Key Client Fiduciary Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 17, 2025
Value $
$223M
Signature - Title
Richard A. Flora - CCO
Location
Fairfield, NJ
Summary
This page shows a list of all the recent 13F filings made by Key Client Fiduciary Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Key Client Fiduciary Advisors, LLC reported 189 stock holdings with total value $223M as of Q4 2024. Top holdings included RDVY, AAPL, MSFT, MISL, and FDL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 189 $223M +$9.41M -$6.58M +$2.83M RDVY, AAPL, MSFT, MISL, FDL 13F-HR 1/17/2025, 05:12 PM
Q3 2024 194 $220M +$13.3M -$3.9M +$9.44M RDVY, AAPL, MSFT, MISL, FDL 13F-HR 10/18/2024, 04:02 PM
Q2 2024 185 $198M +$25M -$14.5M +$10.5M RDVY, AAPL, MSFT, MISL, FDL 13F-HR 7/16/2024, 02:02 PM
Q1 2024 183 $188M +$18.5M -$12.9M +$5.59M MSFT, RDVY, AAPL, MISL, FDL 13F-HR 4/15/2024, 05:08 PM
Q4 2023 170 $172M +$10.6M -$17.4M -$6.86M AAPL, RDVY, MSFT, MISL, FDL 13F-HR 1/9/2024, 04:25 PM
Q3 2023 168 $163M +$10.8M -$12.4M -$1.64M AAPL, MSFT, RDVY, FDL, FVD 13F-HR 11/14/2023, 08:55 AM
Q2 2023 174 $171M +$9.24M -$4.97M +$4.27M AAPL, RDVY, MSFT, FDL, FVD 13F-HR 7/13/2023, 04:01 PM
Q1 2023 166 $160M +$17.2M -$7.41M +$9.74M AAPL, RDVY, MSFT, FDL, FVD 13F-HR 4/25/2023, 04:32 PM
Q4 2022 155 $146M +$45.2M -$2M +$43.2M RDVY, FDL, AAPL, FVD, MSFT 13F-HR 1/17/2023, 12:46 PM
Q3 2022 105 $97.2M +$7.6M -$6.23M +$1.37M FDL, RDVY, FVD, KBE, AAPL 13F-HR 10/12/2022, 11:23 AM
Q2 2022 109 $102M +$8.92M -$10.8M -$1.9M FDL, FVD, RDVY, FTCS, AAPL 13F-HR 7/19/2022, 03:45 PM
Q1 2022 117 $123M +$22.4M -$15.2M +$7.23M AAPL, FDL, FVD, KBE, FTCS 13F-HR 4/18/2022, 04:44 PM
Q4 2021 124 $120M $0 $0 AAPL, KBE, FTCS, FCG, FDL 13F-HR 3/1/2022, 05:05 PM