Key Client Fiduciary Advisors, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    fairfield, NJ
  • CIK
    0001912612
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

196

$226.86M
RDVY, AAPL, MSFT, MISL
13F-HR
Jan 17, 2025
000166773125000057

199

$223.46M
RDVY, AAPL, MSFT, MISL
13F-HR
Oct 18, 2024
000191261224000004

191

$201.22M
RDVY, AAPL, MSFT, MISL
13F-HR
Jul 16, 2024
000191261224000003

183

$188.43M
MSFT, RDVY, AAPL, MISL
13F-HR
Apr 15, 2024
000191261224000002

172

$172.41M
AAPL, RDVY, MSFT, MISL
13F-HR
Jan 9, 2024
000191261224000001

169

$163.05M
AAPL, MSFT, RDVY, FDL
13F-HR
Nov 14, 2023
000191261223000004

177

$171.86M
AAPL, RDVY, MSFT, FDL
13F-HR
Jul 13, 2023
000191261223000003

168

$160.24M
AAPL, RDVY, MSFT, FDL
13F-HR
Apr 25, 2023
000191261223000002

159

$148.10M
RDVY, FDL, AAPL, FVD
13F-HR
Jan 17, 2023
000191261223000001

110

$110.53M
SPY, FDL, RDVY, FVD
13F-HR
Oct 12, 2022
000191261222000004

113

$102.64M
FDL, FVD, RDVY, FTCS
13F-HR
Jul 19, 2022
000191261222000003

125

$126.55M
AAPL, FDL, FVD, KBE
13F-HR
Apr 18, 2022
000191261222000002

132

$121.11M
AAPL, KBE, FTCS, FCG
13F-HR
Mar 1, 2022
000191261222000001
Key Client Fiduciary Advisors, Llc 13F Filings