Key Client Fiduciary Advisors, LLC Diversified Active

CIK: 0001912612 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 25, 2023

Total Value ($000): $160,241 (100.0% shares, 0.0% debt)

Holdings (168)

AAPL APPLE INC 5.1%
Value ($000) $8,125 Shares 49,271 Est. Cost $150.24 Unrealized -3.2%
RDVY FIRST TR EXCHANGE-TRADED FD 4.8%
Value ($000) $7,744 Shares 172,595 Est. Cost $45.52 Unrealized
MSFT MICROSOFT CORP 4.3%
Value ($000) $6,910 Shares 23,968 Est. Cost $282.35 Unrealized -11.6%
FDL FIRST TR MORNINGSTAR DIVID L 4.3%
Value ($000) $6,870 Shares 193,521 Est. Cost $35.88 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 4.0%
Value ($000) $6,358 Shares 158,319 Est. Cost $42.24 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 3.3%
Value ($000) $5,357 Shares 73,440 Est. Cost $83.04 Unrealized
XLK SELECT SECTOR SPDR TR 3.1%
Value ($000) $4,943 Shares 32,736 Est. Cost $146.34 Unrealized
XLF SELECT SECTOR SPDR TR 2.9%
Value ($000) $4,589 Shares 142,738 Est. Cost $32.71 Unrealized
XLU SELECT SECTOR SPDR TR 2.5%
Value ($000) $3,947 Shares 58,306 Est. Cost $71.53 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 2.0%
Value ($000) $3,205 Shares 14,398 Est. Cost $224.03 Unrealized -5.6%
NLY ANNALY CAPITAL MANAGEMENT IN 1.8%
Value ($000) $2,894 Shares 151,462 Est. Cost $17.20 Unrealized
SPY SPDR S&P 500 ETF TR 1.7%
Value ($000) $2,773 Shares 6,772 Est. Cost $436.91 Unrealized
AMZN AMAZON COM INC 1.7%
Value ($000) $2,736 Shares 26,490 Est. Cost $116.97 Unrealized -17.4%
FTSM FIRST TR EXCHANGE-TRADED FD 1.7%
Value ($000) $2,733 Shares 45,929 Est. Cost $59.60 Unrealized
ABBV ABBVIE INC 1.7%
Value ($000) $2,649 Shares 16,622 Est. Cost $131.45 Unrealized +5.1%
VZ VERIZON COMMUNICATIONS INC 1.6%
Value ($000) $2,607 Shares 67,026 Est. Cost $33.69 Unrealized -3.0%
PEG PUBLIC SVC ENTERPRISE GRP IN 1.6%
Value ($000) $2,551 Shares 40,848 Est. Cost $52.19 Unrealized +5.2%
PRU PRUDENTIAL FINL INC 1.4%
Value ($000) $2,289 Shares 27,667 Est. Cost $85.57 Unrealized -3.4%
PFLD ETF SER SOLUTIONS 1.4%
Value ($000) $2,284 Shares 108,453 Est. Cost $24.48 Unrealized
T AT&T INC 1.4%
Value ($000) $2,262 Shares 117,497 Est. Cost $15.07 Unrealized +8.5%
INCE FRANKLIN TEMPLETON ETF TR 1.2%
Value ($000) $1,974 Shares 41,885 Est. Cost $50.07 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 1.2%
Value ($000) $1,955 Shares 52,380 Est. Cost $46.28 Unrealized
QQQ INVESCO QQQ TR 1.2%
Value ($000) $1,946 Shares 6,063 Est. Cost $339.77 Unrealized
ACTIVISION BLIZZARD INC 1.1%
Value ($000) $1,786 Shares 20,871 Est. Cost $66.52 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.0%
Value ($000) $1,611 Shares 12,287 Est. Cost $120.69 Unrealized +0.0%
WMT WALMART INC 1.0%
Value ($000) $1,562 Shares 10,594 Est. Cost $43.01 Unrealized +6.5%
FLBL FRANKLIN TEMPLETON ETF TR 0.9%
Value ($000) $1,405 Shares 58,930 Est. Cost $24.93 Unrealized
ARCC ARES CAPITAL CORP 0.9%
Value ($000) $1,376 Shares 75,267 Est. Cost $14.04 Unrealized +2.1%
HD HOME DEPOT INC 0.8%
Value ($000) $1,288 Shares 4,364 Est. Cost $303.36 Unrealized -6.2%
BAC BANK AMERICA CORP 0.8%
Value ($000) $1,243 Shares 43,473 Est. Cost $39.53 Unrealized -22.7%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $1,215 Shares 11,075 Est. Cost $80.39 Unrealized +24.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $1,201 Shares 3,891 Est. Cost $297.55 Unrealized +3.6%
CIBR FIRST TR EXCHANGE TRADED FD 0.7%
Value ($000) $1,181 Shares 27,624 Est. Cost $51.76 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $1,070 Shares 23,643 Est. Cost $47.92 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 0.7%
Value ($000) $1,055 Shares 17,000 Est. Cost $62.07 Unrealized
GOOGL ALPHABET INC 0.6%
Value ($000) $969 Shares 9,345 Est. Cost $107.25 Unrealized -11.2%
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $957 Shares 4,691 Est. Cost $235.79 Unrealized
DIVO AMPLIFY ETF TR 0.6%
Value ($000) $940 Shares 26,500 Est. Cost $38.20 Unrealized
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $930 Shares 3,347 Est. Cost $22.85 Unrealized -5.4%
IEP ICAHN ENTERPRISES LP 0.5%
Value ($000) $866 Shares 16,745 Est. Cost $51.43 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $851 Shares 20,867 Est. Cost $40.35 Unrealized -9.4%
ABT ABBOTT LABS 0.5%
Value ($000) $850 Shares 8,393 Est. Cost $97.64 Unrealized +2.4%
MO ALTRIA GROUP INC 0.5%
Value ($000) $844 Shares 18,919 Est. Cost $34.17 Unrealized +6.2%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $825 Shares 10,869 Est. Cost $157.82 Unrealized -51.3%
XLV SELECT SECTOR SPDR TR 0.5%
Value ($000) $813 Shares 6,281 Est. Cost $137.22 Unrealized
AGENUS INC 0.5%
Value ($000) $808 Shares 531,600 Est. Cost $2.79 Unrealized
DIS DISNEY WALT CO 0.5%
Value ($000) $805 Shares 8,042 Est. Cost $141.42 Unrealized -30.3%
XLP SELECT SECTOR SPDR TR 0.5%
Value ($000) $771 Shares 10,320 Est. Cost $74.41 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $762 Shares 5,851 Est. Cost $143.62 Unrealized -10.8%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $712 Shares 4,593 Est. Cost $152.88 Unrealized -3.3%
DIA SPDR DOW JONES INDL AVERAGE 0.4%
Value ($000) $692 Shares 2,080 Est. Cost $331.33 Unrealized
TSLA TESLA INC 0.4%
Value ($000) $683 Shares 3,292 Est. Cost $238.06 Unrealized -26.7%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $673 Shares 4,125 Est. Cost $152.99 Unrealized -3.0%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $651 Shares 8,444 Est. Cost $75.40 Unrealized -6.3%
JPST J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $651 Shares 12,934 Est. Cost $50.46 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.4%
Value ($000) $638 Shares 13,317 Est. Cost $55.02 Unrealized
LVHD LEGG MASON ETF INVT 0.4%
Value ($000) $636 Shares 17,065 Est. Cost $37.61 Unrealized
IP INTERNATIONAL PAPER CO 0.4%
Value ($000) $628 Shares 17,429 Est. Cost $30.99 Unrealized +4.9%
MRK MERCK & CO INC 0.4%
Value ($000) $622 Shares 5,844 Est. Cost $78.82 Unrealized +25.2%
ETF MANAGERS TR 0.4%
Value ($000) $619 Shares 12,952 Est. Cost $44.28 Unrealized
NMFC NEW MTN FIN CORP 0.4%
Value ($000) $583 Shares 47,889 Est. Cost $8.57 Unrealized +3.2%
DOW DOW INC 0.4%
Value ($000) $571 Shares 10,412 Est. Cost $40.80 Unrealized +15.9%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $561 Shares 3,640 Est. Cost $167.65 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $553 Shares 8,267 Est. Cost $91.37 Unrealized
XYZ BLOCK INC 0.3%
Value ($000) $543 Shares 7,903 Est. Cost $157.13 Unrealized -52.4%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $542 Shares 1,441 Est. Cost $419.13 Unrealized
ED CONSOLIDATED EDISON INC 0.3%
Value ($000) $540 Shares 5,641 Est. Cost $74.21 Unrealized +14.3%
LEAP THERAPEUTICS INC 0.3%
Value ($000) $522 Shares 1,535,816 Est. Cost $1.71 Unrealized
IVV ISHARES TR 0.3%
Value ($000) $521 Shares 1,266 Est. Cost $459.60 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $518 Shares 3,487 Est. Cost $132.70 Unrealized +0.4%
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $510 Shares 3,525 Est. Cost $151.61 Unrealized
AMAT APPLIED MATLS INC 0.3%
Value ($000) $507 Shares 4,131 Est. Cost $93.69 Unrealized +19.4%
PEP PEPSICO INC 0.3%
Value ($000) $498 Shares 2,731 Est. Cost $149.76 Unrealized +6.0%
XOP SPDR SER TR 0.3%
Value ($000) $498 Shares 3,900 Est. Cost $135.88 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.3%
Value ($000) $487 Shares 6,116 Est. Cost $83.64 Unrealized -11.1%
SPDV ETF SER SOLUTIONS 0.3%
Value ($000) $487 Shares 17,259 Est. Cost $30.83 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.3%
Value ($000) $477 Shares 3,257 Est. Cost $134.59 Unrealized +1.3%
CSCO CISCO SYS INC 0.3%
Value ($000) $471 Shares 9,010 Est. Cost $42.22 Unrealized +6.2%
TAN INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $471 Shares 6,061 Est. Cost $72.94 Unrealized
SO SOUTHERN CO 0.3%
Value ($000) $444 Shares 6,378 Est. Cost $59.73 Unrealized +1.6%
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $444 Shares 1,792 Est. Cost $223.58 Unrealized +3.9%
CGW INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $441 Shares 8,840 Est. Cost $47.14 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $438 Shares 4,468 Est. Cost $124.26 Unrealized -34.5%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $438 Shares 1,338 Est. Cost $316.36 Unrealized +2.3%
RWL INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $426 Shares 5,603 Est. Cost $77.97 Unrealized
IYH ISHARES TR 0.3%
Value ($000) $426 Shares 1,560 Est. Cost $293.63 Unrealized
FLQS FRANKLIN TEMPLETON ETF TR 0.3%
Value ($000) $425 Shares 12,455 Est. Cost $39.91 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $424 Shares 15,928 Est. Cost $27.05 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $409 Shares 2,047 Est. Cost $211.47 Unrealized -9.1%
GOVT ISHARES TR 0.3%
Value ($000) $409 Shares 17,496 Est. Cost $23.38 Unrealized
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $407 Shares 5,562 Est. Cost $77.83 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $401 Shares 4,845 Est. Cost $66.30 Unrealized
BA BOEING CO 0.2%
Value ($000) $399 Shares 1,880 Est. Cost $207.21 Unrealized +0.3%
PAVE GLOBAL X FDS 0.2%
Value ($000) $388 Shares 13,686 Est. Cost $26.49 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $386 Shares 1,820 Est. Cost $303.41 Unrealized -44.3%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $382 Shares 10,078 Est. Cost $30.31 Unrealized +14.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $381 Shares 989 Est. Cost $319.83 Unrealized +11.1%
FLQL FRANKLIN TEMPLETON ETF TR 0.2%
Value ($000) $381 Shares 9,200 Est. Cost $46.33 Unrealized
HNDL STRATEGY SHS 0.2%
Value ($000) $374 Shares 18,468 Est. Cost $25.91 Unrealized
IWY ISHARES TR 0.2%
Value ($000) $370 Shares 2,662 Est. Cost $172.34 Unrealized
FPEI FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $366 Shares 21,876 Est. Cost $20.35 Unrealized
MMLG FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $360 Shares 18,880 Est. Cost $26.35 Unrealized
BTI BRITISH AMERN TOB PLC 0.2%
Value ($000) $353 Shares 10,045 Est. Cost $37.59 Unrealized
COR AMERISOURCEBERGEN CORP 0.2%
Value ($000) $350 Shares 2,187 Est. Cost $117.11 Unrealized +32.0%
ADAPY ADAPTIMMUNE THERAPEUTICS PLC 0.2%
Value ($000) $350 Shares 321,155 Est. Cost $2.85 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR 0.2%
Value ($000) $348 Shares 6,358 Est. Cost $48.20 Unrealized
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $343 Shares 2,290 Est. Cost $143.00 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $337 Shares 1,737 Est. Cost $148.22 Unrealized +6.7%
FTA FIRST TR LRG CP VL ALPHADEX 0.2%
Value ($000) $332 Shares 5,000 Est. Cost $69.82 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.2%
Value ($000) $331 Shares 14,100 Est. Cost $23.11 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $329 Shares 663 Est. Cost $486.89 Unrealized -3.2%
SPGP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $324 Shares 3,800 Est. Cost $85.30 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $323 Shares 4,351 Est. Cost $81.46 Unrealized -7.7%
CSX CSX CORP 0.2%
Value ($000) $320 Shares 10,700 Est. Cost $28.73 Unrealized +2.6%
XDEC FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $315 Shares 10,104 Est. Cost $31.22 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $313 Shares 910 Est. Cost $278.21 Unrealized +18.6%
F FORD MTR CO DEL 0.2%
Value ($000) $308 Shares 24,460 Est. Cost $10.11 Unrealized +0.9%
MCD MCDONALDS CORP 0.2%
Value ($000) $308 Shares 1,100 Est. Cost $245.38 Unrealized +2.1%
FJAN FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $307 Shares 8,793 Est. Cost $34.88 Unrealized
IMCG ISHARES TR 0.2%
Value ($000) $296 Shares 5,140 Est. Cost $69.37 Unrealized
FINX GLOBAL X FDS 0.2%
Value ($000) $295 Shares 14,149 Est. Cost $34.17 Unrealized
SMDV PROSHARES TR 0.2%
Value ($000) $290 Shares 4,745 Est. Cost $58.78 Unrealized
SHEL SHELL PLC 0.2%
Value ($000) $289 Shares 5,021 Est. Cost $56.95 Unrealized
VFF VILLAGE FARMS INTL INC 0.2%
Value ($000) $288 Shares 347,200 Est. Cost $5.91 Unrealized -81.1%
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $286 Shares 3,567 Est. Cost $80.23 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $285 Shares 17,841 Est. Cost $19.54 Unrealized
FLHY FRANKLIN TEMPLETON ETF TR 0.2%
Value ($000) $282 Shares 12,350 Est. Cost $22.05 Unrealized
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $277 Shares 1,743 Est. Cost $158.74 Unrealized
COWZ PACER FDS TR 0.2%
Value ($000) $276 Shares 5,885 Est. Cost $46.37 Unrealized
SPSB SPDR SER TR 0.2%
Value ($000) $272 Shares 9,180 Est. Cost $29.38 Unrealized
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $268 Shares 695 Est. Cost $319.43 Unrealized
VLY VALLEY NATL BANCORP 0.2%
Value ($000) $267 Shares 28,947 Est. Cost $11.77 Unrealized -6.0%
XLG INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $264 Shares 849 Est. Cost $365.41 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $261 Shares 1,576 Est. Cost $148.63 Unrealized 0.0%
FFEB FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $261 Shares 6,975 Est. Cost $37.38 Unrealized
MRNA MODERNA INC 0.2%
Value ($000) $257 Shares 1,675 Est. Cost $163.60 Unrealized +0.8%
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $257 Shares 2,690 Est. Cost $48.38 Unrealized +36.2%
UNP UNION PAC CORP 0.2%
Value ($000) $255 Shares 1,267 Est. Cost $190.19 Unrealized -0.4%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $251 Shares 1,228 Est. Cost $186.74 Unrealized +1.5%
IEFA ISHARES TR 0.2%
Value ($000) $249 Shares 3,731 Est. Cost $61.64 Unrealized
NOBL PROSHARES TR 0.2%
Value ($000) $248 Shares 2,723 Est. Cost $97.20 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $247 Shares 3,984 Est. Cost $54.97 Unrealized +0.8%
QCOM QUALCOMM INC 0.2%
Value ($000) $246 Shares 1,931 Est. Cost $143.39 Unrealized -18.8%
BGS B & G FOODS INC NEW 0.2%
Value ($000) $242 Shares 15,569 Est. Cost $10.02 Unrealized +1.8%
GOOG ALPHABET INC 0.2%
Value ($000) $242 Shares 2,323 Est. Cost $95.84 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $240 Shares 1,288 Est. Cost $151.91 Unrealized +6.2%
V VISA INC 0.1%
Value ($000) $234 Shares 1,039 Est. Cost $196.98 Unrealized +10.6%
AMGN AMGEN INC 0.1%
Value ($000) $234 Shares 968 Est. Cost $241.96 Unrealized -7.4%
HON HONEYWELL INTL INC 0.1%
Value ($000) $229 Shares 1,197 Est. Cost $178.73 Unrealized -1.2%
RDVI FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $224 Shares 10,455 Est. Cost $21.47 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $221 Shares 2,186 Est. Cost $101.17 Unrealized
PLUG PLUG POWER INC 0.1%
Value ($000) $221 Shares 18,826 Est. Cost $15.89 Unrealized -10.0%
AVGO BROADCOM INC 0.1%
Value ($000) $218 Shares 340 Est. Cost $47.61 Unrealized +21.0%
NVS NOVARTIS AG 0.1%
Value ($000) $214 Shares 2,329 Est. Cost $92.00 Unrealized
PPL PPL CORP 0.1%
Value ($000) $210 Shares 7,549 Est. Cost $24.65 Unrealized +3.8%
IYF ISHARES TR 0.1%
Value ($000) $207 Shares 2,915 Est. Cost $86.53 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $207 Shares 2,986 Est. Cost $65.23 Unrealized -5.7%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $203 Shares 3,725 Est. Cost $54.60 Unrealized
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $202 Shares 13,366 Est. Cost $11.48 Unrealized +23.9%
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value ($000) $173 Shares 12,177 Est. Cost $14.75 Unrealized
NUVEEN NEW JERSEY QULT MUN F 0.1%
Value ($000) $119 Shares 10,127 Est. Cost $11.30 Unrealized
MSP RECOVERY INC 0.1%
Value ($000) $97 Shares 113,702 Est. Cost $1.45 Unrealized
KRNY KEARNY FINL CORP MD 0.1%
Value ($000) $87 Shares 10,722 Est. Cost $9.60 Unrealized 0.0%
CTSO CYTOSORBENTS CORP 0.0%
Value ($000) $40 Shares 12,000 Est. Cost $2.30 Unrealized +30.7%
JMIA JUMIA TECHNOLOGIES AG 0.0%
Value ($000) $40 Shares 12,225 Est. Cost $10.63 Unrealized
MULLEN AUTOMOTIVE INC 0.0%
Value ($000) $5 Shares 35,000 Est. Cost $1.03 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $3 Shares 6,500 Est. Cost $436.91 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $0 Shares 3,100 Est. Cost $80.39 Unrealized +24.6%