News + Filings Holdings
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Key Client Fiduciary Advisors, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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FIRST TRUST ADVISORS LP
| FXG | Common | 24,010 | 24,010 | 1,504,227,000 | 1,504,227,000 | 0.88 | |
Hist
| 06/30/2023 |
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3M CO
| MMM | Common | 7,669 | 7,669 | 767,572,000 | 767,572,000 | 0.45 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| GOVT | Common | 22,436 | 22,436 | 513,784,000 | 513,784,000 | 0.30 | |
Hist
| 06/30/2023 |
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LEAP THERAPEUTICS, INC.
| LPTX | COM NEW | 158,597 | 158,597 | 496,409,000 | 496,409,000 | 0.29 | 0.13 |
Hist
| 06/30/2023 |
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FIRST TRUST EXCHANGE-TRADED FUND VIII
| FJAN | Common | 11,846 | 11,846 | 440,553,000 | 440,553,000 | 0.26 | |
Hist
| 06/30/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VCIT | Common | 5,034 | 5,034 | 397,821,000 | 397,821,000 | 0.23 | |
Hist
| 06/30/2023 |
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Coinbase Global, Inc.
| COIN | Put | 5,500 | 5,500 | 393,525,000 | 393,525,000 | 0.23 | |
Hist
| 06/30/2023 |
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WisdomTree Trust
| DGRW | Common | 4,587 | 4,587 | 305,801,000 | 305,801,000 | 0.18 | |
Hist
| 06/30/2023 |
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Vanguard Small-Cap Value ETF
| VBR | common | 1,841 | 1,841 | 304,419,000 | 304,419,000 | 0.18 | |
Hist
| 06/30/2023 |
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FIRST TRUST EXCHANGE-TRADED FUND VIII
| FMAR | Common | 7,951 | 7,951 | 283,294,000 | 283,294,000 | 0.16 | |
Hist
| 06/30/2023 |
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FIRST TR EXCHNG TRADED FD VI
| FFEB | Common | 6,975 | 6,975 | 277,849,000 | 277,849,000 | 0.16 | |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOG | COM | 2,288 | 2,288 | 276,779,000 | 276,779,000 | 0.16 | |
Hist
| 06/30/2023 |
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VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 5,902 | 5,902 | 272,561,000 | 272,561,000 | 0.16 | |
Hist
| 06/30/2023 |
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REGAL REXNORD CORP
| RBC | Common | 1,541 | 1,541 | 237,160,000 | 237,160,000 | 0.14 | 0.00 |
Hist
| 06/30/2023 |
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NOVARTIS AG
| NVS | ADR | 2,329 | 2,329 | 235,019,000 | 235,019,000 | 0.14 | |
Hist
| 06/30/2023 |
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VanEck ETF Trust
| ANGL | Common | 8,257 | 8,257 | 229,297,000 | 229,297,000 | 0.13 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| ONEK | Common | 4,358 | 4,358 | 227,121,000 | 227,121,000 | 0.13 | |
Hist
| 06/30/2023 |
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DraftKings Holdings Inc.
| DKNG | Stock | 8,545 | 8,545 | 227,049,000 | 227,049,000 | 0.13 | |
Hist
| 06/30/2023 |
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Vanguard Small-Cap Growth ETF
| VBK | common | 967 | 967 | 222,162,000 | 222,162,000 | 0.13 | |
Hist
| 06/30/2023 |
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TARGET CORP
| TGT | Common | 1,614 | 1,614 | 212,933,000 | 212,933,000 | 0.12 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| SDY | Common | 1,665 | 1,665 | 204,116,000 | 204,116,000 | 0.12 | |
Hist
| 06/30/2023 |
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Kearny Financial Corp.
| KRNY | COM | 10,722 | 10,722 | 75,590,000 | 75,590,000 | 0.04 | |
Hist
| 06/30/2023 |
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Coinbase Global, Inc.
| COIN | COM CL A | 200 | 200 | 14,310,000 | 14,310,000 | 0.01 | |
Hist
| 06/30/2023 |
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