Richard A. Flora

@Key Client Fiduciary Advisors, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$226.861M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AMDAdvanced Micro Devices Inc Recent Activity Increased 2.85%	0.38%	$850,947 7,045 shares@ $120.79 avg price	Increased 2.85%
IBITIshares Bitcoin Trust Etf Recent Activity Increased 132.09%	0.36%	$794,371 14,974 shares@ $53.06 avg price	Increased 132.09%
XMHQInvesco Exchange Traded Fd T Recent Activity Increased 2.18%	0.34%	$761,926 7,738 shares@ $98.47 avg price	Increased 2.18%
COSTCostco Whsl Corp New Recent Activity Increased 8.01%	0.33%	$728,908 796 shares@ $915.72 avg price	Increased 8.01%
COWZPacer Fds Tr Recent Activity Increased 2.43%	0.33%	$726,362 12,861 shares@ $56.48 avg price	Increased 2.43%
SQBlock Inc Recent Activity Increased 1.4%	0.32%	$708,817 8,340 shares@ $85.0 avg price	Increased 1.4%
LOWLowes Cos Inc Recent Activity Increased 15.4%	0.32%	$704,755 2,856 shares@ $246.77 avg price	Increased 15.4%
PGProcter And Gamble Co Recent Activity Increased 0.32%	0.31%	$695,158 4,146 shares@ $167.67 avg price	Increased 0.32%
DGRWWisdomtree Tr Recent Activity Increased 0.91%	0.3%	$664,826 8,215 shares@ $80.93 avg price	Increased 0.91%
XLFSelect Sector Spdr Tr Recent Activity Increased 0.1%	0.28%	$630,225↓ Put 13,040 shares@ $48.34 avg price	Increased 0.1%