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Key Client Fiduciary Advisors, LLC

Portfolio Manager
Key Client Fiduciary Advisors, LLC
Performance
-4.63% (2026 Q1)
AUM (13F)
$294.19M
# of Holdings
207
Performance Rank
Allocation (Top 20)
52.71%

Key Client Fiduciary Advisors, LLC Holdings Map

Top 50 Key Client Fiduciary Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
RDVY
FIRST TR EXCHANGE TRADED FD
6.59%280.8K$19.2M
-0.67%(-1.91K)
2025-Q1: 293.3K shares2025-Q2: 291.7K shares2025-Q3: 292.2K shares2025-Q4: 282.7K shares2026-Q1: 280.8K shares
$50.25(+59.48%)
2026-03-31
GLXY
GALAXY DIGITAL INC.
5.58%879.9K$16.2M
+2.49%(+21.34K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 781.7K shares2025-Q4: 858.5K shares2026-Q1: 879.9K shares
$27.69(-11.21%)
2026-03-31
AAPL
APPLE INC
4.01%46.0K$11.7M
+1.02%(+464)
2025-Q1: 50.6K shares2025-Q2: 49.5K shares2025-Q3: 46.8K shares2025-Q4: 45.6K shares2026-Q1: 46.0K shares
$156.17(+97.62%)
2026-03-31
PVAL
PUTNAM ETF TRUST
3.3%207.1K$9.6M
+53.66%(+72.34K)
2025-Q1: 9.4K shares2025-Q2: 10.0K shares2025-Q3: 11.6K shares2025-Q4: 134.8K shares2026-Q1: 207.1K shares
$44.45(+16.24%)
2026-03-31
CIBR
FIRST TR EXCHANGE-TRADED FD
3.28%152.4K$9.6M
+5054.28%(+149.46K)
2025-Q1: 3.7K shares2025-Q2: 3.6K shares2025-Q3: 3.6K shares2025-Q4: 3.0K shares2026-Q1: 152.4K shares
$66.76(+35.81%)
2026-03-31
FDL
FIRST TR EXCHANGE-TRADED FD
3.19%182.6K$9.3M
+1.73%(+3.11K)
2025-Q1: 179.6K shares2025-Q2: 180.9K shares2025-Q3: 181.7K shares2025-Q4: 179.5K shares2026-Q1: 182.6K shares
$35.14(+41.86%)
2026-03-31
IYK
ISHARES TR
3.04%126.5K$8.9M
+2816.55%(+122.18K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 4.3K shares2026-Q1: 126.5K shares
$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)
2025-Q1: 11.3K shares2025-Q2: 11.8K shares2025-Q3: 12.2K shares2025-Q4: 12.4K shares2026-Q1: 12.4K shares
$467.93(+59.17%)
2026-03-31
AMZN
AMAZON COM INC
2.72%38.1K$7.9M
+29.68%(+8.71K)
2025-Q1: 29.2K shares2025-Q2: 30.7K shares2025-Q3: 30.6K shares2025-Q4: 29.3K shares2026-Q1: 38.1K shares
$161.13(+50.61%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.48%41.4K$7.2M
-1.13%(-472)
2025-Q1: 38.7K shares2025-Q2: 40.6K shares2025-Q3: 41.5K shares2025-Q4: 41.9K shares2026-Q1: 41.4K shares
$46.74(+316.87%)
2026-03-31

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