Key Client Fiduciary Advisors, LLC
Q4 2024 13F Holdings
- Locationfairfield, NJ
- Num holdings
196
- Value ($000)
$226,861
- Date Filed01/17/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
RDVY FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 33738R506 | $17.41M | 8 % | 294,350 | ||
AAPL APPLE INC | COM | 037833100 | $12.89M | 6 % | 51,480 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $10.05M | 4 % | 23,849 | ||
MISL FIRST TR EXCHANGE-TRADED FD | INDXX AEROSPACE | 33733E831 | $9.55M | 4 % | 313,895 | ||
FDL FIRST TR MORNINGSTAR DIVID L | SHS | 336917109 | $7.04M | 3 % | 174,835 | ||
AMZN AMAZON COM INC | COM | 023135106 | $6.46M | 3 % | 29,466 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $6.31M | 3 % | 10,761 | ||
FTCS FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 | $5.38M | 2 % | 61,220 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $5.29M | 2 % | 39,425 | ||
XLU SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | $4.33M | 2 % | 57,148 |
Rows Per Page
1 - 10 of 19610
- 10
- 50
- 100