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
$220B
$914,000 0.42% of portfolio
7,375
Q2 2025 Reduced 13.16%
$0
$885,000 0.41% of portfolio
17,471
Q1 2025 Added 5.65%
$0
$890,000 0.41% of portfolio
8,153
Q2 2025 Added 0.97%
$748B
$875,000 0.4% of portfolio
1,123
Q2 2025 Added 4.66%
$0
$862,000 0.4% of portfolio
15,647
Q2 2025 Added 8.31%
$3.88B
$853,000 0.39% of portfolio
2,112
Q2 2025 Added 28.55%
$75.4B
$847,000 0.39% of portfolio
4,555
Q2 2025 Added 0.02%
$1.08T
$831,000 0.38% of portfolio
4,688
Q2 2025 Added 6.42%
$86.2B
$835,000 0.38% of portfolio
5,485
Q1 2025 Reduced 1.79%
$0
$800,000 0.37% of portfolio
4,407
Q2 2025 Reduced 2.26%
$0
$804,000 0.37% of portfolio
1,826
Q4 2024 Reduced 1.08%
$435B
$768,000 0.35% of portfolio
776
Q2 2025 Reduced 7.95%
$112M
$756,000 0.35% of portfolio
687,285
Q2 2025 Added 1.67%
$0
$757,000 0.35% of portfolio
7,709
Q2 2025 Added 0.09%
$0
$730,000 0.34% of portfolio
8,720
Q2 2025 Added 4.43%
$145B
$725,000 0.33% of portfolio
10,449
Q2 2025 Added 3.69%
$110B
$686,000 0.32% of portfolio
1,348
Q2 2025 Reduced 4.13%
$0
$693,000 0.32% of portfolio
36,537
Q2 2025 Added 12.8%
$0
$652,000 0.3% of portfolio
2,646
Q2 2025 Added 4.26%
$88.7B
$661,000 0.3% of portfolio
14,606
Q2 2025 Added 1.68%
$0
$654,000 0.3% of portfolio
12,507
Q2 2025 Reduced 4.16%
$32.7B
$653,000 0.3% of portfolio
7,544
Q2 2025 Added 8.88%
$373B
$621,000 0.29% of portfolio
3,902
Q2 2025 Reduced 4.32%
$140B
$623,000 0.29% of portfolio
2,811
Q2 2025 Reduced 1.64%
$0
$627,000 0.29% of portfolio
7,820
Q2 2025 Added 5.52%
$143B
$604,000 0.28% of portfolio
24,919
Q2 2025 Reduced 2.7%
$0
$604,000 0.28% of portfolio
14,130
Q2 2025 New
$0
$613,000 0.28% of portfolio
988
Q2 2025 Reduced 1.5%
$274B
$614,000 0.28% of portfolio
2,389
Q2 2025 Reduced 3.59%
$0
$601,000 0.28% of portfolio
11,553
Q2 2025 Added 0.79%
$0
$597,000 0.27% of portfolio
5,931
Q2 2025 Added 2.67%
$168B
$578,000 0.27% of portfolio
3,162
Q2 2025 Added 6.97%
$573B
$586,000 0.27% of portfolio
438
Q2 2025 Added 0.46%
$212B
$570,000 0.26% of portfolio
7,201
Q2 2025 Reduced 9.63%
$0
$558,000 0.26% of portfolio
7,345
Q2 2025 Reduced 8.79%
$238B
$569,000 0.26% of portfolio
804
Q2 2025 Reduced 23.65%
$87.5B
$537,000 0.25% of portfolio
7,791
Q2 2025 Added 9.79%
$174B
$547,000 0.25% of portfolio
1,414
Q2 2025 Added 6.8%
$0
$540,000 0.25% of portfolio
8,841
Q2 2025 Reduced 11.54%
$284B
$523,000 0.24% of portfolio
7,540
Q2 2025 Reduced 2.53%
$585B
$521,000 0.24% of portfolio
1,468
Q2 2025 Added 27.54%
$35.4B
$532,000 0.24% of portfolio
5,306
Q2 2025 Added 0.44%
$191B
$533,000 0.24% of portfolio
5,713
Q2 2025 Added 8.96%
$0
$502,000 0.23% of portfolio
3,725
Q2 2025 Reduced 53.22%
$0
$500,000 0.23% of portfolio
9,762
Q2 2025 Added 35.1%
$0
$494,000 0.23% of portfolio
8,677
Q2 2025 Added 6.26%
$105B
$470,000 0.22% of portfolio
1,542
Q2 2025 Added 4.4%
$310B
$488,000 0.22% of portfolio
6,093
Q2 2025 Reduced 0.57%
$0
$476,000 0.22% of portfolio
1,720
Q1 2025 Reduced 3.48%

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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