Key Client Fiduciary Advisors, LLC Q2 2025 Filing
Filed July 9, 2025
Portfolio Value
$247.3B
Holdings
204
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (204 positions)
| Stock | Value |
|---|---|
ADBEADOBE INC | $547.0M |
JHMMJOHN HANCOCK EXCHANGE TRADED | $540.5M |
CVSCVS HEALTH CORP | $537.5M |
UBERUBER TECHNOLOGIES INC | $533.0M |
EDCONSOLIDATED EDISON INC | $532.5M |
CSCOCISCO SYS INC | $523.1M |
VVISA INC | $521.4M |
XLVSELECT SECTOR SPDR TR | $502.1M |
IDMOINVESCO EXCH TRADED FD TR II | $500.2M |
VEAVANGUARD TAX-MANAGED FDS | $494.7M |
WFCWELLS FARGO CO NEW | $488.2M |
VBKVANGUARD INDEX FDS | $476.3M |
CVXCHEVRON CORP NEW | $472.6M |
GQ9SPDR GOLD TR | $470.0M |
MCDMCDONALDS CORP | $467.1M |
IPINTERNATIONAL PAPER CO | $455.7M |
JEPQJ P MORGAN EXCHANGE TRADED F | $448.8M |
SKYYFIRST TR EXCHANGE TRADED FD | $439.4M |
KOCOCA COLA CO | $435.1M |
JNJJOHNSON & JOHNSON | $423.7M |
NMFCNEW MTN FIN CORP | $421.4M |
STXVEA SERIES TRUST | $419.2M |
SDYSPDR SERIES TRUST | $418.3M |
VBRVANGUARD INDEX FDS | $413.6M |
CGWINVESCO EXCH TRADED FD TR II | $413.4M |
SPYGSPDR SERIES TRUST | $406.4M |
PVALPUTNAM ETF TRUST | $403.4M |
SOSOUTHERN CO | $401.8M |
SMDVPROSHARES TR | $385.0M |
SGOLETFS GOLD TR | $384.2M |
VGTVANGUARD WORLD FD | $372.3M |
XLESELECT SECTOR SPDR TR | $372.1M |
FTQIFIRST TR EXCHANGE TRADED FD | $361.9M |
IYFISHARES TR | $361.5M |
CMCSACOMCAST CORP NEW | $359.6M |
CSXCSX CORP | $358.9M |
MSTR 8 PERPMICROSTRATEGY INC | $356.4M |
CATCATERPILLAR INC | $354.0M |
PDBCINVESCO ACTVELY MNGD ETC FD | $348.3M |
PKWINVESCO EXCHANGE TRADED FD T | $345.8M |
BOTZGLOBAL X FDS | $345.8M |
XOPSPDR SERIES TRUST | $339.7M |
SPYVSPDR SERIES TRUST | $336.7M |
TDIVFIRST TR EXCHANGE TRADED FD | $336.0M |
IYHISHARES TR | $327.9M |
AMGNAMGEN INC | $323.5M |
LMBSFIRST TR EXCHANGE-TRADED FD | $322.2M |
SOXXISHARES TR | $322.0M |
ROBOEXCHANGE TRADED CONCEPTS TRU | $321.0M |
XYLDGLOBAL X FDS | $321.0M |
SHELSHELL PLC | $318.1M |
GRMNGARMIN LTD | $308.9M |
FINXGLOBAL X FDS | $305.0M |
STXGEA SERIES TRUST | $299.1M |
REGLPROSHARES TR | $294.7M |
AQLTISHARES TR | $291.1M |
BABOEING CO | $288.3M |
PEPPEPSICO INC | $283.3M |
NVSNNOVARTIS AG | $281.8M |
PNCPNC FINL SVCS GROUP INC | $277.1M |
IEPICAHN ENTERPRISES LP | $276.2M |
DVNDEVON ENERGY CORP NEW | $275.9M |
WMWASTE MGMT INC DEL | $264.8M |
CAGCONAGRA BRANDS INC | $263.4M |
SBUXSTARBUCKS CORP | $250.7M |
SMHVANECK ETF TRUST | $250.4M |
SOFISOFI TECHNOLOGIES INC | $249.1M |
IXNISHARES TR | $245.6M |
TXNTEXAS INSTRS INC | $242.4M |
BDXBECTON DICKINSON & CO | $242.4M |
DKNGDRAFTKINGS INC NEW | $242.0M |
SLVISHARES SILVER TR | $236.0M |
XLYSELECT SECTOR SPDR TR | $235.6M |
DEDEERE & CO | $234.1M |
LRCXLAM RESEARCH CORP | $233.7M |
4I1PHILIP MORRIS INTL INC | $232.6M |
XFEBFIRST TR EXCH TRADED FD III | $228.6M |
GEVGE VERNOVA INC | $228.6M |
ILDRFIRST TR EXCHNG TRADED FD VI | $223.1M |
BTCOINVESCO GALAXY BITCOIN ETF | $222.9M |
ZTSZOETIS INC | $221.7M |
FTAFIRST TR EXCHANGE-TRADED ALP | $220.2M |
HONHONEYWELL INTL INC | $218.4M |
QCOMQUALCOMM INC | $217.8M |
PHOINVESCO EXCHANGE TRADED FD T | $215.4M |
GDGENERAL DYNAMICS CORP | $213.7M |
NLRVANECK ETF TRUST | $209.6M |
JEPIJ P MORGAN EXCHANGE TRADED F | $206.2M |
EEMISHARES TR | $206.0M |
CWBSPDR SERIES TRUST | $205.0M |
SPSBSPDR SERIES TRUST | $203.5M |
DUKDUKE ENERGY CORP NEW | $202.4M |
XMARFIRST TR EXCHNG TRADED FD VI | $201.2M |
PSXPHILLIPS 66 | $200.7M |
GLWCORNING INC | $200.1M |
FFORD MTR CO | $187.6M |
ETENERGY TRANSFER L P | $184.1M |
AGENAGENUS INC | $180.7M |
CYPHLEAP THERAPEUTICS INC | $102.1M |
CTSOCYTOSORBENTS CORP | $100.4M |