Key Client Fiduciary Advisors, LLC Portfolio Holdings
Key Client Fiduciary Advisors, LLC
- $242 Million
- Q3 2025
Key Client Fiduciary Advisors, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $242 Million distributed in 223 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 $19.7M, Apple Inc. with a value of $11.9M, Microsoft Corp with a value of $8.69M, Spdr S&P 500 ETF Trust with a value of $8.12M, and First Tr Morningstar Dividend with a value of $7.89M.
Examining the 13F form we can see an increase of $23.9M in the current position value, from $218M to 242M.
Below you can find more details about Key Client Fiduciary Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$242 Million
ETFs: $111 Million
Technology: $49.8 Million
Consumer Cyclical: $18.4 Million
Financial Services: $14.5 Million
Communication Services: $11.2 Million
Consumer Defensive: $10.4 Million
Healthcare: $9.12 Million
Industrials: $6.39 Million
Other: $9.06 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 223
- Current Value $242 Million
- Prior Value $218 Million
- Filing
- Period Q3 2025
- Filing Date October 14, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 18 stocks
- Additional Purchases 107 stocks
- Sold out of 0 stocks
- Reduced holdings in 65 stocks