Filling information for Key Client Fiduciary Advisors, LLC as Treemap, investor disclosed 174 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
60770K107 | 60770K107 | MODERNA INC | COM | 203513 | 1675 | |
52468L406 | 52468L406 | LEGG MASON ETF INVT | FRANKLIN US LOW | 882464 | 24065 | |
039483102 | 039483102 | ARCHER DANIELS MIDLAND CO | COM | 462125 | 6116 | |
97717X669 | 97717X669 | WISDOMTREE TR | US QTLY DIV GRT | 305801 | 4587 | |
48716P108 | 48716P108 | KEARNY FINL CORP MD | COM | 75590 | 10722 | |
478160104 | 478160104 | JOHNSON & JOHNSON | COM | 787238 | 4756 | |
26924G201 | 26924G201 | ETF MANAGERS TR | PRIME CYBR SCRTY | 655660 | 12963 | |
67069Y102 | 67069Y102 | NUVEEN NEW JERSEY QULT MUN F | COM | 116157 | 10127 | |
46138G706 | 46138G706 | INVESCO EXCH TRADED FD TR II | SOLAR ETF | 417807 | 5850 | |
35473P504 | 35473P504 | FRANKLIN TEMPLETON ETF TR | US LOW VOLATILIT | 2041308 | 41695 | |
33739P855 | 33739P855 | FIRST TR EXCH TRADED FD III | INSTL PFD SECS | 368788 | 21887 | |
33734X135 | 33734X135 | FIRST TR EXCHANGE TRADED FD | FINLS ALPHADEX | 1835530 | 48688 | |
110448107 | 110448107 | BRITISH AMERN TOB PLC | SPONSORED ADR | 350026 | 10543 | |
907818108 | 907818108 | UNION PAC CORP | COM | 261914 | 1280 | |
922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 991794 | 4502 | |
78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 3213715 | 7250 | |
336917109 | 336917109 | FIRST TR MORNINGSTAR DIVID L | SHS | 6419889 | 188765 | |
301505707 | 301505707 | EXCHANGE TRADED CONCEPTS TR | ROBO GLB ETF | 372324 | 6358 | |
46138E263 | 46138E263 | INVESCO EXCH TRADED FD TR II | S&P GBL WATER | 421786 | 8204 | |
345370860 | 345370860 | FORD MTR CO DEL | COM | 432678 | 28597 | |
33740F599 | 33740F599 | FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST MAR | 283294 | 7951 | |
060505104 | 060505104 | BANK AMERICA CORP | COM | 1314977 | 45834 | |
46432F842 | 46432F842 | ISHARES TR | CORE MSCI EAFE | 251909 | 3732 | |
33738D309 | 33738D309 | FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 1040356 | 22966 | |
00724F101 | 00724F101 | ADOBE SYSTEMS INCORPORATED | COM | 466985 | 955 | |
67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 1304131 | 3083 | |
931142103 | 931142103 | WALMART INC | COM | 1667384 | 10608 | |
92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 2457774 | 66087 | |
26142V105 | 26142V105 | DRAFTKINGS INC NEW | COM CL A | 227049 | 8545 | |
92206C870 | 92206C870 | VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 397821 | 5034 | |
464288307 | 464288307 | ISHARES TR | MRGSTR MD CP GRW | 312560 | 5129 | |
22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 348403 | 647 | |
48138M105 | 48138M105 | JUMIA TECHNOLOGIES AG | SPONSORED ADS | 41115 | 12022 | |
744320102 | 744320102 | PRUDENTIAL FINL INC | COM | 2674894 | 30321 | |
00206R102 | 00206R102 | AT&T INC | COM | 1815867 | 113847 | |
33739Q408 | 33739Q408 | FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 2146718 | 36134 | |
744573106 | 744573106 | PUBLIC SVC ENTERPRISE GRP IN | COM | 2576393 | 41150 | |
33738D846 | 33738D846 | FIRST TR EXCHANGE-TRADED FD | FT CBOE TARG INC | 321095 | 16141 | |
46429B267 | 46429B267 | ISHARES TR | US TREAS BD ETF | 513784 | 22436 | |
81369Y886 | 81369Y886 | SELECT SECTOR SPDR TR | SBI INT-UTILS | 3553849 | 54307 | |
81369Y308 | 81369Y308 | SELECT SECTOR SPDR TR | SBI CONS STPLS | 605649 | 8166 | |
78468R556 | 78468R556 | SPDR SER TR | S&P OILGAS EXP | 502437 | 3900 | |
922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 594902 | 1461 | |
758750103 | 758750103 | REGAL REXNORD CORPORATION | COM | 237160 | 1541 | |
58933Y105 | 58933Y105 | MERCK & CO INC | COM | 662275 | 5739 | |
922908611 | 922908611 | VANGUARD INDEX FDS | SM CP VAL ETF | 304419 | 1841 | |
33734X192 | 33734X192 | FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | 598151 | 7877 | |
032108409 | 032108409 | AMPLIFY ETF TR | CWP ENHANCED DIV | 954000 | 26500 | |
35473P876 | 35473P876 | FRANKLIN TEMPLETON ETF TR | US SML CP MLTFCT | 423269 | 11935 | |
46641Q837 | 46641Q837 | J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 647103 | 12906 | |
46137V233 | 46137V233 | INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 297801 | 852 | |
33733E104 | 33733E104 | FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 5461586 | 72744 | |
47804J792 | 47804J792 | JOHN HANCOCK EXCHANGE TRADED | MORTGAGE BACKED | 223838 | 10405 | |
47804J206 | 47804J206 | JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 711454 | 14318 | |
92204A702 | 92204A702 | VANGUARD WORLD FDS | INF TECH ETF | 278150 | 629 | |
46090F100 | 46090F100 | INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 186835 | 13733 | |
81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 730358 | 5503 | |
92189F437 | 92189F437 | VANECK ETF TRUST | FALLEN ANGEL HG | 229297 | 8257 | |
464287762 | 464287762 | ISHARES TR | US HLTHCARE ETF | 455456 | 1625 | |
00653A107 | 00653A107 | ADAPTIMMUNE THERAPEUTICS PLC | SPONDS ADR | 304468 | 329155 | |
46137V357 | 46137V357 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 577809 | 3861 | |
922908595 | 922908595 | VANGUARD INDEX FDS | SML CP GRW ETF | 222162 | 967 | |
919794107 | 919794107 | VALLEY NATL BANCORP | COM | 164151 | 21181 | |
35473P595 | 35473P595 | FRANKLIN TEMPLETON ETF TR | SENIOR LOAN ETF | 1383489 | 57430 | |
126650100 | 126650100 | CVS HEALTH CORP | COM | 369002 | 5338 | |
949746101 | 949746101 | WELLS FARGO CO NEW | COM | 216473 | 5072 | |
33734H106 | 33734H106 | FIRST TR VALUE LINE DIVID IN | SHS | 6405437 | 159776 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1325126 | 3886 | |
02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 276779 | 2288 | |
92826C839 | 92826C839 | VISA INC | COM CL A | 259293 | 1092 | |
260557103 | 260557103 | DOW INC | COM | 432544 | 8121 | |
191216100 | 191216100 | COCA COLA CO | COM | 261019 | 4334 | |
81369Y605 | 81369Y605 | SELECT SECTOR SPDR TR | FINANCIAL | 4749133 | 140882 | |
92707Y108 | 92707Y108 | VILLAGE FARMS INTL INC | COM | 296680 | 540457 | |
023135106 | 023135106 | AMAZON COM INC | COM | 3353715 | 25727 | |
647551100 | 647551100 | NEW MTN FIN CORP | COM | 572103 | 45989 | |
33741X102 | 33741X102 | FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 403786 | 14263 | |
30303M102 | 30303M102 | META PLATFORMS INC | CL A | 497910 | 1735 | |
26922A594 | 26922A594 | ETF SER SOLUTIONS | AAM S&P 500 | 491320 | 17266 | |
842587107 | 842587107 | SOUTHERN CO | COM | 494549 | 7040 | |
72919P202 | 72919P202 | PLUG POWER INC | COM NEW | 165991 | 15976 | |
548661107 | 548661107 | LOWES COS INC | COM | 462085 | 2047 | |
166764100 | 166764100 | CHEVRON CORP NEW | COM | 649364 | 4127 | |
33740F623 | 33740F623 | FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST BFR | 440553 | 11846 | |
075887109 | 075887109 | BECTON DICKINSON & CO | COM | 473133 | 1792 | |
464289438 | 464289438 | ISHARES TR | RUS TP200 GR ETF | 442557 | 2791 | |
46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 1250993 | 8601 | |
33739E108 | 33739E108 | FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 279895 | 17526 | |
464287788 | 464287788 | ISHARES TR | U.S. FINLS ETF | 217275 | 2912 | |
035710839 | 035710839 | ANNALY CAPITAL MANAGEMENT IN | COM NEW | 3046679 | 152258 | |
460146103 | 460146103 | INTERNATIONAL PAPER CO | COM | 565257 | 17770 | |
037833100 | 037833100 | APPLE INC | COM | 9577601 | 49377 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 8161352 | 23966 | |
70450Y103 | 70450Y103 | PAYPAL HLDGS INC | COM | 728625 | 10919 | |
209115104 | 209115104 | CONSOLIDATED EDISON INC | COM | 512276 | 5667 | |
459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 1647398 | 12311 | |
02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 1126138 | 9408 | |
37954Y814 | 37954Y814 | GLOBAL X FDS | FINTECH ETF | 274676 | 12446 | |
86280R506 | 86280R506 | STRATEGY SHS | NS 7HANDL IDX | 350000 | 17216 | |
37954Y673 | 37954Y673 | GLOBAL X FDS | US INFR DEV ETF | 430154 | 13686 | |
33740U786 | 33740U786 | FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | 329694 | 10104 | |
74347B698 | 74347B698 | PROSHARES TR | RUSS 2000 DIVD | 280619 | 4745 | |
11135F101 | 11135F101 | BROADCOM INC | COM | 325638 | 375 | |
369604301 | 369604301 | GENERAL ELECTRIC CO | COM NEW | 315515 | 2872 | |
23283X206 | 23283X206 | CYTOSORBENTS CORP | COM NEW | 43080 | 12000 | |
46138G698 | 46138G698 | INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | 459386 | 5742 | |
65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 666635 | 8984 | |
88579Y101 | 88579Y101 | 3M CO | COM | 767572 | 7669 | |
35473P629 | 35473P629 | FRANKLIN TEMPLETON ETF TR | HIGH YIELD CORP | 281086 | 12350 | |
438516106 | 438516106 | HONEYWELL INTL INC | COM | 240717 | 1160 | |
713448108 | 713448108 | PEPSICO INC | COM | 510922 | 2758 | |
81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 5647981 | 32486 | |
852234103 | 852234103 | BLOCK INC | CL A | 528100 | 7933 | |
33734X119 | 33734X119 | FIRST TR EXCHANGE TRADED FD | CONSUMR STAPLE | 1504227 | 24010 | |
17275R102 | 17275R102 | CISCO SYS INC | COM | 513054 | 9916 | |
78467X109 | 78467X109 | SPDR DOW JONES INDL AVERAGE | UT SER 1 | 734464 | 2136 | |
33740F789 | 33740F789 | FIRST TR EXCHNG TRADED FD VI | MLT MNGD LRG GRW | 409902 | 18955 | |
11133T103 | 11133T103 | BROADRIDGE FINL SOLUTIONS IN | COM | 539457 | 3257 | |
78464A854 | 78464A854 | SPDR SER TR | PORTFOLIO S&P500 | 227121 | 4358 | |
81369Y407 | 81369Y407 | SELECT SECTOR SPDR TR | SBI CONS DISCR | 280961 | 1655 | |
78464A763 | 78464A763 | SPDR SER TR | S&P DIVID ETF | 204116 | 1665 | |
38141G104 | 38141G104 | GOLDMAN SACHS GROUP INC | COM | 402562 | 1248 | |
717081103 | 717081103 | PFIZER INC | COM | 773139 | 21078 | |
00847G705 | 00847G705 | AGENUS INC | COM NEW | 866538 | 541586 | |
87612E106 | 87612E106 | TARGET CORP | COM | 212933 | 1614 | |
69374H881 | 69374H881 | PACER FDS TR | US CASH COWS 100 | 344871 | 7204 | |
934423104 | 934423104 | WARNER BROS DISCOVERY INC | COM SER A | 160876 | 12829 | |
742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 540676 | 3563 | |
33734X846 | 33734X846 | FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 1190816 | 26224 | |
00287Y109 | 00287Y109 | ABBVIE INC | COM | 2214725 | 16438 | |
52187K200 | 52187K200 | LEAP THERAPEUTICS INC | COM NEW | 496409 | 158597 | |
33740F763 | 33740F763 | FIRST TR EXCHNG TRADED FD VI | US EQT BUFFER | 277849 | 6975 | |
26922A198 | 26922A198 | ETF SER SOLUTIONS | AAM LW DUR PFD | 2186827 | 104433 | |
126408103 | 126408103 | CSX CORP | COM | 378374 | 11096 | |
882508104 | 882508104 | TEXAS INSTRS INC | COM | 221262 | 1229 | |
46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 2492443 | 6747 | |
097023105 | 097023105 | BOEING CO | COM | 301536 | 1428 | |
443201108 | 443201108 | HOWMET AEROSPACE INC | COM | 277552 | 5600 | |
808524797 | 808524797 | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 416637 | 5737 | |
74348A467 | 74348A467 | PROSHARES TR | S&P 500 DV ARIST | 256724 | 2723 | |
33735J101 | 33735J101 | FIRST TR LRG CP VL ALPHADEX | COM SHS | 333400 | 5000 | |
002824100 | 002824100 | ABBOTT LABS | COM | 905864 | 8309 | |
532457108 | 532457108 | LILLY ELI & CO | COM | 428650 | 914 | |
921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 614177 | 3781 | |
03073E105 | 03073E105 | AMERISOURCEBERGEN CORP | COM | 402752 | 2093 | |
88160R101 | 88160R101 | TESLA INC | COM | 864103 | 3301 | |
05508R106 | 05508R106 | B & G FOODS INC NEW | COM | 200782 | 14424 | |
007903107 | 007903107 | ADVANCED MICRO DEVICES INC | COM | 506949 | 4450 | |
911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 316596 | 1766 | |
35473P801 | 35473P801 | FRANKLIN TEMPLETON ETF TR | US LRG CP MLTFCT | 541717 | 12100 | |
464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 560794 | 1258 | |
03027X100 | 03027X100 | AMERICAN TOWER CORP NEW | COM | 225987 | 1165 | |
20030N101 | 20030N101 | COMCAST CORP NEW | CL A | 410338 | 9876 | |
437076102 | 437076102 | HOME DEPOT INC | COM | 1373217 | 4421 | |
038222105 | 038222105 | APPLIED MATLS INC | COM | 592580 | 4100 | |
254687106 | 254687106 | DISNEY WALT CO | COM | 734076 | 8222 | |
33738R506 | 33738R506 | FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 8290458 | 176018 | |
780259305 | 780259305 | SHELL PLC | SPON ADS | 304941 | 5050 | |
580135101 | 580135101 | MCDONALDS CORP | COM | 405242 | 1358 | |
33738D879 | 33738D879 | FIRST TR EXCHANGE-TRADED FD | CBOE VEST RISING | 596112 | 27133 | |
66987V109 | 66987V109 | NOVARTIS AG | SPONSORED ADR | 235019 | 2329 | |
78464A474 | 78464A474 | SPDR SER TR | PORTFOLIO SHORT | 226099 | 7680 | |
19260Q107 | 19260Q107 | COINBASE GLOBAL INC | COM CL A | 407835 | 5700 | |
451100101 | 451100101 | ICAHN ENTERPRISES LP | DEPOSITARY UNIT | 1118323 | 38523 | |
031162100 | 031162100 | AMGEN INC | COM | 222760 | 1003 | |
33739H101 | 33739H101 | FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | 317642 | 13950 | |
04010L103 | 04010L103 | ARES CAPITAL CORP | COM | 1415882 | 75353 | |
02209S103 | 02209S103 | ALTRIA GROUP INC | COM | 892440 | 19701 | |
921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 272561 | 5902 | |
30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 1557346 | 14521 | |
053015103 | 053015103 | AUTOMATIC DATA PROCESSING IN | COM | 3172978 | 14436 | |
00507V109 | 00507V109 | ACTIVISION BLIZZARD INC | COM | 1738948 | 20628 | |
747525103 | 747525103 | QUALCOMM INC | COM | 224343 | 1885 | |
81369Y506 | 81369Y506 | SELECT SECTOR SPDR TR | ENERGY | 327211 | 4031 |