$172 Million is the total value of Key Client Fiduciary Advisors, LLC's 177 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Exit | SPDR S&P 500 ETF TRput | $0 | – | -6,500 | -100.0% | -0.00% | – |
| Exit | MULLEN AUTOMOTIVE INC | $0 | – | -35,000 | -100.0% | -0.00% | – | |
| Exit | MSP RECOVERY INC | $0 | – | -113,702 | -100.0% | -0.06% | – | |
| JEPI | Exit | J P MORGAN EXCHANGE TRADED Fequity premium | $0 | – | -3,725 | -100.0% | -0.13% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -2,986 | -100.0% | -0.13% | – |
| PPL | Exit | PPL CORP | $0 | – | -7,549 | -100.0% | -0.13% | – |
| XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -2,186 | -100.0% | -0.14% | – |
| SPGP | Exit | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $0 | – | -3,800 | -100.0% | -0.20% | – |
| LPTX | Exit | LEAP THERAPEUTICS INC | $0 | – | -1,535,816 | -100.0% | -0.33% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-13
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.