KC
| |
Key Client Fiduciary Advisors, LLC13F | |
| Key Client Fiduciary Advisors, LLC | |
| Last update 2025-04-10 | 193 Stocks (10 new) |
| Value $220.00 Mil | Turnover 7 % |
Key Client Fiduciary Advisors,... Top Holdings of 2025-03-31
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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
| 293,291 | 17,169.3 | -0.36% | 7.810 | -0.03% | 0.130 | +21.36% | +7.72% | 15,166.6 | ||
AAPL | Apple Inc | 50,631 | 11,246.6 | -1.65% | 5.120 | -0.09% | 0.000 | +15.85% | -15.96% | 3,135,776.7 | Hardware | |
MISL |
First Trust Indxx Aerospace & Defense ETF
First Trust Indxx Aerospace & Defense ETF
| 312,744 | 9,469.9 | -0.37% | 4.310 | -0.02% | 7.630 | +35.83% | +23.83% | 161.7 | ||
FDL |
First Trust Morningstar Dividend Leaders Index Fund
First Trust Morningstar Dividend Leaders Index Fund
| 179,582 | 7,801.1 | +2.72% | 3.550 | +0.09% | 0.140 | +10.85% | +8.28% | 5,520.3 | ||
MSFT | Microsoft Corp | 16,937 | 6,357.9 | -28.98% | 2.890 | -1.28% | 0.000 | +39.34% | +18.54% | 3,699,325.7 | Software | |
SPY | SPDR S&P 500 ETF Trust | 11,331 | 6,338.3 | +5.30% | 2.880 | +0.14% | 0.000 | +23.42% | +6.54% | 638,360.3 | ||
AMZN | Amazon.com Inc | 29,191 | 5,553.9 | -0.93% | 2.530 | -0.03% | 0.000 | +27.51% | +1.86% | 2,372,436.3 | Retail - Cyclical | |
FTCS | First Trust Capital Strength ETF | 60,399 | 5,414.1 | -1.34% | 2.460 | -0.03% | 0.060 | +11.15% | +4.91% | 8,474.9 | ||
SDVY |
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
| 134,278 | 4,498.3 | +452.54% | 2.050 | +1.68% | 0.060 | +20.32% | +1.25% | 8,314.7 | ||
QQQ | INVESCO QQQ Trust | 8,957 | 4,200.3 | +8.37% | 1.910 | +0.15% | 0.000 | +30.44% | +8.26% | 354,541.3 |
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
| 2025-03-31 | Add Add | +1.68% | 32.49 ($35.67) 37.99 | $36.01 | 0.95% | Add 452.54% | 134,278 | 109,976 | |
FXG |
First Trust Consumer Staples AlphaDEX Fund
First Trust Consumer Staples AlphaDEX Fund
| 2025-03-31 | Sold Out Sold Out | -1.45% | 62.56 ($64.12) 65.85 | $63.94 | -0.28% | Sold Out | 0 | -51,440 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -1.28% | 375.39 ($407.71) 447.2 | $497.72 | 22.08% | Reduce -28.98% | 16,937 | -6,912 | |
TSLA | Tesla Inc | 2025-03-31 | Add Add | +1.10% | 222.15 ($333.26) 428.22 | $293.94 | -11.80% | Add 206.42% | 13,945 | 9,394 | |
AIRR |
First Trust RBA American Industrial Renaissance ET
First Trust RBA American Industrial Renaissance ET
| 2025-03-31 | New Buy New Buy | +0.57% | 67.24 ($75.23) 84.27 | $83.62 | 11.15% | New holding | 18,278 | 18,278 | |
BKDV | BNY Mellon Dynamic Value ETF | 2025-03-31 | New Buy New Buy | +0.55% | 24.56 ($25.53) 26.31 | $26.81 | 5.01% | New holding | 47,425 | 47,425 | |
DOGG |
FT Vest DJIA Dogs 10 Target Income ETF
FT Vest DJIA Dogs 10 Target Income ETF
| 2025-03-31 | Sold Out Sold Out | -0.55% | 19.01 ($20.36) 21.39 | $20.07 | -1.42% | Sold Out | 0 | -65,177 | |
WMT | Walmart Inc | 2025-03-31 | Reduce Reduce | -0.54% | 84.5 ($93.81) 105.05 | $99.35 | 5.91% | Reduce -33.5% | 26,930 | -13,567 | |
XLU | Utilities Select Sector SPDR ETF | 2025-03-31 | Reduce Reduce | -0.50% | 74.7 ($78.14) 80.27 | $82.01 | 4.95% | Reduce -26.24% | 42,151 | -14,997 | |
CIBR |
First Trust NASDAQ CEA Cybersecurity ETF
First Trust NASDAQ CEA Cybersecurity ETF
| 2025-03-31 | Sold Out Sold Out | -0.43% | 62.72 ($66.38) 71.92 | $75.68 | 14.01% | Sold Out | 0 | -15,457 |
Key Client Fiduciary Advisors, LLC Total Holding History ($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 2025-03-31
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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