Fund Holdings — Key Client Fiduciary Advisors, LLC

Total Portfolio Value
$296.88M
Total Bought
$49.95M
Total Sold
$10.96M
Net Transaction
+$39.00M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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GALAXY DIGITAL INC.(GLXY)0781,659+781,659026,4288.90%+26,428
TESLA INC(TSLA)16,28216,856+5745,1727,4962.53%+2,324
APPLE INC(AAPL)49,45046,839-2,61110,14611,9274.02%+1,781
VILLAGE FARMS INTL INC(VFF)687,285792,924+105,6397562,4820.84%+1,726
LANDBRIDGE COMPANY LLC(LB)17,37750,765+33,3881,1742,7080.91%+1,534
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
291,655292,230+57518,29819,6556.62%+1,357
NVIDIA CORPORATION(NVDA)40,57341,475+9026,4107,7382.61%+1,328
FIRST TR EXCHANGE-TRADED FD308,961307,093-1,86811,54312,7294.29%+1,186
SPDR S&P 500 ETF TR(SPY)11,76212,196+4347,2678,1252.74%+858
ALPHABET INC(GOOG)10,33510,33501,8212,5120.85%+691
ORACLE CORP(ORCL)10,81810,809-92,3653,0401.02%+675
INVESCO QQQ TR9,2829,613+3315,1205,7711.94%+651
ABBVIE INC(ABBV)13,58313,582-12,5213,1451.06%+623
VANGUARD INDEX FDS4,7685,349+5812,7083,2761.10%+567
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
154,981156,691+1,7105,4685,9572.01%+490
PALANTIR TECHNOLOGIES INC(PLTR)9,5389,627+891,3001,7560.59%+456
ETF SER SOLUTIONS
AAM TRANS ETF
14,13020,936+6,8066101,0140.34%+404
ANNALY CAPITAL MANAGEMENT IN188,175191,517+3,3423,5413,8711.30%+329
LISTED FDS TR
ROUN MA SEVE ETF
24,07425,523+1,4491,3351,6550.56%+320
ALPHABET INC(GOOG)4,6884,708+208321,1470.39%+315
FIRST TR EXCHANGE-TRADED FD180,856181,673+8177,5727,8862.66%+314
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
19,60619,515-911,5961,8870.64%+291
RIGETTI COMPUTING INC(RGTI)09,426+9,42602810.09%+281
MICROSOFT CORP(MSFT)16,91316,783-1308,4138,6932.93%+280
RENAISSANCE CAP GREENWICH FD05,452+5,45202700.09%+270
ADVANCED MICRO DEVICES INC(AMD)7,1607,916+7561,0161,2810.43%+265
UNITEDHEALTH GROUP INC(UNH)0757+75702610.09%+261
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
19,01020,258+1,2481,9832,2420.76%+259
ROBLOX CORP(RBLX)01,777+1,77702460.08%+246
VISTRA CORP(VST)01,244+1,24402440.08%+244
SPDR SERIES TRUST
ST STR SP SEMI
0754+75402410.08%+241
UNITED PARCEL SERVICE INC(UPS)02,838+2,83802370.08%+237
D-WAVE QUANTUM INC(QBTS)09,375+9,37502320.08%+232
VERIZON COMMUNICATIONS INC(VZ)34,03838,668+4,6301,4731,6990.57%+227
TEXAS PACIFIC LAND CORPORATI(TPL)0242+24202260.08%+226
SELECT SECTOR SPDR TR
ST STR UTIL ETF
40,85840,816-423,3363,5601.20%+223
ROBINHOOD MKTS INC(HOOD)01,535+1,53502200.07%+220
ISHARES BITCOIN TRUST ETF(IBIT)18,55520,808+2,2531,1361,3530.46%+217
RTX CORPORATION(RTX)01,267+1,26702120.07%+212
BLACKROCK INC(BLK)0179+17902080.07%+208
INVESCO EXCH TRADED FD TR II9,76213,120+3,3585007080.24%+208
GLOBAL X FDS
US INFR DEV ETF
37,57838,687+1,1091,6381,8430.62%+205
DIREXION SHS ETF TR
NASDAQ 100 EQ WT
02,010+2,01002040.07%+204
SPDR SERIES TRUST
ST STR P500ETF
29,81630,231+4152,1672,3680.80%+201
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0719+71902010.07%+201
ALTRIA GROUP INC(MO)23,53323,913+3801,3801,5800.53%+200
BROADCOM INC(AVGO)4,1864,067-1191,1541,3420.45%+188
ENBRIDGE INC(ENB)14,60616,751+2,1456628450.28%+183
FIRST TR EXCHANGE-TRADED FD
SHS
36,99039,690+2,7001,6531,8350.62%+182
VERTIV HOLDINGS CO(VRT)7,5447,621+779691,1500.39%+181
BNY MELLON ETF TRUST II
DYNAMIC VALUE
70,87573,945+3,0701,8862,0560.69%+170
AMPLIFY ETF TR013,357+13,35701580.05%+158
SPDR GOLD TR(GLD)1,5421,762+2204706260.21%+156
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
2,7983,758+9603464980.17%+152
WALMART INC(WMT)27,53827,552+142,6932,8400.96%+147
AGNC INVT CORP(AGNC)014,628+14,62801430.05%+143
JUMIA TECHNOLOGIES AG(JMIA)21,60419,648-1,956872280.08%+141
BANK AMERICA CORP36,51636,148-3681,7281,8650.63%+137
VANGUARD SPECIALIZED FUNDS7,7227,939+2171,5801,7130.58%+133
JPMORGAN CHASE & CO.(JPM)7,5507,354-1962,1892,3200.78%+131
CORNING INC(GLW)3,8054,032+2272003310.11%+131
BRITISH AMERN TOB PLC(BTI)14,84815,578+7307038270.28%+124
SOFI TECHNOLOGIES INC(SOFI)13,68214,101+4192493730.13%+123
LAM RESEARCH CORP(LRCX)2,4012,651+2502343550.12%+121
INVESCO GALAXY BITCOIN ETF(BTCO)2,0733,012+9392233430.12%+120
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
8,1538,379+2268901,0100.34%+119
HOME DEPOT INC(HD)4,3194,200-1191,5841,7020.57%+118
NEXTERA ENERGY INC(NEE)10,44911,158+7097258420.28%+117
FIRST TR EXCHANGE-TRADED FD59,67959,174-5055,4245,5411.87%+117
ISHARES TR7,8208,896+1,0766277360.25%+109
ISHARES TR2,6462,777+1316527600.26%+108
PFIZER INC(PFE)24,91927,908+2,9896047110.24%+107
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
11,55312,256+7036027050.24%+103
GE AEROSPACE(GE)2,3892,346-436157060.24%+91
PUTNAM ETF TRUST10,02811,570+1,5424034940.17%+91
ETFS GOLD TR(SGOL)12,18212,902+7203844750.16%+91
VANGUARD INDEX FDS3,9533,929-241,2021,2890.43%+88
PEPSICO INC(PEP)2,1452,631+4862833690.12%+86
JOHNSON & JOHNSON(JNJ)2,7742,740-344245080.17%+84
LOWES COS INC(LOW)2,8112,815+46247070.24%+84
VANGUARD WORLD FD
INF TECH ETF
561607+463724530.15%+81
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
7,7097,962+2537578360.28%+78
CATERPILLAR INC(CAT)912904-83544310.15%+77
APPLIED MATLS INC3,1623,203+415796560.22%+77
PACER FDS TR
US CASH COWS 100
15,64716,239+5928629330.31%+71
GOLDMAN SACHS GROUP INC(GS)804802-25696390.22%+70
NEOS ETF TRUST
NEOS S&P 500 HI
18,16418,780+6169149820.33%+68
BERKSHIRE HATHAWAY INC DEL4,1374,133-42,0102,0780.70%+68
CVS HEALTH CORP(CVS)7,7917,969+1785376010.20%+63
META PLATFORMS INC(META)2,9283,026+982,1612,2230.75%+61
SELECT SECTOR SPDR TR
ST STR FINL ETF
12,50713,288+7816557160.24%+61
ISHARES TR9881,006+186136740.23%+60
ISHARES SILVER TR(SLV)6,1926,19202032620.09%+59
VANGUARD INDEX FDS2,1212,262+1414144720.16%+58
GLOBAL X FDS
GLB X MLP ENRG I
48,72049,612+8923,0533,1111.05%+58
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
8,2508,773+5234495050.17%+56
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
41,71042,973+1,2631,9141,9700.66%+56
GARMIN LTD(GRMN)1,4801,48003093640.12%+56
GLOBAL X FDS
RBTCS ARTFL INTE
10,59211,255+6633463990.13%+53
GE VERNOVA INC(GEV)432457+252292810.09%+52
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Key Client Fiduciary Advisors, LLC — 13F Holdings — Q3 2025 | TickerTrail