 Reduced 1.39%
$0
$413,000 0.19% of portfolio
2,121
Q2 2025 Reduced 1.99%
$0
$413,000 0.19% of portfolio
6,614
Q2 2025 Reduced 1.84%
$0
$406,000 0.19% of portfolio
4,264
Q2 2025 Added 16.85%
$0
$403,000 0.19% of portfolio
10,028
Q2 2025 Added 6.59%
$0
$418,000 0.19% of portfolio
3,082
Q2 2025 Added 4.62%
$0
$384,000 0.18% of portfolio
5,917
Q1 2024 Added 24.7%

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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