Key Client Fiduciary Advisors, LLC Portfolio Holdings

Key Client Fiduciary Advisors, LLC

  • $218 Million
  • Q2 2025

Key Client Fiduciary Advisors, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $218 Million distributed in 207 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 $18.3M, Apple Inc. with a value of $10.1M, Microsoft Corp with a value of $8.41M, First Tr Morningstar Dividend with a value of $7.57M, and Spdr S&P 500 ETF Trust with a value of $7.27M.

Examining the 13F form we can see an increase of $21.3M in the current position value, from $196M to 218M.

Below you can find more details about Key Client Fiduciary Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $218 Million
ETFs: $103 Million
Technology: $43.2 Million
Consumer Cyclical: $15.8 Million
Financial Services: $14.6 Million
Communication Services: $10 Million
Healthcare: $8.28 Million
Consumer Defensive: $8.13 Million
Industrials: $6.15 Million
Other: $7.76 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.3 Million 8.41% of portfolio
291,655
Q2 2025 Reduced 0.56%
$3.69T
$10.1 Million 4.66% of portfolio
49,450
Q2 2025 Reduced 2.33%
$3.95T
$8.41 Million 3.87% of portfolio
16,913
Q2 2025 Reduced 0.14%
$0
$7.57 Million 3.48% of portfolio
180,856
Q2 2025 Added 0.71%
$0
$7.27 Million 3.34% of portfolio
11,762
Q2 2025 Added 3.8%
$2.26T
$6.73 Million 3.09% of portfolio
30,668
Q2 2025 Added 5.06%
$456B
$6.41 Million 2.95% of portfolio
40,573
Q2 2025 Added 4.97%
$0
$5.47 Million 2.51% of portfolio
154,981
Q2 2025 Added 15.42%
$0
$5.42 Million 2.49% of portfolio
59,679
Q2 2025 Reduced 1.19%
$1.08T
$5.17 Million 2.38% of portfolio
16,282
Q2 2025 Added 16.76%
$0
$5.12 Million 2.35% of portfolio
9,282
Q2 2025 Added 3.63%
$0
$3.34 Million 1.53% of portfolio
40,858
Q2 2025 Reduced 3.07%
$0
$3.05 Million 1.4% of portfolio
48,720
Q2 2025 Added 3.86%
$210B
$2.91 Million 1.34% of portfolio
9,887
Q2 2025 Reduced 0.16%
$0
$2.71 Million 1.24% of portfolio
4,768
Q2 2025 Added 9.16%
$0
$2.7 Million 1.24% of portfolio
45,145
Q2 2025 Added 5.46%
$351B
$2.52 Million 1.16% of portfolio
13,583
Q2 2025 Added 0.07%
$684B
$2.37 Million 1.09% of portfolio
10,818
Q2 2025 Reduced 14.26%
$43.8B
$2.34 Million 1.08% of portfolio
27,816
Q2 2025 Reduced 0.26%
$39.1B
$2.24 Million 1.03% of portfolio
20,849
Q2 2025 Reduced 1.49%
$859B
$2.19 Million 1.01% of portfolio
7,550
Q2 2025 Added 1.08%
$0
$2.17 Million 1.0% of portfolio
29,816
Q2 2025 Added 12.37%
$1.78T
$2.16 Million 0.99% of portfolio
2,928
Q2 2025 Added 6.55%
$621B
$2.01 Million 0.92% of portfolio
4,137
Q2 2025 Added 1.8%
$0
$1.98 Million 0.91% of portfolio
19,010
Q2 2025 Added 1.31%
$0
$1.91 Million 0.88% of portfolio
41,710
Q2 2025 Added 2.42%
$203B
$1.87 Million 0.86% of portfolio
64,465
Q2 2025 Reduced 7.95%
$1.21T
$1.82 Million 0.84% of portfolio
10,335
Q2 2025 Reduced 1.54%
$78.6B
$1.78 Million 0.82% of portfolio
23,966
Q2 2025 Reduced 6.25%
$381B
$1.73 Million 0.79% of portfolio
36,516
Q2 2025 Reduced 1.15%
$0
$1.65 Million 0.76% of portfolio
36,990
Q2 2025 Added 1.49%
$0
$1.64 Million 0.75% of portfolio
37,578
Q2 2025 Added 4.03%
$405B
$1.58 Million 0.73% of portfolio
4,319
Q2 2025 Reduced 2.02%
$0
$1.6 Million 0.73% of portfolio
19,606
Q2 2025 Added 7.27%
$182B
$1.47 Million 0.68% of portfolio
34,038
Q2 2025 Reduced 1.33%
$0
$1.41 Million 0.65% of portfolio
7,722
Q2 2025 Added 31.19%
$0
$1.4 Million 0.64% of portfolio
63,721
Q2 2025 Added 3.43%
$118B
$1.38 Million 0.63% of portfolio
23,533
Q2 2025 Added 3.33%
$442B
$1.37 Million 0.63% of portfolio
12,695
Q2 2025 Reduced 3.28%
$367B
$1.3 Million 0.6% of portfolio
9,538
Q2 2025 Added 12.89%
$0
$1.2 Million 0.55% of portfolio
3,953
Q2 2025 Added 2.14%
$127B
$1.15 Million 0.53% of portfolio
4,186
Q2 2025 Added 8.25%
$229B
$1.16 Million 0.53% of portfolio
8,514
Q2 2025 Reduced 1.08%
$232B
$1.13 Million 0.52% of portfolio
4,156
Q2 2025 Added 0.02%
$0
$1.13 Million 0.52% of portfolio
67,361
Q2 2025 Added 3.72%
$282B
$1.02 Million 0.47% of portfolio
7,160
Q2 2025 Added 2.21%
$124B
$994,000 0.46% of portfolio
3,225
Q2 2025 Reduced 20.57%
$0
$967,000 0.44% of portfolio
39,944
Q2 2025 Reduced 14.49%
$0
$940,000 0.43% of portfolio
22,100
Q2 2025 Reduced 3.49%

Summary

  • Portfolio
  • No. of Stocks 207
  • Current Value $218 Million
  • Prior Value $196 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 96 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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