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