The Analysis of Key Client Fiduciary Advisors, LLC's Holdings


Currently, Key Client Fiduciary Advisors, LLC holds 213 types of securities in its portfolio with a total value $296.9M. In the most recent quarter, they have increased their positions in GLXY (+781.7K shares, valued at $26.4M), LB (+33.4K shares, valued at $1.8M), VOO (+581 shares, valued at $355.8K); decreased their positions in AAPL (-2.6K shares, valued at $664.8K), FTSM (-4.4K shares, valued at $261.0K), CAVA (-3.2K shares, valued at $191.2K); initiated new positions in GLXY (+781.7K shares, valued at $26.4M), RGTI (+9.4K shares, valued at $280.8K), IPO (+5.5K shares, valued at $270.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
GLXY GALAXY DIGITAL INC.781.7K sharesnew addition2025-09-302025-10-14history
RDVY FIRST TR EXCHANGE TRADED FD292.2K shares0.20%2025-09-302025-10-14history
MISL FIRST TR EXCHANGE-TRADED FD307.1K shares-0.60%2025-09-302025-10-14history
AAPL APPLE INC46.8K shares-5.28%2025-09-302025-10-14history
MSFT MICROSOFT CORP16.8K shares-0.77%2025-09-302025-10-14history
SPY SPDR S&P 500 ETF TR12.2K shares3.69%2025-09-302025-10-14history
FDL FIRST TR EXCHANGE-TRADED FD181.7K shares0.45%2025-09-302025-10-14history
NVDA NVIDIA CORPORATION41.5K shares2.22%2025-09-302025-10-14history
Sponsored
TSLA TESLA INC16.9K shares3.53%2025-09-302025-10-14history
AMZN AMAZON COM INC30.6K shares-0.29%2025-09-302025-10-14history
SDVY FIRST TR EXCHANGE-TRADED FD156.7K shares1.10%2025-09-302025-10-14history
QQQ INVESCO QQQ TR9.6K shares3.57%2025-09-302025-10-14history
FTCS FIRST TR EXCHANGE-TRADED FD59.2K shares-0.85%2025-09-302025-10-14history
NLY ANNALY CAPITAL MANAGEMENT IN191.5K shares1.78%2025-09-302025-10-14history
XLU SELECT SECTOR SPDR TR40.8K shares-0.10%2025-09-302025-10-14history
VOO VANGUARD INDEX FDS5.3K shares12.19%2025-09-302025-10-14history
Sponsored
ABBV ABBVIE INC13.6K shares-0.01%2025-09-302025-10-14history
MLPX GLOBAL X FDS49.6K shares1.83%2025-09-302025-10-14history
ORCL ORACLE CORP10.8K shares-0.08%2025-09-302025-10-14history
WMT WALMART INC27.6K shares0.05%2025-09-302025-10-14history
XNOV FIRST TR EXCHNG TRADED FD VI75.7K shares-5.46%2025-09-302025-10-14history
IBM INTERNATIONAL BUSINESS MACHS9.8K shares-0.77%2025-09-302025-10-14history
LB LANDBRIDGE COMPANY LLC50.8K shares192.14%2025-09-302025-10-14history
GOOGL ALPHABET INC10.3K shares0.00%2025-09-302025-10-14history
Sponsored
VFF VILLAGE FARMS INTL INC792.9K shares15.37%2025-09-302025-10-14history
FTSM FIRST TR EXCHANGE-TRADED FD40.8K shares-9.65%2025-09-302025-10-14history
SPYM SPDR SERIES TRUST30.2K shares1.39%2025-09-302025-10-14history
JPM JPMORGAN CHASE & CO.7.4K shares-2.60%2025-09-302025-10-14history
PEG PUBLIC SVC ENTERPRISE GRP IN27.4K shares-1.37%2025-09-302025-10-14history
RWL INVESCO EXCH TRADED FD TR II20.3K shares6.56%2025-09-302025-10-14history
META META PLATFORMS INC3.0K shares3.35%2025-09-302025-10-14history
PRU PRUDENTIAL FINL INC20.7K shares-0.79%2025-09-302025-10-14history
Sponsored
BRK.B BERKSHIRE HATHAWAY INC DEL4.1K shares-0.10%2025-09-302025-10-14history
BKDV BNY MELLON ETF TRUST II73.9K shares4.33%2025-09-302025-10-14history
FTSL FIRST TR EXCHANGE-TRADED FD43.0K shares3.03%2025-09-302025-10-14history
AIRR FIRST TR EXCHANGE TRADED FD19.5K shares-0.46%2025-09-302025-10-14history
BAC BANK AMERICA CORP36.1K shares-1.01%2025-09-302025-10-14history
PAVE GLOBAL X FDS38.7K shares2.95%2025-09-302025-10-14history
FVD FIRST TR EXCHANGE-TRADED FD39.7K shares7.30%2025-09-302025-10-14history
T AT&T INC63.9K shares-0.84%2025-09-302025-10-14history
Sponsored
PLTR PALANTIR TECHNOLOGIES INC9.6K shares0.93%2025-09-302025-10-14history
VIG VANGUARD SPECIALIZED FUNDS7.9K shares2.81%2025-09-302025-10-14history
HD HOME DEPOT INC4.2K shares-2.76%2025-09-302025-10-14history
VZ VERIZON COMMUNICATIONS INC38.7K shares13.60%2025-09-302025-10-14history
MAGS LISTED FDS TR25.5K shares6.02%2025-09-302025-10-14history
MO ALTRIA GROUP INC23.9K shares1.61%2025-09-302025-10-14history
PYPL PAYPAL HLDGS INC21.9K shares-8.53%2025-09-302025-10-14history
XOM EXXON MOBIL CORP12.5K shares-1.66%2025-09-302025-10-14history
Sponsored
IBIT ISHARES BITCOIN TRUST ETF20.8K shares12.14%2025-09-302025-10-14history
AVGO BROADCOM INC4.1K shares-2.84%2025-09-302025-10-14history
VTI VANGUARD INDEX FDS3.9K shares-0.61%2025-09-302025-10-14history
AMD ADVANCED MICRO DEVICES INC7.9K shares10.56%2025-09-302025-10-14history
ARCC ARES CAPITAL CORP57.9K shares-9.13%2025-09-302025-10-14history
VRT VERTIV HOLDINGS CO7.6K shares1.02%2025-09-302025-10-14history
GOOG ALPHABET INC4.7K shares0.43%2025-09-302025-10-14history
QYLD GLOBAL X FDS64.7K shares-3.93%2025-09-302025-10-14history
Sponsored
ABT ABBOTT LABS8.1K shares-4.69%2025-09-302025-10-14history
TRFM ETF SER SOLUTIONS20.9K shares48.17%2025-09-302025-10-14history
VONG VANGUARD SCOTTSDALE FDS8.4K shares2.77%2025-09-302025-10-14history
SPYI NEOS ETF TRUST18.8K shares3.39%2025-09-302025-10-14history
DIVO AMPLIFY ETF TR21.9K shares-0.90%2025-09-302025-10-14history
CRM SALESFORCE INC4.1K shares-2.29%2025-09-302025-10-14history
FLBL FRANKLIN TEMPLETON ETF TR40.1K shares0.30%2025-09-302025-10-14history
COWZ PACER FDS TR16.2K shares3.78%2025-09-302025-10-14history
Sponsored
ADP AUTOMATIC DATA PROCESSING IN3.2K shares-1.64%2025-09-302025-10-14history
JPST J P MORGAN EXCHANGE TRADED F17.5K shares0.00%2025-09-302025-10-14history
HWM HOWMET AEROSPACE INC4.4K shares-2.35%2025-09-302025-10-14history
LLY ELI LILLY & CO1.1K shares1.16%2025-09-302025-10-14history
MMM 3M CO5.5K shares0.00%2025-09-302025-10-14history
DIA SPDR DOW JONES INDL AVERAGE1.8K shares0.00%2025-09-302025-10-14history
ENB ENBRIDGE INC16.8K shares14.69%2025-09-302025-10-14history
NEE NEXTERA ENERGY INC11.2K shares6.79%2025-09-302025-10-14history
Sponsored
XMHQ INVESCO EXCHANGE TRADED FD T8.0K shares3.28%2025-09-302025-10-14history
BTI BRITISH AMERN TOB PLC15.6K shares4.92%2025-09-302025-10-14history
RSP INVESCO EXCHANGE TRADED FD T4.3K shares-1.61%2025-09-302025-10-14history
HACK AMPLIFY ETF TR9.2K shares-3.15%2025-09-302025-10-14history
DGRW WISDOMTREE TR8.7K shares-0.64%2025-09-302025-10-14history
IWY ISHARES TR2.8K shares4.95%2025-09-302025-10-14history
MSTR MICROSTRATEGY INC2.3K shares8.76%2025-09-302025-10-14history
PDI PIMCO DYNAMIC INCOME FD37.3K shares2.22%2025-09-302025-10-14history
Sponsored
IMCG ISHARES TR8.9K shares13.76%2025-09-302025-10-14history
COST COSTCO WHSL CORP NEW790 shares1.80%2025-09-302025-10-14history
DIS DISNEY WALT CO6.3K shares-14.37%2025-09-302025-10-14history
XLF SELECT SECTOR SPDR TR13.3K shares6.24%2025-09-302025-10-14history
PFE PFIZER INC27.9K shares11.99%2025-09-302025-10-14history
IDMO INVESCO EXCH TRADED FD TR II13.1K shares34.40%2025-09-302025-10-14history
LOW LOWES COS INC2.8K shares0.14%2025-09-302025-10-14history
GE GE AEROSPACE2.3K shares-1.80%2025-09-302025-10-14history
Sponsored
XLG INVESCO EXCHANGE TRADED FD T12.3K shares6.08%2025-09-302025-10-14history
CRWD CROWDSTRIKE HLDGS INC1.4K shares2.82%2025-09-302025-10-14history
IVV ISHARES TR1.0K shares1.82%2025-09-302025-10-14history
AMAT APPLIED MATLS INC3.2K shares1.30%2025-09-302025-10-14history
COR CENCORA INC2.1K shares0.00%2025-09-302025-10-14history
GS GOLDMAN SACHS GROUP INC802 shares-0.25%2025-09-302025-10-14history
GLD SPDR GOLD TR1.8K shares14.27%2025-09-302025-10-14history
PG PROCTER AND GAMBLE CO4.0K shares1.54%2025-09-302025-10-14history
Sponsored
MRK MERCK & CO INC7.2K shares-0.31%2025-09-302025-10-14history
CVS CVS HEALTH CORP8.0K shares2.28%2025-09-302025-10-14history
NOBL PROSHARES TR5.8K shares-2.50%2025-09-302025-10-14history
SPDV ETF SER SOLUTIONS16.8K shares-0.79%2025-09-302025-10-14history
UBER UBER TECHNOLOGIES INC5.9K shares3.05%2025-09-302025-10-14history
XLP SELECT SECTOR SPDR TR7.4K shares0.08%2025-09-302025-10-14history
XYZ BLOCK INC7.9K shares-2.48%2025-09-302025-10-14history
NFLX NETFLIX INC459 shares4.79%2025-09-302025-10-14history
Sponsored
ADBE ADOBE INC1.6K shares9.62%2025-09-302025-10-14history
JHMM JOHN HANCOCK EXCHANGE TRADED8.4K shares-5.17%2025-09-302025-10-14history
XLV SELECT SECTOR SPDR TR3.9K shares3.60%2025-09-302025-10-14history
ED CONSOLIDATED EDISON INC5.3K shares0.47%2025-09-302025-10-14history
VEA VANGUARD TAX-MANAGED FDS8.8K shares1.48%2025-09-302025-10-14history
VBK VANGUARD INDEX FDS1.8K shares2.15%2025-09-302025-10-14history
WFC WELLS FARGO CO NEW6.1K shares0.15%2025-09-302025-10-14history
CVX CHEVRON CORP NEW3.3K shares-0.64%2025-09-302025-10-14history
Sponsored
JNJ JOHNSON & JOHNSON2.7K shares-1.23%2025-09-302025-10-14history
JEPQ J P MORGAN EXCHANGE TRADED F8.8K shares6.34%2025-09-302025-10-14history
CSCO CISCO SYS INC7.3K shares-2.52%2025-09-302025-10-14history
PKW INVESCO EXCHANGE TRADED FD T3.8K shares34.31%2025-09-302025-10-14history
PVAL PUTNAM ETF TRUST11.6K shares15.38%2025-09-302025-10-14history
MCD MCDONALDS CORP1.6K shares0.25%2025-09-302025-10-14history
SKYY FIRST TR EXCHANGE TRADED FD3.6K shares0.03%2025-09-302025-10-14history
V VISA INC1.4K shares-3.34%2025-09-302025-10-14history
Sponsored
SGOL ETFS GOLD TR12.9K shares5.91%2025-09-302025-10-14history
VBR VANGUARD INDEX FDS2.3K shares6.65%2025-09-302025-10-14history
SDY SPDR SERIES TRUST3.3K shares5.74%2025-09-302025-10-14history
VGT VANGUARD WORLD FD607 shares8.20%2025-09-302025-10-14history
SPYG SPDR SERIES TRUST4.3K shares1.71%2025-09-302025-10-14history
IP INTERNATIONAL PAPER CO9.7K shares0.01%2025-09-302025-10-14history
STXV EA SERIES TRUST13.3K shares-1.84%2025-09-302025-10-14history
CAT CATERPILLAR INC904 shares-0.88%2025-09-302025-10-14history
Sponsored
CGW INVESCO EXCH TRADED FD TR II6.6K shares0.00%2025-09-302025-10-14history
SO SOUTHERN CO4.4K shares-0.30%2025-09-302025-10-14history
KO COCA COLA CO6.2K shares1.17%2025-09-302025-10-14history
BOTZ GLOBAL X FDS11.3K shares6.26%2025-09-302025-10-14history
SMDV PROSHARES TR5.9K shares0.00%2025-09-302025-10-14history
XLE SELECT SECTOR SPDR TR4.4K shares0.30%2025-09-302025-10-14history
NMFC NEW MTN FIN CORP40.6K shares1.68%2025-09-302025-10-14history
FTQI FIRST TR EXCHANGE TRADED FD18.7K shares1.16%2025-09-302025-10-14history
Sponsored
CSX CSX CORP10.7K shares-2.72%2025-09-302025-10-14history
IYF ISHARES TR3.0K shares0.30%2025-09-302025-10-14history
PDBC INVESCO ACTVELY MNGD ETC FD28.2K shares5.63%2025-09-302025-10-14history
SOFI SOFI TECHNOLOGIES INC14.1K shares3.06%2025-09-302025-10-14history
TDIV FIRST TR EXCHANGE TRADED FD3.8K shares1.26%2025-09-302025-10-14history
SOXX ISHARES TR1.4K shares1.19%2025-09-302025-10-14history
PEP PEPSICO INC2.6K shares22.66%2025-09-302025-10-14history
SHEL SHELL PLC5.2K shares14.19%2025-09-302025-10-14history
Sponsored
GRMN GARMIN LTD1.5K shares0.00%2025-09-302025-10-14history
SPYV SPDR SERIES TRUST6.5K shares1.26%2025-09-302025-10-14history
XOP SPDR SERIES TRUST2.7K shares0.00%2025-09-302025-10-14history
CAVA CAVA GROUP INC5.9K shares-34.95%2025-09-302025-10-14history
LRCX LAM RESEARCH CORP2.7K shares10.41%2025-09-302025-10-14history
BTCO INVESCO GALAXY BITCOIN ETF3.0K shares45.30%2025-09-302025-10-14history
GLW CORNING INC4.0K shares5.97%2025-09-302025-10-14history
XYLD GLOBAL X FDS8.3K shares0.83%2025-09-302025-10-14history
Sponsored
AMGN AMGEN INC1.2K shares-0.26%2025-09-302025-10-14history
STXG EA SERIES TRUST6.5K shares0.00%2025-09-302025-10-14history
REGL PROSHARES TR3.7K shares3.40%2025-09-302025-10-14history
IYH ISHARES TR5.2K shares-10.54%2025-09-302025-10-14history
IEFA ISHARES TR3.5K shares0.00%2025-09-302025-10-14history
ROBO EXCHANGE TRADED CONCEPTS TRU4.6K shares-13.97%2025-09-302025-10-14history
DVN DEVON ENERGY CORP NEW8.5K shares-1.68%2025-09-302025-10-14history
NVS NOVARTIS AG2.3K shares0.00%2025-09-302025-10-14history
Sponsored
BA BOEING CO1.4K shares0.00%2025-09-302025-10-14history
FINX GLOBAL X FDS8.8K shares-1.72%2025-09-302025-10-14history
IEP ICAHN ENTERPRISES LP34.9K shares1.55%2025-09-302025-10-14history
SMH VANECK ETF TRUST898 shares0.00%2025-09-302025-10-14history
PNC PNC FINL SVCS GROUP INC1.4K shares-3.30%2025-09-302025-10-14history
GEV GE VERNOVA INC457 shares5.79%2025-09-302025-10-14history
RGTI RIGETTI COMPUTING INC9.4K sharesnew addition2025-09-302025-10-14history
CMCSA COMCAST CORP NEW8.9K shares-12.08%2025-09-302025-10-14history
Sponsored
WM WASTE MGMT INC DEL1.3K shares8.04%2025-09-302025-10-14history
IXN ISHARES TR2.7K shares0.00%2025-09-302025-10-14history
STRK MICROSTRATEGY INC3.0K shares0.75%2025-09-302025-10-14history
IPO RENAISSANCE CAP GREENWICH FD5.5K sharesnew addition2025-09-302025-10-14history
FPE FIRST TR EXCH TRADED FD III14.7K shares14.37%2025-09-302025-10-14history
BDX BECTON DICKINSON & CO1.4K shares0.00%2025-09-302025-10-14history
SLV ISHARES SILVER TR6.2K shares0.00%2025-09-302025-10-14history
UNH UNITEDHEALTH GROUP INC757 sharesnew addition2025-09-302025-10-14history
Sponsored
ILDR FIRST TR EXCHNG TRADED FD VI7.9K shares4.79%2025-09-302025-10-14history
XLY SELECT SECTOR SPDR TR1.1K shares-2.21%2025-09-302025-10-14history
CAG CONAGRA BRANDS INC13.8K shares7.46%2025-09-302025-10-14history
GD GENERAL DYNAMICS CORP730 shares-0.41%2025-09-302025-10-14history
RBLX ROBLOX CORP1.8K sharesnew addition2025-09-302025-10-14history
VST VISTRA CORP1.2K sharesnew addition2025-09-302025-10-14history
XSD SPDR SERIES TRUST754 sharesnew addition2025-09-302025-10-14history
UPS UNITED PARCEL SERVICE INC2.8K sharesnew addition2025-09-302025-10-14history
Sponsored
EEM ISHARES TR4.4K shares3.26%2025-09-302025-10-14history
FTA FIRST TR EXCHANGE-TRADED ALP2.8K shares0.00%2025-09-302025-10-14history
QBTS D-WAVE QUANTUM INC9.4K sharesnew addition2025-09-302025-10-14history
PSX PHILLIPS 661.7K shares1.01%2025-09-302025-10-14history
JMIA JUMIA TECHNOLOGIES AG19.6K shares-9.05%2025-09-302025-10-14history
TPL TEXAS PACIFIC LAND CORPORATI242 sharesnew addition2025-09-302025-10-14history
CWB SPDR SERIES TRUST2.5K shares0.00%2025-09-302025-10-14history
PHO INVESCO EXCHANGE TRADED FD T3.1K shares0.03%2025-09-302025-10-14history
Sponsored
HOOD ROBINHOOD MKTS INC1.5K sharesnew addition2025-09-302025-10-14history
QCOM QUALCOMM INC1.3K shares-5.56%2025-09-302025-10-14history
TXN TEXAS INSTRS INC1.2K shares0.00%2025-09-302025-10-14history
DUK DUKE ENERGY CORP NEW1.7K shares0.12%2025-09-302025-10-14history
DKNG DRAFTKINGS INC NEW5.7K shares0.66%2025-09-302025-10-14history
RTX RTX CORPORATION1.3K sharesnew addition2025-09-302025-10-14history
PM PHILIP MORRIS INTL INC1.3K shares1.88%2025-09-302025-10-14history
BLK BLACKROCK INC179 sharesnew addition2025-09-302025-10-14history
Sponsored
SBUX STARBUCKS CORP2.5K shares-10.27%2025-09-302025-10-14history
F FORD MTR CO17.2K shares-0.52%2025-09-302025-10-14history
QQQE DIREXION SHS ETF TR2.0K sharesnew addition2025-09-302025-10-14history
SPSB SPDR SERIES TRUST6.7K shares0.00%2025-09-302025-10-14history
TSM TAIWAN SEMICONDUCTOR MFG LTD719 sharesnew addition2025-09-302025-10-14history
ET ENERGY TRANSFER L P10.3K shares0.99%2025-09-302025-10-14history
YYY AMPLIFY ETF TR13.4K sharesnew addition2025-09-302025-10-14history
AGEN AGENUS INC39.2K shares-0.76%2025-09-302025-10-14history
Sponsored
AGNC AGNC INVT CORP14.6K sharesnew addition2025-09-302025-10-14history
HPP HUDSON PAC PPTYS INC30.0K shares0.00%2025-09-302025-10-14history
CTSO CYTOSORBENTS CORP78.5K shares0.00%2025-09-302025-10-14history
LPTX LEAP THERAPEUTICS INC138.0K shares-59.88%2025-09-302025-10-14history
AG FIRST MAJESTIC SILVER CORP100 sharesnew addition2025-09-302025-10-14history

Call Option Holdings
AG Call CallFIRST MAJESTIC SILVER CORP20.0K sharesnew addition2025-09-302025-10-14history
GLXY Call CallGALAXY DIGITAL INC.6.0K sharesnew addition2025-09-302025-10-14history
VFF Call CallVILLAGE FARMS INTL INC25.0K sharesnew addition2025-09-302025-10-14history
MSTR Call CallMICROSTRATEGY INC200 sharesnew addition2025-09-302025-10-14history

Put Option Holdings
ORCL Put PutORACLE CORP9.9K shares0.00%2025-09-302025-10-14history
CRM Put PutSALESFORCE INC3.7K shares0.00%2025-09-302025-10-14history
QBTS Put PutD-WAVE QUANTUM INC13.5K sharesnew addition2025-09-302025-10-14history
GLXY Put PutGALAXY DIGITAL INC.6.0K sharesnew addition2025-09-302025-10-14history
XLU Put PutSELECT SECTOR SPDR TR1.5K sharesnew addition2025-09-302025-10-14history
SLV Put PutISHARES SILVER TR2.0K shares100.00%2025-09-302025-10-14history
TradeFomo Institution Holdings Analysis: Key Client Fiduciary Advisors, LLC