$148 Million is the total value of Key Client Fiduciary Advisors, LLC's 163 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $7,035,948 | +38.9% | 160,199 | +23.0% | 4.75% | +3.7% |
| FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $6,661,825 | +28.5% | 182,216 | +12.9% | 4.50% | -4.1% |
| AAPL | Buy | APPLE INC | $6,290,972 | +36.8% | 48,418 | +45.5% | 4.25% | +2.1% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $5,942,272 | +17.9% | 148,892 | +5.8% | 4.01% | -12.0% |
| MSFT | Buy | MICROSOFT CORP | $5,753,254 | +46.0% | 23,990 | +41.8% | 3.88% | +9.0% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $5,663,835 | +27.2% | 75,568 | +12.7% | 3.82% | -5.1% |
| KBE | Sell | SPDR SER TRs&p bk etf | $4,659,706 | +0.0% | 103,205 | -1.9% | 3.15% | -25.3% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $4,144,260 | +4.3% | 33,303 | -0.5% | 2.80% | -22.2% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $3,980,245 | +7.0% | 56,457 | -0.6% | 2.69% | -20.1% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $3,430,218 | +362.3% | 14,361 | +337.8% | 2.32% | +245.2% |
| Sell | ANNALY CAPITAL MANAGEMENT IN | $3,128,056 | +16.4% | 148,390 | -5.2% | 2.11% | -13.1% | |
| ABBV | Buy | ABBVIE INC | $2,654,226 | +631.2% | 16,424 | +507.2% | 1.79% | +446.3% |
| PFLD | Sell | ETF SER SOLUTIONSaam lw dur pfd | $2,495,643 | -11.8% | 120,388 | -9.4% | 1.68% | -34.2% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,487,969 | +60.1% | 6,506 | +49.5% | 1.68% | +19.5% |
| PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $2,441,371 | – | 39,846 | +100.0% | 1.65% | – |
| FXO | Buy | FIRST TR EXCHANGE TRADED FDfinls alphadex | $2,321,600 | +11.7% | 56,680 | +0.3% | 1.57% | -16.6% |
| AMZN | Buy | AMAZON COM INC | $2,142,804 | +10.1% | 25,510 | +48.1% | 1.45% | -17.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,059,883 | +212.6% | 52,281 | +201.3% | 1.39% | +133.4% |
| PRU | New | PRUDENTIAL FINL INC | $1,975,699 | – | 19,864 | +100.0% | 1.33% | – |
| T | Buy | AT&T INC | $1,920,085 | +167.0% | 104,296 | +122.6% | 1.30% | +99.1% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $1,846,770 | +29.2% | 31,069 | +29.0% | 1.25% | -3.6% |
| FLLV | Buy | FRANKLIN TEMPLETON ETF TRus low volatilit | $1,823,176 | +21.8% | 39,451 | +9.5% | 1.23% | -9.1% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,669,676 | +730.7% | 11,851 | +601.2% | 1.13% | +519.2% |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $1,653,793 | -5.2% | 21,604 | -8.0% | 1.12% | -29.3% |
| BAC | Buy | BANK AMERICA CORP | $1,509,261 | +9.8% | 45,569 | +0.1% | 1.02% | -18.0% |
| ARCC | Sell | ARES CAPITAL CORP | $1,475,796 | +8.4% | 79,902 | -1.0% | 1.00% | -19.2% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,427,058 | +52.6% | 5,359 | +53.2% | 0.96% | +13.9% |
| HD | Buy | HOME DEPOT INC | $1,402,668 | +103.9% | 4,441 | +78.1% | 0.95% | +52.3% |
| WMT | Buy | WALMART INC | $1,342,558 | +34.1% | 9,469 | +22.7% | 0.91% | +0.1% |
| FLBL | Sell | FRANKLIN TEMPLETON ETF TRsenior loan etf | $1,296,275 | -0.4% | 56,280 | -0.4% | 0.88% | -25.7% |
| XOM | Buy | EXXON MOBIL CORP | $1,231,636 | +236.5% | 11,166 | +166.6% | 0.83% | +151.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,210,579 | +43.8% | 3,919 | +24.2% | 0.82% | +7.2% |
| SPY | Sell | SPDR S&P 500 ETF TRput | $1,185,533 | -61.0% | 3,100 | -63.5% | 0.80% | -70.8% |
| AGEN | Sell | AGENUS INC | $1,176,840 | +13.4% | 490,350 | -3.2% | 0.80% | -15.3% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $1,115,158 | +6.0% | 28,808 | +5.5% | 0.75% | -20.9% |
| PFE | Buy | PFIZER INC | $1,096,554 | +136.3% | 21,400 | +102.0% | 0.74% | +76.2% |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $1,075,572 | +1.5% | 24,121 | +0.3% | 0.73% | -24.3% |
| DIVO | AMPLIFY ETF TRcwp enhanced div | $961,048 | +12.0% | 26,800 | 0.0% | 0.65% | -16.4% | |
| ABT | New | ABBOTT LABS | $911,894 | – | 8,306 | +100.0% | 0.62% | – |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $876,164 | -8.0% | 4,583 | -13.6% | 0.59% | -31.2% |
| JNJ | Buy | JOHNSON & JOHNSON | $814,356 | +98.1% | 4,610 | +83.1% | 0.55% | +47.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $792,394 | +15.7% | 8,981 | +25.4% | 0.54% | -13.7% |
| JPM | Buy | JPMORGAN CHASE & CO | $777,500 | +39.1% | 5,798 | +8.5% | 0.52% | +3.8% |
| PYPL | Buy | PAYPAL HLDGS INC | $774,233 | -16.9% | 10,871 | +0.4% | 0.52% | -38.0% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $728,664 | +48.4% | 5,364 | +32.2% | 0.49% | +10.8% |
| MO | Buy | ALTRIA GROUP INC | $727,749 | +50.7% | 15,921 | +33.0% | 0.49% | +12.4% |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $722,299 | – | 2,180 | +100.0% | 0.49% | – |
| DIS | Buy | DISNEY WALT CO | $717,644 | +17.6% | 8,260 | +27.7% | 0.48% | -12.1% |
| NMFC | Sell | NEW MTN FIN CORP | $708,665 | +3.5% | 57,289 | -3.5% | 0.48% | -22.7% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $703,166 | -6.6% | 14,027 | -6.6% | 0.48% | -30.2% |
| CVX | New | CHEVRON CORP NEW | $703,805 | – | 3,921 | +100.0% | 0.48% | – |
| NEE | Buy | NEXTERA ENERGY INC | $703,856 | +138.6% | 8,419 | +123.4% | 0.48% | +77.9% |
| MRK | Buy | MERCK & CO INC | $662,725 | +111.1% | 5,973 | +63.9% | 0.45% | +57.4% |
| JHMM | Buy | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $617,858 | +10.1% | 13,276 | +0.8% | 0.42% | -17.9% |
| LPTX | Buy | LEAP THERAPEUTICS INC | $607,194 | -38.4% | 1,349,321 | +20.4% | 0.41% | -54.0% |
| ADM | New | ARCHER DANIELS MIDLAND CO | $567,871 | – | 6,116 | +100.0% | 0.38% | – |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $553,884 | +55.1% | 7,430 | +39.0% | 0.37% | +15.8% |
| ED | Buy | CONSOLIDATED EDISON INC | $541,369 | +102.8% | 5,680 | +82.1% | 0.37% | +51.2% |
| HACK | New | ETF MANAGERS TRprime cybr scrty | $535,394 | – | 12,154 | +100.0% | 0.36% | – |
| NVDA | Buy | NVIDIA CORPORATION | $530,979 | +61.4% | 3,633 | +34.0% | 0.36% | +20.5% |
| XOP | New | SPDR SER TRs&p oilgas exp | $529,932 | – | 3,900 | +100.0% | 0.36% | – |
| VOO | Buy | VANGUARD INDEX FDS | $522,083 | +24.0% | 1,486 | +15.8% | 0.35% | -7.3% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $520,015 | +17.4% | 3,425 | +4.5% | 0.35% | -12.5% |
| SPDV | Buy | ETF SER SOLUTIONSaam s&p 500 | $517,326 | +20.3% | 17,750 | +5.0% | 0.35% | -10.3% |
| PG | Buy | PROCTER AND GAMBLE CO | $508,511 | +125.0% | 3,355 | +87.4% | 0.34% | +68.1% |
| SKYY | Buy | FIRST TR EXCHANGE TRADED FD | $505,448 | +32.0% | 8,774 | +38.2% | 0.34% | -1.7% |
| DOW | New | DOW INC | $503,010 | – | 9,982 | +100.0% | 0.34% | – |
| SQ | Sell | BLOCK INCcl a | $501,652 | -2.8% | 7,983 | -14.9% | 0.34% | -27.4% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $490,788 | +15.8% | 3,475 | +4.4% | 0.33% | -13.8% |
| SDVY | Buy | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $489,688 | +13.1% | 18,798 | +0.4% | 0.33% | -15.6% |
| PEP | Buy | PEPSICO INC | $485,166 | +68.5% | 2,686 | +52.1% | 0.33% | +25.7% |
| GS | GOLDMAN SACHS GROUP INC | $470,454 | +17.3% | 1,370 | 0.0% | 0.32% | -12.4% | |
| CSCO | Buy | CISCO SYS INC | $465,917 | +112.7% | 9,780 | +79.0% | 0.32% | +59.1% |
| IYH | Buy | ISHARES TRus hlthcare etf | $456,065 | +12.9% | 1,608 | +0.6% | 0.31% | -15.8% |
| FPEI | Sell | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $451,063 | -18.3% | 25,326 | -21.3% | 0.30% | -38.9% |
| BDX | Buy | BECTON DICKINSON & CO | $448,633 | +32.7% | 1,764 | +16.4% | 0.30% | -1.0% |
| TAN | New | INVESCO EXCH TRADED FD TR IIsolar etf | $442,089 | – | 6,061 | +100.0% | 0.30% | – |
| IVV | Buy | ISHARES TRcore s&p500 etf | $442,545 | +9.8% | 1,152 | +2.5% | 0.30% | -18.1% |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $436,861 | – | 3,257 | +100.0% | 0.30% | – |
| ADAP | Sell | ADAPTIMMUNE THERAPEUTICS PLCsponds adr | $433,240 | -7.6% | 296,740 | -31.9% | 0.29% | -30.9% |
| XOM | Sell | EXXON MOBIL CORPput | $430,170 | -62.9% | 3,900 | -70.7% | 0.29% | -72.4% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $407,518 | +10.1% | 11,916 | -2.3% | 0.28% | -17.9% |
| FLQS | Sell | FRANKLIN TEMPLETON ETF TRus sml cp mltfct | $407,811 | +4.6% | 12,470 | -4.3% | 0.28% | -22.1% |
| SO | New | SOUTHERN CO | $405,270 | – | 5,675 | +100.0% | 0.27% | – |
| LOW | Buy | LOWES COS INC | $397,873 | +37.2% | 1,997 | +29.3% | 0.27% | +2.7% |
| VFF | Buy | VILLAGE FARMS INTL INC | $397,687 | -26.9% | 296,781 | +4.2% | 0.27% | -45.3% |
| BA | Buy | BOEING CO | $399,077 | +62.2% | 2,095 | +3.3% | 0.27% | +20.6% |
| AMAT | New | APPLIED MATLS INC | $393,252 | – | 4,038 | +100.0% | 0.27% | – |
| CVS | Buy | CVS HEALTH CORP | $389,254 | +19.8% | 4,177 | +22.7% | 0.26% | -10.5% |
| TSLA | Buy | TESLA INC | $386,662 | -3.6% | 3,139 | +107.5% | 0.26% | -28.1% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $370,223 | -3.8% | 22,037 | -4.4% | 0.25% | -28.2% |
| PAVE | New | GLOBAL X FDSus infr dev etf | $370,342 | – | 13,980 | +100.0% | 0.25% | – |
| IP | New | INTERNATIONAL PAPER CO | $363,025 | – | 10,483 | +100.0% | 0.24% | – |
| ABC | Buy | AMERISOURCEBERGEN CORP | $361,264 | +22.9% | 2,180 | +0.3% | 0.24% | -8.3% |
| HNDL | Buy | STRATEGY SHSns 7handl idx | $358,042 | +2.9% | 18,286 | +1.0% | 0.24% | -23.2% |
| CGW | New | INVESCO EXCH TRADED FD TR IIs&p gbl water | $346,869 | – | 7,440 | +100.0% | 0.23% | – |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $341,550 | -4.6% | 4,521 | -16.0% | 0.23% | -28.7% |
| FLQL | Sell | FRANKLIN TEMPLETON ETF TRus lrg cp mltfct | $341,412 | +6.4% | 8,700 | -0.9% | 0.23% | -20.3% |
| LLY | Buy | LILLY ELI & CO | $336,409 | +62.5% | 920 | +44.0% | 0.23% | +21.4% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $334,412 | +19.0% | 3,716 | +5.8% | 0.23% | -11.0% |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $332,828 | – | 989 | +100.0% | 0.22% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $333,281 | – | 9,530 | +100.0% | 0.22% | – |
| CSX | New | CSX CORP | $331,486 | – | 10,700 | +100.0% | 0.22% | – |
| FTA | FIRST TR LRG CP VL ALPHADEX | $329,050 | +14.3% | 5,000 | 0.0% | 0.22% | -14.9% | |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $328,235 | +49.2% | 3,753 | +23.1% | 0.22% | +11.6% |
| VLY | New | VALLEY NATL BANCORP | $327,320 | – | 28,941 | +100.0% | 0.22% | – |
| MMLG | Sell | FIRST TR EXCHNG TRADED FD VImlt mngd lrg grw | $320,449 | -7.7% | 19,400 | -9.1% | 0.22% | -31.2% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $313,364 | +10.0% | 4,838 | +7.6% | 0.21% | -17.8% |
| IWY | Sell | ISHARES TRrus tp200 gr etf | $310,714 | -24.2% | 2,578 | -24.9% | 0.21% | -43.4% |
| New | SHELL PLCspon ads | $311,205 | – | 5,465 | +100.0% | 0.21% | – | |
| FTGC | Buy | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $309,309 | -1.2% | 12,630 | +2.4% | 0.21% | -26.1% |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $310,196 | +21.6% | 7,759 | +7.9% | 0.21% | -9.5% |
| COST | Buy | COSTCO WHSL CORP NEW | $307,805 | +9.5% | 674 | +13.5% | 0.21% | -18.1% |
| RWL | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $306,534 | +36.8% | 4,146 | +24.1% | 0.21% | +2.0% |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $296,242 | – | 1,704 | +100.0% | 0.20% | – |
| FLHY | New | FRANKLIN TEMPLETON ETF TRhigh yield corp | $294,368 | – | 13,350 | +100.0% | 0.20% | – |
| SMDV | Buy | PROSHARES TRruss 2000 divd | $291,201 | +14.2% | 4,745 | +3.2% | 0.20% | -14.7% |
| MCD | New | MCDONALDS CORP | $282,526 | – | 1,072 | +100.0% | 0.19% | – |
| MRNA | New | MODERNA INC | $282,902 | – | 1,575 | +100.0% | 0.19% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $283,333 | – | 887 | +100.0% | 0.19% | – |
| FINX | Buy | GLOBAL X FDSfintech etf | $281,313 | +13.9% | 14,614 | +20.0% | 0.19% | -14.8% |
| LVHD | New | LEGG MASON ETF INVTfranklin us low | $279,404 | – | 7,345 | +100.0% | 0.19% | – |
| SPSB | New | SPDR SER TRportfolio short | $269,708 | – | 9,180 | +100.0% | 0.18% | – |
| UNP | New | UNION PAC CORP | $262,358 | – | 1,267 | +100.0% | 0.18% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $257,067 | – | 1,213 | +100.0% | 0.17% | – |
| HON | New | HONEYWELL INTL INC | $253,531 | – | 1,183 | +100.0% | 0.17% | – |
| AMGN | New | AMGEN INC | $243,603 | – | 928 | +100.0% | 0.16% | – |
| IMCG | Sell | ISHARES TRmrgstr md cp grw | $243,252 | -9.6% | 4,515 | -15.5% | 0.16% | -32.5% |
| FB | Buy | META PLATFORMS INCcl a | $238,755 | -0.1% | 1,984 | +12.7% | 0.16% | -25.5% |
| HWM | New | HOWMET AEROSPACE INC | $236,460 | – | 6,000 | +100.0% | 0.16% | – |
| AVGO | New | BROADCOM INC | $234,997 | – | 420 | +100.0% | 0.16% | – |
| XLG | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $233,612 | -9.1% | 846 | -11.4% | 0.16% | -32.2% |
| IEFA | New | ISHARES TRcore msci eafe | $229,996 | – | 3,731 | +100.0% | 0.16% | – |
| ROBO | New | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $228,778 | – | 4,938 | +100.0% | 0.15% | – |
| COWZ | New | PACER FDS TRus cash cows 100 | $228,774 | – | 4,946 | +100.0% | 0.15% | – |
| PLUG | New | PLUG POWER INC | $227,930 | – | 18,426 | +100.0% | 0.15% | – |
| IEP | New | ICAHN ENTERPRISES LPdepositary unit | $226,912 | – | 4,480 | +100.0% | 0.15% | – |
| New | GENERAL ELECTRIC CO | $225,355 | – | 2,690 | +100.0% | 0.15% | – | |
| V | New | VISA INC | $224,944 | – | 1,083 | +100.0% | 0.15% | – |
| KO | New | COCA COLA CO | $224,335 | – | 3,527 | +100.0% | 0.15% | – |
| PPL | New | PPL CORP | $220,513 | – | 7,547 | +100.0% | 0.15% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $220,388 | – | 3,063 | +100.0% | 0.15% | – |
| IYF | Sell | ISHARES TRu.s. finls etf | $218,953 | +9.5% | 2,901 | -2.1% | 0.15% | -18.2% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $215,594 | +5.2% | 1,669 | +15.9% | 0.15% | -21.1% |
| TXN | New | TEXAS INSTRS INC | $214,630 | – | 1,299 | +100.0% | 0.14% | – |
| QCOM | Buy | QUALCOMM INC | $213,845 | +6.9% | 1,945 | +9.8% | 0.14% | -20.4% |
| WFC | New | WELLS FARGO CO NEW | $207,111 | – | 5,016 | +100.0% | 0.14% | – |
| FMC | New | FMC CORP | $201,802 | – | 1,617 | +100.0% | 0.14% | – |
| F | New | FORD MTR CO DEL | $196,602 | – | 16,905 | +100.0% | 0.13% | – |
| Buy | MSP RECOVERY INC | $177,443 | +55.7% | 110,902 | +17.2% | 0.12% | +16.5% | |
| PDBC | New | INVESCO ACTVELY MNGD ETC FDoptimum yield | $170,996 | – | 11,569 | +100.0% | 0.12% | – |
| BGS | New | B & G FOODS INC NEW | $168,577 | – | 15,119 | +100.0% | 0.11% | – |
| New | WARNER BROS DISCOVERY INC | $118,358 | – | 12,485 | +100.0% | 0.08% | – | |
| AGEN | AGENUS INCcall | $115,200 | +17.6% | 48,000 | 0.0% | 0.08% | -12.4% | |
| NXJ | New | NUVEEN NEW JERSEY QULT MUN F | $114,435 | – | 10,127 | +100.0% | 0.08% | – |
| VFF | Sell | VILLAGE FARMS INTL INCcall | $78,524 | -33.5% | 58,600 | -5.5% | 0.05% | -50.5% |
| JMIA | Sell | JUMIA TECHNOLOGIES AGsponsored ads | $35,471 | -48.6% | 11,050 | -7.1% | 0.02% | -61.3% |
| CTSO | CYTOSORBENTS CORP | $18,600 | +16.2% | 12,000 | 0.0% | 0.01% | -7.1% | |
| MULLEN AUTOMOTIVE INC | $10,010 | -9.0% | 35,000 | 0.0% | 0.01% | -30.0% | ||
| FSP | Exit | FRANKLIN STR PPTYS CORP | $0 | – | -27,645 | -100.0% | -0.07% | – |
| QCLN | Exit | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $0 | – | -3,541 | -100.0% | -0.18% | – |
| SPY | Exit | SPDR S&P 500 ETF TRcall | $0 | – | -25,000 | -100.0% | -8.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 5.6% |
| FIRST TR MORNINGSTAR DIVID L | 8 | Q3 2023 | 5.5% |
| FIRST TR EXCHANGE-TRADED FD | 8 | Q3 2023 | 4.9% |
| FIRST TR VALUE LINE DIVID IN | 8 | Q3 2023 | 5.3% |
| MICROSOFT CORP | 8 | Q3 2023 | 4.9% |
| FIRST TR EXCHANGE-TRADED FD | 8 | Q3 2023 | 4.5% |
| SELECT SECTOR SPDR TR | 8 | Q3 2023 | 3.8% |
| ETF SER SOLUTIONS | 8 | Q3 2023 | 3.5% |
| AMAZON COM INC | 8 | Q3 2023 | 2.1% |
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 2.2% |
View Key Client Fiduciary Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-03-01 |
View Key Client Fiduciary Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.