Key Client Fiduciary Advisors, LLC at 2023-06-30

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 name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
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

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