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 |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 213 | $297M | +$37.2M | -$4.49M | +$32.7M | GLXY, RDVY, MISL, AAPL, MSFT | 13F-HR | 14 Oct 2025, 17:22 |
| Q2 2025 | 204 | $244M | +$13M | -$4.82M | +$8.15M | RDVY, MISL, AAPL, MSFT, FDL | 13F-HR | 09 Jul 2025, 10:55 |
| Q1 2025 | 188 | $217M | +$16M | -$15.7M | +$210K | RDVY, AAPL, MISL, FDL, MSFT | 13F-HR | 10 Apr 2025, 15:16 |
| Q4 2024 | 189 | $223M | +$9.41M | -$6.58M | +$2.83M | RDVY, AAPL, MSFT, MISL, FDL | 13F-HR | 17 Jan 2025, 17:12 |
| Q3 2024 | 194 | $220M | +$13.3M | -$3.9M | +$9.44M | RDVY, AAPL, MSFT, MISL, FDL | 13F-HR | 18 Oct 2024, 16:02 |
| Q2 2024 | 185 | $198M | +$25M | -$14.5M | +$10.5M | RDVY, AAPL, MSFT, MISL, FDL | 13F-HR | 16 Jul 2024, 14:02 |
| Q1 2024 | 183 | $188M | +$18.5M | -$12.9M | +$5.59M | MSFT, RDVY, AAPL, MISL, FDL | 13F-HR | 15 Apr 2024, 17:08 |
| Q4 2023 | 170 | $172M | +$10.6M | -$17.4M | -$6.86M | AAPL, RDVY, MSFT, MISL, FDL | 13F-HR | 09 Jan 2024, 16:25 |
| Q3 2023 | 168 | $163M | +$10.8M | -$12.4M | -$1.64M | AAPL, MSFT, RDVY, FDL, FVD | 13F-HR | 14 Nov 2023, 08:55 |
| Q2 2023 | 174 | $171M | +$9.24M | -$4.97M | +$4.27M | AAPL, RDVY, MSFT, FDL, FVD | 13F-HR | 13 Jul 2023, 16:01 |
| Q1 2023 | 166 | $160M | +$17.2M | -$7.41M | +$9.74M | AAPL, RDVY, MSFT, FDL, FVD | 13F-HR | 25 Apr 2023, 16:32 |
| Q4 2022 | 155 | $146M | +$45.2M | -$2M | +$43.2M | RDVY, FDL, AAPL, FVD, MSFT | 13F-HR | 17 Jan 2023, 12:46 |
| Q3 2022 | 105 | $97.2M | +$7.6M | -$6.23M | +$1.37M | FDL, RDVY, FVD, KBE, AAPL | 13F-HR | 12 Oct 2022, 11:23 |
| Q2 2022 | 109 | $102M | +$8.92M | -$10.8M | -$1.9M | FDL, FVD, RDVY, FTCS, AAPL | 13F-HR | 19 Jul 2022, 15:45 |
| Q1 2022 | 117 | $123M | +$22.4M | -$15.2M | +$7.23M | AAPL, FDL, FVD, KBE, FTCS | 13F-HR | 18 Apr 2022, 16:44 |
| Q4 2021 | 124 | $120M | $0 | $0 | AAPL, KBE, FTCS, FCG, FDL | 13F-HR | 01 Mar 2022, 17:05 |