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 Market Cap. of $10 Billions to $200 Billions
