Key Client Fiduciary Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
KC Key Client Fiduciary Advisors, LLC | Institutional Filer | ▲ 1.40% | $276.1M | 201 |
Current Portfolio Holdings
Showing all 201 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 281K | $19.2M | 6.94% |
| 2 | GLXY | Galaxy Digital | Financial Services | 901K | $16.6M | 6.02% |
| 3 | AAPL | Apple Inc. | Technology | 46K | $11.7M | 4.23% |
| 4 | PVAL | PUTNAM ETF TRUST | — | 207K | $9.6M | 3.48% |
| 5 | CIBR | FIRST TR EXCHANGE-TRADED FD | — | 152K | $9.6M | 3.46% |
| 6 | FDL | FIRST TR EXCHANGE-TRADED FD | — | 183K | $9.3M | 3.36% |
| 7 | IYK | ISHARES TR | — | 127K | $8.9M | 3.21% |
| 8 | SPY | SPDR S&P 500 ETF Trust | — | 12K | $8.1M | 2.92% |
| 9 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 38K | $7.9M | 2.87% |
| 10 | MSFT | Microsoft Corporation | Technology | 17K | $6.4M | 2.32% |
| 11 | SDVY | FIRST TR EXCHANGE TRADED FD | — | 161K | $6.4M | 2.30% |
| 12 | QQQ | Invesco QQQ Trust | — | 9K | $5.3M | 1.91% |
| 13 | FTGS | FIRST TR EXCHANGE-TRADED FD | — | 143K | $4.9M | 1.77% |
| 14 | NLY | Annaly Capital Management, Inc. | Real Estate | 194K | $4.1M | 1.49% |
| 15 | VOO | VANGUARD INDEX FDS | — | 7K | $4.0M | 1.45% |
Showing 1 to 15 of 201 holdings