Top 50 Key Client Fiduciary Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RDVY | FIRST TR EXCHANGE TRADED FD | 6.59% | 280.8K | $19.2M | -0.67%(-1.91K) | $50.25(+59.48%) | 2026-03-31 | |
| GLXY | GALAXY DIGITAL INC. | 5.58% | 879.9K | $16.2M | +2.49%(+21.34K) | $27.69(-11.21%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.01% | 46.0K | $11.7M | +1.02%(+464) | $156.17(+97.62%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 3.3% | 207.1K | $9.6M | +53.66%(+72.34K) | $44.45(+16.24%) | 2026-03-31 | |
| CIBR | FIRST TR EXCHANGE-TRADED FD | 3.28% | 152.4K | $9.6M | +5054.28%(+149.46K) | $66.76(+35.81%) | 2026-03-31 | |
| FDL | FIRST TR EXCHANGE-TRADED FD | 3.19% | 182.6K | $9.3M | +1.73%(+3.11K) | $35.14(+41.86%) | 2026-03-31 | |
| IYK | ISHARES TR | 3.04% | 126.5K | $8.9M | +2816.55%(+122.18K) | $68.06(+9.91%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.77% | 12.4K | $8.1M | +0.26%(+32) | $467.93(+59.17%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.72% | 38.1K | $7.9M | +29.68%(+8.71K) | $161.13(+50.61%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.48% | 41.4K | $7.2M | -1.13%(-472) | $46.74(+316.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.49% | +42.35% |
| Top 20 Holdings Unweighted | +14.52% | +50.18% |
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