Key Client Fiduciary Advisors, LLC Q1 2025 Filing
Filed April 10, 2025
Portfolio Value
$219.9B
Holdings
188
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (188 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RDVYFIRST TR EXCHANGE TRADED FD | 293,291 | $17.2B | 7.81% | |
| 2 | AAPLAPPLE INC | 51,231 | $11.4B | 5.18% | Put |
| 3 | MISLFIRST TR EXCHANGE-TRADED FD | 312,744 | $9.5B | 4.31% | |
| 4 | FDLFIRST TR MORNINGSTAR DIVID L | 179,582 | $7.8B | 3.55% | |
| 5 | MSFTMICROSOFT CORP | 16,937 | $6.4B | 2.89% | |
| 6 | SPYSPDR S&P 500 ETF TR | 11,331 | $6.3B | 2.88% | |
| 7 | AMZNAMAZON COM INC | 29,191 | $5.6B | 2.53% | |
| 8 | FTCSFIRST TR EXCHANGE-TRADED FD | 60,399 | $5.4B | 2.46% | |
| 9 | SDVYFIRST TR EXCHANGE-TRADED FD | 134,278 | $4.5B | 2.05% | |
| 10 | NDQINVESCO QQQ TR | 8,957 | $4.2B | 1.91% | |
| 11 | NVDANVIDIA CORPORATION | 38,651 | $4.2B | 1.91% | |
| 12 | NLYANNALY CAPITAL MANAGEMENT IN | 180,012 | $3.7B | 1.66% | |
| 13 | TSLATESLA INC | 13,945 | $3.6B | 1.64% | |
| 14 | ORCLORACLE CORP | 24,317 | $3.4B | 1.55% | Put |
| 15 | XLUSELECT SECTOR SPDR TR | 42,151 | $3.3B | 1.51% | |
| 16 | MLPXGLOBAL X FDS | 46,910 | $3.0B | 1.36% | |
| 17 | ABBVABBVIE INC | 13,573 | $2.8B | 1.29% | |
| 18 | XNOVFIRST TR EXCHNG TRADED FD VI | 84,205 | $2.8B | 1.29% | |
| 19 | FTSMFIRST TR EXCHANGE-TRADED FD | 42,809 | $2.6B | 1.17% | |
| 20 | IBMINTERNATIONAL BUSINESS MACHS | 9,903 | $2.5B | 1.12% | |
| 21 | WMTWALMART INC | 26,930 | $2.4B | 1.08% | |
| 22 | PRUPRUDENTIAL FINL INC | 21,164 | $2.4B | 1.08% | |
| 23 | PEGPUBLIC SVC ENTERPRISE GRP IN | 27,889 | $2.3B | 1.04% | |
| 24 | VOOVANGUARD INDEX FDS | 4,368 | $2.2B | 1.02% | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,064 | $2.2B | 0.98% | |
| 26 | CRMSALESFORCE INC | 7,855 | $2.1B | 0.96% | Put |
| 27 | TAT&T INC | 70,029 | $2.0B | 0.90% | |
| 28 | RWLINVESCO EXCH TRADED FD TR II | 18,765 | $1.9B | 0.85% | |
| 29 | FTSLFIRST TR EXCHANGE-TRADED FD | 40,724 | $1.9B | 0.85% | |
| 30 | JPMJPMORGAN CHASE & CO. | 7,469 | $1.8B | 0.83% | |
| 31 | SPYMSPDR SER TR | 26,534 | $1.7B | 0.79% | |
| 32 | PYPLPAYPAL HLDGS INC | 25,563 | $1.7B | 0.76% | |
| 33 | FVDFIRST TR VALUE LINE DIVID IN | 36,446 | $1.6B | 0.74% | |
| 34 | GOOGLALPHABET INC | 10,497 | $1.6B | 0.74% | |
| 35 | HDHOME DEPOT INC | 4,408 | $1.6B | 0.73% | |
| 36 | METAMETA PLATFORMS INC | 2,748 | $1.6B | 0.72% | |
| 37 | BACVERIZON COMMUNICATIONS INC | 34,496 | $1.6B | 0.71% | |
| 38 | XOMEXXON MOBIL CORP | 13,126 | $1.6B | 0.71% | |
| 39 | BACBANK AMERICA CORP | 36,942 | $1.5B | 0.70% | |
| 40 | MOALTRIA GROUP INC | 22,774 | $1.4B | 0.62% | |
| 41 | ARCCARES CAPITAL CORP | 61,605 | $1.4B | 0.62% | |
| 42 | BCCCGLOBAL X FDS | 36,123 | $1.4B | 0.62% | |
| 43 | AIRRFIRST TR EXCHANGE TRADED FD | 18,278 | $1.2B | 0.57% | |
| 44 | ADPAUTOMATIC DATA PROCESSING IN | 4,060 | $1.2B | 0.56% | |
| 45 | BKDVBNY MELLON ETF TRUST II | 47,425 | $1.2B | 0.55% | |
| 46 | XLVSELECT SECTOR SPDR TR | 7,962 | $1.2B | 0.53% | |
| 47 | VIGVANGUARD SPECIALIZED FUNDS | 5,886 | $1.1B | 0.52% | |
| 48 | ABTABBOTT LABS | 8,607 | $1.1B | 0.52% | |
| 49 | FLBLFRANKLIN TEMPLETON ETF TR | 46,715 | $1.1B | 0.51% | |
| 50 | MAGSLISTED FD TR | 23,743 | $1.1B | 0.50% | |
| 51 | QYLDGLOBAL X FDS | 64,942 | $1.1B | 0.49% | |
| 52 | VTIVANGUARD INDEX FDS | 3,870 | $1.1B | 0.48% | |
| 53 | DIVOAMPLIFY ETF TR | 22,900 | $933.6M | 0.42% | |
| 54 | LLYELI LILLY & CO | 1,073 | $886.1M | 0.40% | |
| 55 | JPSTJ P MORGAN EXCHANGE TRADED F | 17,471 | $884.6M | 0.40% | |
| 56 | SPYINEOS ETF TRUST | 17,801 | $852.5M | 0.39% | |
| 57 | DISDISNEY WALT CO | 8,493 | $838.2M | 0.38% | |
| 58 | MMM3M CO | 5,485 | $805.5M | 0.37% | |
| 59 | COSTCOSTCO WHSL CORP NEW | 843 | $797.1M | 0.36% | |
| 60 | COWZPACER FDS TR | 14,446 | $791.1M | 0.36% | |
| 61 | RSPINVESCO EXCHANGE TRADED FD T | 4,509 | $781.1M | 0.36% | |
| 62 | IBITISHARES BITCOIN TRUST ETF | 16,647 | $779.2M | 0.35% | |
| 63 | DONSPDR DOW JONES INDL AVERAGE | 1,826 | $766.7M | 0.35% | |
| 64 | VONGVANGUARD SCOTTSDALE FDS | 8,075 | $749.3M | 0.34% | |
| 65 | AMDADVANCED MICRO DEVICES INC | 7,005 | $719.7M | 0.33% | |
| 66 | MRKMERCK & CO INC | 7,968 | $715.2M | 0.33% | |
| 67 | NEENEXTERA ENERGY INC | 10,077 | $714.4M | 0.32% | |
| 68 | PLTRPALANTIR TECHNOLOGIES INC | 8,449 | $713.1M | 0.32% | |
| 69 | XMHQINVESCO EXCHANGE TRADED FD T | 7,702 | $705.0M | 0.32% | |
| 70 | HACKAMPLIFY ETF TR | 9,728 | $698.5M | 0.32% | |
| 71 | PGPROCTER AND GAMBLE CO | 4,078 | $695.0M | 0.32% | |
| 72 | GOOGALPHABET INC | 4,405 | $688.2M | 0.31% | |
| 73 | LBLANDBRIDGE COMPANY LLC | 9,465 | $680.9M | 0.31% | |
| 74 | DGRWWISDOMTREE TR | 8,350 | $666.9M | 0.30% | |
| 75 | LOWLOWES COS INC | 2,858 | $666.6M | 0.30% | |
| 76 | XLFISELECT SECTOR SPDR TR | 8,053 | $657.7M | 0.30% | |
| 77 | XLFSELECT SECTOR SPDR TR | 13,050 | $650.0M | 0.30% | |
| 78 | PFEPFIZER INC | 25,610 | $649.0M | 0.30% | |
| 79 | AVGOBROADCOM INC | 3,867 | $647.4M | 0.29% | |
| 80 | PDIPIMCO DYNAMIC INCOME FD | 32,392 | $641.4M | 0.29% | |
| 81 | ENBENBRIDGE INC | 14,364 | $636.5M | 0.29% | |
| 82 | JNJJOHNSON & JOHNSON | 3,807 | $631.4M | 0.29% | |
| 83 | HWMHOWMET AEROSPACE INC | 4,554 | $590.8M | 0.27% | |
| 84 | NOBLPROSHARES TR | 5,777 | $590.2M | 0.27% | |
| 85 | EDCONSOLIDATED EDISON INC | 5,283 | $584.2M | 0.27% | |
| 86 | ABGCENCORA INC | 2,088 | $580.7M | 0.26% | |
| 87 | BMTABRITISH AMERN TOB PLC | 13,934 | $576.4M | 0.26% | |
| 88 | GSGOLDMAN SACHS GROUP INC | 1,053 | $575.5M | 0.26% | |
| 89 | JHMMJOHN HANCOCK EXCHANGE TRADED | 9,994 | $572.7M | 0.26% | |
| 90 | IVVISHARES TR | 1,003 | $563.5M | 0.26% | |
| 91 | CAVACAVA GROUP INC | 6,254 | $540.4M | 0.25% | |
| 92 | IWYISHARES TR | 2,538 | $535.4M | 0.24% | |
| 93 | IMCGISHARES TR | 7,411 | $529.4M | 0.24% | |
| 94 | XLGINVESCO EXCHANGE TRADED FD T | 11,463 | $527.5M | 0.24% | |
| 95 | IPINTERNATIONAL PAPER CO | 9,854 | $525.7M | 0.24% | |
| 96 | CVXCHEVRON CORP NEW | 3,104 | $519.2M | 0.24% | |
| 97 | NMFCNEW MTN FIN CORP | 46,846 | $516.7M | 0.24% | |
| 98 | ADBEADOBE INC | 1,324 | $507.8M | 0.23% | |
| 99 | MCDMCDONALDS CORP | 1,607 | $502.0M | 0.23% | |
| 100 | VRTVERTIV HOLDINGS CO | 6,929 | $500.3M | 0.23% |
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