Key Client Fiduciary Advisors, LLC has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $182 Million distributed in 191 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 $16.6M, Apple Inc. with a value of $10.8M, Microsoft Corp with a value of $10.6M, First Tr Morningstar Dividend with a value of $6.89M, and Amazon Com Inc with a value of $5.38M.
Examining the 13F form we can see an increase of $13.4M in the current position value, from $169M to 182M.
Below you can find more details about Key Client Fiduciary Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$182 Million
ETFs: $83.3 Million
Technology: $40 Million
Financial Services: $12.6 Million
Consumer Cyclical: $9.93 Million
Healthcare: $9.07 Million
Communication Services: $8.02 Million
Consumer Defensive: $6.29 Million
Industrials: $5.19 Million
Other: $7.54 Million
Stock Holdings Table Market Cap. of $200 Billions or more