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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
LLYEli Lilly & Co
Recent Activity
Decreased -5.28%
0.37%
$816,920
1,058 shares@ $772.14 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -8.24%
0.35%
$790,063
7,942 shares@ $99.48 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.97%
0.35%
$786,861
4,490 shares@ $175.25 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Decreased -1.08%
0.35%
$776,963
1,826 shares@ $425.5 avg price
JHMMJohn Hancock Exchange Traded
Recent Activity
Decreased -17.66%
0.32%
$719,125
12,040 shares@ $59.73 avg price
NEENextera Energy Inc
Recent Activity
Decreased -3.79%
0.32%
$718,406
10,021 shares@ $71.7 avg price
PFEPfizer Inc
Recent Activity
Decreased -5.95%
0.32%
$716,338
27,001 shares@ $26.54 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -0.53%
0.29%
$657,603
8,695 shares@ $75.64 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -5.78%
0.28%
$634,106
1,107 shares@ $572.82 avg price
IVVIshares Tr
Recent Activity
Decreased -0.48%
0.27%
$601,067
1,021 shares@ $588.71 avg price