test

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
AMZNAmazon Com Inc
Recent Activity
Increased 2.9%
2.85%
$6.464M
29,466 shares@ $219.39 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 3.89%
2.79%
$6.307M
10,761 shares@ $586.1 avg price
NVDANvidia Corporation
Recent Activity
Increased 2.65%
2.34%
$5.294M
39,425 shares@ $134.3 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 4.33%
1.87%
$4.226M
8,265 shares@ $511.26 avg price
WMTWalmart Inc
Recent Activity
Increased 10.61%
1.62%
$3.659M
40,497 shares@ $90.35 avg price
NLYAnnaly Capital Management In
Recent Activity
Increased 17.51%
1.48%
$3.345M
182,809 shares@ $18.31 avg price
FXGFirst Tr Exchange Traded Fd
Recent Activity
Increased 6.23%
1.46%
$3.295M
51,440 shares@ $64.06 avg price
XNOVFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 12.58%
1.21%
$2.739M
80,515 shares@ $34.02 avg price
PRUPrudential Finl Inc
Recent Activity
Increased 0.02%
1.13%
$2.558M
21,582 shares@ $118.54 avg price
ABBVAbbvie Inc
Recent Activity
Increased 0.11%
1.07%
$2.426M
13,652 shares@ $177.71 avg price