Key Client Fiduciary Advisors, LLC Diversified Active

CIK: 0001912612 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 14, 2023

Total Value ($000): $163,050 (100.0% shares, 0.0% debt)

Holdings (169)

AAPL APPLE INC 5.3%
Value ($000) $8,595 Shares 50,199 Est. Cost $150.75 Unrealized +20.3%
MSFT MICROSOFT CORP 4.9%
Value ($000) $7,925 Shares 25,098 Est. Cost $284.25 Unrealized +14.2%
RDVY FIRST TR EXCHANGE-TRADED FD 4.9%
Value ($000) $7,923 Shares 172,434 Est. Cost $45.55 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 3.8%
Value ($000) $6,249 Shares 186,884 Est. Cost $35.88 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 3.5%
Value ($000) $5,758 Shares 153,999 Est. Cost $42.24 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 3.1%
Value ($000) $5,064 Shares 68,770 Est. Cost $83.04 Unrealized
XLF SELECT SECTOR SPDR TR 2.8%
Value ($000) $4,534 Shares 136,696 Est. Cost $32.71 Unrealized
SPY SPDR S&P 500 ETF TR 2.2%
Value ($000) $3,546 Shares 8,296 Est. Cost $436.08 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 2.1%
Value ($000) $3,452 Shares 14,347 Est. Cost $224.03 Unrealized +3.2%
AMZN AMAZON COM INC 2.1%
Value ($000) $3,348 Shares 26,335 Est. Cost $117.36 Unrealized +14.2%
XLU SELECT SECTOR SPDR TR 1.9%
Value ($000) $3,071 Shares 52,107 Est. Cost $71.53 Unrealized
PRU PRUDENTIAL FINL INC 1.8%
Value ($000) $2,977 Shares 31,372 Est. Cost $84.51 Unrealized -0.3%
NLY ANNALY CAPITAL MANAGEMENT IN 1.8%
Value ($000) $2,934 Shares 156,004 Est. Cost $17.24 Unrealized
MISL FIRST TR EXCHANGE-TRADED FD 1.7%
Value ($000) $2,795 Shares 128,281 Est. Cost $21.79 Unrealized
XLK SELECT SECTOR SPDR TR 1.7%
Value ($000) $2,735 Shares 16,682 Est. Cost $146.34 Unrealized
QQQ INVESCO QQQ TR 1.6%
Value ($000) $2,643 Shares 7,376 Est. Cost $344.10 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 1.6%
Value ($000) $2,592 Shares 43,614 Est. Cost $59.57 Unrealized
ABBV ABBVIE INC 1.5%
Value ($000) $2,462 Shares 16,515 Est. Cost $131.45 Unrealized +3.0%
PEG PUBLIC SVC ENTERPRISE GRP IN 1.5%
Value ($000) $2,435 Shares 42,781 Est. Cost $52.36 Unrealized +8.3%
INCE FRANKLIN TEMPLETON ETF TR 1.2%
Value ($000) $1,946 Shares 41,021 Est. Cost $50.07 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.2%
Value ($000) $1,935 Shares 59,716 Est. Cost $33.69 Unrealized -14.0%
IBM INTERNATIONAL BUSINESS MACHS 1.1%
Value ($000) $1,731 Shares 12,338 Est. Cost $120.69 Unrealized +9.2%
WMT WALMART INC 1.0%
Value ($000) $1,672 Shares 10,452 Est. Cost $43.01 Unrealized +20.5%
T AT&T INC 1.0%
Value ($000) $1,654 Shares 110,128 Est. Cost $15.07 Unrealized -14.1%
PFLD ETF SER SOLUTIONS 1.0%
Value ($000) $1,601 Shares 76,976 Est. Cost $24.48 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 0.9%
Value ($000) $1,449 Shares 24,010 Est. Cost $62.24 Unrealized
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $1,439 Shares 3,307 Est. Cost $24.34 Unrealized +84.0%
HD HOME DEPOT INC 0.9%
Value ($000) $1,423 Shares 4,710 Est. Cost $303.01 Unrealized -0.0%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $1,399 Shares 11,902 Est. Cost $81.78 Unrealized +23.5%
ARCC ARES CAPITAL CORP 0.8%
Value ($000) $1,353 Shares 69,513 Est. Cost $14.04 Unrealized +10.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $1,347 Shares 3,846 Est. Cost $297.55 Unrealized +19.2%
FLBL FRANKLIN TEMPLETON ETF TR 0.8%
Value ($000) $1,347 Shares 55,990 Est. Cost $24.93 Unrealized
GOOGL ALPHABET INC 0.8%
Value ($000) $1,272 Shares 9,720 Est. Cost $107.93 Unrealized +19.0%
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $1,258 Shares 8,674 Est. Cost $139.16 Unrealized +2.3%
BAC BANK AMERICA CORP 0.8%
Value ($000) $1,256 Shares 45,860 Est. Cost $38.87 Unrealized -28.4%
LVHD LEGG MASON ETF INVT 0.7%
Value ($000) $1,203 Shares 35,518 Est. Cost $36.22 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.7%
Value ($000) $1,066 Shares 23,469 Est. Cost $51.76 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $983 Shares 21,491 Est. Cost $47.92 Unrealized
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $964 Shares 4,536 Est. Cost $235.79 Unrealized
MO ALTRIA GROUP INC 0.5%
Value ($000) $882 Shares 20,968 Est. Cost $34.40 Unrealized +5.9%
TSLA TESLA INC 0.5%
Value ($000) $835 Shares 3,337 Est. Cost $238.26 Unrealized +7.8%
DIVO AMPLIFY ETF TR 0.5%
Value ($000) $827 Shares 23,800 Est. Cost $38.20 Unrealized
ABT ABBOTT LABS 0.5%
Value ($000) $812 Shares 8,387 Est. Cost $97.64 Unrealized +2.9%
IEP ICAHN ENTERPRISES LP 0.5%
Value ($000) $785 Shares 39,698 Est. Cost $38.20 Unrealized
DOGG FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $783 Shares 40,046 Est. Cost $19.68 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $754 Shares 22,742 Est. Cost $39.57 Unrealized -22.7%
NMFC NEW MTN FIN CORP 0.5%
Value ($000) $753 Shares 58,150 Est. Cost $8.76 Unrealized +8.2%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $740 Shares 12,652 Est. Cost $145.10 Unrealized -55.2%
JHMM JOHN HANCOCK EXCHANGE TRADED 0.4%
Value ($000) $729 Shares 15,404 Est. Cost $54.13 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $724 Shares 4,662 Est. Cost $165.17 Unrealized
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $718 Shares 1,829 Est. Cost $413.68 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.4%
Value ($000) $717 Shares 2,140 Est. Cost $331.66 Unrealized
MMM 3M CO 0.4%
Value ($000) $715 Shares 7,640 Est. Cost $77.55 Unrealized +2.6%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $710 Shares 4,212 Est. Cost $152.85 Unrealized -4.6%
RDVI FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $702 Shares 33,328 Est. Cost $21.65 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $698 Shares 4,482 Est. Cost $152.75 Unrealized +0.4%
XLP SELECT SECTOR SPDR TR 0.4%
Value ($000) $682 Shares 9,918 Est. Cost $73.42 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $676 Shares 8,650 Est. Cost $78.06 Unrealized
ETF MANAGERS TR 0.4%
Value ($000) $673 Shares 13,035 Est. Cost $44.28 Unrealized
IP INTERNATIONAL PAPER CO 0.4%
Value ($000) $660 Shares 18,616 Est. Cost $30.94 Unrealized -0.9%
DIS DISNEY WALT CO 0.4%
Value ($000) $660 Shares 8,145 Est. Cost $140.35 Unrealized -40.5%
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $645 Shares 5,009 Est. Cost $137.22 Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $613 Shares 5,957 Est. Cost $79.59 Unrealized +25.4%
AGENUS INC 0.4%
Value ($000) $605 Shares 535,236 Est. Cost $2.77 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $597 Shares 4,216 Est. Cost $150.62 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $589 Shares 7,756 Est. Cost $91.37 Unrealized
XOP SPDR SER TR 0.4%
Value ($000) $577 Shares 3,900 Est. Cost $135.88 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.4%
Value ($000) $576 Shares 3,216 Est. Cost $134.59 Unrealized +26.5%
JPST J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $562 Shares 11,205 Est. Cost $50.46 Unrealized
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $551 Shares 7,787 Est. Cost $75.85 Unrealized
IVV ISHARES TR 0.3%
Value ($000) $549 Shares 1,278 Est. Cost $459.13 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $547 Shares 5,321 Est. Cost $121.69 Unrealized -10.8%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $541 Shares 9,444 Est. Cost $74.56 Unrealized -13.6%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $539 Shares 3,896 Est. Cost $93.69 Unrealized +49.9%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $528 Shares 3,618 Est. Cost $133.06 Unrealized +8.3%
FLQL FRANKLIN TEMPLETON ETF TR 0.3%
Value ($000) $519 Shares 12,050 Est. Cost $45.96 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $508 Shares 946 Est. Cost $285.94 Unrealized +77.2%
SPDV ETF SER SOLUTIONS 0.3%
Value ($000) $499 Shares 18,294 Est. Cost $30.64 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $495 Shares 1,650 Est. Cost $303.41 Unrealized -1.4%
CSCO CISCO SYS INC 0.3%
Value ($000) $493 Shares 9,174 Est. Cost $42.52 Unrealized +18.3%
ADBE ADOBE INC 0.3%
Value ($000) $487 Shares 955 Est. Cost $319.83 Unrealized +64.0%
ED CONSOLIDATED EDISON INC 0.3%
Value ($000) $486 Shares 5,688 Est. Cost $74.21 Unrealized +13.1%
PEP PEPSICO INC 0.3%
Value ($000) $468 Shares 2,762 Est. Cost $149.76 Unrealized +11.6%
BTI BRITISH AMERN TOB PLC 0.3%
Value ($000) $465 Shares 14,811 Est. Cost $35.66 Unrealized
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $463 Shares 1,792 Est. Cost $223.58 Unrealized +15.5%
ADM ARCHER DANIELS MIDLAND CO 0.3%
Value ($000) $461 Shares 6,116 Est. Cost $83.64 Unrealized -10.8%
MOAT VANECK ETF TRUST 0.3%
Value ($000) $460 Shares 6,062 Est. Cost $75.84 Unrealized
FJAN FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $453 Shares 12,403 Est. Cost $35.52 Unrealized
XDEC FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $446 Shares 13,554 Est. Cost $31.64 Unrealized
DGRW WISDOMTREE TR 0.3%
Value ($000) $444 Shares 6,988 Est. Cost $65.58 Unrealized
IYH ISHARES TR 0.3%
Value ($000) $442 Shares 1,637 Est. Cost $293.09 Unrealized
IWY ISHARES TR 0.3%
Value ($000) $434 Shares 2,823 Est. Cost $171.50 Unrealized
CVS CVS HEALTH CORP 0.3%
Value ($000) $432 Shares 6,192 Est. Cost $76.39 Unrealized -15.5%
LOW LOWES COS INC 0.3%
Value ($000) $432 Shares 2,077 Est. Cost $211.52 Unrealized +1.6%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $429 Shares 9,681 Est. Cost $30.31 Unrealized +36.9%
DOW DOW INC 0.3%
Value ($000) $419 Shares 8,128 Est. Cost $40.80 Unrealized +13.5%
VBK VANGUARD INDEX FDS 0.3%
Value ($000) $415 Shares 1,938 Est. Cost $221.94 Unrealized
SO SOUTHERN CO 0.3%
Value ($000) $412 Shares 6,365 Est. Cost $60.26 Unrealized +5.8%
FLQS FRANKLIN TEMPLETON ETF TR 0.3%
Value ($000) $409 Shares 11,935 Est. Cost $39.91 Unrealized
VFF VILLAGE FARMS INTL INC 0.2%
Value ($000) $404 Shares 506,660 Est. Cost $4.28 Unrealized -82.0%
CGW INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $400 Shares 8,604 Est. Cost $47.11 Unrealized
COWZ PACER FDS TR 0.2%
Value ($000) $388 Shares 7,842 Est. Cost $46.87 Unrealized
MMLG FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $386 Shares 18,955 Est. Cost $26.35 Unrealized
F FORD MTR CO DEL 0.2%
Value ($000) $381 Shares 30,682 Est. Cost $10.25 Unrealized +8.2%
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $378 Shares 2,373 Est. Cost $159.18 Unrealized
COR CENCORA INC 0.2%
Value ($000) $378 Shares 2,099 Est. Cost $117.11 Unrealized +54.5%
FPEI FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $370 Shares 21,897 Est. Cost $20.35 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $368 Shares 1,136 Est. Cost $316.36 Unrealized -0.3%
MCD MCDONALDS CORP 0.2%
Value ($000) $368 Shares 1,395 Est. Cost $251.14 Unrealized +7.3%
PAVE GLOBAL X FDS 0.2%
Value ($000) $367 Shares 12,094 Est. Cost $26.49 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $366 Shares 647 Est. Cost $486.89 Unrealized +9.3%
IMCG ISHARES TR 0.2%
Value ($000) $366 Shares 6,400 Est. Cost $66.94 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $355 Shares 12,563 Est. Cost $27.05 Unrealized
CSX CSX CORP 0.2%
Value ($000) $341 Shares 11,096 Est. Cost $28.79 Unrealized +6.2%
XYZ BLOCK INC 0.2%
Value ($000) $333 Shares 7,515 Est. Cost $157.13 Unrealized -60.6%
SHEL SHELL PLC 0.2%
Value ($000) $325 Shares 5,055 Est. Cost $56.95 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $324 Shares 2,456 Est. Cost $98.11 Unrealized +31.5%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $324 Shares 3,582 Est. Cost $66.30 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR 0.2%
Value ($000) $320 Shares 6,358 Est. Cost $48.20 Unrealized
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $315 Shares 2,847 Est. Cost $50.37 Unrealized +76.0%
CYPH LEAP THERAPEUTICS INC 0.2%
Value ($000) $314 Shares 227,273 Est. Cost $4.21 Unrealized -44.7%
AVGO BROADCOM INC 0.2%
Value ($000) $312 Shares 376 Est. Cost $49.58 Unrealized +69.4%
SDY SPDR SER TR 0.2%
Value ($000) $311 Shares 2,703 Est. Cost $119.68 Unrealized
HNDL STRATEGY SHS 0.2%
Value ($000) $309 Shares 16,194 Est. Cost $25.91 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 0.2%
Value ($000) $304 Shares 4,700 Est. Cost $69.82 Unrealized
QDEC FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $297 Shares 13,140 Est. Cost $22.63 Unrealized
SPYM SPDR SER TR 0.2%
Value ($000) $294 Shares 5,850 Est. Cost $51.64 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $290 Shares 8,535 Est. Cost $67.05 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $282 Shares 6,439 Est. Cost $45.98 Unrealized
FMAR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $280 Shares 7,951 Est. Cost $35.63 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $276 Shares 1,771 Est. Cost $148.32 Unrealized +2.2%
FFEB FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $272 Shares 6,975 Est. Cost $37.38 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $271 Shares 1,008 Est. Cost $240.97 Unrealized -3.8%
BA BOEING CO 0.2%
Value ($000) $270 Shares 1,410 Est. Cost $207.21 Unrealized +5.6%
SMDV PROSHARES TR 0.2%
Value ($000) $268 Shares 4,745 Est. Cost $58.78 Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $267 Shares 5,165 Est. Cost $72.94 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $261 Shares 1,280 Est. Cost $190.15 Unrealized +8.4%
HWM HOWMET AEROSPACE INC 0.2%
Value ($000) $259 Shares 5,601 Est. Cost $44.18 Unrealized +9.5%
V VISA INC 0.2%
Value ($000) $258 Shares 1,121 Est. Cost $199.29 Unrealized +18.5%
KO COCA COLA CO 0.2%
Value ($000) $253 Shares 4,515 Est. Cost $55.19 Unrealized +1.0%
DKNG DRAFTKINGS INC NEW 0.2%
Value ($000) $247 Shares 8,397 Est. Cost $23.04 Unrealized +28.2%
ADAPY ADAPTIMMUNE THERAPEUTICS PLC 0.2%
Value ($000) $247 Shares 316,325 Est. Cost $2.81 Unrealized
FINX GLOBAL X FDS 0.2%
Value ($000) $247 Shares 12,246 Est. Cost $34.17 Unrealized
NOBL PROSHARES TR 0.1%
Value ($000) $241 Shares 2,723 Est. Cost $97.20 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $241 Shares 3,744 Est. Cost $61.64 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $237 Shares 2,329 Est. Cost $92.00 Unrealized
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $234 Shares 565 Est. Cost $319.43 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value ($000) $234 Shares 15,632 Est. Cost $14.66 Unrealized
SPSB SPDR SER TR 0.1%
Value ($000) $223 Shares 7,595 Est. Cost $29.38 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $222 Shares 1,378 Est. Cost $143.00 Unrealized
BOTZ GLOBAL X FDS 0.1%
Value ($000) $221 Shares 8,960 Est. Cost $24.72 Unrealized
RRX REGAL REXNORD CORPORATION 0.1%
Value ($000) $220 Shares 1,541 Est. Cost $136.14 Unrealized +13.0%
IYF ISHARES TR 0.1%
Value ($000) $218 Shares 2,912 Est. Cost $86.53 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $214 Shares 1,161 Est. Cost $178.73 Unrealized -2.7%
SUN SUNOCO LP/SUNOCO FIN CORP 0.1%
Value ($000) $211 Shares 4,315 Est. Cost $48.95 Unrealized
SHV ISHARES TR 0.1%
Value ($000) $211 Shares 1,908 Est. Cost $110.45 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $209 Shares 5,112 Est. Cost $37.64 Unrealized +8.1%
FLHY FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $206 Shares 9,150 Est. Cost $22.05 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $200 Shares 1,700 Est. Cost $81.78 Unrealized +23.5%
FPE FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $188 Shares 11,769 Est. Cost $19.54 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $151 Shares 10,779 Est. Cost $14.03 Unrealized
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $138 Shares 12,743 Est. Cost $11.48 Unrealized +8.7%
VLY VALLEY NATL BANCORP 0.1%
Value ($000) $135 Shares 15,722 Est. Cost $11.77 Unrealized -22.9%
PLUG PLUG POWER INC 0.1%
Value ($000) $129 Shares 16,976 Est. Cost $15.53 Unrealized -37.1%
BGS B & G FOODS INC NEW 0.1%
Value ($000) $118 Shares 11,952 Est. Cost $10.02 Unrealized -7.0%
KRNY KEARNY FINL CORP MD 0.0%
Value ($000) $74 Shares 10,722 Est. Cost $9.60 Unrealized -21.0%
JMIA JUMIA TECHNOLOGIES AG 0.0%
Value ($000) $30 Shares 11,353 Est. Cost $10.63 Unrealized
CTSO CYTOSORBENTS CORP 0.0%
Value ($000) $24 Shares 13,000 Est. Cost $2.34 Unrealized +22.7%
CLENE INC 0.0%
Value ($000) $13 Shares 26,000 Est. Cost $0.50 Unrealized