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
$302B
$472,000 0.22% of portfolio
3,301
Q2 2025 Added 6.35%
$30.3B
$460,000 0.21% of portfolio
8,055
Q2 2025 Reduced 3.46%
$0
$448,000 0.21% of portfolio
8,250
Q2 2025 Added 0.22%
$17.2B
$455,000 0.21% of portfolio
9,730
Q2 2025 Reduced 1.26%
$222B
$467,000 0.21% of portfolio
1,599
Q2 2025 Reduced 0.5%
$306B
$435,000 0.2% of portfolio
6,150
Q2 2025 Reduced 0.44%
$0
$439,000 0.2% of portfolio
3,612
Q2 2025 Reduced 1.39%
$0
$413,000 0.19% of portfolio
2,121
Q2 2025 Reduced 1.99%
$452B
$423,000 0.19% of portfolio
2,774
Q2 2025 Reduced 27.13%
$0
$413,000 0.19% of portfolio
6,614
Q2 2025 Reduced 1.84%
$0
$406,000 0.19% of portfolio
4,264
Q2 2025 Added 16.85%
$1.04B
$421,000 0.19% of portfolio
39,940
Q2 2025 Reduced 14.74%
$0
$403,000 0.19% of portfolio
10,028
Q2 2025 Added 6.59%
$0
$418,000 0.19% of portfolio
3,082
Q2 2025 Added 4.62%
$38.4B
$386,000 0.18% of portfolio
2,088
Q2 2024 Reduced 0.76%
$102B
$401,000 0.18% of portfolio
4,376
Q2 2025 Reduced 9.59%
$4.64B
$384,000 0.18% of portfolio
12,182
Q2 2025 Added 3.56%
$0
$372,000 0.17% of portfolio
4,387
Q2 2025 Added 1.32%
$0
$361,000 0.17% of portfolio
18,503
Q2 2025 Added 7.58%
$0
$372,000 0.17% of portfolio
561
Q1 2025 Reduced 1.92%
$0
$361,000 0.17% of portfolio
2,988
Q2 2025 Added 0.34%
$218B
$354,000 0.16% of portfolio
912
Q2 2025 Reduced 3.49%
$0
$345,000 0.16% of portfolio
2,798
Q2 2025 Added 46.11%
$0
$339,000 0.16% of portfolio
2,700
Q1 2024 Reduced 25.0%
$0
$345,000 0.16% of portfolio
10,592
Q2 2025 Added 6.32%
$141B
$359,000 0.16% of portfolio
10,075
Q2 2025 Reduced 7.4%
$0
$348,000 0.16% of portfolio
26,712
Q2 2025 Added 1.52%
$75.3B
$358,000 0.16% of portfolio
11,000
Q2 2025 Added 0.92%
$0
$336,000 0.15% of portfolio
6,432
Q2 2025 Added 3.44%
$152B
$323,000 0.15% of portfolio
1,159
Q2 2025 Added 0.87%
$258B
$318,000 0.15% of portfolio
4,518
Q2 2025 Added 3.15%
$0
$322,000 0.15% of portfolio
1,349
Q2 2025 Added 1.73%
$0
$320,000 0.15% of portfolio
8,242
Q2 2025 Added 17.32%
$0
$327,000 0.15% of portfolio
5,806
Q2 2025 Reduced 6.32%
$0
$322,000 0.15% of portfolio
6,540
Q4 2024 Reduced 13.66%
$0
$321,000 0.15% of portfolio
5,370
Q3 2024 Reduced 5.29%
$0
$335,000 0.15% of portfolio
3,726
Q2 2025 Reduced 0.16%
$44.6B
$308,000 0.14% of portfolio
1,480
Q1 2024 New
$0
$294,000 0.14% of portfolio
3,615
Q2 2025 Added 5.46%
$0
$304,000 0.14% of portfolio
8,912
Q2 2025 Reduced 3.78%
$257B
$281,000 0.13% of portfolio
2,329
Q3 2024 Reduced 1.06%
$139B
$288,000 0.13% of portfolio
1,376
Q2 2025 Reduced 7.71%
$2.97B
$276,000 0.13% of portfolio
34,333
Q2 2025 Added 6.06%
$0
$291,000 0.13% of portfolio
3,488
Q2 2025 Added 0.06%
$202B
$283,000 0.13% of portfolio
2,145
Q2 2025 Added 2.73%
$77.3B
$277,000 0.13% of portfolio
1,486
Q2 2025 Reduced 1.98%
$21.8B
$275,000 0.13% of portfolio
8,673
Q2 2025 Added 41.67%
$9.35B
$263,000 0.12% of portfolio
12,868
Q2 2025 Added 55.37%
$95.6B
$264,000 0.12% of portfolio
1,157
Q2 2025 Added 9.88%

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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