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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
PYPLPaypal Hldgs Inc
Recent Activity
Decreased -2.73%
0.96%
$2.174M
25,468 shares@ $85.36 avg price
FTSLFirst Tr Exchange-traded Fd
Recent Activity
Decreased -1.09%
0.85%
$1.927M
41,682 shares@ $46.24 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.47%
0.84%
$1.889M
4,167 shares@ $453.31 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.18%
0.81%
$1.817M
9,599 shares@ $189.31 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.53%
0.78%
$1.75M
7,301 shares@ $239.73 avg price
TAt&t Inc
Recent Activity
Decreased -10.33%
0.75%
$1.68M
73,792 shares@ $22.78 avg price
BACBank America Corp
Recent Activity
Decreased -2.08%
0.73%
$1.637M
37,252 shares@ $43.96 avg price
ARCCAres Capital Corp
Recent Activity
Decreased -1.51%
0.65%
$1.46M
66,699 shares@ $21.89 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -11.58%
0.64%
$1.447M
36,184 shares@ $39.99 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -2.23%
0.61%
$1.371M
12,746 shares@ $107.57 avg price