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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
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 2.85%
0.38%
$850,947
7,045 shares@ $120.79 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -1.43%
0.37%
$832,926
16,536 shares@ $50.38 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -5.28%
0.37%
$816,920
1,058 shares@ $772.14 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
Increased 132.09%
0.36%
$794,371
14,974 shares@ $53.06 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
XMHQInvesco Exchange Traded Fd T
Recent Activity
Increased 2.18%
0.34%
$761,926
7,738 shares@ $98.47 avg price
HACKAmplify Etf Tr
Recent Activity
0.33%
$739,912
9,933 shares@ $74.5 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 8.01%
0.33%
$728,908
796 shares@ $915.72 avg price