Key Client Fiduciary Advisors, LLC Portfolio Holdings
Key Client Fiduciary Advisors, LLC
- $237 Million
- Q4 2025
Key Client Fiduciary Advisors, LLC has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $237 Million distributed in 219 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 $18.9M, Apple Inc. with a value of $12.2M, Microsoft Corp with a value of $8.25M, Spdr S&P 500 ETF Trust with a value of $8.23M, and First Tr Morningstar Dividend with a value of $7.83M.
Examining the 13F form we can see an decrease of $4.85M in the current position value, from $242M to 237M.
Below you can find more details about Key Client Fiduciary Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$237 Million
ETFs: $111 Million
Technology: $47.1 Million
Consumer Cyclical: $16.6 Million
Financial Services: $12.6 Million
Communication Services: $9.93 Million
Consumer Defensive: $9.66 Million
Healthcare: $6.69 Million
Industrials: $6.35 Million
Other: $9.03 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 219
- Current Value $237 Million
- Prior Value $242 Million
- Filing
- Period Q4 2025
- Filing Date January 28, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 18 stocks
- Additional Purchases 77 stocks
- Sold out of 0 stocks
- Reduced holdings in 102 stocks