Key Client Fiduciary Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
GLXY
Galaxy Digital Inc
GLXY
|
+$21.1M |
| 2 |
LB
LandBridge Co
LB
|
+$1.84M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$342K |
| 4 |
AAM Transformers ETF
TRFM
|
+$307K |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$278K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$590K |
| 2 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$322K |
| 3 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$261K |
| 4 |
CAVA Group
CAVA
|
+$240K |
| 5 |
Deere & Co
DE
|
+$234K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 15.53% |
| 2 | Financials | 13.47% |
| 3 | Consumer Discretionary | 6.22% |
| 4 | Communication Services | 3.7% |
| 5 | Consumer Staples | 3.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Honeywell
HON
$78B
| – | – |
-995
| Closed | -$218K |
|
227
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
| – | – |
-3,628
| Closed | -$206K |
|
|
228
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.39B
| – | – |
-6,540
| Closed | -$322K |
|
229
VanEck Uranium + Nuclear Energy ETF
NLR
$4.17B
| – | – |
-1,885
| Closed | -$210K |
|
230
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$155M
| – | – |
-5,253
| Closed | -$201K |
|
231
Zoetis
ZTS
$30B
| – | – |
-1,422
| Closed | -$222K |
|
|
QCLS
232
Q/C Technologies Inc
QCLS
$22.9M
| – | – |
-200
| Closed | -$2.46K |
|
Similar funds
Key Client Fiduciary Advisors's Q3 2025 Portfolio in Review
As of Q3 2025, Key Client Fiduciary Advisors held 232 positions worth $302M, up 22% from $247M the previous quarter. Its ten largest holdings account for 39% of the portfolio.
Key Client Fiduciary Advisors deployed $27.9M of net new capital in Q3 2025, opening 25 new positions and adding to 108 existing holdings. Its largest new stake was Galaxy Digital Inc: 781,659 shares worth $26.4M.
By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 17% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Apple, an estimated $590K trimmed.
- Key Client Fiduciary Advisors's largest Q3 2025 buy was Galaxy Digital Inc: 781,659 shares worth $26.4M.
- Key Client Fiduciary Advisors added most to LandBridge Co in Q3 2025, an estimated $1.84M increase.
- Key Client Fiduciary Advisors's biggest Q3 2025 reduction was Apple, cutting an estimated $590K.
- Key Client Fiduciary Advisors fully exited First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2025, selling an estimated $322K.
- Key Client Fiduciary Advisors's ten largest holdings make up 39% of its $302M portfolio in Q3 2025.
- Key Client Fiduciary Advisors opened 25 new positions and closed 9 in Q3 2025.
- Key Client Fiduciary Advisors's portfolio value rose 22% quarter-over-quarter to $302M.
Based on Key Client Fiduciary Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.