Key Client Fiduciary Advisors, LLC
Q2 2025 13F Holdings
- Locationfairfield, NJ
- Num holdings
207
- Value ($000)
$247,306
- Date Filed07/09/2025
- Form type13F-HR
- CIK0001912612
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
RDVY FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $18.30M | 7 % | 291,655 | ||
MISL FIRST TR EXCHANGE-TRADED FD | INDXX AEROSPACE | 33733E831 | $11.54M | 5 % | 308,961 | ||
AAPL APPLE INC | COM | 037833100 | $10.15M | 4 % | 49,450 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $8.41M | 3 % | 16,913 | ||
FDL FIRST TR EXCHANGE-TRADED FD | SHS | 336917109 | $7.57M | 3 % | 180,856 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $7.27M | 3 % | 11,762 | ||
AMZN AMAZON COM INC | COM | 023135106 | $6.73M | 3 % | 30,668 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $6.41M | 3 % | 40,573 | ||
SDVY FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 | $5.47M | 2 % | 154,981 | ||
FTCS FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 | $5.42M | 2 % | 59,679 |
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