Key Client Fiduciary Advisors, LLC Incresed Positions in Q4 2025

Key Client Fiduciary Advisors, LLC

  • $237 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PVAL
Putnam ETF Tr Putnam Focused L
123K
+ 1065.06%
$41.58 - $44.36 $5.12M - $5.47M
135K $5.89M
XLU
Utilities Sector Spdr

ETFs
39K
+ 95.47%
$87.89 - $92.9 $3.42M - $3.62M
79.8K $7.08M
TRFM
ETF Ser Solutions Aam Transfor
16.3K
+ 77.68%
$47.27 - $51.03 $769K - $830K
37.2K $1.76M
FTSL
First Trust Senior Ln Fund

ETFs
14K
+ 32.68%
$45.62 - $45.98 $641K - $646K
57K $2.62M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
12.7K
+ 58.11%
$43.6 - $45.68 $555K - $581K
34.6K $1.56M
TPL
Texas Pacific Land Corp

Energy
526
+ 217.36%
$889.25 - $1022.65 $468K - $538K
768 $785K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
683
+ 12.77%
$600.51 - $631.95 $410K - $432K
6.03K $3.73M
XLE
Energy Sector Spdr

ETFs
4.6K
+ 104.64%
$85.22 - $92.02 $392K - $424K
9K $828K
LLY
Eli Lilly & CO

Healthcare
21
+ 1.85%
$799.57 - $1025.28 $16.8K - $21.5K
1.16K $1.18M
FVD
First Tr Value Line Divid Inde

ETFs
6.32K
+ 15.92%
$45.0 - $46.25 $284K - $292K
46K $2.11M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.86K
+ 14.63%
$93.79 - $100.35 $268K - $287K
22.4K $2.11M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.54K
+ 5.1%
$76.84 - $80.86 $118K - $125K
31.8K $2.51M
CRWD
Crowd Strike Holdings, Inc.

Technology
132
+ 9.52%
$482.23 - $557.53 $63.7K - $73.6K
1.52K $816K
AVGO
Broadcom Inc.

Technology
249
+ 6.12%
$324.63 - $385.98 $80.8K - $96.1K
4.32K $1.48M
NEE
Nextera Energy Inc

Utilities
229
+ 2.05%
$78.18 - $86.03 $17.9K - $19.7K
11.4K $976K
JPM
Jpmorgan Chase & CO

Financial Services
766
+ 10.42%
$294.11 - $320.41 $225K - $245K
8.12K $2.44M
KO
Coca Cola CO

Consumer Defensive
1.21K
+ 19.51%
$66.1 - $71.61 $80.2K - $86.9K
7.44K $525K
SPY
Spdr S&P 500 ETF Trust

ETFs
166
+ 1.36%
$653.02 - $687.39 $108K - $114K
12.4K $8.23M
RWL
Invesco Exchange Traded Fd Tr

ETFs
632
+ 3.12%
$108.48 - $113.54 $68.6K - $71.8K
20.9K $2.34M
NVDA
Nvidia Corp

Technology
436
+ 1.05%
$179.83 - $207.04 $78.4K - $90.3K
41.9K $7.82M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
1.38K
+ 10.55%
$52.81 - $55.35 $73.1K - $76.6K
14.5K $788K
CAT
Caterpillar Inc

Industrials
2
+ 0.22%
$480.82 - $585.49 $962 - $1.17K
906 $500K
GLD
Spdr Gold Trust

ETFs
80
+ 4.54%
$354.79 - $403.15 $28.4K - $32.3K
1.84K $692K
XOM
Exxon Mobil Corp

Energy
7
+ 0.06%
$110.64 - $119.78 $774 - $838
12.5K $1.47M
ARCC
Ares Capital Corp

Financial Services
3.55K
+ 6.13%
$18.9 - $20.61 $67.1K - $73.2K
61.5K $1.24M
PKW
Invesco Exchange Traded Fd Tr

ETFs
569
+ 15.14%
$128.1 - $134.67 $72.9K - $76.6K
4.33K $557K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
921
+ 2.26%
$59.91 - $60.13 $55.2K - $55.4K
41.7K $2.5M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
3.12K
+ 11.07%
$13.16 - $13.86 $41.1K - $43.3K
31.3K $428K
XLV
Select Sector Spdr Fund Health

ETFs
4
+ 0.1%
$141.95 - $152.82 $568 - $611
3.86K $586K
SOFI
So Fi Technologies, Inc.

Financial Services
1.07K
+ 7.57%
$25.24 - $32.21 $26.9K - $34.4K
15.2K $421K
AGNC
Agnc Investment Corp.

Real Estate
3.81K
+ 26.02%
$9.88 - $10.34 $37.6K - $39.4K
18.4K $187K
GLW
Corning Inc

Technology
524
+ 13.0%
$82.06 - $90.29 $43K - $47.3K
4.56K $373K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
825
+ 9.27%
$80.06 - $83.68 $66K - $69K
9.72K $778K
SLV
I Shares Silver Trust

ETFs
364
+ 5.88%
$42.4 - $49.17 $15.4K - $17.9K
6.56K $301K
IWY
Ishares Tr Russell 200 Growth

ETFs
111
+ 4.0%
$268.43 - $288.26 $29.8K - $32K
2.89K $797K
BTI
British American Tobacco P.L.C.

Consumer Defensive
164
+ 1.05%
$50.39 - $55.82 $8.26K - $9.15K
15.7K $861K
VBR
Vanguard Small Cap Value ETF

ETFs
199
+ 8.8%
$201.42 - $211.15 $40.1K - $42K
2.46K $505K
SGOL
Abrdn Gold ETF Trust

ETFs
123
+ 0.95%
$36.75 - $41.74 $4.52K - $5.13K
13K $507K
HWM
Howmet Aerospace Inc.

Industrials
1
+ 0.02%
$184.09 - $209.74 $184 - $210
4.45K $904K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.61K
+ 10.96%
$18.14 - $18.51 $29.2K - $29.8K
16.3K $298K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8
+ 0.19%
$475.68 - $513.11 $3.81K - $4.1K
4.14K $2.11M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
467
+ 12.49%
$81.56 - $85.69 $38.1K - $40K
4.21K $347K
WM
Waste Management Inc

Industrials
200
+ 16.0%
$196.77 - $219.98 $39.4K - $44K
1.45K $303K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
241
+ 4.17%
$100.8 - $103.83 $24.3K - $25K
6.02K $619K
RSP
Invesco S&P 500 Equal Weight E

ETFs
163
+ 3.76%
$185.12 - $192.11 $30.2K - $31.3K
4.5K $842K
VRT
Vertiv Holdings CO

Industrials
199
+ 2.61%
N/A
7.82K $677K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
191
+ 2.2%
$87.0 - $90.6 $16.6K - $17.3K
8.86K $786K
VIG
Vanguard Dividend Appreciation

ETFs
77
+ 0.97%
N/A
8.02K $1.46M
CRM
Salesforce, Inc.

Technology
57
+ 1.4%
$235.69 - $263.41 $13.4K - $15K
4.12K $976K
Activity Summary
Buys All Purchases 95 New Holdings 18 Increased Positions 77 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 7 Puts 5
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