Key Client Fiduciary Advisors, LLC
Top Portfolio Positions
116 positions ·
$156,041,778 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLXY |
Galaxy Digital Inc.
Financial Services
|
900,879 | $16,621,217 | 10.65% | |
| AAPL |
Apple Inc.
Technology
|
46,024 | $11,680,430 | 7.49% | |
| SPY |
Spdr S&P 500 ETF Trust
|
12,394 | $8,060,313 | 5.17% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,058 | $7,926,339 | 5.08% | |
| NVDA |
Nvidia Corp
Technology
|
41,639 | $7,261,841 | 4.65% | |
| MSFT |
Microsoft Corp
Technology
|
17,280 | $6,396,537 | 4.10% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
14,966 | $5,563,610 | 3.57% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
9,147 | $5,279,465 | 3.38% | |
| NLY |
Annaly Capital Management Inc
Real Estate
|
193,916 | $4,101,323 | 2.63% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
10,775 | $3,098,459 | 1.99% |
Portfolio Trend
18 quarters · across all stocks
Holdings in JMIA
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $120,860 | 17,516 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $217,288 | 17,397 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $228,113 | 19,648 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $86,848 | 21,604 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $31,940 | 14,856 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $40,950 | 10,720 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $56,176 | 10,520 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $73,787 | 10,511 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $53,196 | 10,390 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $38,981 | 11,043 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $29,971 | 11,353 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $41,115 | 12,022 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $40,220 | 12,225 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $35,470 | 11,050 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $69,121 | 11,897 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $71,489 | 11,797 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $113,752 | 11,874 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $135,910 | 11,922 | Shares | Sole | 2022-03-01 | |
| No 13F history on record for this holder in this stock. | ||||||