Portfolio (Quarterly)
Guide ↗
Key Client Fiduciary Advisors, LLC
· CIK 0001912612| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | FTGS | FIRST TR EXCHANGE-TRADED FD | — | 143,482 | $4.9M | 1.66% | SOLD |
| 2 | — | LANDBRIDGE COMPANY LLC | — | 25,760 | $1.8M | 0.60% | SOLD |
| 3 | XLE | SELECT SECTOR SPDR TR | — | 9,025 | $553K | 0.19% | SOLD |
| 4 | IP | INTERNATIONAL PAPER CO | Consumer Cyclical | 7,298 | $261K | 0.09% | SOLD |
| 5 | CMCSA | COMCAST CORP NEW | Communication Services | 8,137 | $234K | 0.08% | SOLD |
| 6 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 642 | $222K | 0.07% | SOLD |
| 7 | BDX | BECTON DICKINSON & CO | Healthcare | 1,355 | $213K | 0.07% | SOLD |
| 8 | ADBE | ADOBE INC | Technology | 831 | $202K | 0.07% | SOLD |
| 9 | CIFR CALL | CIPHER DIGITAL INC | Financial Services | 10,000 | $127K | 0.04% | SOLD |
| 10 | — CALL | LANDBRIDGE COMPANY LLC | — | 1,500 | $104K | 0.04% | SOLD |
| 11 | PURR | HYPERLIQUID STRATEGIES INC | Basic Materials | 10,030 | $51K | 0.02% | SOLD |
| 12 | GEVO | GEVO INC | Basic Materials | 11,138 | $30K | 0.01% | SOLD |
Sector Allocation
Technology
34.3%
Financial Services
22.5%
Consumer Cyclical
12.3%
Consumer Defensive
6.8%
Industrials
6.5%
Communication Services
6.1%
Healthcare
4.9%
Utilities
3.3%
Energy
3.0%
Real Estate
0.3%