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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$423,000 0.21% of portfolio
2,136
Q4 2024 Added 2.25%
$294B
$435,000 0.21% of portfolio
6,207
Q4 2024 Reduced 6.77%
$0
$400,000 0.2% of portfolio
5,917
Q1 2024 Added 24.7%
$267B
$389,000 0.19% of portfolio
6,254
Q4 2024 Added 1.66%
$38.4B
$386,000 0.19% of portfolio
2,088
Q2 2024 Reduced 0.76%
$89.8B
$392,000 0.19% of portfolio
4,764
Q4 2024 Reduced 1.2%
$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%
$529B
$374,000 0.18% of portfolio
1,185
Q4 2024 Reduced 14.56%
$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%
$69.9B
$370,000 0.18% of portfolio
11,478
Q1 2024 Added 2.22%
$87.8B
$355,000 0.17% of portfolio
1,470
Q3 2024 Added 9.62%
$0
$355,000 0.17% of portfolio
572
Q4 2024 Added 0.53%
$0
$342,000 0.17% of portfolio
10,730
Q4 2024 Reduced 0.88%
$210B
$340,000 0.17% of portfolio
939
Q4 2024 Added 4.8%
$0
$353,000 0.17% of portfolio
11,336
Q4 2024 Reduced 4.22%
$425B
$340,000 0.17% of portfolio
382
Q4 2024 Reduced 0.26%
$0
$332,000 0.16% of portfolio
8,970
Q4 2024 New
$0
$318,000 0.16% of portfolio
24,555
Q4 2024 Added 5.12%
$204B
$326,000 0.16% of portfolio
2,148
Q4 2024 Reduced 7.25%
$0
$318,000 0.16% of portfolio
6,540
Q4 2024 Reduced 13.66%
$0
$328,000 0.16% of portfolio
2,969
Q4 2024 Added 0.44%
$0
$302,000 0.15% of portfolio
5,370
Q3 2024 Reduced 5.29%
$69.6B
$314,000 0.15% of portfolio
7,000
Q4 2024 Reduced 2.53%
$79.3B
$308,000 0.15% of portfolio
1,601
Q4 2024 Reduced 9.14%
$3.08B
$313,000 0.15% of portfolio
36,166
Q4 2024 Reduced 8.69%
$0
$313,000 0.15% of portfolio
7,711
Q4 2024 Reduced 7.05%
$146B
$296,000 0.15% of portfolio
1,137
Q4 2024 Added 1.52%
$32.7B
$304,000 0.15% of portfolio
3,519
Q4 2024 Added 10.7%
$0
$303,000 0.15% of portfolio
5,389
Q4 2024 New
$41.4B
$305,000 0.15% of portfolio
1,480
Q1 2024 New
$0
$297,000 0.15% of portfolio
3,381
Q4 2024 Added 3.46%
$3.52B
$314,000 0.15% of portfolio
1,087
Q4 2024 New
$0
$275,000 0.14% of portfolio
3,600
Q2 2024 Reduced 5.26%
$0
$277,000 0.14% of portfolio
3,535
Q4 2024 Added 3.03%
$0
$264,000 0.13% of portfolio
5,169
Q4 2024 Added 2.74%
$0
$255,000 0.13% of portfolio
3,631
Q2 2024 Reduced 3.04%
$139B
$258,000 0.13% of portfolio
609
Q4 2024 Added 0.16%
$0
$266,000 0.13% of portfolio
3,140
Q4 2024 Added 5.09%
$150B
$254,000 0.13% of portfolio
1,125
Q4 2024 Added 9.76%
$104B
$263,000 0.13% of portfolio
1,491
Q4 2024 Reduced 10.77%
$3.81B
$270,000 0.13% of portfolio
10,805
Q4 2024 Added 2.61%
$237B
$274,000 0.13% of portfolio
4,379
Q4 2024 Reduced 2.84%
$112B
$269,000 0.13% of portfolio
2,954
Q4 2024 Added 19.06%
$486B
$238,000 0.12% of portfolio
471
Q4 2024 Reduced 2.89%
$134B
$252,000 0.12% of portfolio
4,179
Q4 2024 Reduced 11.35%

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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