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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
RDVIFirst Tr Exchange-traded Fd
Recent Activity
Decreased -13.55%
0.26%
$567,571
23,415 shares@ $24.24 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -2.22%
0.25%
$560,262
3,874 shares@ $144.63 avg price
VBKVanguard Index Fds
Recent Activity
Decreased -2.4%
0.23%
$499,178
1,782 shares@ $280.13 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -6.73%
0.22%
$485,351
8,198 shares@ $59.21 avg price
CVXChevron Corp New
Recent Activity
Decreased -3.82%
0.21%
$469,424
3,241 shares@ $144.84 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Decreased -2.61%
0.21%
$458,875
1,341 shares@ $342.19 avg price
SKYYFirst Tr Exchange Traded Fd
Recent Activity
Decreased -3.54%
0.21%
$456,522
3,832 shares@ $119.14 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -6.77%
0.2%
$435,967
6,207 shares@ $70.24 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -0.99%
0.19%
$419,776
11,185 shares@ $37.54 avg price
SOSouthern Co
Recent Activity
Decreased -1.2%
0.18%
$392,212
4,764 shares@ $82.33 avg price