Key Client Fiduciary Advisors, LLC
Top Portfolio Positions
115 positions ·
$154,515,099 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 | 10.76% | |
| AAPL |
Apple Inc.
Technology
|
46,024 | $11,680,430 | 7.56% | |
| SPY |
Spdr S&P 500 ETF Trust
|
12,394 | $8,060,313 | 5.22% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,058 | $7,926,339 | 5.13% | |
| NVDA |
Nvidia Corp
Technology
|
41,639 | $7,261,841 | 4.70% | |
| MSFT |
Microsoft Corp
Technology
|
17,280 | $6,396,537 | 4.14% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
14,966 | $5,563,610 | 3.60% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
9,147 | $5,279,465 | 3.42% | |
| NLY |
Annaly Capital Management Inc
Real Estate
|
193,916 | $4,101,323 | 2.65% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
10,775 | $3,098,459 | 2.01% |
Portfolio Trend
Holdings in VFF
Shares Held
Position Value (USD)
28 of 28 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,750,147 | 616,249 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $18,250 | 5,000 | Call | Sole | 2026-01-28 | |
| 2025-12-31 | $2,151,853 | 589,549 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $78,250 | 25,000 | Call | Sole | 2025-10-14 | |
| 2025-09-30 | $2,481,852 | 792,924 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $756,013 | 687,285 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $408,958 | 675,965 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $487,104 | 631,783 | Shares | Sole | 2025-01-17 | |
| 2024-12-31 | $105,395 | 136,700 | Call | Sole | 2025-01-17 | |
| 2024-09-30 | $127,131 | 136,700 | Call | Sole | 2024-10-18 | |
| 2024-09-30 | $571,453 | 614,466 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $650,262 | 637,512 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $764,763 | 616,745 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $415,281 | 545,705 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $404,314 | 506,660 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $293,783 | 490,457 | Shares | Sole | 2023-07-13 | |
| 2023-06-30 | $29,950 | 50,000 | Call | Sole | 2023-07-13 | |
| 2023-03-31 | $288,176 | 347,200 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $78,524 | 58,600 | Call | Sole | 2023-01-17 | |
| 2022-12-31 | $397,686 | 296,781 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $544,032 | 284,834 | Shares | Sole | 2022-10-12 | |
| 2022-09-30 | $118,420 | 62,000 | Call | Sole | 2022-10-12 | |
| 2022-06-30 | $740,671 | 283,782 | Shares | Sole | 2022-07-19 | |
| 2022-06-30 | $161,820 | 62,000 | Call | Sole | 2022-07-19 | |
| 2022-03-31 | $316,800 | 60,000 | Call | Sole | 2022-04-18 | |
| 2022-03-31 | $1,385,873 | 262,476 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $620,814 | 96,700 | Call | Sole | 2022-03-01 | |
| 2021-12-31 | $1,533,506 | 238,864 | Shares | Sole | 2022-03-01 | |
| No quarters match your search. | ||||||