KC
| |
Key Client Fiduciary Advisors, LLC13F | |
| Key Client Fiduciary Advisors, LLC | |
| Last update 2025-07-09 | 207 Stocks (17 new) |
| Value $247.00 Mil | Turnover 5 % |
Key Client Fiduciary Advisors,... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 291,655 | 18,298.4 | -0.56% | 7.400 | -0.04% | 0.120 | +15.73% | +7.40% | 15,206.2 | ||
MISL |
First Trust Indxx Aerospace & Defense ETF
First Trust Indxx Aerospace & Defense ETF
| 308,961 | 11,542.8 | -1.21% | 4.670 | -0.05% | 7.190 | +29.75% | +29.86% | 171.6 | ||
AAPL | Apple Inc | 49,450 | 10,145.7 | -2.33% | 4.100 | -0.12% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
MSFT | Microsoft Corp | 16,913 | 8,412.9 | -0.14% | 3.400 | 0% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
FDL |
First Trust Morningstar Dividend Leaders Index Fund
First Trust Morningstar Dividend Leaders Index Fund
| 180,856 | 7,572.5 | +0.71% | 3.060 | +0.02% | 0.140 | +7.06% | +7.42% | 5,499.8 | ||
SPY | SPDR S&P 500 ETF Trust | 11,762 | 7,267.1 | +3.80% | 2.940 | +0.11% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
AMZN | Amazon.com Inc | 30,668 | 6,728.2 | +5.06% | 2.720 | +0.13% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
NVDA | NVIDIA Corp | 40,573 | 6,410.1 | +4.97% | 2.590 | +0.12% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
SDVY |
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
| 154,981 | 5,467.7 | +15.42% | 2.210 | +0.30% | 0.070 | +15.33% | +1.29% | 8,412.8 | ||
FTCS | First Trust Capital Strength ETF | 59,679 | 5,424.2 | -1.19% | 2.190 | -0.03% | 0.060 | +5.15% | +3.89% | 8,347.2 |
Key Client Fiduciary Advisors, LLC's Historical Top Holdings Breakdowns
Key Client Fiduciary Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SDVY |
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
| 2025-06-30 | Add Add | +0.30% | 29.52 ($33.55) 35.31 | $36.03 | 7.39% | Add 15.42% | 154,981 | 20,703 | |
TSLA | Tesla Inc | 2025-06-30 | Add Add | +0.30% | 221.86 ($300.61) 362.89 | $329.65 | 9.66% | Add 16.76% | 16,282 | 2,337 | |
XLV | Health Care Select Sector SPDR | 2025-06-30 | Reduce Reduce | -0.28% | 128.77 ($135.21) 146.01 | $131.84 | -2.49% | Reduce -53.22% | 3,725 | -4,237 | |
BKDV | BNY Mellon Dynamic Value ETF | 2025-06-30 | Add Add | +0.25% | 22.36 ($24.95) 26.61 | $26.87 | 7.70% | Add 49.45% | 70,875 | 23,450 | |
TRFM | AAM Transformers ETF | 2025-06-30 | New Buy New Buy | +0.25% | 29.9 ($37.65) 43.19 | $44.10 | 17.13% | New holding | 14,130 | 14,130 | |
LB | LandBridge Co LLC | 2025-06-30 | Add Add | +0.21% | 59.64 ($72.05) 84.5 | $55.79 | -22.57% | Add 83.59% | 17,377 | 7,912 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-06-30 | Add Add | +0.15% | 173.71 ($193.82) 204.67 | $206.10 | 6.34% | Add 31.19% | 7,722 | 1,836 | |
AMZN | Amazon.com Inc | 2025-06-30 | Add Add | +0.13% | 167.32 ($197.77) 223.3 | $226.13 | 14.34% | Add 5.06% | 30,668 | 1,477 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.12% | 172.42 ($202.27) 223.89 | $211.18 | 4.41% | Reduce -2.33% | 49,450 | -1,181 | |
ADP | Automatic Data Processing Inc | 2025-06-30 | Reduce Reduce | -0.12% | 276.76 ($307.13) 326.81 | $301.79 | -1.74% | Reduce -20.57% | 3,225 | -835 |
Key Client Fiduciary Advisors, LLC Total Holding History ($B)
Key Client Fiduciary Advisors, LLC's Asset Allocation
Key Client Fiduciary Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Key Client Fiduciary Advisors, LLC's Hypothetical Growth since 2025-06-30
Key Client Fiduciary Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Key Client Fiduciary Advisors, LLC's Holdings Heat Map
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Key Client Fiduciary Advisors, LLC's Holdings Bubble Chart
Key Client Fiduciary Advisors, LLC News
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