Key Client Fiduciary Advisors, LLC Portfolio Holdings
Key Client Fiduciary Advisors, LLC
- $201 Million
- Q3 2024
Key Client Fiduciary Advisors, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $201 Million distributed in 199 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 $17.8M, Apple Inc. with a value of $12M, Microsoft Corp with a value of $10.3M, First Tr Morningstar Dividend with a value of $7.47M, and Spdr S&P 500 ETF Trust with a value of $5.94M.
Examining the 13F form we can see an increase of $18.6M in the current position value, from $182M to 201M.
Below you can find more details about Key Client Fiduciary Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$201 Million
ETFs: $92.3 Million
Technology: $42.4 Million
Financial Services: $13.9 Million
Consumer Cyclical: $10.7 Million
Healthcare: $9.84 Million
Communication Services: $9.1 Million
Consumer Defensive: $7.51 Million
Industrials: $6.2 Million
Other: $8.58 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 199
- Current Value $201 Million
- Prior Value $182 Million
- Filing
- Period Q3 2024
- Filing Date October 18, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 15 stocks
- Additional Purchases 102 stocks
- Sold out of 0 stocks
- Reduced holdings in 58 stocks