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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.15B
$556,000 0.27% of portfolio
49,387
Q4 2024 Added 1.17%
$486M
$75,000 0.04% of portfolio
10,722
Q1 2023 New
$445M
$90,000 0.04% of portfolio
30,000
Q4 2024 Added 150.0%
$384M
$40,000 0.02% of portfolio
10,720
Q4 2024 Added 1.9%

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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