Fund HoldingsKey Client Fiduciary Advisors, LLC

Total Portfolio Value
$244.10M
Total Bought
$25.30M
Total Sold
$13.55M
Net Transaction
+$11.75M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)040,573+40,57306,4102.63%+6,410
FIRST TR EXCHANGE-TRADED FD0308,961+308,961011,5434.73%+11,543
MICROSOFT CORP(MSFT)016,913+16,91308,4133.45%+8,413
TESLA INC(TSLA)13,94516,282+2,3373,6145,1722.12%+1,558
AMAZON COM INC(AMZN)030,668+30,66806,7282.76%+6,728
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
0291,655+291,655018,2987.50%+18,298
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
134,278154,981+20,7034,4985,4682.24%+969
SPDR S&P 500 ETF TR(SPY)11,33111,762+4316,3387,2672.98%+929
INVESCO QQQ TR09,282+9,28205,1202.10%+5,120
BNY MELLON ETF TRUST II
DYNAMIC VALUE
47,42570,875+23,4501,1991,8860.77%+687
ETF SER SOLUTIONS
AAM TRANS ETF
014,130+14,13006100.25%+610
ORACLE CORP(ORCL)010,818+10,81802,3650.97%+2,365
PALANTIR TECHNOLOGIES INC(PLTR)8,4499,538+1,0897131,3000.53%+587
META PLATFORMS INC(META)02,928+2,92802,1610.89%+2,161
ORACLE CORP(ORCL)(Put)09,900+9,90002,164+2,164
BROADCOM INC(AVGO)04,186+4,18601,1540.47%+1,154
LANDBRIDGE COMPANY LLC(LB)9,46517,377+7,9126811,1740.48%+493
VERTIV HOLDINGS CO(VRT)6,9297,544+6155009690.40%+468
VANGUARD INDEX FDS04,768+4,76802,7081.11%+2,708
INTERNATIONAL BUSINESS MACHS(IBM)9,9039,887-162,4622,9151.19%+452
VANGUARD SPECIALIZED FUNDS5,8867,722+1,8361,1421,5800.65%+439
SPDR SERIES TRUST
ST STR P500ETF
26,53429,816+3,2821,7452,1670.89%+422
MICROSTRATEGY INC(MSTR)1,6432,112+4694748540.35%+380
JPMORGAN CHASE & CO.(JPM)7,4697,550+811,8322,1890.90%+357
ISHARES BITCOIN TRUST ETF(IBIT)16,64718,555+1,9087791,1360.47%+357
MICROSTRATEGY INC(MSTR)02,945+2,94503560.15%+356
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
18,27819,606+1,3281,2471,5960.65%+349
VILLAGE FARMS INTL INC0687,285+687,28507560.31%+756
WALMART INC(WMT)027,538+27,53802,6931.10%+2,693
EA SERIES TRUST
STRIVE 1000 GRWT
06,500+6,50002990.12%+299
ADVANCED MICRO DEVICES INC(AMD)07,160+7,16001,0160.42%+1,016
GLOBAL X FDS
US INFR DEV ETF
037,578+37,57801,6380.67%+1,638
HOWMET AEROSPACE INC(HWM)4,5544,555+15918480.35%+257
VANECK ETF TRUST
SEMICONDUCTR ETF
0898+89802500.10%+250
LISTED FDS TR
ROUN MA SEVE ETF
024,074+24,07401,3350.55%+1,335
DRAFTKINGS INC NEW(DKNG)05,642+5,64202420.10%+242
LAM RESEARCH CORP(LRCX)02,401+2,40102340.10%+234
GE VERNOVA INC(GEV)0432+43202290.09%+229
FIRST TR EXCHNG TRADED FD VI
INNOVATION LEAD
07,579+7,57902230.09%+223
INVESCO GALAXY BITCOIN ETF(BTCO)02,073+2,07302230.09%+223
CAVA GROUP INC(CAVA)09,056+9,05607630.31%+763
HONEYWELL INTL INC(HON)0938+93802180.09%+218
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
03,080+3,08002150.09%+215
GENERAL DYNAMICS CORP(GD)0733+73302140.09%+214
VANECK ETF TRUST
URANI NUCLE ETF
01,885+1,88502100.09%+210
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
03,628+3,62802060.08%+206
ISHARES TR04,270+4,27002060.08%+206
SPDR SERIES TRUST
ST STR CONV ETF
02,480+2,48002050.08%+205
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
05,253+5,25302010.08%+201
CORNING INC(GLW)03,805+3,80502000.08%+200
ALPHABET INC(GOOG)010,335+10,33501,8210.75%+1,821
ETF SER SOLUTIONS
AAM S&P 500
016,891+16,89105480.22%+548
CROWDSTRIKE HLDGS INC(CRWD)1,4061,348-584966870.28%+191
BANK AMERICA CORP036,516+36,51601,7280.71%+1,728
INVESCO EXCH TRADED FD TR II7,2269,762+2,5363195000.20%+181
NETFLIX INC(NFLX)436438+24075870.24%+180
UBER TECHNOLOGIES INC(UBER)5,2435,713+4703825330.22%+151
APPLIED MATLS INC03,162+3,16205790.24%+579
ALPHABET INC(GOOG)04,688+4,68808320.34%+832
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
42,80945,145+2,3362,5622,7031.11%+141
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
08,153+8,15308900.36%+890
VANGUARD INDEX FDS03,953+3,95301,2020.49%+1,202
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
1,9152,798+8832163460.14%+130
BRITISH AMERN TOB PLC(BTI)13,93414,848+9145767030.29%+126
AMPLIFY ETF TR09,527+9,52708230.34%+823
GE AEROSPACE(GE)2,4782,389-894966150.25%+119
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
18,76519,010+2451,8641,9830.81%+118
VISA INC(V)1,1511,468+3174035210.21%+118
ISHARES TR02,646+2,64606520.27%+652
PAYPAL HLDGS INC(PYPL)023,966+23,96601,7810.73%+1,781
SPDR SERIES TRUST
ST STR P500GRW
04,264+4,26404060.17%+406
ISHARES TR7,4117,820+4095296270.26%+98
BLOCK INC(XYZ)08,055+8,05505470.22%+547
AGENUS INC039,534+39,53401810.07%+181
SOFI TECHNOLOGIES INC(SOFI)013,682+13,68202490.10%+249
VANGUARD TAX-MANAGED FDS8,1668,677+5114154950.20%+80
DISNEY WALT CO(DIS)07,375+7,37509150.37%+915
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
11,46311,553+905286020.25%+74
ISHARES TR01,349+1,34903220.13%+322
PACER FDS TR
US CASH COWS 100
14,44615,647+1,2017918620.35%+71
VANGUARD WORLD FD
INF TECH ETF
0561+56103720.15%+372
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
03,612+3,61204390.18%+439
WISDOMTREE TR(WT)08,720+8,72007300.30%+730
GLOBAL X FDS
RBTCS ARTFL INTE
010,592+10,59203460.14%+346
NEOS ETF TRUST
NEOS S&P 500 HI
17,80118,164+3638539140.37%+62
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
03,726+3,72603360.14%+336
GLOBAL X FDS
GLB X MLP ENRG I
46,91048,720+1,8102,9933,0531.25%+60
CVS HEALTH CORP(CVS)7,0967,791+6954815370.22%+57
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
041,710+41,71001,9140.78%+1,914
JUMIA TECHNOLOGIES AG021,604+21,6040870.04%+87
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
07,709+7,70907570.31%+757
PIMCO DYNAMIC INCOME FD(PDI)32,39236,537+4,1456416930.28%+52
GLOBAL X FDS
FINTECH ETF
08,912+8,91203050.12%+305
ISHARES TR0988+98806130.25%+613
WELLS FARGO CO NEW(WFC)6,1286,093-354404880.20%+48
DEVON ENERGY CORP NEW(DVN)6,1228,673+2,5512292760.11%+47
PUBLIC SVC ENTERPRISE GRP IN(PEG)027,816+27,81602,3420.96%+2,342
GLOBAL X FDS
NASDAQ 100 COVER
64,94267,361+2,4191,0801,1260.46%+46
CISCO SYS INC(CSCO)07,540+7,54005230.21%+523
CENCORA INC2,0882,08805816260.26%+45
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