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| Name: |
Key Client Fiduciary Advisors LLC |
| City: |
Fairfield |
| State: |
NJ |
| Zip: |
07004 |
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data |
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Filing Period: |
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| Holdings
Found :
24 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
XNOV |
Ft Vest Us Equity Enh & Mod... |
16 |
New |
$0.00 |
$2,613,000 |
80,683 |
1.39% |
2,613,000 |
80,683 |
0.896 |
N/A |
|
|
CRM |
Salesforce.com Inc |
39 |
New |
$278.97 |
$1,100,000 |
3,653 |
0.58% |
1,100,000 |
3,653 |
0.001 |
Internet Software & S... |
|
|
EQWM |
Invesco Russell Midcap Equa... |
63 |
New |
$106.23 |
$695,000 |
6,314 |
0.37% |
695,000 |
6,314 |
0.007 |
N/A |
|
|
VONG |
Vanguard Russell 1000 Growt... |
106 |
New |
$86.23 |
$453,000 |
5,222 |
0.24% |
453,000 |
5,222 |
0.001 |
N/A |
|
|
LMBS |
First Trust Low Duration Mo... |
125 |
New |
$0.00 |
$365,000 |
7,575 |
0.19% |
365,000 |
7,575 |
0.006 |
N/A |
|
|
PSX |
Phillips 66 |
139 |
New |
$146.94 |
$293,000 |
1,795 |
0.16% |
293,000 |
1,795 |
0 |
Oil & Gas Refining, P... |
|
|
GLD |
streetTRACKS Gold Trust |
144 |
New |
$213.58 |
$276,000 |
1,341 |
0.15% |
276,000 |
1,341 |
0 |
Closed - End Fund - E... |
|
|
DVN |
Devon Energy Corp |
145 |
New |
$50.56 |
$273,000 |
5,443 |
0.14% |
273,000 |
5,443 |
0.001 |
Independent Oil & Gas |
|
|
PNC |
PNC Financial Services Grou... |
146 |
New |
$157.21 |
$268,000 |
1,660 |
0.14% |
268,000 |
1,660 |
0 |
Domestic Money Center... |
|
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DE |
Deere & Co |
149 |
New |
$405.42 |
$241,000 |
587 |
0.13% |
241,000 |
587 |
0 |
Farm & Construction M... |
|
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TGT |
Target Corp |
151 |
New |
$159.59 |
$239,000 |
1,349 |
0.13% |
239,000 |
1,349 |
0 |
Discount, Variety Stores |
|
|
FTSD |
Franklin Liberty Short Dura... |
156 |
New |
$0.00 |
$229,000 |
2,544 |
0.12% |
229,000 |
2,544 |
0.046 |
N/A |
|
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GD |
General Dynamics Corp |
161 |
New |
$292.74 |
$221,000 |
782 |
0.12% |
221,000 |
782 |
0 |
Aerospace/Defense - M... |
|
|
TDIV |
First Trust Vi First Trust ... |
162 |
New |
$69.22 |
$220,000 |
3,160 |
0.12% |
220,000 |
3,160 |
0.012 |
N/A |
|
|
GRMN |
Garmin Ltd |
163 |
New |
$169.96 |
$220,000 |
1,480 |
0.12% |
220,000 |
1,480 |
0 |
Scientific & Technica... |
|
|
WM |
Waste Management Inc |
164 |
New |
$210.00 |
$219,000 |
1,027 |
0.12% |
219,000 |
1,027 |
0 |
Waste Management |
|
|
PDI |
Pimco Dynamic Income Fund |
166 |
New |
$0.00 |
$218,000 |
11,300 |
0.12% |
218,000 |
11,300 |
0.025 |
N/A |
|
|
UNH |
Unitedhealth Group Inc |
169 |
New |
$503.21 |
$212,000 |
429 |
0.11% |
212,000 |
429 |
0 |
Health Care Plans |
|
|
CRWD |
Crowdstrike Holdings, Inc. |
170 |
New |
$313.76 |
$211,000 |
658 |
0.11% |
211,000 |
658 |
0 |
N/A |
|
|
XMAR |
Ft Cboe Vest Us Equity Enh ... |
172 |
New |
$0.00 |
$207,000 |
6,153 |
0.11% |
207,000 |
6,153 |
0 |
N/A |
|
|
ENB |
Enbridge Inc (USA) |
171 |
New |
$37.23 |
$207,000 |
5,708 |
0.11% |
207,000 |
5,708 |
0.07 |
Oil & Gas Pipelines &... |
|
|
SPYG |
SPDR Dow Jones Wilshire Lar... |
173 |
New |
$73.15 |
$206,000 |
2,811 |
0.11% |
206,000 |
2,811 |
0.016 |
Closed - End Fund - E... |
|
|
SMH |
Vaneck Vectors Semiconducto... |
175 |
New |
$208.63 |
$202,000 |
898 |
0.11% |
202,000 |
898 |
0.001 |
N/A |
|
|
PHO |
Invesco Water Resource Port |
177 |
New |
$67.27 |
$200,000 |
3,005 |
0.11% |
200,000 |
3,005 |
0.011 |
Closed - End Fund - Debt |
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