Key Client Fiduciary Advisors, LLC Portfolio Holdings by Sector

Key Client Fiduciary Advisors, LLC

$196 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs RDVY FDL SPY FTCS SDVY QQQ XLU MLPX 74 stocks	$92,768 47.36% of portfolio	44	20	4	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL ORCL PLTR ADBE CRWD SQ 7 stocks	$11,947 6.1% of portfolio	4	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL AAPL 2 stocks	$11,379 5.81% of portfolio	1	1	1	-	0 Calls 1 Puts
Drug Manufacturers—General \| Healthcare ABBV LLY MRK PFE JNJ AMGN NVS 7 stocks	$6,339 3.24% of portfolio	3	3	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AMD AVGO TXN QCOM 5 stocks	$6,022 3.07% of portfolio	1	4	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN JMIA 2 stocks	$5,586 2.85% of portfolio	1	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities PEG NEE ED SO DUK 5 stocks	$4,247 2.17% of portfolio	3	2	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ CMCSA 3 stocks	$3,945 2.01% of portfolio	-	3	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$3,892 1.99% of portfolio	1	2	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F 2 stocks	$3,842 1.96% of portfolio	2	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC WFC 3 stocks	$3,812 1.95% of portfolio	1	2	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$3,161 1.61% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM CRM MSTR UBER 4 stocks	$2,964 1.51% of portfolio	2	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services ARCC PDI NMFC 3 stocks	$2,522 1.29% of portfolio	1	2	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$2,462 1.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX SHEL 3 stocks	$2,398 1.22% of portfolio	2	1	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services PRU 1 stocks	$2,363 1.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$2,281 1.16% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL V SOFI 3 stocks	$2,236 1.14% of portfolio	2	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO BTI PM 3 stocks	$2,155 1.1% of portfolio	2	1	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2,133 1.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX 2 stocks	$1,244 0.64% of portfolio	1	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$1,240 0.63% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT CTSO 2 stocks	$1,219 0.62% of portfolio	1	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM IEP 2 stocks	$1,098 0.56% of portfolio	-	2	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,058 0.54% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ENB ET 2 stocks	$848 0.43% of portfolio	1	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials HWM BA 2 stocks	$844 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD SBUX 2 stocks	$800 0.41% of portfolio	2	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$755 0.39% of portfolio	-	2	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CVS UNH 2 stocks	$720 0.37% of portfolio	1	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$694 0.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$600 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$575 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT DE 2 stocks	$526 0.27% of portfolio	1	1	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical IP 1 stocks	$525 0.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$495 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$477 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$428 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive VFF 1 stocks	$425 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare ABC 1 stocks	$386 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX 1 stocks	$356 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology GRMN 1 stocks	$321 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials CSX 1 stocks	$320 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNC 1 stocks	$266 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$243 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$238 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy DVN 1 stocks	$228 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive CAG 1 stocks	$220 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX 1 stocks	$204 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Office \| Real Estate HPP 1 stocks	$59 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare ADAP 1 stocks	$31 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts

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Key Client Fiduciary Advisors, LLC Portfolio Holdings by Sector

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