Key Client Fiduciary Advisors, LLC Portfolio Holdings
Q3 2025•211 long positions•$294.6M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding220 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Unknown Unknown | $26.4M 8.97% | +$26.4M New | 0.453% 781.7K shares | 0 → 781.7K +$26.4M | New | $5.8B Mid Cap | Q3 2025 Held for 2 months | |
ETF ETF | $19.7M 6.67% | +$38.7K Bought | — 292.2K shares | 291.7K → 292.2K +$38.7K | +0.2% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $12.7M 4.32% | -$77.4K Sold | — 307.1K shares | 309.0K → 307.1K −$77.4K | -0.6% | — — | Q3 2023 Held for 2y 2m | |
Consumer Electronics Technology | $11.9M 4.05% | -$664.8K Sold | 0.0% 46.8K shares | 49.5K → 46.8K −$664.8K | -5.28% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $8.7M 2.95% | -$67.3K Sold | 0.0% 16.8K shares | 16.9K → 16.8K −$67.3K | -0.77% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $8.1M 2.76% | +$289.1K Bought | — 12.2K shares | 11.8K → 12.2K +$289.1K | +3.69% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $7.9M 2.68% | +$35.5K Bought | — 181.7K shares | 180.9K → 181.7K +$35.5K | +0.45% | — — | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $7.7M 2.63% | +$168.3K Bought | 0.0% 41.5K shares | 40.6K → 41.5K +$168.3K | +2.22% | $4.54T Mega Cap | Q4 2021 Held for 3y 11m | |
Auto - Manufacturers Consumer Cyclical | $7.5M 2.54% | +$255.3K Bought | 0.001% 16.9K shares | 16.3K → 16.9K +$255.3K | +3.53% | $1.48T Mega Cap | Q4 2021 Held for 3y 11m | |
Specialty Retail Consumer Cyclical | $6.7M 2.28% | -$19.3K Sold | 0.0% 30.6K shares | 30.7K → 30.6K −$19.3K | -0.29% | $2.34T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $6.0M 2.02% | +$65.0K Bought | — 156.7K shares | 155.0K → 156.7K +$65.0K | +1.1% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.8M 1.96% | +$198.7K Bought | — 9.6K shares | 9.3K → 9.6K +$198.7K | +3.57% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.5M 1.88% | -$47.3K Sold | — 59.2K shares | 59.7K → 59.2K −$47.3K | -0.85% | — — | Q4 2021 Held for 3y 11m | |
REIT - Mortgage Real Estate | $3.9M 1.31% | +$67.5K Bought | 0.03% 191.5K shares | 188.2K → 191.5K +$67.5K | +1.78% | $13.0B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.6M 1.21% | -$3.7K Sold | — 40.8K shares | 40.9K → 40.8K −$3.7K | -0.1% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.3M 1.11% | +$355.8K Bought | — 5.3K shares | 4.8K → 5.3K +$355.8K | +12.19% | — — | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $3.1M 1.07% | -$231.5 Sold | 0.001% 13.6K shares | 13.6K → 13.6K −$231.5 | -0.01% | $409.03B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.1M 1.06% | +$55.9K Bought | — 49.6K shares | 48.7K → 49.6K +$55.9K | +1.83% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $3.0M 1.03% | -$2.5K Sold | 0.0% 10.8K shares | 10.8K → 10.8K −$2.5K | -0.08% | $801.76B Mega Cap | Q2 2024 Held for 1y 5m | |
Discount Stores Consumer Defensive | $2.8M 0.964% | +$1.4K Bought | 0.0% 27.6K shares | 27.5K → 27.6K +$1.4K | +0.05% | $821.68B Mega Cap | Q3 2022 Held for 3y 2m | |
ETF ETF | $2.8M 0.941% | -$160.1K Sold | — 75.7K shares | 80.1K → 75.7K −$160.1K | -5.46% | — — | Q1 2024 Held for 1y 8m | |
Information Technology Services Technology | $2.8M 0.94% | -$21.4K Sold | 0.001% 9.8K shares | 9.9K → 9.8K −$21.4K | -0.77% | $262.84B Mega Cap | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $2.7M 0.919% | +$1.8M Bought | 0.2% 50.8K shares | 17.4K → 50.8K +$1.8M | +192.14% | $1.4B Small Cap | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $2.5M 0.853% | — | 0.0% 10.3K shares | — | — | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
Agricultural Farm Products Consumer Defensive | $2.5M 0.843% | +$330.7K Bought | 0.704% 792.9K shares | 687.3K → 792.9K +$330.7K | +15.37% | $352.6M Small Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.4M 0.83% | -$261.0K Sold | — 40.8K shares | 45.1K → 40.8K −$261.0K | -9.65% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.4M 0.804% | +$32.5K Bought | — 30.2K shares | 29.8K → 30.2K +$32.5K | +1.39% | — — | Q2 2023 Held for 2y 5m | |
Banks - Diversified Financial Services | $2.3M 0.788% | -$61.8K Sold | 0.0% 7.4K shares | 7.6K → 7.4K −$61.8K | -2.6% | $867.35B Mega Cap | Q4 2021 Held for 3y 11m | |
Regulated Electric Utilities | $2.3M 0.777% | -$31.8K Sold | 0.005% 27.4K shares | 27.8K → 27.4K −$31.8K | -1.37% | $41.7B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.2M 0.761% | +$138.1K Bought | — 20.3K shares | 19.0K → 20.3K +$138.1K | +6.56% | — — | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $2.2M 0.755% | +$72.0K Bought | 0.0% 3.0K shares | 2.9K → 3.0K +$72.0K | +3.35% | $1.84T Mega Cap | Q4 2021 Held for 3y 11m | |
Insurance - Life Financial Services | $2.1M 0.728% | -$17.1K Sold | 0.006% 20.7K shares | 20.8K → 20.7K −$17.1K | -0.79% | $36.5B Large Cap | Q4 2022 Held for 2y 11m | |
Insurance - Diversified Financial Services | $2.1M 0.705% | -$2.0K Sold | 0.0% 4.1K shares | 4.1K → 4.1K −$2.0K | -0.1% | $1.08T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.0M 0.669% | +$57.9K Bought | — 43.0K shares | 41.7K → 43.0K +$57.9K | +3.03% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.9M 0.641% | -$8.8K Sold | — 19.5K shares | 19.6K → 19.5K −$8.8K | -0.46% | — — | Q1 2025 Held for 8 months | |
Banks - Diversified Financial Services | $1.9M 0.633% | -$19.0K Sold | 0.0% 36.1K shares | 36.5K → 36.1K −$19.0K | -1.01% | $382.12B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.8M 0.626% | +$52.8K Bought | — 38.7K shares | 37.6K → 38.7K +$52.8K | +2.95% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.8M 0.623% | +$124.8K Bought | — 39.7K shares | 37.0K → 39.7K +$124.8K | +7.3% | — — | Q4 2021 Held for 3y 11m | |
Telecommunications Services Communication Services | $1.8M 0.613% | -$15.3K Sold | 0.001% 63.9K shares | 64.5K → 63.9K −$15.3K | -0.84% | $201.93B Mega Cap | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $1.8M 0.596% | +$16.2K Bought | 0.0% 9.6K shares | 9.5K → 9.6K +$16.2K | +0.93% | $432.76B Mega Cap | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $1.7M 0.582% | +$46.8K Bought | — 7.9K shares | 7.7K → 7.9K +$46.8K | +2.81% | — — | Q4 2022 Held for 2y 11m | |
Home Improvement Consumer Cyclical | $1.7M 0.578% | -$48.2K Sold | 0.0% 4.2K shares | 4.3K → 4.2K −$48.2K | -2.76% | $403.32B Mega Cap | Q4 2021 Held for 3y 11m | |
Telecommunications Services Communication Services | $1.7M 0.577% | +$203.5K Bought | 0.001% 38.7K shares | 34.0K → 38.7K +$203.5K | +13.6% | $185.31B Large Cap | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $1.7M 0.562% | +$94.0K Bought | — 25.5K shares | 24.1K → 25.5K +$94.0K | +6.02% | — — | Q3 2024 Held for 1y 2m | |
Tobacco Consumer Defensive | $1.6M 0.536% | +$25.1K Bought | 0.001% 23.9K shares | 23.5K → 23.9K +$25.1K | +1.61% | $110.97B Large Cap | Q4 2021 Held for 3y 11m | |
Financial - Credit Services Financial Services | $1.5M 0.499% | -$137.1K Sold | 0.002% 21.9K shares | 24.0K → 21.9K −$137.1K | -8.53% | $64.1B Large Cap | Q4 2021 Held for 3y 11m | |
Oil & Gas Integrated Energy | $1.4M 0.478% | -$23.8K Sold | 0.0% 12.5K shares | 12.7K → 12.5K −$23.8K | -1.66% | $480.68B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.4M 0.459% | +$146.4K Bought | — 20.8K shares | 18.6K → 20.8K +$146.4K | +12.14% | — — | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | $1.3M 0.456% | -$39.3K Sold | 0.0% 4.1K shares | 4.2K → 4.1K −$39.3K | -2.84% | $1.56T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.3M 0.438% | -$7.9K Sold | — 3.9K shares | 4.0K → 3.9K −$7.9K | -0.61% | — — | Q4 2021 Held for 3y 11m |
