• 13F History

Key Client Fiduciary Advisors, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 10, 2025
Value $
$217M
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 188 stock holdings with total value $217M as of Q1 2025. Top holdings included RDVY, AAPL, MISL, FDL, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 188 $217M +$16M -$15.7M +$210K RDVY, AAPL, MISL, FDL, MSFT 13F-HR 4/10/2025, 03:16 PM
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 172 $172M +$10.6M -$17.4M -$6.86M AAPL, RDVY, MSFT, MISL, FDL 13F-HR 1/9/2024, 04:25 PM
Q3 2023 184 $163M +$10.8M -$13M -$2.2M AAPL, MSFT, RDVY, FDL, FVD 13F-HR 11/14/2023, 08:55 AM
Q2 2023 176 $172M +$9.64M -$3.18M +$6.46M AAPL, RDVY, MSFT, FDL, FVD 13F-HR 7/13/2023, 04:01 PM
Q1 2023 166 $160M +$17.2M -$2.11M +$15M AAPL, RDVY, MSFT, FDL, FVD 13F-HR 4/25/2023, 04:32 PM
Q4 2022 159 $148M +$45.2M -$4.83M +$40.3M RDVY, FDL, AAPL, FVD, MSFT 13F-HR 1/17/2023, 11:46 AM
Q3 2022 110 $111M +$20.7M -$1.51M +$19.2M SPY, FDL, RDVY, FVD, KBE 13F-HR 10/12/2022, 11:23 AM
Q2 2022 113 $103M +$8.93M -$5.92M +$3.01M FDL, FVD, RDVY, FTCS, AAPL 13F-HR 7/19/2022, 03:45 PM
Q1 2022 123 $125M +$24.2M -$7.47M +$16.8M AAPL, FDL, FVD, KBE, FTCS 13F-HR 4/18/2022, 04:44 PM
Q4 2021 130 $118M AAPL, KBE, FTCS, FCG, FDL 13F-HR 3/1/2022, 04:05 PM