Key Client Fiduciary Advisors, LLC Options Holdings

Key Client Fiduciary Advisors, LLC

  • $242 Million
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
ORCL
Oracle Corp

Technology
PUT
$2.78 Million
9.9K
Q2 2025
Reduced 15.38%
CRM
Salesforce, Inc.

Technology
PUT
$876,000
3.7K
Q4 2024
Reduced 13.95%
QBTS
D Wave Quantum Inc.

Technology
PUT
$333,000
13.5K
Q3 2025
New holding
AG
First Majestic Silver Corp

Basic Materials
CALL
$245,000
20K
Q3 2025
New holding
XLU
Utilities Sector Spdr

ETFs
PUT
$130,000
1.5K
Q3 2025
New holding
MSTR
Microstrategy Inc

Technology
CALL
$64,000
200
Q3 2025
New holding
SLV
I Shares Silver Trust

ETFs
PUT
$84,000
2K
Q3 2025
Added 100.0%
VFF
Village Farms International, Inc.

Consumer Defensive
CALL
$78,000
25K
Q3 2025
New holding
Galaxy Digital Inc.
CALL
$0
6K
Q3 2025
New holding
Galaxy Digital Inc.
PUT
$0
6K
Q3 2025
New holding

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
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