Key Client Fiduciary Advisors, LLC

CIK Number: 0001912612

247.31M
Market Value
184
# of Holdings
9 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 10, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 RDVY First Trust Ris...
65.95
+2.09% 293.29K -0.36% 17.17M 49.48 7.81% Share
2 AAPL Apple Inc.
228.44
+1.57% 50.63K -1.65% 11.25M 165.35 5.12% Share
3 MISL First Trust Ind...
39.07
+1.85% 312.74K -0.37% 9.47M 24.07 4.31% Share
4 FDL First Trust Mor...
44.48
+1.40% 179.58K +2.72% 7.8M 36.07 3.55% Share
5 MSFT Microsoft Corpo...
509.40
+1.02% 16.94K -28.98% 6.36M 299.06 2.89% Share
6 SPY SPDR S&P 500 ET...
645.83
+1.62% 11.33K +5.30% 6.34M 465.77 2.88% Share
7 AMZN Amazon.com, Inc...
227.69
+2.59% 29.19K -0.93% 5.55M 135.86 2.53% Share
8 FTCS First Trust Cap...
93.74
+0.63% 60.4K -1.34% 5.41M 83.04 2.46% Share
9 SDVY First Trust SMI...
38.17
+3.26% 134.28K +452.54% 4.5M 33.08 2.05% Share
10 QQQ Invesco QQQ Tru...
573.58
+1.83% 8.96K +8.37% 4.2M 375.63 1.91% Share
11 NVDA NVIDIA Corporat...
178.17
+1.82% 38.65K -1.96% 4.19M 42 1.91% Share
12 NLY Annaly Capital ...
21.07
+2.56% 180.01K -1.53% 3.66M 17.65 1.66% Share
13 TSLA Tesla, Inc.
336.49
+5.12% 13.95K +206.42% 3.61M 250.85 1.64% Share
14 XLU Utilities Selec...
85.88
+0.35% 42.15K -26.24% 3.32M 70.79 1.51% Share
15 MLPX Global X MLP & ...
61.05
+0.58% 46.91K +10.48% 2.99M 60.87 1.36% Share
16 ABBV AbbVie Inc.
208.51
-0.47% 13.57K -0.58% 2.84M 157.3 1.29% Share
17 XNOV FT Cboe Vest U....
36.20
+0.40% 84.2K +4.58% 2.84M 32.62 1.29% Share
18 FTSM First Trust Enh...
60.06
+0.09% 42.81K +19.34% 2.56M 59.63 1.17% Share
19 IBM International B...
242.76
+1.40% 9.9K +0.39% 2.46M 142.28 1.12% Share
20 WMT Walmart Inc.
98.23
+0.28% 26.93K -33.5% 2.36M 52.93 1.08% Share
21 PRU Prudential Fina...
110.38
+3.00% 21.16K -1.94% 2.36M 94.35 1.08% Share
22 PEG Public Service ...
83.56
+0.32% 27.89K -0.67% 2.3M 61.14 1.04% Share
23 VOO Vanguard S&P 50...
593.75
+1.62% 4.37K +2.82% 2.24M 466.96 1.02% Share
24 BRK-B Berkshire Hatha...
487.04
-0.32% 4.06K -2.47% 2.16M 326.43 0.98% Share
25 T AT&T Inc.
29.01
-1.46% 70.03K -5.1% 1.98M 18.58 0.90% Share
26 RWL Invesco S&P 500...
108.03
+1.51% 18.77K +0.72% 1.86M 87.2 0.85% Share
27 FTSL First Trust Sen...
45.91
+0.12% 40.72K -2.3% 1.86M 46.43 0.85% Share
28 JPM JPMorgan Chase ...
294.84
+1.16% 7.47K +2.30% 1.83M 155.35 0.83% Share
29 ORCL Oracle Corporat...
238.22
+2.17% 12.62K +0.69% 1.76M 143.57 0.80% Share
30 SPLG SPDR Portfolio ...
75.98
+1.62% 26.53K +33.32% 1.74M 62.15 0.79% Share
31 PYPL PayPal Holdings...
69.45
+2.81% 25.56K +0.77% 1.67M 91.14 0.76% Share
32 FVD First Trust Val...
46.84
+1.23% 36.45K +14.22% 1.63M 42.82 0.74% Share
33 GOOGL Alphabet Inc.
204.54
+2.40% 10.5K +9.36% 1.62M 128.68 0.74% Share
34 HD The Home Depot,...
412.00
+3.60% 4.41K -0.77% 1.62M 346.02 0.73% Share
35 META Meta Platforms,...
755.79
+2.26% 2.75K -1.89% 1.58M 411.9 0.72% Share
36 VZ Verizon Communi...
44.59
-0.98% 34.5K -4.67% 1.56M 42.54 0.71% Share
37 XOM Exxon Mobil Cor...
110.51
+1.17% 13.13K +2.98% 1.56M 97.4 0.71% Share
38 BAC Bank of America...
49.30
+2.14% 36.94K -0.83% 1.54M 41.34 0.70% Share
39 MO Altria Group, I...
67.53
-0.23% 22.77K +4.92% 1.37M 46.74 0.62% Share
40 ARCC Ares Capital Co...
22.44
+0.82% 61.6K -7.64% 1.37M 21.11 0.62% Share
41 PAVE Global X U.S. I...
47.06
+2.81% 36.12K +4.10% 1.36M 34.12 0.62% Share
42 AIRR First Trust RBA...
92.74
+3.71% 18.28K +100.00% 1.25M 68.21 0.57% Share
43 ADP Automatic Data ...
307.24
+0.75% 4.06K -0.93% 1.24M 239.53 0.56% Share
44 BKDV BNY Mellon Dyna...
27.50
+1.49% 47.42K +100.00% 1.2M 25.29 0.55% Share
45 XLV Health Care Sel...
138.13
+0.80% 7.96K +2.19% 1.16M 143.62 0.53% Share
46 VIG Vanguard Divide...
211.80
+1.33% 5.89K +3.90% 1.14M 164.52 0.52% Share
47 ABT Abbott Laborato...
132.01
+0.01% 8.61K -1.38% 1.14M 109.73 0.52% Share
48 FLBL Franklin Senior...
24.16
+0.23% 46.72K -4.53% 1.12M 24.92 0.51% Share
49 CRM Salesforce, Inc...
247.17
+0.55% 4.16K 0.00% 1.12M 291.28 0.51% Share
50 MAGS Roundhill Magni...
59.74
+2.34% 23.74K +1.50% 1.09M 47.88 0.50% Share
51 QYLD Global X NASDAQ...
16.66
+1.20% 64.94K +24.07% 1.08M 17.73 0.49% Share
52 VTI Vanguard Total ...
318.50
+1.84% 3.87K -1.9% 1.06M 236.43 0.48% Share
53 DIVO Amplify CWP Enh...
43.73
+1.10% 22.9K -1.29% 933.63K 38.13 0.42% Share
54 LLY Eli Lilly and C...
715.71
+0.83% 1.07K +1.42% 886.08K 385.41 0.40% Share
55 JPST JPMorgan Ultra-...
50.70
+0.11% 17.47K +5.65% 884.56K 50.38 0.40% Share
56 SPYI Neos S&P 500(R)...
51.41
+1.21% 17.8K +50.78% 852.51K 49.94 0.39% Share
57 DIS The Walt Disney...
119.43
+2.77% 8.49K -0.53% 838.24K 131.53 0.38% Share
58 MMM 3M Company
158.28
+2.53% 5.49K -1.79% 805.49K 83.69 0.37% Share
59 COST Costco Wholesal...
963.00
-0.69% 843 +5.90% 797.12K 618.43 0.36% Share
60 COWZ Pacer US Cash C...
58.00
+1.75% 14.45K +12.32% 791.06K 50.51 0.36% Share
61 RSP Invesco S&P 500...
189.54
+1.97% 4.51K +0.42% 781.13K 151.97 0.36% Share
62 IBIT iShares Bitcoin...
66.44
+4.32% 16.65K +11.17% 779.25K 45.87 0.35% Share
63 DIA SPDR Dow Jones ...
456.55
+1.92% 1.83K 0.00% 766.7K 331.83 0.35% Share
64 VONG Vanguard Russel...
114.88
+1.80% 8.07K -3.28% 749.27K 90.25 0.34% Share
65 AMD Advanced Micro ...
168.03
+2.64% 7K -0.57% 719.69K 133.26 0.33% Share
66 MRK Merck & Co., In...
86.88
+0.93% 7.97K +0.33% 715.17K 101.68 0.33% Share
67 NEE NextEra Energy,...
76.24
+0.21% 10.08K +0.56% 714.36K 82.19 0.32% Share
68 PLTR Palantir Techno...
162.97
+4.34% 8.45K -2.83% 713.1K 37.2 0.32% Share
69 XMHQ Invesco S&P Mid...
105.39
+2.61% 7.7K -0.47% 704.99K 106.78 0.32% Share
70 HACK Amplify Cyberse...
83.78
+1.98% 9.73K -2.06% 698.47K 68.28 0.32% Share
71 PG The Procter & G...
158.55
-0.11% 4.08K -1.64% 694.96K 159.86 0.32% Share
72 GOOG Alphabet Inc.
205.38
+2.37% 4.41K -1.45% 688.24K 134.05 0.31% Share
73 LB LandBridge Comp...
54.81
+3.32% 9.46K +100.00% 680.88K 71.94 0.31% Share
74 DGRW WisdomTree U.S....
87.89
+1.41% 8.35K +1.64% 666.87K 67.51 0.30% Share
75 LOW Lowe's Companie...
264.12
+3.31% 2.86K +0.07% 666.64K 243.29 0.30% Share
76 XLP Consumer Staple...
82.49
+0.02% 8.05K +7.95% 657.72K 74.36 0.30% Share
77 XLF Financial Selec...
53.52
+1.56% 13.05K +0.08% 650.04K 33.65 0.30% Share
78 PFE Pfizer Inc.
25.86
+0.47% 25.61K -5.15% 648.96K 47.25 0.30% Share
79 AVGO Broadcom Inc.
298.91
+3.22% 3.87K -2.03% 647.43K 69.92 0.29% Share
80 ENB Enbridge Inc.
48.09
+0.30% 14.36K +5.35% 636.47K 38.86 0.29% Share
81 JNJ Johnson & Johns...
177.61
-0.74% 3.81K -1.73% 631.36K 173.23 0.29% Share
82 HWM Howmet Aerospac...
174.02
+0.44% 4.55K -2.55% 590.82K 49.59 0.27% Share
83 NOBL ProShares S&P 5...
106.08
+1.45% 5.78K +9.19% 590.25K 98.5 0.27% Share
84 ED Consolidated Ed...
100.83
-0.65% 5.28K +0.44% 584.2K 89.96 0.27% Share
85 COR Cencora, Inc.
298.49
-1.56% 2.09K 0.00% 580.71K 133.38 0.26% Share
86 BTI British America...
58.66
-1.02% 13.93K -7.4% 576.44K 34.94 0.26% Share
87 GS The Goldman Sac...
741.70
+3.60% 1.05K -4.88% 575.48K 345.96 0.26% Share
88 JHMM John Hancock Mu...
64.32
+2.53% 9.99K -16.99% 572.67K 53.98 0.26% Share
89 IVV iShares Core S&...
649.05
+1.62% 1K -1.76% 563.47K 459.66 0.26% Share
90 CAVA CAVA Group, Inc...
69.20
+2.78% 6.25K +16.77% 540.41K 94.56 0.25% Share
91 IWY iShares Russell...
259.01
+1.78% 2.54K -1.05% 535.35K 172.94 0.24% Share
92 IMCG iShares Morning...
82.14
+2.04% 7.41K +21.02% 529.4K 67.71 0.24% Share
93 XLG Invesco S&P 500...
54.84
+1.56% 11.46K +16.42% 527.53K 37.63 0.24% Share
94 IP International P...
49.10
+2.23% 9.85K -2.38% 525.74K 35.15 0.24% Share
95 CVX Chevron Corpora...
157.40
+1.19% 3.1K -4.23% 519.21K 176.47 0.24% Share
96 NMFC New Mountain Fi...
10.45
+0.72% 46.85K -5.15% 516.71K 13.54 0.23% Share
97 ADBE Adobe Inc.
360.62
+2.03% 1.32K +7.21% 507.79K 378.85 0.23% Share
98 MCD McDonald's Corp...
313.20
-0.01% 1.61K +0.37% 502.01K 271.07 0.23% Share
99 VRT Vertiv Holdings...
129.78
+2.53% 6.93K +96.90% 500.26K 86.75 0.23% Share
100 GE GE Aerospace
270.19
+0.55% 2.48K -1.16% 495.91K 65.98 0.23% Share
101 CRWD CrowdStrike Hol...
422.60
+2.06% 1.41K +4.85% 495.77K 307.59 0.23% Share
102 CVS CVS Health Corp...
71.46
+0.04% 7.1K +1.37% 480.76K 86.93 0.22% Share
103 CSCO Cisco Systems, ...
67.59
+0.86% 7.74K -5.64% 477.37K 45.9 0.22% Share
104 MSTR MicroStrategy I...
357.73
+5.97% 1.64K +51.15% 473.63K 289.16 0.22% Share
105 XYZ Block, Inc.
78.79
+6.34% 8.34K +0.05% 453.33K 127.87 0.21% Share
106 SO The Southern Co...
94.08
-0.57% 4.84K +1.60% 445.08K 71.44 0.20% Share
107 KO The Coca-Cola C...
70.04
-0.88% 6.18K -1.23% 442.39K 62.07 0.20% Share
108 WFC Wells Fargo & C...
78.87
+1.34% 6.13K -1.27% 439.9K 46.33 0.20% Share
109 VBK Vanguard Small ...
293.17
+3.22% 1.72K -3.48% 432.97K 223.08 0.20% Share
110 AMAT Applied Materia...
164.23
+2.75% 2.96K +7.22% 429.01K 114.43 0.20% Share
111 STXV Strive 1000 Val...
32.12
+1.61% 13.97K 0.00% 426.38K 28.44 0.19% Share
112 JEPQ JPMorgan Nasdaq...
55.74
+1.45% 8.23K +52.76% 426.26K 54.79 0.19% Share
113 GLD SPDR Gold Share...
310.88
+1.17% 1.48K +0.48% 425.58K 211.28 0.19% Share
114 VEA Vanguard Develo...
59.60
+1.68% 8.17K +2.64% 415.06K 46.9 0.19% Share
115 VFF Village Farms I...
2.90
+0.52% 675.97K +6.99% 408.89K 2.94 0.19% Share
116 NFLX Netflix, Inc.
1210.63
+0.37% 436 +14.14% 406.58K 736.92 0.18% Share
117 XLE Energy Select S...
87.65
+1.47% 4.33K +2.92% 404.59K 74.67 0.18% Share
118 V Visa Inc.
349.67
+1.74% 1.15K -2.87% 403.35K 221.78 0.18% Share
119 VBR Vanguard Small ...
209.42
+3.29% 2.16K +1.31% 403.13K 161.21 0.18% Share
120 CMCSA Comcast Corpora...
34.12
+1.53% 10.88K -2.73% 401.49K 36.28 0.18% Share
121 SDY SPDR S&P Divide...
142.87
+1.33% 2.95K +7.05% 399.65K 121.75 0.18% Share
122 SMDV ProShares Russe...
68.95
+3.68% 5.92K 0.00% 388.1K 59.65 0.18% Share
123 UBER Uber Technologi...
96.55
+2.46% 5.24K +25.46% 382K 71.53 0.17% Share
124 IYH iShares U.S. He...
58.22
+0.91% 6.2K -1.18% 377.38K 58.72 0.17% Share
125 CGW Invesco S&P Glo...
65.47
+1.82% 6.74K 0.00% 375.22K 47.11 0.17% Share
126 SKYY First Trust Clo...
122.00
+2.57% 3.66K -4.41% 374.51K 91.4 0.17% Share
127 PDBC Invesco Optimum...
13.14
+0.11% 26.31K +7.16% 358.63K 14.33 0.16% Share
128 PVAL Putnam Focused ...
41.80
+1.43% 9.41K +4.88% 358.27K 37.16 0.16% Share
129 AMGN Amgen Inc.
294.72
-0.35% 1.15K +1.06% 357.85K 264.96 0.16% Share
130 BDX Becton, Dickins...
199.14
+1.28% 1.56K 0.00% 356.65K 246.44 0.16% Share
131 XOP SPDR S&P Oil & ...
127.53
+2.55% 2.7K 0.00% 355.62K 135.88 0.16% Share
132 SPDV AAM S&P 500 Hig...
34.56
+2.23% 10.87K +0.17% 353.71K 30.67 0.16% Share
133 SGOL abrdn Physical ...
32.20
+1.15% 11.76K +8.87% 350.77K 23.15 0.16% Share
134 IYF iShares U.S. Fi...
124.95
+1.68% 2.98K +0.30% 336.12K 86.66 0.15% Share
135 FTQI First Trust Nas...
20.07
+1.39% 17.2K +100.00% 324.22K 18.85 0.15% Share
136 LMBS First Trust Low...
49.44
+0.17% 6.54K 0.00% 321.51K 48.06 0.15% Share
137 GRMN Garmin Ltd.
236.16
+2.86% 1.48K 0.00% 321.35K 147.36 0.15% Share
138 SHEL Shell plc
73.11
+0.86% 4.38K +0.02% 320.95K 57.02 0.15% Share
139 CSX CSX Corporation
34.34
-4.27% 10.9K -5.04% 320.79K 31.26 0.15% Share
140 IDMO Invesco S&P Int...
53.53
+1.22% 7.23K -6.29% 319.1K 41.52 0.15% Share
141 SPYV SPDR Portfolio ...
54.66
+1.42% 6.22K +20.29% 317.55K 49.59 0.14% Share
142 PEP PepsiCo, Inc.
149.36
+0.26% 2.09K -2.79% 313.11K 175.96 0.14% Share
143 CAT Caterpillar Inc...
433.42
+3.72% 945 +0.64% 311.54K 317.62 0.14% Share
144 VGT Vanguard Inform...
697.06
+2.20% 561 -1.92% 304.39K 322.32 0.14% Share
145 SBUX Starbucks Corpo...
89.21
+0.73% 3.07K +3.89% 301K 96.55 0.14% Share
146 IEP Icahn Enterpris...
8.48
+2.17% 32.37K -10.49% 293.29K 36.84 0.13% Share
147 SPYG SPDR Portfolio ...
99.70
+1.78% 3.65K +7.93% 293.27K 75.36 0.13% Share
148 BOTZ Global X Roboti...
33.86
+3.01% 9.96K -7.16% 283.51K 26.09 0.13% Share
149 XYLD Global X S&P 50...
38.88
+0.92% 7.03K +100.00% 277.42K 39.49 0.13% Share
150 ROBO Robo Global Rob...
64.10
+2.82% 5.37K 0.00% 276.56K 48.2 0.13% Share