Portfolio (Quarterly)
Guide ↗
Key Client Fiduciary Advisors, LLC
· CIK 0001912612| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | TRFM | ETF SER SOLUTIONS | — | 37,199.0 | $1.8M | 0.60% | NEW | — | $47.65 | +26.6% |
| 42 | VIG | VANGUARD SPECIALIZED FUNDS | — | 8,016.0 | $1.8M | 0.60% | NEW | — | $219.78 | +6.8% |
| 43 | PAVE | GLOBAL X FDS | — | 36,208.0 | $1.7M | 0.59% | NEW | — | $47.79 | +22.2% |
| 44 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 9,658.0 | $1.7M | 0.58% | NEW | — | $177.75 | -36.1% |
| 45 | AMD | ADVANCED MICRO DEVICES INC | Technology | 7,801.0 | $1.7M | 0.57% | NEW | — | $214.16 | +138.8% |
| 46 | DIVO | AMPLIFY ETF TR | — | 34,625.0 | $1.5M | 0.53% | NEW | — | $44.50 | +3.1% |
| 47 | XOM | EXXON MOBIL CORP | Energy | 12,491.0 | $1.5M | 0.51% | NEW | — | $120.34 | +13.3% |
| 48 | AVGO | BROADCOM INC | Technology | 4,316.0 | $1.5M | 0.51% | NEW | — | $346.07 | +9.9% |
| 49 | GOOG | ALPHABET INC | Communication Services | 4,612.0 | $1.4M | 0.49% | NEW | — | $313.78 | +9.4% |
| 50 | MO | ALTRIA GROUP INC | Consumer Defensive | 24,354.0 | $1.4M | 0.48% | NEW | — | $57.66 | +25.2% |
| 51 | HD | HOME DEPOT INC | Consumer Cyclical | 4,053.0 | $1.4M | 0.48% | NEW | — | $344.10 | -0.5% |
| 52 | ABBV | ABBVIE INC | Healthcare | 6,014.0 | $1.4M | 0.47% | NEW | — | $228.48 | +2.9% |
| 53 | T | AT&T INC | Communication Services | 52,997.0 | $1.3M | 0.45% | NEW | — | $24.84 | -9.5% |
| 54 | VRT | VERTIV HOLDINGS CO | Industrials | 7,820.0 | $1.3M | 0.43% | NEW | — | $162.01 | +93.5% |
| 55 | ARCC | ARES CAPITAL CORP | Financial Services | 61,458.0 | $1.2M | 0.42% | NEW | — | $20.23 | -10.9% |
| 56 | LLY | ELI LILLY & CO | Healthcare | 1,157.0 | $1.2M | 0.42% | NEW | — | $1074.35 | +3.6% |
| 57 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 29,369.0 | $1.2M | 0.41% | NEW | — | $40.73 | +12.5% |
| 58 | VTI | VANGUARD INDEX FDS | — | 3,564.0 | $1.2M | 0.41% | NEW | — | $335.30 | +8.5% |
| 59 | CRM | SALESFORCE INC | Technology | 4,118.0 | $1.1M | 0.37% | NEW | — | $264.94 | -42.0% |
| 60 | QYLD | GLOBAL X FDS | — | 60,670.0 | $1.1M | 0.37% | NEW | — | $17.67 | +1.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
32.8%
Financial Services
22.6%
Consumer Cyclical
12.7%
Communication Services
7.9%
Consumer Defensive
7.4%
Industrials
5.3%
Healthcare
4.9%
Utilities
3.4%
Energy
2.9%
Real Estate
0.1%