Key Client Fiduciary Advisors, LLC
CIK Number: 0001912612
Main Sectors:
Top Industries:
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 |