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
PEGPublic Svc Enterprise Grp In
Recent Activity
Decreased -0.06%
1.05%
$2.372M
28,078 shares@ $84.49 avg price
VOOVanguard Index Fds
Recent Activity
Increased 10.14%
1.01%
$2.289M
4,248 shares@ $538.82 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Decreased -2.73%
0.96%
$2.174M
25,468 shares@ $85.36 avg price
IBMInternational Business Machs
Recent Activity
Increased 0.08%
0.96%
$2.169M
9,865 shares@ $219.83 avg price
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Increased 2.59%
0.95%
$2.144M
35,871 shares@ $59.78 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
TSLATesla Inc
Recent Activity
Increased 7.62%
0.82%
$1.838M
4,551 shares@ $403.89 avg price
RWLInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 5.59%
0.81%
$1.824M
18,631 shares@ $97.93 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.18%
0.81%
$1.817M
9,599 shares@ $189.31 avg price