Key Client Fiduciary Advisors, LLC Portfolio Holdings

Key Client Fiduciary Advisors, LLC

  • $203 Million
  • Q4 2024

Key Client Fiduciary Advisors, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $203 Million distributed in 196 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 $17.4M, Apple Inc. with a value of $12.9M, Microsoft Corp with a value of $10.1M, First Tr Morningstar Dividend with a value of $7.04M, and Amazon Com Inc with a value of $6.46M.

Examining the 13F form we can see an increase of $2.43M in the current position value, from $201M to 203M.

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

Portfolio value $203 Million
ETFs: $93.9 Million
Technology: $43.5 Million
Financial Services: $14.6 Million
Consumer Cyclical: $12.3 Million
Communication Services: $9.16 Million
Healthcare: $8.52 Million
Consumer Defensive: $8.07 Million
Industrials: $5.36 Million
Other: $7.38 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.4 Million 8.57% of portfolio
294,350
Q4 2024 Reduced 2.2%
$0
$7.04 Million 3.47% of portfolio
174,835
Q4 2024 Reduced 1.83%
$0
$6.31 Million 3.11% of portfolio
10,761
Q4 2024 Added 3.88%
$0
$5.38 Million 2.65% of portfolio
61,220
Q4 2024 Reduced 0.31%
$0
$4.33 Million 2.13% of portfolio
57,148
Q4 2024 Reduced 1.37%
$0
$4.23 Million 2.08% of portfolio
8,265
Q4 2024 Added 4.33%
$0
$3.3 Million 1.62% of portfolio
51,440
Q4 2024 Added 6.23%
$0
$2.57 Million 1.26% of portfolio
42,460
Q4 2024 New
$0
$2.29 Million 1.13% of portfolio
4,248
Q4 2024 Added 10.14%
$0
$2.14 Million 1.06% of portfolio
35,871
Q4 2024 Added 2.59%
$0
$1.93 Million 0.95% of portfolio
41,682
Q4 2024 Reduced 1.09%
$0
$1.82 Million 0.9% of portfolio
18,631
Q4 2024 Added 5.58%
$0
$1.4 Million 0.69% of portfolio
34,699
Q4 2024 Added 10.97%
$0
$1.39 Million 0.69% of portfolio
31,909
Q4 2024 Added 1.76%
$0
$1.37 Million 0.68% of portfolio
19,903
Q4 2024 Added 5.93%
$0
$1.19 Million 0.58% of portfolio
48,933
Q4 2024 Added 0.8%
$0
$1.07 Million 0.53% of portfolio
7,791
Q4 2024 Added 0.48%
$0
$1.03 Million 0.51% of portfolio
5,665
Q4 2024 Added 0.28%
$0
$980,000 0.48% of portfolio
15,457
Q4 2024 Reduced 1.77%
$0
$953,000 0.47% of portfolio
52,345
Q4 2024 Added 60.35%
$0
$949,000 0.47% of portfolio
46,198
Q4 2024 Reduced 6.86%
$0
$939,000 0.46% of portfolio
23,200
Q4 2024 Reduced 1.69%
$0
$871,000 0.43% of portfolio
24,302
Q4 2024 Reduced 2.66%
$0
$862,000 0.42% of portfolio
8,349
Q4 2024 Added 4.93%
$0
$832,000 0.41% of portfolio
16,536
Q4 2024 Reduced 1.43%
$0
$786,000 0.39% of portfolio
4,490
Q4 2024 Reduced 0.97%
$0
$776,000 0.38% of portfolio
1,826
Q4 2024 Reduced 1.08%
$0
$761,000 0.37% of portfolio
7,738
Q4 2024 Added 2.18%
$0
$726,000 0.36% of portfolio
12,861
Q4 2024 Added 2.43%
$0
$719,000 0.35% of portfolio
12,040
Q4 2024 Reduced 17.67%
$0
$664,000 0.33% of portfolio
8,215
Q4 2024 Added 0.91%
$0
$630,000 0.31% of portfolio
13,040
Q4 2024 Added 0.09%
$0
$615,000 0.3% of portfolio
10,504
Q4 2024 Added 0.02%
$0
$601,000 0.3% of portfolio
1,021
Q4 2024 Reduced 0.49%
$0
$603,000 0.3% of portfolio
2,565
Q4 2024 Added 0.12%
$0
$567,000 0.28% of portfolio
7,460
Q4 2024 Added 2.16%
$0
$526,000 0.26% of portfolio
5,291
Q4 2024 Added 3.06%
$0
$499,000 0.25% of portfolio
1,782
Q4 2024 Reduced 2.41%
$0
$491,000 0.24% of portfolio
9,846
Q4 2024 Added 6.91%
$0
$462,000 0.23% of portfolio
6,124
Q4 2024 Added 0.21%
$0
$456,000 0.22% of portfolio
3,832
Q4 2024 Reduced 3.55%
$0
$423,000 0.21% of portfolio
2,136
Q4 2024 Added 2.25%
$0
$400,000 0.2% of portfolio
5,917
Q1 2024 Added 24.7%
$0
$380,000 0.19% of portfolio
7,956
Q4 2024 Reduced 3.07%
$0
$365,000 0.18% of portfolio
6,738
Q4 2024 Added 0.12%
$0
$360,000 0.18% of portfolio
4,207
Q4 2024 Added 0.62%
$0
$357,000 0.18% of portfolio
2,700
Q1 2024 Reduced 25.0%
$0
$365,000 0.18% of portfolio
6,272
Q4 2024 Reduced 0.38%
$0
$363,000 0.18% of portfolio
2,752
Q4 2024 Added 1.18%

Summary

  • Portfolio
  • No. of Stocks 196
  • Current Value $203 Million
  • Prior Value $201 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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