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Size ($ in 1000's)
At 03/31/2024: $188,428
At 12/31/2023: $172,357
Key Client Fiduciary Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Key Client Fiduciary Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Key Client Fiduciary Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Key Client Fiduciary Advisors LLC.
In the Key Client Fiduciary Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Key Client Fiduciary Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Key Client Fiduciary Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| MICROSOFT CORP |
23,757 |
-137 |
$9,995 | | MSFT | 23,757 | -137 | $9,995 | | FIRST TR EXCHANGE TRADED FD (RDVY) |
172,753 |
-1,445 |
$9,704 | | RDVY | 172,753 | -1,445 | $9,704 | | APPLE INC |
49,858 |
+2,886 |
$8,550 | | AAPL | 49,858 | +2,886 | $8,550 | | FIRST TR EXCHANGE TRADED FD (MISL) |
313,626 |
-8,794 |
$8,528 | | MISL | 313,626 | -8,794 | $8,528 | | FIRST TR MORNINGSTAR DIVID L (FDL) |
183,262 |
+409 |
$7,052 | | FDL | 183,262 | +409 | $7,052 | | FIRST TR VALUE LINE DIVID IN (FVD) |
152,538 |
+724 |
$6,442 | | FVD | 152,538 | +724 | $6,442 | | FIRST TR EXCHANGE TRADED FD (FTCS) |
64,248 |
-1,982 |
$5,503 | | FTCS | 64,248 | -1,982 | $5,503 | | AMAZON COM INC |
27,571 |
+1,815 |
$4,973 | | AMZN | 27,571 | +1,815 | $4,973 | | SPDR S&P 500 ETF TR (SPY) |
8,899 |
+1,555 |
$4,655 | | SPY | 8,899 | +55 | $4,655 | | SELECT SECTOR SPDR TR (XLU) |
56,608 |
+5,513 |
$3,716 | | XLU | 56,608 | +5,513 | $3,716 | | INVESCO QQQ TR |
6,978 |
+50 |
$3,098 | | QQQ | 6,978 | +50 | $3,098 | | NVIDIA CORPORATION |
3,298 |
+35 |
$2,980 | | NVDA | 3,298 | +35 | $2,980 | | PRUDENTIAL FINL INC |
24,316 |
-2,573 |
$2,855 | | PRU | 24,316 | -2,573 | $2,855 | | ANNALY CAPITAL MANAGEMENT IN |
138,942 |
-10,714 |
$2,736 | | NLY | 138,942 | -10,714 | $2,736 | | ABBVIE INC |
14,488 |
-863 |
$2,638 | | ABBV | 14,488 | -863 | $2,638 | | FIRST TR EXCHNG TRADED FD VI (XNOV) |
80,683 |
+80,683 |
$2,613 | | XNOV | 80,683 | +80,683 | $2,613 | | FIRST TR EXCHANGE TRADED FD (FTSM) |
43,796 |
+2,491 |
$2,611 | | FTSM | 43,796 | +2,491 | $2,611 | | FIRST TR EXCHANGE TRADED FD (FXG) |
33,895 |
-115 |
$2,321 | | FXG | 33,895 | -115 | $2,321 | | FRANKLIN TEMPLETON ETF TR (FLLV) |
41,966 |
-1,355 |
$2,294 | | FLLV | 41,966 | -1,355 | $2,294 | | PUBLIC SVC ENTERPRISE GRP IN |
30,166 |
-6,457 |
$2,014 | | PEG | 30,166 | -6,457 | $2,014 | | INTERNATIONAL BUSINESS MACHS |
10,498 |
+269 |
$2,005 | | IBM | 10,498 | +269 | $2,005 | | WALMART INC |
32,405 |
+22,051 |
$1,950 | | WMT | 32,405 | +22,051 | $1,950 | | PAYPAL HLDGS INC |
26,635 |
+7,671 |
$1,784 | | PYPL | 26,635 | +7,671 | $1,784 | | VERIZON COMMUNICATIONS INC |
41,587 |
-8,920 |
$1,745 | | VZ | 41,587 | -8,920 | $1,745 |  BERKSHIRE HATHAWAY INC DEL |
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$1,694 | | BRK.B | 4,028 | +262 | $1,694 | | HOME DEPOT INC |
4,321 |
-160 |
$1,658 | | HD | 4,321 | -160 | $1,658 | | EXXON MOBIL CORP |
12,943 |
+3,437 |
$1,505 | | XOM | 12,943 | +1,737 | $1,505 | | BANK AMERICA CORP |
38,929 |
-3,667 |
$1,476 | | BAC | 38,929 | -3,667 | $1,476 | | AT&T INC |
82,567 |
-9,979 |
$1,453 | | T | 82,567 | -9,979 | $1,453 | | JPMORGAN CHASE & CO |
7,251 |
-1,200 |
$1,452 | | JPM | 7,251 | -1,200 | $1,452 | | ALPHABET INC |
8,967 |
-973 |
$1,353 | | GOOGL | 8,967 | -973 | $1,353 | | ARES CAPITAL CORP |
64,604 |
-1,050 |
$1,345 | | ARCC | 64,604 | -1,050 | $1,345 | | FRANKLIN TEMPLETON ETF TR (FLBL) |
51,590 |
-3,300 |
$1,264 | | FLBL | 51,590 | -3,300 | $1,264 | | ETF SER SOLUTIONS (PFLD) |
56,548 |
-100 |
$1,196 | | PFLD | 56,548 | -100 | $1,196 | | VANECK ETF TRUST (MOAT) |
13,228 |
+5,394 |
$1,189 | | MOAT | 13,228 | +5,394 | $1,189 | | MERCK & CO INC |
8,698 |
+2,135 |
$1,148 | | MRK | 8,698 | +2,135 | $1,148 | | INVESCO EXCH TRADED FD TR II (RWL) |
11,964 |
+3,032 |
$1,121 | | RWL | 11,964 | +3,032 | $1,121 | | VANGUARD INDEX FDS (VOO) |
2,292 |
+38 |
$1,102 | | VOO | 2,292 | +38 | $1,102 | | SALESFORCE INC |
3,653 |
+3,653 |
$1,100 | | CRM | 3,653 | +3,653 | $1,100 | | VANGUARD INDEX FDS (VTI) |
4,231 |
-72 |
$1,100 | | VTI | 4,231 | -72 | $1,100 | | FIRST TR EXCHANGE TRADED FD (DOGG) |
49,599 |
+2,570 |
$1,051 | | DOGG | 49,599 | +2,570 | $1,051 | | FIRST TR EXCHANGE TRADED FD (FTSL) |
22,280 |
+1,268 |
$1,030 | | FTSL | 22,280 | +1,268 | $1,030 | | ADVANCED MICRO DEVICES INC |
5,640 |
+297 |
$1,018 | | AMD | 5,640 | +297 | $1,018 | | DISNEY WALT CO |
8,139 |
+339 |
$996 | | DIS | 8,139 | +339 | $996 | | ABBOTT LABS |
8,755 |
+456 |
$995 | | ABT | 8,755 | +456 | $995 | | FIRST TR EXCHANGE TRADED FD (CIBR) |
17,156 |
-1,824 |
$967 | | CIBR | 17,156 | -1,824 | $967 | | AMPLIFY ETF TR (DIVO) |
24,700 |
UNCH |
$960 | | DIVO | 24,700 | UNCH | $960 | | ALTRIA GROUP INC |
21,968 |
+1,327 |
$958 | | MO | 21,968 | +1,327 | $958 | | VANGUARD SPECIALIZED FUNDS (VIG) |
4,994 |
+49 |
$912 | | VIG | 4,994 | +49 | $912 | | META PLATFORMS INC |
1,866 |
+283 |
$906 | | META | 1,866 | +283 | $906 |
See Full List: All Stocks Held By Key Client Fiduciary Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Key Client Fiduciary Advisors LLC
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