Key Client Fiduciary Advisors, LLC
209 holdingsFiling period: 2026-03-31Current AUM: $335.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | RDVY | FIRST TR EXCHANGE TRADED FD | 280.8K | $19.2M | $22.8M | 6.80% | -1,905 | 2026-03-31 |
| 2 | GLXY | GALAXY DIGITAL INC. | 900.9K | $16.6M | $18.9M | 5.65% | +12.4K | 2026-03-31 |
| 3 | AAPL | APPLE INC | 46.0K | $11.7M | $14.2M | 4.24% | +464 | 2026-03-31 |
| 4 | PVAL | PUTNAM ETF TRUST | 207.1K | $9.6M | $11.1M | 3.30% | +72.3K | 2026-03-31 |
| 5 | CIBR | FIRST TR EXCHANGE-TRADED FD | 152.4K | $9.6M | $14.0M | 4.18% | -- | 2026-03-31 |
| 6 | FDL | FIRST TR EXCHANGE-TRADED FD | 182.6K | $9.3M | $9.4M | 2.81% | +3.1K | 2026-03-31 |
| 7 | IYK | ISHARES TR | 126.5K | $8.9M | $9.5M | 2.82% | +122.2K | 2026-03-31 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 12.4K | $8.1M | $9.3M | 2.76% | -768 | 2026-03-31 |
| 9 | AMZN | AMAZON COM INC | 38.1K | $7.9M | $10.3M | 3.09% | +8.7K | 2026-03-31 |
| 10 | NVDA | NVIDIA CORPORATION | 41.6K | $7.3M | $8.4M | 2.49% | -472 | 2026-03-31 |
| 11 | MSFT | MICROSOFT CORP | 17.3K | $6.4M | $8.0M | 2.40% | +1.0K | 2026-03-31 |
| 12 | SDVY | FIRST TR EXCHANGE TRADED FD | 161.2K | $6.4M | $7.1M | 2.11% | +4.7K | 2026-03-31 |
| 13 | TSLA | TESLA INC | 15.0K | $5.6M | $4.7M | 1.39% | -922 | 2026-03-31 |
| 14 | QQQ | INVESCO QQQ TR | 9.1K | $5.3M | $6.3M | 1.88% | +334 | 2026-03-31 |
| 15 | FTGS | FIRST TR EXCHANGE-TRADED FD | 143.5K | $4.9M | $5.5M | 1.64% | +2.5K | 2026-03-31 |
| 16 | NLY | ANNALY CAPITAL MANAGEMENT IN | 193.9K | $4.1M | $4.4M | 1.32% | +3.9K | 2026-03-31 |
| 17 | VOO | VANGUARD INDEX FDS | 6.7K | $4.0M | $4.6M | 1.37% | +668 | 2026-03-31 |
| 18 | XLU | SELECT SECTOR SPDR TR | 78.9K | $3.6M | $3.5M | 1.04% | -871 | 2026-03-31 |
| 19 | GOOGL | ALPHABET INC | 10.8K | $3.1M | $3.8M | 1.15% | +717 | 2026-03-31 |
| 20 | ORCL | ORACLE CORP | 20.9K | $3.1M | $2.7M | 0.81% | -71 | 2026-03-31 |
| 21 | SPYM | SPDR SERIES TRUST | 34.2K | $2.6M | $3.0M | 0.90% | +2.4K | 2026-03-31 |
| 22 | FTSM | FIRST TR EXCHANGE-TRADED FD | 43.5K | $2.6M | $2.6M | 0.78% | +1.8K | 2026-03-31 |
| 23 | FTSL | FIRST TR EXCHANGE-TRADED FD | 57.7K | $2.6M | $2.6M | 0.77% | +685 | 2026-03-31 |
| 24 | RWL | INVESCO EXCH TRADED FD TR II | 21.3K | $2.4M | $2.8M | 0.84% | +394 | 2026-03-31 |
| 25 | JPM | JPMORGAN CHASE & CO | 8.3K | $2.4M | $2.9M | 0.87% | +139 | 2026-03-31 |
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