Key Client Fiduciary Advisors, LLC

13F filer, CIK 1912612, Fairfield, NJ

Key Client Fiduciary Advisors, LLC reported $219,852,169 across 193 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-10. Its ten largest share positions make up 35.98% of the portfolio.

Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0001667731-25-000398

Period: 2025-03-31
Reported value: $220M
Holdings: 193
Top 10 weight: 35.98%
New: 11
Sold out: 14

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SDVYadded	+109,976	$3.68M
TSLAadded	+9,394	$2.43M
AIRRnew	+18,278	$1.25M
BKDVnew	+47,425	$1.2M
LBnew	+9,465	$681K

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
FXGexited	-51,440	-$3.3M
MSFTreduced	-6,912	-$2.59M
DOGGexited	-65,177	-$1.24M
WMTreduced	-13,567	-$1.19M
XLUreduced	-14,997	-$1.18M

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, Q1 2025

Share positions as resolved from 13F-HR 0001667731-25-000398, largest first. % of portfolio is the value over $216,932,222, 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	293,291	$17.2M	7.91%	-1,059	Timeline
AAPLAPPLE INC	50,631	$11.2M	5.18%	-849	Timeline
MISLFIRST TR EXCHANGE-TRADED FD	312,744	$9.47M	4.37%	-1,151	Timeline
FDLFIRST TR EXCHANGE-TRADED FD	179,582	$7.8M	3.6%	+4,747	Timeline
MSFTMICROSOFT CORP	16,937	$6.36M	2.93%	-6,912	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	11,331	$6.34M	2.92%	+570	Timeline
AMZNAMAZON COM INC	29,191	$5.55M	2.56%	-275	Timeline
FTCSFIRST TR EXCHANGE-TRADED FD	60,399	$5.41M	2.5%	-821	Timeline
SDVYFIRST TR EXCHANGE TRADED FD	134,278	$4.5M	2.07%	+109,976	Timeline
QQQINVESCO QQQ TR	8,957	$4.2M	1.94%	+692	Timeline
NVDANVIDIA CORPORATION	38,651	$4.19M	1.93%	-774	Timeline
NLYANNALY CAPITAL MANAGEMENT IN	180,012	$3.66M	1.69%	-2,797	Timeline
TSLATESLA INC	13,945	$3.61M	1.67%	+9,394	Timeline
XLUSELECT SECTOR SPDR TR	42,151	$3.32M	1.53%	-14,997	Timeline
MLPXGLOBAL X FDS	46,910	$2.99M	1.38%	+4,450	Timeline
ABBVABBVIE INC	13,573	$2.84M	1.31%	-79	Timeline
XNOVFIRST TR EXCHNG TRADED FD VI	84,205	$2.84M	1.31%	+3,690	Timeline
FTSMFIRST TR EXCHANGE-TRADED FD	42,809	$2.56M	1.18%	+6,938	Timeline
IBMINTERNATIONAL BUSINESS MACHS	9,903	$2.46M	1.14%	+38	Timeline
WMTWALMART INC	26,930	$2.36M	1.09%	-13,567	Timeline
PRUPRUDENTIAL FINL INC	21,164	$2.36M	1.09%	-418	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	27,889	$2.3M	1.06%	-189	Timeline
VOOVANGUARD INDEX FDS	4,368	$2.24M	1.03%	+120	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	4,064	$2.16M	1%	-103	Timeline
TAT&T INC	70,029	$1.98M	0.91%	-3,763	Timeline
RWLINVESCO EXCH TRADED FD TR II	18,765	$1.86M	0.86%	+134	Timeline
FTSLFIRST TR EXCHANGE-TRADED FD	40,724	$1.86M	0.86%	-958	Timeline
JPMJPMORGAN CHASE & CO	7,469	$1.83M	0.84%	+168	Timeline
ORCLORACLE CORP	12,617	$1.76M	0.81%	+86	Timeline
SPYMSPDR SERIES TRUST	26,534	$1.74M	0.8%	+6,631	Timeline
PYPLPAYPAL HLDGS INC	25,563	$1.67M	0.77%	+195	Timeline
FVDFIRST TR EXCHANGE-TRADED FD	36,446	$1.63M	0.75%	+4,537	Timeline
GOOGLALPHABET INC	10,497	$1.62M	0.75%	+898	Timeline
HDHOME DEPOT INC	4,408	$1.62M	0.74%	-34	Timeline
METAMETA PLATFORMS INC	2,748	$1.58M	0.73%	-53	Timeline
VZVERIZON COMMUNICATIONS INC	34,496	$1.56M	0.72%	-1,688	Timeline
XOMEXXON MOBIL CORP	13,126	$1.56M	0.72%	+380	Timeline
BACBANK OF AMER CORP	36,942	$1.54M	0.71%	-310	Timeline
MOALTRIA GROUP INC	22,774	$1.37M	0.63%	+1,067	Timeline
ARCCARES CAPITAL CORP	61,605	$1.37M	0.63%	-5,094	Timeline
PAVEGLOBAL X FDS	36,123	$1.36M	0.63%	+1,424	Timeline
AIRRFIRST TR EXCHANGE TRADED FD	18,278	$1.25M	0.57%	new	Timeline
ADPAUTOMATIC DATA PROCESSING IN	4,060	$1.24M	0.57%	-38	Timeline
BKDVBNY MELLON ETF TRUST II	47,425	$1.2M	0.55%	new	Timeline
XLVSELECT SECTOR SPDR TR	7,962	$1.16M	0.54%	+171	Timeline
VIGVANGUARD SPECIALIZED FUNDS	5,886	$1.14M	0.53%	+221	Timeline
ABTABBOTT LABORATORIES	8,607	$1.14M	0.53%	-120	Timeline
FLBLFRANKLIN TEMPLETON ETF TR	46,715	$1.12M	0.52%	-2,218	Timeline
CRMSALESFORCE INC	4,155	$1.12M	0.51%	0	Timeline
MAGSLISTED FDS TR	23,743	$1.09M	0.5%	+350	Timeline
QYLDGLOBAL X FDS	64,942	$1.08M	0.5%	+12,597	Timeline
VTIVANGUARD INDEX FDS	3,870	$1.06M	0.49%	-75	Timeline
DIVOAMPLIFY ETF TR	22,900	$934K	0.43%	-300	Timeline
LLYELI LILLY & CO	1,073	$886K	0.41%	+15	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	17,471	$885K	0.41%	+935	Timeline
SPYINEOS ETF TRUST	17,801	$853K	0.39%	+5,995	Timeline
DISDISNEY WALT CO	8,493	$838K	0.39%	-45	Timeline
MMM3M CO	5,485	$805K	0.37%	-100	Timeline
COSTCOSTCO WHOLESALE CORPORATION	843	$797K	0.37%	+47	Timeline
COWZPACER FDS TR	14,446	$791K	0.36%	+1,585	Timeline
RSPINVESCO EXCHANGE TRADED FD T	4,509	$781K	0.36%	+19	Timeline
IBITISHARES BITCOIN TRUST ETF	16,647	$779K	0.36%	+1,673	Timeline
DIASTATE STR SPDR DOW JONES IND	1,826	$767K	0.35%	0	Timeline
VONGVANGUARD SCOTTSDALE FDS	8,075	$749K	0.35%	-274	Timeline
AMDADVANCED MICRO DEVICES INC	7,005	$720K	0.33%	-40	Timeline
MRKMERCK & CO INC	7,968	$715K	0.33%	+26	Timeline
NEENEXTERA ENERGY INC	10,077	$714K	0.33%	+56	Timeline
PLTRPALANTIR TECHNOLOGIES INC	8,449	$713K	0.33%	-246	Timeline
XMHQINVESCO EXCHANGE TRADED FD T	7,702	$705K	0.32%	-36	Timeline
HACKAMPLIFY ETF TR	9,728	$698K	0.32%	-205	Timeline
PGPROCTER & GAMBLE CO	4,078	$695K	0.32%	-68	Timeline
GOOGALPHABET INC	4,405	$688K	0.32%	-65	Timeline
LBLANDBRIDGE COMPANY LLC	9,465	$681K	0.31%	new	Timeline
DGRWWISDOMTREE TR	8,350	$667K	0.31%	+135	Timeline
LOWLOWES COS INC	2,858	$667K	0.31%	+2	Timeline
XLPSELECT SECTOR SPDR TR	8,053	$658K	0.3%	+593	Timeline
XLFSELECT SECTOR SPDR TR	13,050	$650K	0.3%	+10	Timeline
PFEPFIZER INC	25,610	$649K	0.3%	-1,391	Timeline
AVGOBROADCOM INC	3,867	$647K	0.3%	-80	Timeline
PDIPIMCO DYNAMIC INCOME FD	32,392	$641K	0.3%	+640	Timeline
ENBENBRIDGE INC	14,364	$636K	0.29%	+730	Timeline
JNJJOHNSON & JOHNSON	3,807	$631K	0.29%	-67	Timeline
HWMHOWMET AEROSPACE INC	4,554	$591K	0.27%	-119	Timeline
NOBLPROSHARES TR	5,777	$590K	0.27%	+486	Timeline
EDCONSOLIDATED EDISON INC	5,283	$584K	0.27%	+23	Timeline
CORCENCORA INC	2,088	$581K	0.27%	0	Timeline
BTIBRITISH AMERN TOB PLC	13,934	$576K	0.27%	-1,113	Timeline
GSGOLDMAN SACHS GROUP INC	1,053	$575K	0.27%	-54	Timeline
JHMMJOHN HANCOCK EXCHANGE TRADED	9,994	$573K	0.26%	-2,046	Timeline
IVVISHARES TR	1,003	$563K	0.26%	-18	Timeline
CAVACAVA GROUP INC	6,254	$540K	0.25%	+898	Timeline
IWYISHARES TR	2,538	$535K	0.25%	-27	Timeline
IMCGISHARES TR	7,411	$529K	0.24%	+1,287	Timeline
XLGINVESCO EXCHANGE TRADED FD T	11,463	$528K	0.24%	+1,617	Timeline
IPINTERNATIONAL PAPER CO	9,854	$526K	0.24%	-240	Timeline
CVXCHEVRON CORPORATION	3,104	$519K	0.24%	-137	Timeline
NMFCNEW MTN FIN CORP	46,846	$517K	0.24%	-2,541	Timeline
ADBEADOBE INC	1,324	$508K	0.23%	+89	Timeline
MCDMCDONALDS CORP	1,607	$502K	0.23%	+6	Timeline
VRTVERTIV HOLDINGS CO	6,929	$500K	0.23%	+3,410	Timeline
GEGE AEROSPACE	2,478	$496K	0.23%	-29	Timeline
CRWDCROWDSTRIKE HLDGS INC	1,406	$496K	0.23%	+65	Timeline
CVSCVS HEALTH CORP	7,096	$481K	0.22%	+96	Timeline
CSCOCISCO SYS INC	7,736	$477K	0.22%	-462	Timeline
MSTRSTRATEGY INC	1,643	$474K	0.22%	+556	Timeline
XYZBLOCK INC	8,344	$453K	0.21%	+4	Timeline
SOSOUTHERN CO	4,840	$445K	0.21%	+76	Timeline
KOCOCA COLA CO	6,177	$442K	0.2%	-77	Timeline
WFCWELLS FARGO & CO	6,128	$440K	0.2%	-79	Timeline
VBKVANGUARD INDEX FDS	1,720	$433K	0.2%	-62	Timeline
AMATAPPLIED MATLS INC	2,956	$429K	0.2%	+199	Timeline
STXVEA SERIES TRUST	13,975	$426K	0.2%	0	Timeline
JEPQJ P MORGAN EXCHANGE TRADED F	8,232	$426K	0.2%	+2,843	Timeline
GLDSPDR GOLD TR	1,477	$426K	0.2%	+7	Timeline
VEAVANGUARD TAX-MANAGED FDS	8,166	$415K	0.19%	+210	Timeline
VFFVILLAGE FARMS INTL INC	675,965	$409K	0.19%	+44,182	Timeline
NFLXNETFLIX INC.	436	$407K	0.19%	+54	Timeline
XLESELECT SECTOR SPDR TR	4,330	$405K	0.19%	+123	Timeline
VVISA INC	1,151	$403K	0.19%	-34	Timeline
VBRVANGUARD INDEX FDS	2,164	$403K	0.19%	+28	Timeline
CMCSACOMCAST CORP NEW	10,880	$401K	0.19%	-305	Timeline
SDYSPDR SERIES TRUST	2,946	$400K	0.18%	+194	Timeline
SMDVPROSHARES TR	5,917	$388K	0.18%	0	Timeline
UBERUBER TECHNOLOGIES INC	5,243	$382K	0.18%	+1,064	Timeline
IYHISHARES TR	6,198	$377K	0.17%	-74	Timeline
CGWINVESCO EXCH TRADED FD TR II	6,738	$375K	0.17%	0	Timeline
SKYYFIRST TR EXCHANGE-TRADED FD	3,663	$375K	0.17%	-169	Timeline
PDBCINVESCO ACTVELY MNGD ETC FD	26,312	$359K	0.17%	+1,757	Timeline
PVALPUTNAM ETF TRUST	9,408	$358K	0.17%	+438	Timeline
AMGNAMGEN INC	1,149	$358K	0.16%	+12	Timeline
BDXBECTON DICKINSON & CO	1,557	$357K	0.16%	0	Timeline
XOPSPDR SERIES TRUST	2,700	$356K	0.16%	0	Timeline
SPDVETF SER SOLUTIONS	10,873	$354K	0.16%	+18	Timeline
SGOLETFS GOLD TR	11,763	$351K	0.16%	+958	Timeline
IYFISHARES TR	2,978	$336K	0.15%	+9	Timeline
FTQIFIRST TR EXCHANGE TRADED FD	17,200	$324K	0.15%	new	Timeline
LMBSFIRST TR EXCHANGE-TRADED FD	6,540	$322K	0.15%	0	Timeline
GRMNGARMIN LTD	1,480	$321K	0.15%	0	Timeline
SHELSHELL PLC	4,380	$321K	0.15%	+1	Timeline
CSXCSX CORP	10,900	$321K	0.15%	-578	Timeline
IDMOINVESCO EXCH TRADED FD TR II	7,226	$319K	0.15%	-485	Timeline
SPYVSPDR SERIES TRUST	6,218	$318K	0.15%	+1,049	Timeline
PEPPEPSICO INC	2,088	$313K	0.14%	-60	Timeline
CATCATERPILLAR INC	945	$312K	0.14%	+6	Timeline
VGTVANGUARD WORLD FD	561	$304K	0.14%	-11	Timeline
SBUXSTARBUCKS CORP	3,069	$301K	0.14%	+115	Timeline
IEPICAHN ENTERPRISES LP	32,372	$293K	0.14%	-3,794	Timeline
SPYGSPDR SERIES TRUST	3,649	$293K	0.14%	+268	Timeline
BOTZGLOBAL X FDS	9,962	$284K	0.13%	-768	Timeline
XYLDGLOBAL X FDS	7,025	$277K	0.13%	new	Timeline
ROBOEXCHANGE TRADED CONCEPTS TRU	5,370	$277K	0.13%	0	Timeline
REGLPROSHARES TR	3,428	$276K	0.13%	+471	Timeline
FTAFIRST TR EXCHANGE-TRADED ALP	3,600	$276K	0.13%	0	Timeline
TDIVFIRST TR EXCHANGE TRADED FD	3,732	$275K	0.13%	+197	Timeline
PNCPNC FINL SVCS GROUP INC	1,516	$267K	0.12%	-85	Timeline
IEFAISHARES TR	3,486	$264K	0.12%	-145	Timeline
NVSNOVARTIS AG	2,329	$260K	0.12%	0	Timeline
FINXGLOBAL X FDS	9,262	$255K	0.12%	-2,074	Timeline
BABOEING CO	1,491	$254K	0.12%	0	Timeline
SOXXISHARES TR	1,326	$250K	0.12%	+165	Timeline
WMWASTE MGMT INC DEL	1,053	$244K	0.11%	+27	Timeline
UNHUNITEDHEALTH GROUP INC	459	$240K	0.11%	-12	Timeline
ZTSZOETIS INC	1,450	$239K	0.11%	-31	Timeline
IXNISHARES TR	3,140	$238K	0.11%	0	Timeline
TXNTEXAS INSTRS INC	1,278	$230K	0.11%	+150	Timeline
FFORD MTR CO	22,883	$230K	0.11%	+490	Timeline
DVNDEVON ENERGY CORP NEW	6,122	$229K	0.11%	-87	Timeline
SPSBSPDR SERIES TRUST	7,595	$229K	0.11%	0	Timeline
CAGCONAGRA BRANDS INC	8,282	$221K	0.1%	new	Timeline
QCOMQUALCOMM INC	1,436	$221K	0.1%	-103	Timeline
DEDEERE & CO	460	$216K	0.1%	-149	Timeline
PKWINVESCO EXCHANGE TRADED FD T	1,915	$216K	0.1%	+149	Timeline
XLYSELECT SECTOR SPDR TR	1,090	$215K	0.1%	+5	Timeline
PMPHILIP MORRIS INTL INC	1,347	$214K	0.1%	new	Timeline
ETENERGY TRANSFER L P	11,404	$212K	0.1%	-600	Timeline
DUKDUKE ENERGY CORP NEW	1,715	$209K	0.1%	-212	Timeline
PSXPHILLIPS 66	1,660	$205K	0.09%	new	Timeline
HNDLSTRATEGY SHS	9,690	$204K	0.09%	-1,550	Timeline
SLVISHARES SILVER TR	6,192	$192K	0.09%	+180	Timeline
FPEFIRST TR EXCH TRADED FD III	10,813	$190K	0.09%	new	Timeline
SOFISOFI TECHNOLOGIES INC	14,092	$164K	0.08%	+1,445	Timeline
CYPHCYPHERPUNK TECHNOLOGIES INC	388,721	$119K	0.05%	+27,468	Timeline
AGENAGENUS INC	61,803	$93K	0.04%	-6,278	Timeline
CTSOCYTOSORBENTS CORP	78,457	$78.5K	0.04%	+43,900	Timeline
HPPHUDSON PAC PPTYS INC	20,000	$59K	0.03%	-10,000	Timeline
JMIAJUMIA TECHNOLOGIES AG	14,856	$31.9K	0.01%	+4,136	Timeline
ADAPYADAPTIMMUNE THERAPEUTICS PLC S	150,150	$29.6K	0.01%	-105,209	Timeline
TNF PHARMACEUTICALS INCTNF PHARMACEUTICALS INC	20,000	$7K	<0.01%	new

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	$1.64M	0
CRMSALESFORCE INC COM	put	3,700	$993K	0
SLVISHARES SILVER TR COM	put	5,000	$155K	0
AAPLAPPLE INC COM	put	600	$133K	new
AGENAGENUS INC COM NEW	call	2,000	$3.01K	0

Sold out in Q1 2025

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

Security	Shares before	Value before	Type
FXGFIRST TR EXCHANGE-TRADED FD	51,440	$3.3M	shares
DOGGFIRST TR EXCHANGE-TRADED FD	65,177	$1.24M	shares
CIBRFIRST TR EXCHANGE-TRADED FD	15,457	$981K	shares
PFLDETF SER SOLUTIONS	46,198	$950K	shares
FLQLFRANKLIN TEMPLETON ETF TR	10,504	$616K	shares
RDVIFIRST TR EXCHANGE-TRADED FD	23,415	$568K	shares
HONHONEYWELL INTL INC	1,125	$254K	shares
SMHVANECK ETF TRUST	898	$217K	shares
PHOINVESCO EXCHANGE TRADED FD T	3,080	$203K	shares
GDGENERAL DYNAMICS CORP	762	$201K	shares
VFFVILLAGE FARMS INTL INC	136,700	$105K	call
KRNYKEARNY FINL CORP MD	10,722	$75.9K	shares
PYPLPAYPAL HLDGS INC	100	$8.54K	put
XLFSELECT SECTOR SPDR TR	0	$0	put

How Q1 2025 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 0001667731-25-000398	base		2025-04-10	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC