The Analysis of Key Client Fiduciary Advisors, LLC's Holdings

Currently, Key Client Fiduciary Advisors, LLC holds 206 types of securities in its portfolio with a total value $288.8M. In the most recent quarter, they have increased their positions in PVAL (+123.2K shares, valued at $5.6M), FTGS (+140.9K shares, valued at $5.0M), GLXY (+76.9K shares, valued at $1.7M); decreased their positions in FTCS (-50.5K shares, valued at $4.7M), ABBV (-7.6K shares, valued at $1.7M), ABT (-6.3K shares, valued at $787.7K); initiated new positions in FTGS (+140.9K shares, valued at $5.0M), SCHD (+22.6K shares, valued at $620.2K), N/A (+246.6K shares, valued at $377.3K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

RDVY FIRST TR EXCHANGE TRADED FD282.7K shares-3.27%2025-12-312026-01-28

GLXY GALAXY DIGITAL INC.858.5K shares9.84%2025-12-312026-01-28

MISL FIRST TR EXCHANGE-TRADED FD305.4K shares-0.54%2025-12-312026-01-28

AAPL APPLE INC45.6K shares-2.73%2025-12-312026-01-28

SPY SPDR S&P 500 ETF TR12.4K shares1.36%2025-12-312026-01-28

FDL FIRST TR EXCHANGE-TRADED FD179.5K shares-1.20%2025-12-312026-01-28

MSFT MICROSOFT CORP16.3K shares-3.13%2025-12-312026-01-28

NVDA NVIDIA CORPORATION41.9K shares1.05%2025-12-312026-01-28

Sponsored

TSLA TESLA INC15.4K shares-8.71%2025-12-312026-01-28

AMZN AMAZON COM INC29.3K shares-4.03%2025-12-312026-01-28

PVAL PUTNAM ETF TRUST134.8K shares1065.06%2025-12-312026-01-28

SDVY FIRST TR EXCHANGE-TRADED FD156.4K shares-0.16%2025-12-312026-01-28

INVESCO QQQ TR INVESCO QQQ TR8.8K shares-8.32%2025-12-312026-01-28

FTGS FIRST TR EXCHANGE-TRADED FD140.9K sharesnew addition2025-12-312026-01-28

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN190.0K shares-0.78%2025-12-312026-01-28

VANGUARD INDEX FDS VANGUARD INDEX FDS6.0K shares12.77%2025-12-312026-01-28

Sponsored

XLU SELECT SECTOR SPDR TR79.8K shares95.47%2025-12-312026-01-28

ALPHABET INC ALPHABET INC10.1K shares-2.68%2025-12-312026-01-28

WMT WALMART INC27.0K shares-2.05%2025-12-312026-01-28

MLPX GLOBAL X FDS43.3K shares-12.65%2025-12-312026-01-28

JPM JPMORGAN CHASE & CO.8.1K shares10.42%2025-12-312026-01-28

FTSL FIRST TR EXCHANGE-TRADED FD57.0K shares32.68%2025-12-312026-01-28

LB LANDBRIDGE COMPANY LLC52.1K shares2.62%2025-12-312026-01-28

SPYM SPDR SERIES TRUST31.8K shares5.10%2025-12-312026-01-28

Sponsored

FTSM FIRST TR EXCHANGE-TRADED FD41.7K shares2.26%2025-12-312026-01-28

IBM INTERNATIONAL BUSINESS MACHS8.4K shares-14.76%2025-12-312026-01-28

RWL INVESCO EXCH TRADED FD TR II20.9K shares3.12%2025-12-312026-01-28

XNOV FIRST TR EXCHNG TRADED FD VI63.2K shares-16.60%2025-12-312026-01-28

AIRR FIRST TR EXCHANGE TRADED FD22.4K shares14.63%2025-12-312026-01-28

VFF VILLAGE FARMS INTL INC589.5K shares-25.65%2025-12-312026-01-28

ORCL ORACLE CORP11.0K shares2.02%2025-12-312026-01-28

PEG PUBLIC SVC ENTERPRISE GRP IN26.4K shares-3.60%2025-12-312026-01-28

Sponsored

FVD FIRST TR EXCHANGE-TRADED FD46.0K shares15.92%2025-12-312026-01-28

META META PLATFORMS INC3.2K shares5.45%2025-12-312026-01-28

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.1K shares0.19%2025-12-312026-01-28

PRU PRUDENTIAL FINL INC18.0K shares-12.85%2025-12-312026-01-28

BAC BANK AMERICA CORP36.0K shares-0.27%2025-12-312026-01-28

MAGS LISTED FDS TR29.7K shares16.31%2025-12-312026-01-28

BTCO INVESCO GALAXY BITCOIN ETF21.4K shares611.12%2025-12-312026-01-28

TRFM ETF SER SOLUTIONS37.2K shares77.68%2025-12-312026-01-28

Sponsored

VIG VANGUARD SPECIALIZED FUNDS8.0K shares0.97%2025-12-312026-01-28

PAVE GLOBAL X FDS36.2K shares-6.41%2025-12-312026-01-28

PLTR PALANTIR TECHNOLOGIES INC9.7K shares0.32%2025-12-312026-01-28

AMD ADVANCED MICRO DEVICES INC7.8K shares-1.45%2025-12-312026-01-28

DIVO AMPLIFY ETF TR34.6K shares58.11%2025-12-312026-01-28

XOM EXXON MOBIL CORP12.5K shares0.06%2025-12-312026-01-28

BROADCOM INC BROADCOM INC4.3K shares6.12%2025-12-312026-01-28

ALPHABET INC ALPHABET INC4.6K shares-2.04%2025-12-312026-01-28

Sponsored

MO ALTRIA GROUP INC24.4K shares1.84%2025-12-312026-01-28

HD HOME DEPOT INC4.1K shares-3.50%2025-12-312026-01-28

ABBV ABBVIE INC6.0K shares-55.72%2025-12-312026-01-28

T AT&T INC53.0K shares-17.09%2025-12-312026-01-28

VRT VERTIV HOLDINGS CO7.8K shares2.61%2025-12-312026-01-28

ARCC ARES CAPITAL CORP61.5K shares6.13%2025-12-312026-01-28

LLY ELI LILLY & CO1.2K shares1.85%2025-12-312026-01-28

VZ VERIZON COMMUNICATIONS INC29.4K shares-24.05%2025-12-312026-01-28

Sponsored

VTI VANGUARD INDEX FDS3.6K shares-9.29%2025-12-312026-01-28

CRM SALESFORCE INC4.1K shares1.40%2025-12-312026-01-28

QYLD GLOBAL X FDS60.7K shares-6.24%2025-12-312026-01-28

VONG VANGUARD SCOTTSDALE FDS8.3K shares-0.99%2025-12-312026-01-28

SPYI NEOS ETF TRUST18.4K shares-2.11%2025-12-312026-01-28

COWZ PACER FDS TR15.9K shares-2.38%2025-12-312026-01-28

FLBL FRANKLIN TEMPLETON ETF TR40.5K shares1.05%2025-12-312026-01-28

NEE NEXTERA ENERGY INC11.4K shares2.05%2025-12-312026-01-28

Sponsored

IBIT ISHARES BITCOIN TRUST ETF18.4K shares-11.65%2025-12-312026-01-28

HWM HOWMET AEROSPACE INC4.4K shares0.02%2025-12-312026-01-28

BTI BRITISH AMERN TOB PLC15.7K shares1.05%2025-12-312026-01-28

JPST J P MORGAN EXCHANGE TRADED F17.4K shares-0.29%2025-12-312026-01-28

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.5K shares3.76%2025-12-312026-01-28

ADP AUTOMATIC DATA PROCESSING IN3.2K shares0.06%2025-12-312026-01-28

IDMO INVESCO EXCH TRADED FD TR II14.5K shares10.55%2025-12-312026-01-28

AMAT APPLIED MATLS INC3.1K shares-2.09%2025-12-312026-01-28

Sponsored

IWY ISHARES TR2.9K shares4.00%2025-12-312026-01-28

FTCS FIRST TR EXCHANGE-TRADED FD8.6K shares-85.42%2025-12-312026-01-28

DGRW WISDOMTREE TR8.9K shares2.20%2025-12-312026-01-28

ENB ENBRIDGE INC16.6K shares-1.19%2025-12-312026-01-28

XMHQ INVESCO EXCHANGE TRADED FD T7.7K shares-3.10%2025-12-312026-01-28

MMM 3M CO4.9K shares-11.52%2025-12-312026-01-28

IMCG ISHARES TR9.7K shares9.27%2025-12-312026-01-28

XLF SELECT SECTOR SPDR TR13.8K shares3.56%2025-12-312026-01-28

Sponsored

GLD SPDR GOLD TR1.8K shares4.54%2025-12-312026-01-28

MERCK & CO INC MERCK & CO INC6.9K shares-4.26%2025-12-312026-01-28

XLG INVESCO EXCHANGE TRADED FD T12.0K shares-1.71%2025-12-312026-01-28

CRWD CROWDSTRIKE HLDGS INC1.5K shares9.52%2025-12-312026-01-28

CENCORA INC CENCORA INC2.1K shares0.00%2025-12-312026-01-28

PFE PFIZER INC28.2K shares1.02%2025-12-312026-01-28

GE AEROSPACE GE AEROSPACE2.3K shares-2.90%2025-12-312026-01-28

PDI PIMCO DYNAMIC INCOME FD39.6K shares5.97%2025-12-312026-01-28

Sponsored

DIA SPDR DOW JONES INDL AVERAGE1.4K shares-21.25%2025-12-312026-01-28

GS GOLDMAN SACHS GROUP INC783 shares-2.37%2025-12-312026-01-28

IVV ISHARES TR1.0K shares-0.30%2025-12-312026-01-28

DIS DISNEY WALT CO5.9K shares-6.75%2025-12-312026-01-28

COST COSTCO WHSL CORP NEW772 shares-2.28%2025-12-312026-01-28

LOW LOWES COS INC2.7K shares-4.97%2025-12-312026-01-28

CVS CVS HEALTH CORP7.9K shares-0.38%2025-12-312026-01-28

NOBL PROSHARES TR6.0K shares4.17%2025-12-312026-01-28

Sponsored

SCHD SCHWAB STRATEGIC TR22.6K sharesnew addition2025-12-312026-01-28

XLV SELECT SECTOR SPDR TR3.9K shares0.10%2025-12-312026-01-28

PKW INVESCO EXCHANGE TRADED FD T4.3K shares15.14%2025-12-312026-01-28

SPDV ETF SER SOLUTIONS16.8K shares0.10%2025-12-312026-01-28

WFC WELLS FARGO CO NEW6.1K shares0.23%2025-12-312026-01-28

HACK AMPLIFY ETF TR7.0K shares-24.30%2025-12-312026-01-28

PG PROCTER AND GAMBLE CO3.8K shares-3.46%2025-12-312026-01-28

VEA VANGUARD TAX-MANAGED FDS8.7K shares-0.85%2025-12-312026-01-28

Sponsored

ETFS GOLD TR ETFS GOLD TR13.0K shares0.95%2025-12-312026-01-28

ED CONSOLIDATED EDISON INC5.4K shares0.47%2025-12-312026-01-28

VBK VANGUARD INDEX FDS1.8K shares-0.34%2025-12-312026-01-28

CSCO CISCO SYS INC6.8K shares-7.58%2025-12-312026-01-28

VBR VANGUARD INDEX FDS2.5K shares8.80%2025-12-312026-01-28

KO COCA COLA CO7.4K shares19.51%2025-12-312026-01-28

CAT CATERPILLAR INC906 shares0.22%2025-12-312026-01-28

JNJ JOHNSON & JOHNSON2.5K shares-9.78%2025-12-312026-01-28

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F8.6K shares-1.55%2025-12-312026-01-28

MCD MCDONALDS CORP1.6K shares0.00%2025-12-312026-01-28

SDY SPDR SERIES TRUST3.4K shares4.45%2025-12-312026-01-28

SPYG SPDR SERIES TRUST4.3K shares-1.08%2025-12-312026-01-28

VGT VANGUARD WORLD FD586 shares-3.46%2025-12-312026-01-28

UBER UBER TECHNOLOGIES INC5.3K shares-9.34%2025-12-312026-01-28

SLV ISHARES SILVER TR6.6K shares5.88%2025-12-312026-01-28

JHMM JOHN HANCOCK EXCHANGE TRADED6.4K shares-23.80%2025-12-312026-01-28

Sponsored

NFLX NETFLIX INC4.5K shares870.81%2025-12-312026-01-28

PDBC INVESCO ACTVELY MNGD ETC FD31.3K shares11.07%2025-12-312026-01-28

V VISA INC1.2K shares-18.68%2025-12-312026-01-28

LAM RESEARCH CORP LAM RESEARCH CORP2.4K shares-11.09%2025-12-312026-01-28

XLE SELECT SECTOR SPDR TR9.0K shares104.64%2025-12-312026-01-28

SOXX ISHARES TR1.3K shares-2.64%2025-12-312026-01-28

GLW CORNING INC4.6K shares13.00%2025-12-312026-01-28

SOFI SOFI TECHNOLOGIES INC15.2K shares7.57%2025-12-312026-01-28

Sponsored

BOTZ GLOBAL X FDS10.7K shares-4.77%2025-12-312026-01-28

IYF ISHARES TR3.0K shares0.43%2025-12-312026-01-28

CSX CSX CORP10.7K shares-0.01%2025-12-312026-01-28

CGW INVESCO EXCH TRADED FD TR II6.1K shares-7.08%2025-12-312026-01-28

SKYY FIRST TR EXCHANGE TRADED FD3.0K shares-18.16%2025-12-312026-01-28

SO SOUTHERN CO4.4K shares0.11%2025-12-312026-01-28

TDIV FIRST TR EXCHANGE TRADED FD3.9K shares3.95%2025-12-312026-01-28

SOL STRATEGIES INC SOL STRATEGIES INC246.6K sharesnew addition2025-12-312026-01-28

Sponsored

CVX CHEVRON CORP NEW2.5K shares-24.76%2025-12-312026-01-28

SPYV SPDR SERIES TRUST6.5K shares0.51%2025-12-312026-01-28

XYZ BLOCK INC5.7K shares-27.46%2025-12-312026-01-28

REGL PROSHARES TR4.2K shares12.49%2025-12-312026-01-28

AMGN AMGEN INC1.0K shares-10.03%2025-12-312026-01-28

STXG EA SERIES TRUST6.5K shares0.00%2025-12-312026-01-28

IYH ISHARES TR5.1K shares-2.39%2025-12-312026-01-28

SHEL SHELL PLC4.4K shares-14.48%2025-12-312026-01-28

Sponsored

SMH VANECK ETF TRUST898 shares0.00%2025-12-312026-01-28

NVS NOVARTIS AG2.3K shares0.00%2025-12-312026-01-28

WM WASTE MGMT INC DEL1.4K shares16.00%2025-12-312026-01-28

XYLD GLOBAL X FDS7.8K shares-5.68%2025-12-312026-01-28

XOP SPDR SERIES TRUST2.5K shares-8.15%2025-12-312026-01-28

IEFA ISHARES TR3.5K shares0.03%2025-12-312026-01-28

FTQI FIRST TR EXCHANGE TRADED FD14.5K shares-22.47%2025-12-312026-01-28

GRMN GARMIN LTD1.5K shares0.00%2025-12-312026-01-28

Sponsored

IP INTERNATIONAL PAPER CO7.6K shares-21.93%2025-12-312026-01-28

FPE FIRST TR EXCH TRADED FD III16.3K shares10.96%2025-12-312026-01-28

DVN DEVON ENERGY CORP NEW8.0K shares-6.12%2025-12-312026-01-28

ADBE ADOBE INC835 shares-46.13%2025-12-312026-01-28

IYK ISHARES TR4.3K sharesnew addition2025-12-312026-01-28

BA BOEING CO1.3K shares-3.49%2025-12-312026-01-28

GEV GE VERNOVA INC440 shares-3.72%2025-12-312026-01-28

IXN ISHARES TR2.7K shares0.71%2025-12-312026-01-28

Sponsored

PEP PEPSICO INC1.9K shares-25.88%2025-12-312026-01-28

PNC PNC FINL SVCS GROUP INC1.3K shares-10.16%2025-12-312026-01-28

BDX BECTON DICKINSON & CO1.4K shares-3.70%2025-12-312026-01-28

QTUM ETF SER SOLUTIONS2.4K sharesnew addition2025-12-312026-01-28

XLP SELECT SECTOR SPDR TR3.3K shares-55.38%2025-12-312026-01-28

GARP ISHARES TR3.7K sharesnew addition2025-12-312026-01-28

XLY SELECT SECTOR SPDR TR2.1K shares100.09%2025-12-312026-01-28

MU MICRON TECHNOLOGY INC869 sharesnew addition2025-12-312026-01-28

Sponsored

EEM ISHARES TR4.5K shares2.22%2025-12-312026-01-28

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP731 shares0.14%2025-12-312026-01-28

CMCSA COMCAST CORP NEW8.2K shares-7.51%2025-12-312026-01-28

MSTR STRATEGY INC1.6K shares-30.30%2025-12-312026-01-28

STXV EA SERIES TRUST7.1K shares-46.82%2025-12-312026-01-28

VST VISTRA CORP1.5K shares17.04%2025-12-312026-01-28

FTDS FIRST TR EXCHANGE-TRADED FD4.1K sharesnew addition2025-12-312026-01-28

ABT ABBOTT LABS1.8K shares-77.46%2025-12-312026-01-28

Sponsored

CEF SPROTT ASSET MANAGEMENT LP5.0K sharesnew addition2025-12-312026-01-28

RTX RTX CORPORATION1.2K shares-1.50%2025-12-312026-01-28

IPO RENAISSANCE CAP GREENWICH FD4.9K shares-9.68%2025-12-312026-01-28

XSD SPDR SERIES TRUST694 shares-7.96%2025-12-312026-01-28

CWB SPDR SERIES TRUST2.5K shares0.00%2025-12-312026-01-28

TPL TEXAS PACIFIC LAND CORPORATI768 shares217.36%2025-12-312026-01-28

QCOM QUALCOMM INC1.3K shares-0.77%2025-12-312026-01-28

JMIA JUMIA TECHNOLOGIES AG17.4K shares-11.46%2025-12-312026-01-28

Sponsored

FTA FIRST TR EXCHANGE-TRADED ALP2.5K shares-10.71%2025-12-312026-01-28

TIP ISHARES TR1.9K sharesnew addition2025-12-312026-01-28

TSM TAIWAN SEMICONDUCTOR MFG LTD689 shares-4.17%2025-12-312026-01-28

F FORD MTR CO15.8K shares-7.87%2025-12-312026-01-28

PM PHILIP MORRIS INTL INC1.3K shares-0.61%2025-12-312026-01-28

QQQE DIREXION SHS ETF TR2.0K shares0.00%2025-12-312026-01-28

PSX PHILLIPS 661.6K shares-6.83%2025-12-312026-01-28

ADI ANALOG DEVICES INC753 sharesnew addition2025-12-312026-01-28

Sponsored

GSLC GOLDMAN SACHS ETF TR1.5K sharesnew addition2025-12-312026-01-28

STRV EA SERIES TRUST4.6K sharesnew addition2025-12-312026-01-28

DE DEERE & CO431 sharesnew addition2025-12-312026-01-28

AGNC AGNC INVT CORP18.4K shares26.02%2025-12-312026-01-28

CAG CONAGRA BRANDS INC11.2K shares-19.35%2025-12-312026-01-28

UNP UNION PAC CORP802 sharesnew addition2025-12-312026-01-28

SJT SAN JUAN BASIN RTY TR29.7K sharesnew addition2025-12-312026-01-28

IEP ICAHN ENTERPRISES LP20.8K shares-40.23%2025-12-312026-01-28

Sponsored

USAS AMERICAS GOLD AND SILVER COR20.0K sharesnew addition2025-12-312026-01-28

CYPHERPUNK TECHNOLOGIES INC CYPHERPUNK TECHNOLOGIES INC84.6K shares-38.69%2025-12-312026-01-28

AGEN AGENUS INC27.3K shares-30.29%2025-12-312026-01-28

CTSO CYTOSORBENTS CORP78.5K shares0.00%2025-12-312026-01-28

QBTS D-WAVE QUANTUM INC1.8K shares-80.80%2025-12-312026-01-28

GEVO GEVO INC12.7K sharesnew addition2025-12-312026-01-28

Call Option Holdings

GLXY Call CallGALAXY DIGITAL INC.29.9K shares398.33%2025-12-312026-01-28

TSLA Call CallTESLA INC500 sharesnew addition2025-12-312026-01-28

SPY Call CallSPDR S&P 500 ETF TR200 sharesnew addition2025-12-312026-01-28

LB Call CallLANDBRIDGE COMPANY LLC1.5K sharesnew addition2025-12-312026-01-28

NVDA Call CallNVIDIA CORPORATION200 sharesnew addition2025-12-312026-01-28

UNP Call CallUNION PAC CORP100 sharesnew addition2025-12-312026-01-28

VFF Call CallVILLAGE FARMS INTL INC5.0K shares-80.00%2025-12-312026-01-28

Put Option Holdings

ORCL Put PutORACLE CORP9.9K shares0.00%2025-12-312026-01-28

QBTS Put PutD-WAVE QUANTUM INC33.5K shares148.15%2025-12-312026-01-28

SPY Put PutSPDR S&P 500 ETF TR600 sharesnew addition2025-12-312026-01-28

ABBV Put PutABBVIE INC200 sharesnew addition2025-12-312026-01-28

XYZ Put PutBLOCK INC200 sharesnew addition2025-12-312026-01-28

BAC Put PutBANK AMERICA CORP200 sharesnew addition2025-12-312026-01-28