Key Client Fiduciary Advisors, LLC
Q1 2025 13F Holdings
- Locationfairfield, NJ
- Num holdings
193
- Value ($000)
$219,852
- Date Filed04/10/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
RDVY FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $17.17 M | 8 % | 293,291 | ||
AAPL APPLE INC | COM | 037833100 | $11.25 M | 5 % | 50,631 | ||
MISL FIRST TR EXCHANGE-TRADED FD | INDXX AEROSPACE | 33733E831 | $9.47 M | 4 % | 312,744 | ||
FDL FIRST TR MORNINGSTAR DIVID L | SHS | 336917109 | $7.80 M | 4 % | 179,582 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.36 M | 3 % | 16,937 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $6.34 M | 3 % | 11,331 | ||
AMZN AMAZON COM INC | COM | 023135106 | $5.55 M | 3 % | 29,191 | ||
FTCS FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 | $5.41 M | 3 % | 60,399 | ||
SDVY FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 | $4.50 M | 2 % | 134,278 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $4.20 M | 2 % | 8,957 |
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