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Richard A. Flora

@Key Client Fiduciary Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$226.861MTotal holdings189
Assets growth rate1.53%Assets growth rate (2-Q avg)6.29%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Key Client Fiduciary Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 189 positions.

Assets under management

The assets under management (AUM) of Key Client Fiduciary Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 226.861M in assets, with a quarterly growth rate of 1.53% and a 2-quarter average growth rate of 6.29%. The portfolio is managed by Richard A. Flora, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Decreased -2.2%
7.68%
$17.408M
294,350 shares@ $59.14 avg price
AAPLApple Inc
Recent Activity
Decreased -0.44%
5.69%
$12.892M
51,480 shares@ $250.42 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.51%
4.44%
$10.052M
23,849 shares@ $421.5 avg price
MISLFirst Tr Exchange-traded Fd
Recent Activity
Decreased -1.8%
4.22%
$9.553M
313,895 shares@ $30.44 avg price
FDLFirst Tr Morningstar Divid L
Recent Activity
Decreased -1.83%
3.11%
$7.039M
174,835 shares@ $40.27 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -0.3%
2.37%
$5.376M
61,220 shares@ $87.83 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Decreased -1.37%
1.91%
$4.326M
57,148 shares@ $75.7 avg price
ORCLOracle Corp
Recent Activity
Decreased -17.1%
1.78%
$4.038M↓ Put
24,231 shares@ $166.65 avg price
CRMSalesforce Inc
Recent Activity
Decreased -12.91%
1.16%
$2.626M↓ Put
7,855 shares@ $334.33 avg price
PEGPublic Svc Enterprise Grp In
Recent Activity
Decreased -0.06%
1.05%
$2.372M
28,078 shares@ $84.49 avg price