Notify me when Key Client Fiduciary Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 206 | $288,801,389 | +$25,940,260 | -$26,430,178 | -$489,918 | RDVY, GLXY, MISL, AAPL, SPY | 13F-HR | 28 Jan 2026, 08:24 |
| Q3 2025 | 213 | $296,884,123 | +$37,221,305 | -$4,486,680 | +$32,734,625 | GLXY, RDVY, MISL, AAPL, MSFT | 13F-HR | 14 Oct 2025, 17:22 |
| Q2 2025 | 204 | $244,099,656 | +$12,971,787 | -$4,822,270 | +$8,149,517 | RDVY, MISL, AAPL, MSFT, FDL | 13F-HR | 09 Jul 2025, 10:55 |
| Q1 2025 | 188 | $216,932,222 | +$15,959,988 | -$15,749,633 | +$210,355 | RDVY, AAPL, MISL, FDL, MSFT | 13F-HR | 10 Apr 2025, 15:16 |
| Q4 2024 | 189 | $223,423,509 | +$9,413,305 | -$6,580,110 | +$2,833,195 | RDVY, AAPL, MSFT, MISL, FDL | 13F-HR | 17 Jan 2025, 17:12 |
| Q3 2024 | 194 | $219,576,722 | +$13,337,831 | -$3,896,018 | +$9,441,813 | RDVY, AAPL, MSFT, MISL, FDL | 13F-HR | 18 Oct 2024, 16:02 |
| Q2 2024 | 185 | $197,913,468 | +$24,976,852 | -$14,526,206 | +$10,450,646 | RDVY, AAPL, MSFT, MISL, FDL | 13F-HR | 16 Jul 2024, 14:02 |
| Q1 2024 | 183 | $188,429,665 | +$18,477,327 | -$12,886,943 | +$5,590,384 | MSFT, RDVY, AAPL, MISL, FDL | 13F-HR | 15 Apr 2024, 17:08 |
| Q4 2023 | 170 | $171,529,205 | +$10,592,838 | -$17,448,583 | -$6,855,745 | AAPL, RDVY, MSFT, MISL, FDL | 13F-HR | 09 Jan 2024, 16:25 |
| Q3 2023 | 168 | $162,850,318 | +$10,768,038 | -$12,405,890 | -$1,637,852 | AAPL, MSFT, RDVY, FDL, FVD | 13F-HR | 14 Nov 2023, 08:55 |
| Q2 2023 | 174 | $171,127,679 | +$9,241,679 | -$4,967,087 | +$4,274,592 | AAPL, RDVY, MSFT, FDL, FVD | 13F-HR | 13 Jul 2023, 16:01 |
| Q1 2023 | 166 | $160,237,746 | +$17,153,117 | -$7,414,382 | +$9,738,735 | AAPL, RDVY, MSFT, FDL, FVD | 13F-HR | 25 Apr 2023, 16:32 |
| Q4 2022 | 155 | $146,289,150 | +$45,172,524 | -$1,996,686 | +$43,175,838 | RDVY, FDL, AAPL, FVD, MSFT | 13F-HR | 17 Jan 2023, 12:46 |
| Q3 2022 | 105 | $97,185,000 | +$7,598,675 | -$6,233,247 | +$1,365,428 | FDL, RDVY, FVD, KBE, AAPL | 13F-HR | 12 Oct 2022, 11:23 |
| Q2 2022 | 109 | $102,005,000 | +$8,924,183 | -$10,823,181 | -$1,898,998 | FDL, FVD, RDVY, FTCS, AAPL | 13F-HR | 19 Jul 2022, 15:45 |
| Q1 2022 | 117 | $122,619,000 | +$22,408,326 | -$15,181,304 | +$7,227,022 | AAPL, FDL, FVD, KBE, FTCS | 13F-HR | 18 Apr 2022, 16:44 |
| Q4 2021 | 124 | $119,671,000 | $0 | $0 | $0 | AAPL, KBE, FTCS, FCG, FDL | 13F-HR | 01 Mar 2022, 17:05 |