Key Client Fiduciary Advisors, LLC

13F filer, CIK 1912612, Fairfield, NJ

Key Client Fiduciary Advisors, LLC reported $226,861,279 across 196 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-17. Its ten largest share positions make up 37.92% of the portfolio.

Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001667731-25-000057

Period: 2024-12-31
Reported value: $227M
Holdings: 196
Top 10 weight: 37.92%
New: 9
Sold out: 12

Largest buys vs the previous quarter

Security	Shares change	Approx. value
MLPXnew	+42,460	$2.57M
NLYadded	+27,230	$498K
IBITadded	+8,522	$452K
SPYIadded	+7,226	$367K
QYLDadded	+19,701	$359K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
CALFexited	-14,690	-$683K
ORCLreduced	-2,500	-$417K
RDVYreduced	-6,636	-$392K
DOWexited	-5,194	-$284K
AMTexited	-1,140	-$265K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001667731-25-000057, largest first. % of portfolio is the value over $223,423,509, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	294,350	$17.4M	7.79%	-6,636	Timeline
AAPLAPPLE INC	51,480	$12.9M	5.77%	-228	Timeline
MSFTMICROSOFT CORP	23,849	$10.1M	4.5%	-124	Timeline
MISLFIRST TR EXCHANGE-TRADED FD	313,895	$9.55M	4.28%	-5,765	Timeline
FDLFIRST TR EXCHANGE-TRADED FD	174,835	$7.04M	3.15%	-3,264	Timeline
AMZNAMAZON COM INC	29,466	$6.46M	2.89%	+828	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	10,761	$6.31M	2.82%	+402	Timeline
FTCSFIRST TR EXCHANGE-TRADED FD	61,220	$5.38M	2.41%	-190	Timeline
NVDANVIDIA CORPORATION	39,425	$5.29M	2.37%	+1,016	Timeline
XLUSELECT SECTOR SPDR TR	57,148	$4.33M	1.94%	-794	Timeline
QQQINVESCO QQQ TR	8,265	$4.23M	1.89%	+343	Timeline
WMTWALMART INC	40,497	$3.66M	1.64%	+3,882	Timeline
NLYANNALY CAPITAL MANAGEMENT IN	182,809	$3.35M	1.5%	+27,230	Timeline
FXGFIRST TR EXCHANGE-TRADED FD	51,440	$3.3M	1.47%	+3,015	Timeline
XNOVFIRST TR EXCHNG TRADED FD VI	80,515	$2.74M	1.23%	+8,995	Timeline
MLPXGLOBAL X FDS	42,460	$2.57M	1.15%	new	Timeline
PRUPRUDENTIAL FINL INC	21,582	$2.56M	1.14%	+4	Timeline
ABBVABBVIE INC	13,652	$2.43M	1.09%	+14	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	28,078	$2.37M	1.06%	-17	Timeline
VOOVANGUARD INDEX FDS	4,248	$2.29M	1.02%	+391	Timeline
IBMINTERNATIONAL BUSINESS MACHS	9,865	$2.17M	0.97%	+7	Timeline
PYPLPAYPAL HLDGS INC	25,368	$2.17M	0.97%	-816	Timeline
FTSMFIRST TR EXCHANGE-TRADED FD	35,871	$2.14M	0.96%	+905	Timeline
ORCLORACLE CORP	12,531	$2.09M	0.93%	-2,500	Timeline
FTSLFIRST TR EXCHANGE-TRADED FD	41,682	$1.93M	0.86%	-460	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	4,167	$1.89M	0.85%	-20	Timeline
TSLATESLA INC	4,551	$1.84M	0.82%	+322	Timeline
RWLINVESCO EXCH TRADED FD TR II	18,631	$1.82M	0.82%	+985	Timeline
GOOGLALPHABET INC	9,599	$1.82M	0.81%	-115	Timeline
JPMJPMORGAN CHASE & CO	7,301	$1.75M	0.78%	-39	Timeline
HDHOME DEPOT INC	4,442	$1.73M	0.77%	+8	Timeline
TAT&T INC	73,792	$1.68M	0.75%	-8,507	Timeline
METAMETA PLATFORMS INC	2,801	$1.64M	0.73%	+185	Timeline
BACBANK OF AMER CORP	37,252	$1.64M	0.73%	-794	Timeline
ARCCARES CAPITAL CORP	66,699	$1.46M	0.65%	-1,027	Timeline
VZVERIZON COMMUNICATIONS INC	36,184	$1.45M	0.65%	-4,741	Timeline
PAVEGLOBAL X FDS	34,699	$1.4M	0.63%	+3,429	Timeline
FVDFIRST TR EXCHANGE-TRADED FD	31,909	$1.39M	0.62%	+552	Timeline
CRMSALESFORCE INC	4,155	$1.39M	0.62%	-565	Timeline
SPYMSPDR SERIES TRUST	19,903	$1.37M	0.61%	+1,114	Timeline
XOMEXXON MOBIL CORP	12,746	$1.37M	0.61%	-292	Timeline
MAGSLISTED FDS TR	23,393	$1.27M	0.57%	+797	Timeline
DOGGFIRST TR EXCHANGE-TRADED FD	65,177	$1.24M	0.56%	-1,601	Timeline
ADPAUTOMATIC DATA PROCESSING IN	4,098	$1.2M	0.54%	-48	Timeline
FLBLFRANKLIN TEMPLETON ETF TR	48,933	$1.19M	0.53%	+389	Timeline
VTIVANGUARD INDEX FDS	3,945	$1.14M	0.51%	+101	Timeline
MOALTRIA GROUP INC	21,707	$1.14M	0.51%	-89	Timeline
VIGVANGUARD SPECIALIZED FUNDS	5,665	$1.11M	0.5%	+16	Timeline
XLVSELECT SECTOR SPDR TR	7,791	$1.07M	0.48%	+37	Timeline
CYPHCYPHERPUNK TECHNOLOGIES INC	361,253	$1.04M	0.46%	+39,330	Timeline
ABTABBOTT LABORATORIES	8,727	$987K	0.44%	+6	Timeline
CIBRFIRST TR EXCHANGE-TRADED FD	15,457	$981K	0.44%	-279	Timeline
QYLDGLOBAL X FDS	52,345	$954K	0.43%	+19,701	Timeline
DISDISNEY WALT CO	8,538	$951K	0.43%	-534	Timeline
PFLDETF SER SOLUTIONS	46,198	$950K	0.43%	-3,400	Timeline
DIVOAMPLIFY ETF TR	23,200	$939K	0.42%	-400	Timeline
AVGOBROADCOM INC	3,947	$915K	0.41%	-97	Timeline
SDVYFIRST TR EXCHANGE TRADED FD	24,302	$871K	0.39%	-665	Timeline
VONGVANGUARD SCOTTSDALE FDS	8,349	$862K	0.39%	+392	Timeline
GOOGALPHABET INC	4,470	$851K	0.38%	+110	Timeline
AMDADVANCED MICRO DEVICES INC	7,045	$851K	0.38%	+195	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	16,536	$833K	0.37%	-240	Timeline
LLYELI LILLY & CO	1,058	$817K	0.37%	-59	Timeline
IBITISHARES BITCOIN TRUST ETF	14,974	$794K	0.36%	+8,522	Timeline
MRKMERCK & CO INC	7,942	$790K	0.35%	-714	Timeline
RSPINVESCO EXCHANGE TRADED FD T	4,490	$787K	0.35%	-44	Timeline
DIASTATE STR SPDR DOW JONES IND	1,826	$777K	0.35%	-20	Timeline
XMHQINVESCO EXCHANGE TRADED FD T	7,738	$762K	0.34%	+165	Timeline
HACKAMPLIFY ETF TR	9,933	$740K	0.33%	0	Timeline
COSTCOSTCO WHOLESALE CORPORATION	796	$729K	0.33%	+59	Timeline
COWZPACER FDS TR	12,861	$726K	0.33%	+305	Timeline
MMM3M CO	5,585	$721K	0.32%	0	Timeline
JHMMJOHN HANCOCK EXCHANGE TRADED	12,040	$719K	0.32%	-2,584	Timeline
NEENEXTERA ENERGY INC	10,021	$718K	0.32%	-395	Timeline
PFEPFIZER INC	27,001	$716K	0.32%	-1,709	Timeline
XYZBLOCK INC	8,340	$709K	0.32%	+115	Timeline
LOWLOWES COS INC	2,856	$705K	0.32%	+381	Timeline
PGPROCTER & GAMBLE CO	4,146	$695K	0.31%	+13	Timeline
DGRWWISDOMTREE TR	8,215	$665K	0.3%	+74	Timeline
PLTRPALANTIR TECHNOLOGIES INC	8,695	$658K	0.29%	-47	Timeline
GSGOLDMAN SACHS GROUP INC	1,107	$634K	0.28%	-68	Timeline
XLFSELECT SECTOR SPDR TR	13,040	$630K	0.28%	+12	Timeline
FLQLFRANKLIN TEMPLETON ETF TR	10,504	$616K	0.28%	+2	Timeline
CAVACAVA GROUP INC	5,356	$604K	0.27%	+202	Timeline
IWYISHARES TR	2,565	$603K	0.27%	+3	Timeline
IVVISHARES TR	1,021	$601K	0.27%	-5	Timeline
SPYINEOS ETF TRUST	11,806	$600K	0.27%	+7,226	Timeline
XLPSELECT SECTOR SPDR TR	7,460	$586K	0.26%	+158	Timeline
PDIPIMCO DYNAMIC INCOME FD	31,752	$582K	0.26%	+4,088	Timeline
ENBENBRIDGE INC	13,634	$578K	0.26%	+4,000	Timeline
RDVIFIRST TR EXCHANGE-TRADED FD	23,415	$568K	0.25%	-3,672	Timeline
JNJJOHNSON & JOHNSON	3,874	$560K	0.25%	-88	Timeline
NMFCNEW MTN FIN CORP	49,387	$556K	0.25%	+571	Timeline
ADBEADOBE INC	1,235	$549K	0.25%	+80	Timeline
BTIBRITISH AMERN TOB PLC	15,047	$547K	0.24%	+295	Timeline
IPINTERNATIONAL PAPER CO	10,094	$543K	0.24%	+1	Timeline
NOBLPROSHARES TR	5,291	$527K	0.24%	+157	Timeline
HWMHOWMET AEROSPACE INC	4,673	$511K	0.23%	+1	Timeline
VBKVANGUARD INDEX FDS	1,782	$499K	0.22%	-44	Timeline
XLGINVESCO EXCHANGE TRADED FD T	9,846	$492K	0.22%	+636	Timeline
VFFVILLAGE FARMS INTL INC	631,783	$487K	0.22%	+17,317	Timeline
CSCOCISCO SYS INC	8,198	$485K	0.22%	-592	Timeline
CVXCHEVRON CORPORATION	3,241	$469K	0.21%	-129	Timeline
EDCONSOLIDATED EDISON INC	5,260	$469K	0.21%	+25	Timeline
CORCENCORA INC	2,088	$469K	0.21%	0	Timeline
MCDMCDONALDS CORP	1,601	$464K	0.21%	+8	Timeline
IMCGISHARES TR	6,124	$463K	0.21%	+13	Timeline
CRWDCROWDSTRIKE HLDGS INC	1,341	$459K	0.21%	-36	Timeline
SKYYFIRST TR EXCHANGE-TRADED FD	3,832	$457K	0.2%	-141	Timeline
AMATAPPLIED MATLS INC	2,757	$448K	0.2%	+165	Timeline
WFCWELLS FARGO & CO	6,207	$436K	0.2%	-451	Timeline
VBRVANGUARD INDEX FDS	2,136	$423K	0.19%	+47	Timeline
CMCSACOMCAST CORP NEW	11,185	$420K	0.19%	-112	Timeline
GEGE AEROSPACE	2,507	$418K	0.19%	+214	Timeline
STXVEA SERIES TRUST	13,975	$412K	0.18%	+3,975	Timeline
SMDVPROSHARES TR	5,917	$400K	0.18%	0	Timeline
VRTVERTIV HOLDINGS CO	3,519	$400K	0.18%	+340	Timeline
SOSOUTHERN CO	4,764	$392K	0.18%	-58	Timeline
KOCOCA COLA CO	6,254	$389K	0.17%	+102	Timeline
VEAVANGUARD TAX-MANAGED FDS	7,956	$380K	0.17%	-252	Timeline
VVISA INC	1,185	$375K	0.17%	-202	Timeline
CSXCSX CORP	11,478	$370K	0.17%	0	Timeline
IYHISHARES TR	6,272	$365K	0.16%	-24	Timeline
CGWINVESCO EXCH TRADED FD TR II	6,738	$365K	0.16%	+8	Timeline
SDYSPDR SERIES TRUST	2,752	$364K	0.16%	+32	Timeline
XLESELECT SECTOR SPDR TR	4,207	$360K	0.16%	+26	Timeline
XOPSPDR SERIES TRUST	2,700	$357K	0.16%	0	Timeline
GLDSPDR GOLD TR	1,470	$356K	0.16%	0	Timeline
VGTVANGUARD WORLD FD	572	$356K	0.16%	+3	Timeline
FINXGLOBAL X FDS	11,336	$354K	0.16%	-500	Timeline
BDXBECTON DICKINSON & CO	1,557	$353K	0.16%	0	Timeline
SPDVETF SER SOLUTIONS	10,855	$353K	0.16%	+12	Timeline
BOTZGLOBAL X FDS	10,730	$343K	0.15%	-95	Timeline
CATCATERPILLAR INC	939	$341K	0.15%	+43	Timeline
NFLXNETFLIX INC.	382	$340K	0.15%	-1	Timeline
PVALPUTNAM ETF TRUST	8,970	$333K	0.15%	new	Timeline
IYFISHARES TR	2,969	$328K	0.15%	+13	Timeline
PEPPEPSICO INC	2,148	$327K	0.15%	-168	Timeline
PDBCINVESCO ACTVELY MNGD ETC FD	24,555	$319K	0.14%	+1,195	Timeline
LMBSFIRST TR EXCHANGE-TRADED FD	6,540	$318K	0.14%	-1,035	Timeline
MSTRSTRATEGY INC	1,087	$315K	0.14%	new	Timeline
CVSCVS HEALTH CORP	7,000	$314K	0.14%	-182	Timeline
IEPICAHN ENTERPRISES LP	36,166	$314K	0.14%	-3,440	Timeline
IDMOINVESCO EXCH TRADED FD TR II	7,711	$313K	0.14%	-585	Timeline
PNCPNC FINL SVCS GROUP INC	1,601	$309K	0.14%	-161	Timeline
GRMNGARMIN LTD	1,480	$305K	0.14%	0	Timeline
JEPQJ P MORGAN EXCHANGE TRADED F	5,389	$304K	0.14%	new	Timeline
ROBOEXCHANGE TRADED CONCEPTS TRU	5,370	$302K	0.14%	0	Timeline
SPYGSPDR SERIES TRUST	3,381	$297K	0.13%	+113	Timeline
AMGNAMGEN INC	1,137	$296K	0.13%	+17	Timeline
TDIVFIRST TR EXCHANGE TRADED FD	3,535	$277K	0.12%	+104	Timeline
FTAFIRST TR EXCHANGE-TRADED ALP	3,600	$275K	0.12%	0	Timeline
SHELSHELL PLC	4,379	$274K	0.12%	-128	Timeline
SGOLETFS GOLD TR	10,805	$271K	0.12%	+275	Timeline
SBUXSTARBUCKS CORP	2,954	$270K	0.12%	+473	Timeline
IXNISHARES TR	3,140	$266K	0.12%	+152	Timeline
SPYVSPDR SERIES TRUST	5,169	$264K	0.12%	+138	Timeline
BABOEING CO	1,491	$264K	0.12%	-180	Timeline
DEDEERE & CO	609	$258K	0.12%	+1	Timeline
IEFAISHARES TR	3,631	$255K	0.11%	0	Timeline
HONHONEYWELL INTL INC	1,125	$254K	0.11%	+100	Timeline
UBERUBER TECHNOLOGIES INC	4,179	$252K	0.11%	-535	Timeline
SOXXISHARES TR	1,161	$250K	0.11%	+19	Timeline
XLYSELECT SECTOR SPDR TR	1,085	$243K	0.11%	-128	Timeline
ZTSZOETIS INC	1,481	$241K	0.11%	-22	Timeline
HNDLSTRATEGY SHS	11,240	$240K	0.11%	-3,624	Timeline
UNHUNITEDHEALTH GROUP INC	471	$238K	0.11%	-14	Timeline
REGLPROSHARES TR	2,957	$238K	0.11%	+196	Timeline
QCOMQUALCOMM INC	1,539	$236K	0.11%	+1	Timeline
ETENERGY TRANSFER L P	12,004	$235K	0.11%	+200	Timeline
SPSBSPDR SERIES TRUST	7,595	$227K	0.1%	0	Timeline
NVSNOVARTIS AG	2,329	$227K	0.1%	0	Timeline
FFORD MTR CO	22,393	$222K	0.1%	-5,707	Timeline
SMHVANECK ETF TRUST	898	$217K	0.1%	0	Timeline
TXNTEXAS INSTRS INC	1,128	$211K	0.09%	-140	Timeline
DUKDUKE ENERGY CORP NEW	1,927	$208K	0.09%	new	Timeline
WMWASTE MGMT INC DEL	1,026	$207K	0.09%	+13	Timeline
PKWINVESCO EXCHANGE TRADED FD T	1,766	$203K	0.09%	-66	Timeline
DVNDEVON ENERGY CORP NEW	6,209	$203K	0.09%	-903	Timeline
PHOINVESCO EXCHANGE TRADED FD T	3,080	$203K	0.09%	0	Timeline
GDGENERAL DYNAMICS CORP	762	$201K	0.09%	-48	Timeline
SOFISOFI TECHNOLOGIES INC	12,647	$195K	0.09%	new	Timeline
AGENAGENUS INC	68,081	$187K	0.08%	+665	Timeline
SLVISHARES SILVER TR	6,012	$158K	0.07%	+825	Timeline
ADAPYADAPTIMMUNE THERAPEUTICS PLC S	255,359	$138K	0.06%	0	Timeline
HPPHUDSON PAC PPTYS INC	30,000	$90.9K	0.04%	+18,000	Timeline
KRNYKEARNY FINL CORP MD	10,722	$75.9K	0.03%	0	Timeline
JMIAJUMIA TECHNOLOGIES AG	10,720	$41K	0.02%	+200	Timeline
CTSOCYTOSORBENTS CORP	34,557	$31.4K	0.01%	0	Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

Security	Type	Amount	Value	Change
ORCLORACLE CORP COM	put	11,700	$1.95M	-2,500
CRMSALESFORCE INC COM	put	3,700	$1.24M	-600
SLVISHARES SILVER TR COM	put	5,000	$132K	+1,000
VFFVILLAGE FARMS INTL INC COM	call	136,700	$105K	0
PYPLPAYPAL HLDGS INC STOK	put	100	$8.54K	new
AGENAGENUS INC COM NEW	call	2,000	$5.48K	new
XLFSELECT SECTOR SPDR TR SHS	put	0	$0	new

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
CALFPACER FDS TR	14,690	$683K	shares
DOWDOW HLDGS INC	5,194	$284K	shares
AMTAMERICAN TOWER CORP	1,140	$265K	shares
RRXREGAL REXNORD CORPORATION	1,541	$256K	shares
INCOCOLUMBIA ETF TR II	2,928	$225K	shares
DKNGDRAFTKINGS INC NEW	5,680	$223K	shares
PSXPHILLIPS 66	1,672	$220K	shares
TPLTEXAS PACIFIC LAND CORPORATI	239	$211K	shares
SHVISHARES TR	1,889	$209K	shares
UPSUNITED PARCEL SVCS INC	1,493	$204K	shares
UNPUNION PAC CORP	825	$203K	shares
GLDSPDR GOLD TR	200	$48.6K	put

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001667731-25-000057	base		2025-01-17	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC