
Key Client Fiduciary Advisors, LLC
CIK Number: 0001912612
Main Sectors:
Top Industries:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | RDVY | First Trust Ris... | 60.64 | -0.1% | 294.35K | -2.2% | 17.41M | 49.48 | 7.67% |
2 | AAPL | Apple Inc. | 196.65 | +0.51% | 51.48K | -0.44% | 12.89M | 165.35 | 5.68% |
3 | MSFT | Microsoft Corpo... | 480.04 | +0.42% | 23.85K | -0.52% | 10.05M | 299.06 | 4.43% |
4 | MISL | First Trust Ind... | 35.35 | -0.53% | 313.89K | -1.8% | 9.55M | 24.07 | 4.21% |
5 | FDL | First Trust Mor... | 41.98 | -0.01% | 174.84K | -1.83% | 7.04M | 35.87 | 3.10% |
6 | AMZN | Amazon.com, Inc... | 212.83 | -0.93% | 29.47K | +2.89% | 6.46M | 135.86 | 2.85% |
7 | SPY | SPDR S&P 500 ET... | 597.18 | -0.06% | 10.76K | +3.88% | 6.31M | 460.81 | 2.78% |
8 | FTCS | First Trust Cap... | 88.84 | -0.52% | 61.22K | -0.31% | 5.38M | 83.04 | 2.37% |
9 | NVDA | NVIDIA Corporat... | 145.35 | +0.86% | 39.42K | +2.65% | 5.29M | 42 | 2.33% |
10 | XLU | Utilities Selec... | 80.50 | +0.19% | 57.15K | -1.37% | 4.33M | 70.79 | 1.91% |
11 | QQQ | Invesco QQQ Tru... | 528.82 | -0.05% | 8.27K | +4.33% | 4.23M | 367.82 | 1.86% |
12 | WMT | Walmart Inc. | 95.10 | +0.90% | 40.5K | +10.60% | 3.66M | 52.93 | 1.61% |
13 | NLY | Annaly Capital ... | 19.16 | +0.71% | 182.81K | +17.50% | 3.35M | 17.65 | 1.47% |
14 | FXG | First Trust Con... | 63.82 | -0.03% | 51.44K | +6.23% | 3.3M | 63.91 | 1.45% |
15 | MLPX | Global X MLP & ... | 61.55 | -0.39% | 42.46K | +100.00% | 2.57M | 60.56 | 1.13% |
16 | PRU | Prudential Fina... | 104.05 | +0.64% | 21.58K | +0.02% | 2.56M | 94.35 | 1.13% |
17 | ABBV | AbbVie Inc. | 185.28 | -0.11% | 13.65K | +0.10% | 2.43M | 157.3 | 1.07% |
18 | PEG | Public Service ... | 82.00 | +1.18% | 28.08K | -0.06% | 2.37M | 61.14 | 1.05% |
19 | VOO | Vanguard 500 In... | 548.98 | -0.07% | 4.25K | +10.14% | 2.29M | 465.63 | 1.01% |
20 | IBM | International B... | 283.05 | -0.01% | 9.87K | +0.07% | 2.17M | 141.88 | 0.96% |
21 | PYPL | PayPal Holdings... | 68.50 | -3.06% | 25.37K | -3.12% | 2.17M | 91.34 | 0.95% |
22 | FTSM | First Trust Enh... | 59.94 | +0.04% | 35.87K | +2.59% | 2.14M | 59.58 | 0.95% |
23 | ORCL | Oracle Corporat... | 210.53 | +1.13% | 12.53K | -16.63% | 2.09M | 143.6 | 0.92% |
24 | FTSL | First Trust Sen... | 45.98 | +0.01% | 41.68K | -1.09% | 1.93M | 46.43 | 0.85% |
25 | BRK-B | Berkshire Hatha... | 484.88 | +0.29% | 4.17K | -0.48% | 1.89M | 326.43 | 0.83% |
26 | TSLA | Tesla, Inc. | 322.05 | +1.80% | 4.55K | +7.61% | 1.84M | 233.7 | 0.81% |
27 | RWL | Invesco S&P 500... | 101.89 | +0.16% | 18.63K | +5.58% | 1.82M | 87.12 | 0.80% |
28 | GOOGL | Alphabet Inc. | 173.24 | -1.54% | 9.6K | -1.18% | 1.82M | 126.25 | 0.80% |
29 | JPM | JPMorgan Chase ... | 273.87 | +1.61% | 7.3K | -0.53% | 1.75M | 153.28 | 0.77% |
30 | HD | The Home Depot,... | 346.36 | -0.69% | 4.44K | +0.18% | 1.73M | 346.02 | 0.76% |
31 | T | AT&T Inc. | 27.64 | -0.02% | 73.79K | -10.34% | 1.68M | 18.58 | 0.74% |
32 | META | Meta Platforms,... | 695.19 | -0.29% | 2.8K | +7.07% | 1.64M | 411.9 | 0.72% |
33 | BAC | Bank of America... | 45.01 | +1.75% | 37.25K | -2.09% | 1.64M | 41.34 | 0.72% |
34 | ARCC | Ares Capital Co... | 21.53 | +0.98% | 66.7K | -1.52% | 1.46M | 21.11 | 0.64% |
35 | VZ | Verizon Communi... | 41.62 | -0.56% | 36.18K | -11.58% | 1.45M | 42.54 | 0.64% |
36 | PAVE | Global X U.S. I... | 42.05 | +0.04% | 34.7K | +10.97% | 1.4M | 33.98 | 0.62% |
37 | FVD | First Trust Val... | 44.20 | -0.21% | 31.91K | +1.76% | 1.39M | 42.57 | 0.61% |
38 | CRM | Salesforce, Inc... | 258.89 | -1.47% | 4.16K | -11.97% | 1.39M | 291.28 | 0.61% |
39 | SPLG | SPDR Portfolio ... | 70.25 | -0.07% | 19.9K | +5.93% | 1.37M | 60.95 | 0.60% |
40 | XOM | Exxon Mobil Cor... | 113.17 | -0.73% | 12.75K | -2.24% | 1.37M | 96.76 | 0.60% |
41 | MAGS | Roundhill Magni... | 53.45 | +0.19% | 23.39K | +3.53% | 1.27M | 47.91 | 0.56% |
42 | DOGG | First Trust Exc... | 19.84 | -0.08% | 65.18K | -2.4% | 1.24M | 20.01 | 0.55% |
43 | ADP | Automatic Data ... | 306.50 | -0.36% | 4.1K | -1.16% | 1.2M | 239.53 | 0.53% |
44 | FLBL | Franklin Senior... | 24.09 | +0.02% | 48.93K | +0.80% | 1.19M | 24.92 | 0.52% |
45 | VTI | Vanguard Total ... | 294.00 | 0.00% | 3.94K | +2.63% | 1.14M | 236.43 | 0.50% |
46 | MO | Altria Group, I... | 59.41 | +0.70% | 21.71K | -0.41% | 1.14M | 46.08 | 0.50% |
47 | VIG | Vanguard Divide... | 199.06 | -0.24% | 5.67K | +0.28% | 1.11M | 163.37 | 0.49% |
48 | XLV | Health Care Sel... | 133.19 | -0.21% | 7.79K | +0.48% | 1.07M | 143.56 | 0.47% |
49 | ABT | Abbott Laborato... | 132.35 | +0.06% | 8.73K | +0.07% | 987.09K | 109.73 | 0.44% |
50 | CIBR | First Trust NAS... | 72.92 | -0.44% | 15.46K | -1.77% | 980.74K | 51.99 | 0.43% |
51 | QYLD | Global X NASDAQ... | 16.64 | -0.03% | 52.34K | +60.35% | 953.72K | 17.99 | 0.42% |
52 | DIS | The Walt Disney... | 117.66 | -0.4% | 8.54K | -5.89% | 950.67K | 131.53 | 0.42% |
53 | PFLD | AAM Low Duratio... | 19.71 | +0.18% | 46.2K | -6.86% | 949.83K | 24.48 | 0.42% |
54 | DIVO | Amplify CWP Enh... | 41.41 | -0.26% | 23.2K | -1.69% | 939.14K | 38.13 | 0.41% |
55 | AVGO | Broadcom Inc. | 251.06 | +0.68% | 3.95K | -2.4% | 915.03K | 69.92 | 0.40% |
56 | SDVY | First Trust SMI... | 34.36 | +0.23% | 24.3K | -2.66% | 871.24K | 31.18 | 0.38% |
57 | VONG | Vanguard Russel... | 104.55 | -0.16% | 8.35K | +4.93% | 862.45K | 90.25 | 0.38% |
58 | GOOG | Alphabet Inc. | 174.09 | -1.77% | 4.47K | +2.52% | 851.22K | 134.06 | 0.38% |
59 | AMD | Advanced Micro ... | 126.81 | -0.22% | 7.04K | +2.85% | 850.95K | 133.26 | 0.38% |
60 | JPST | JPMorgan Ultra-... | 50.55 | +0.01% | 16.54K | -1.43% | 832.93K | 50.37 | 0.37% |
61 | LLY | Eli Lilly and C... | 784.39 | -0.87% | 1.06K | -5.28% | 816.92K | 379.16 | 0.36% |
62 | IBIT | iShares Bitcoin... | 59.03 | -0.79% | 14.97K | +132.08% | 794.37K | 45.76 | 0.35% |
63 | MRK | Merck & Co., In... | 79.28 | +1.28% | 7.94K | -8.25% | 790.06K | 101.72 | 0.35% |
64 | RSP | Invesco S&P 500... | 177.29 | -0.03% | 4.49K | -0.97% | 786.86K | 151.88 | 0.35% |
65 | DIA | SPDR Dow Jones ... | 422.55 | -0.13% | 1.83K | -1.08% | 776.96K | 331.83 | 0.34% |
66 | XMHQ | Invesco S&P Mid... | 96.09 | +0.09% | 7.74K | +2.18% | 761.93K | 106.78 | 0.34% |
67 | HACK | ETFMG Prime Cyb... | 83.30 | -0.51% | 9.93K | 0.00% | 739.91K | 68.28 | 0.33% |
68 | COST | Costco Wholesal... | 974.23 | -0.36% | 796 | +8.01% | 728.91K | 599.1 | 0.32% |
69 | COWZ | Pacer US Cash C... | 54.48 | -0.39% | 12.86K | +2.43% | 726.36K | 49.98 | 0.32% |
70 | MMM | 3M Company | 142.44 | +0.16% | 5.58K | 0.00% | 720.92K | 83.69 | 0.32% |
71 | JHMM | John Hancock Mu... | 59.53 | +0.29% | 12.04K | -17.67% | 719.13K | 53.98 | 0.32% |
72 | NEE | NextEra Energy,... | 71.56 | -0.42% | 10.02K | -3.79% | 718.41K | 82.25 | 0.32% |
73 | PFE | Pfizer Inc. | 23.87 | -0.54% | 27K | -5.95% | 716.34K | 47.25 | 0.32% |
74 | LOW | Lowe's Companie... | 210.74 | -0.56% | 2.86K | +15.39% | 704.75K | 243.3 | 0.31% |
75 | PG | The Procter & G... | 157.83 | -0.44% | 4.15K | +0.31% | 695.16K | 159.86 | 0.31% |
76 | DGRW | WisdomTree U.S.... | 81.61 | -0.21% | 8.21K | +0.91% | 664.83K | 67.3 | 0.29% |
77 | PLTR | Palantir Techno... | 139.87 | +1.21% | 8.7K | -0.54% | 657.6K | 37.2 | 0.29% |
78 | GS | The Goldman Sac... | 635.73 | +1.78% | 1.11K | -5.79% | 634.11K | 345.96 | 0.28% |
79 | XLF | Financial Selec... | 50.20 | -0.08% | 13.04K | +0.09% | 630.23K | 33.64 | 0.28% |
80 | FLQL | Franklin U.S. L... | 60.83 | -0.02% | 10.5K | +0.02% | 615.94K | 46.01 | 0.27% |
81 | CAVA | CAVA Group, Inc... | 74.44 | -0.35% | 5.36K | +3.92% | 604.16K | 95.93 | 0.27% |
82 | IWY | iShares Russell... | 235.34 | -0.22% | 2.56K | +0.12% | 603.48K | 172.94 | 0.27% |
83 | IVV | iShares Core S&... | 598.25 | -0.09% | 1.02K | -0.49% | 601.07K | 459.66 | 0.26% |
84 | SPYI | Neos S&P 500(R)... | 49.64 | +0.04% | 11.81K | +157.77% | 600K | 50.98 | 0.26% |
85 | XLP | Consumer Staple... | 80.39 | -0.17% | 7.46K | +2.16% | 586.43K | 73.78 | 0.26% |
86 | ENB | Enbridge Inc. | 44.98 | -2.14% | 13.63K | +41.52% | 578.49K | 38.57 | 0.26% |
87 | RDVI | FT Cboe Vest Ri... | 24.07 | -0.04% | 23.41K | -13.56% | 567.57K | 21.66 | 0.25% |
88 | JNJ | Johnson & Johns... | 150.78 | -1.05% | 3.87K | -2.22% | 560.26K | 173.23 | 0.25% |
89 | NMFC | New Mountain Fi... | 10.34 | +0.88% | 49.39K | +1.17% | 556.1K | 13.54 | 0.25% |
90 | ADBE | Adobe Inc. | 377.76 | -1.29% | 1.24K | +6.93% | 549.18K | 378.51 | 0.24% |
91 | BTI | British America... | 49.34 | +1.16% | 15.05K | +2.00% | 546.51K | 34.94 | 0.24% |
92 | IP | International P... | 46.09 | +0.35% | 10.09K | +0.01% | 543.25K | 35.15 | 0.24% |
93 | NOBL | ProShares S&P 5... | 99.10 | -0.07% | 5.29K | +3.06% | 526.67K | 98.16 | 0.23% |
94 | HWM | Howmet Aerospac... | 170.20 | -1.12% | 4.67K | +0.02% | 511.11K | 49.59 | 0.23% |
95 | VBK | Vanguard Small ... | 270.09 | +0.63% | 1.78K | -2.41% | 499.18K | 223.08 | 0.22% |
96 | XLG | Invesco S&P 500... | 50.16 | -0.07% | 9.85K | +6.91% | 491.91K | 36.25 | 0.22% |
97 | VFF | Village Farms I... | 1.08 | +0.07% | 631.78K | +2.82% | 487.11K | 3.1 | 0.21% |
98 | CSCO | Cisco Systems, ... | 65.84 | +0.79% | 8.2K | -6.73% | 485.35K | 45.9 | 0.21% |
99 | CVX | Chevron Corpora... | 148.11 | -0.5% | 3.24K | -3.83% | 469.42K | 176.47 | 0.21% |
100 | ED | Consolidated Ed... | 100.65 | -0.69% | 5.26K | +0.48% | 469.36K | 89.87 | 0.21% |
101 | MCD | McDonald's Corp... | 289.18 | -1.07% | 1.6K | +0.50% | 464.04K | 270.91 | 0.20% |
102 | IMCG | iShares Morning... | 77.43 | +0.13% | 6.12K | +0.21% | 462.56K | 66.93 | 0.20% |
103 | CRWD | CrowdStrike Hol... | 485.53 | -1.32% | 1.34K | -2.61% | 458.88K | 305.41 | 0.20% |
104 | SKYY | First Trust Clo... | 116.32 | -0.27% | 3.83K | -3.55% | 456.52K | 91.4 | 0.20% |
105 | AMAT | Applied Materia... | 172.86 | -0.71% | 2.76K | +6.37% | 448.34K | 112.22 | 0.20% |
106 | WFC | Wells Fargo & C... | 74.74 | +3.09% | 6.21K | -6.77% | 435.97K | 46.33 | 0.19% |
107 | VBR | Vanguard Small ... | 190.22 | +0.31% | 2.14K | +2.25% | 423.3K | 160.88 | 0.19% |
108 | CMCSA | Comcast Corpora... | 34.23 | -0.87% | 11.19K | -0.99% | 419.78K | 36.28 | 0.18% |
109 | GE | General Electri... | 235.86 | +0.05% | 2.51K | +9.33% | 418.06K | 65.98 | 0.18% |
110 | STXV | Strive 1000 Val... | 30.36 | +0.09% | 13.97K | +39.75% | 412.35K | 28.44 | 0.18% |
111 | SMDV | ProShares Russe... | 63.63 | +0.19% | 5.92K | 0.00% | 400.4K | 59.65 | 0.18% |
112 | VRT | Vertiv Holdings... | 119.18 | +2.20% | 3.52K | +10.70% | 399.82K | 100.85 | 0.18% |
113 | SO | The Southern Co... | 88.44 | +0.02% | 4.76K | -1.2% | 392.21K | 71.12 | 0.17% |
114 | KO | The Coca-Cola C... | 69.14 | -0.68% | 6.25K | +1.66% | 389.36K | 62.07 | 0.17% |
115 | VEA | Vanguard Develo... | 55.87 | +0.22% | 7.96K | -3.07% | 380.43K | 46.79 | 0.17% |
116 | V | Visa Inc. | 340.13 | -4.95% | 1.19K | -14.56% | 374.63K | 221.78 | 0.17% |
117 | CSX | CSX Corporation | 32.22 | +0.30% | 11.48K | 0.00% | 370.39K | 31.26 | 0.16% |
118 | IYH | iShares U.S. He... | 55.55 | -0.2% | 6.27K | -0.38% | 365.46K | 58.72 | 0.16% |
119 | CGW | Invesco S&P Glo... | 60.84 | +0.08% | 6.74K | +0.12% | 365.18K | 47.11 | 0.16% |
120 | SDY | SPDR S&P Divide... | 133.91 | -0.14% | 2.75K | +1.18% | 363.54K | 120.77 | 0.16% |
121 | XLE | Energy Select S... | 88.04 | -0.7% | 4.21K | +0.62% | 360.39K | 74.12 | 0.16% |
122 | XOP | SPDR S&P Oil & ... | 133.77 | -0.79% | 2.7K | 0.00% | 357.4K | 135.88 | 0.16% |
123 | GLD | SPDR Gold Share... | 310.33 | -0.52% | 1.47K | 0.00% | 355.93K | 210.91 | 0.16% |
124 | VGT | Vanguard Inform... | 630.91 | +0.27% | 572 | +0.53% | 355.81K | 322.32 | 0.16% |
125 | FINX | Global X FinTec... | 32.11 | +1.52% | 11.34K | -4.22% | 353.9K | 28.77 | 0.16% |
126 | BDX | Becton, Dickins... | 168.51 | -0.84% | 1.56K | 0.00% | 353.24K | 246.44 | 0.16% |
127 | SPDV | AAM S&P 500 Hig... | 32.02 | +0.11% | 10.86K | +0.11% | 353K | 30.67 | 0.16% |
128 | BOTZ | Global X Roboti... | 31.03 | +0.78% | 10.73K | -0.88% | 342.83K | 26.09 | 0.15% |
129 | CAT | Caterpillar Inc... | 359.65 | +0.55% | 939 | +4.80% | 340.68K | 317.54 | 0.15% |
130 | NFLX | Netflix, Inc. | 1221.28 | +0.05% | 382 | -0.26% | 340.48K | 709.27 | 0.15% |
131 | PVAL | Putnam Focused ... | 39.04 | +0.10% | 8.97K | +100.00% | 332.97K | 37.12 | 0.15% |
132 | IYF | iShares U.S. Fi... | 115.46 | +1.02% | 2.97K | +0.44% | 328.27K | 86.58 | 0.14% |
133 | PEP | PepsiCo, Inc. | 128.98 | -0.24% | 2.15K | -7.25% | 326.68K | 175.96 | 0.14% |
134 | PDBC | Invesco Optimum... | 13.87 | +0.40% | 24.55K | +5.12% | 318.97K | 14.38 | 0.14% |
135 | LMBS | First Trust Low... | 49.13 | +0.05% | 6.54K | -13.66% | 318.3K | 48.06 | 0.14% |
136 | MSTR | MicroStrategy I... | 369.73 | -1.45% | 1.09K | +100.00% | 314.82K | 289.62 | 0.14% |
137 | CVS | CVS Health Corp... | 66.90 | -0.29% | 7K | -2.53% | 314.24K | 87.19 | 0.14% |
138 | IEP | Icahn Enterpris... | 8.55 | -2% | 36.17K | -8.69% | 313.56K | 36.84 | 0.14% |
139 | IDMO | Invesco S&P Int... | 49.70 | -0.02% | 7.71K | -7.05% | 313.36K | 41.52 | 0.14% |
140 | PNC | The PNC Financi... | 175.13 | +1.12% | 1.6K | -9.14% | 308.76K | 160.92 | 0.14% |
141 | GRMN | Garmin Ltd. | 198.13 | +0.18% | 1.48K | 0.00% | 305.26K | 147.36 | 0.13% |
142 | JEPQ | JPMorgan Nasdaq... | 52.84 | +0.11% | 5.39K | +100.00% | 303.82K | 56.38 | 0.13% |
143 | ROBO | Robo Global Rob... | 56.94 | +0.42% | 5.37K | 0.00% | 302.12K | 48.2 | 0.13% |
144 | SPYG | SPDR Portfolio ... | 91.23 | -0.15% | 3.38K | +3.46% | 297.21K | 74.96 | 0.13% |
145 | AMGN | Amgen Inc. | 289.47 | -0.2% | 1.14K | +1.52% | 296.27K | 264.47 | 0.13% |
146 | TDIV | First Trust NAS... | 86.49 | +0.12% | 3.54K | +3.03% | 277.33K | 70.54 | 0.12% |
147 | FTA | First Trust Lar... | 77.06 | -0.02% | 3.6K | 0.00% | 275.26K | 69.88 | 0.12% |
148 | SHEL | Shell plc | 71.98 | -0.48% | 4.38K | -2.84% | 274.32K | 57.02 | 0.12% |
149 | SGOL | abrdn Physical ... | 32.13 | -0.51% | 10.8K | +2.61% | 270.67K | 22.56 | 0.12% |
150 | SBUX | Starbucks Corpo... | 92.21 | +0.68% | 2.95K | +19.06% | 269.56K | 96.49 | 0.12% |