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CIK: 0001801720
Total reported value
$610.6M
$610.6M
1351 檔
14.4%
During the Q3 2024 filing period, Key FInancial Inc (CIK: 0001801720) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $610.6M across 1351 reported positions.
In Q3 2024, Key FInancial Inc displayed an active expansion posture, initiating 1 new positions and adding to 40 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1351 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.14% | +0.20% | -0.03% | |
| 2 | FPEI | First Trust Institutional Pr | ETF-Other | 4.08% | -0.18% | +8.34% | |
| 3 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-Other | 3.72% | +0.09% | -2.23% | |
| 4 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-Other | 3.38% | -0.16% | +1.01% | |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 3.09% | +0.15% | +3.01% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.81% | -0.12% | +0.33% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.70% | +0.06% | +8.12% | |
| 8 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.45% | -0.06% | +1.23% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.03% | +0.26% | -3.75% | |
| 10 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.77% | +0.14% | +5.57% | |
| 11 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.73% | -0.01% | -0.05% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.67% | -0.02% | +1.18% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.54% | +0.03% | -0.59% | |
| 14 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.53% | -0.09% | +6.64% | |
| 15 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.52% | -0.14% | +7.93% | |
| 16 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 1.43% | -0.02% | +8.51% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.31% | +0.20% | -0.07% | |
| 18 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 1.30% | +0.02% | +1.22% | |
| 19 | FICS | Ft International Dev Cap Str | ETF-Other | 1.29% | -0.03% | +19.12% | |
| 20 | JIG | Jpmorgan International Growt | ETF-Other | 1.24% | +0.12% | +4.61% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.10% | +0.01% | -0.54% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.07% | -0.21% | +0.14% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.99% | -0.09% | +0.08% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.94% | +0.07% | +901.83% | |
| 25 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.92% | +0.02% | -4.29% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.88% | +0.04% | -0.20% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.84% | +0.03% | +1.29% | |
| 28 | BSMS | Invesco Bulletshares 2028 Mb | ETF-Other | 0.81% | -0.19% | +2.83% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.78% | -0.08% | -2.89% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | +0.04% | +0.20% | |
| 31 | ADP | Automatic Data Processing | Stock-Tech | 0.66% | -0.08% | +0.05% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.64% | -0.06% | +0.58% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.64% | +0.06% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.11% | +0.24% | |
| 35 | STBA | S & T Bancorp Inc | Stock-Other | 0.56% | +0.02% | — | |
| 36 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.56% | -0.15% | +4.04% | |
| 37 | BSMV | Invesco Bulletshares 2031 Mb | ETF-Other | 0.56% | -0.14% | +3.96% | |
| 38 | DWM | Wisdomtree International Equ | ETF-Other | 0.55% | -0.04% | +10.22% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.55% | +0.06% | — | |
| 40 | BSMT | Invesco Bulletshares 2029 Mb | ETF-Other | 0.55% | -0.15% | +4.00% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | -0.09% | +0.11% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.02% | -0.45% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.49% | +0.06% | +0.29% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.48% | -0.07% | +0.97% | |
| 45 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-Gov Bonds | 0.47% | — | +44.09% | |
| 46 | PFE | Pfizer Inc | Stock-Healthcare | 0.46% | -0.09% | -0.66% | |
| 47 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-Other | 0.44% | +0.32% | +62.52% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | -0.01% | +0.42% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.41% | -0.01% | -19.91% | |
| 50 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.41% | +0.02% | -0.41% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FICS | Ft International Dev Cap Str | +0.2% | +19.12% | Add |
| 2 | SLYV | Ss Spdr S&p 600 Sc Val ETF | +0.2% | +3.01% | Add |
| 3 | BSMQ | Invesco Bulletshares 2026 Mb | +0.2% | +62.52% | Add |
| 4 | FPEI | First Trust Institutional Pr | +0.1% | +8.34% | Add |
| 5 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | +0.1% | +44.09% | Add |
| 6 | AAPL | Apple Inc | +0.1% | -0.03% | Trim |
| 7 | PEG | Public Service Enterprise Gp | +0.1% | +188.26% | Add |
| 8 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +8.12% | Add |
| 9 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.1% | +5.57% | Add |
| 10 | YUM | Yum! Brands Inc | +0.1% | +68.27% | Add |
| 11 | STBA | S & T Bancorp Inc | +0.1% | — | Unchanged |
| 12 | BSCQ | Invesco Bulletshares 2026 Cb | +0.1% | +40.31% | Add |
| 13 | PBF | Pbf Energy Inc-class A | +0.1% | +2351.95% | Add |
| 14 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +85.78% | Add |
| 15 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +96.18% | Add |
| 16 | BSCT | Invesco Bulletshares 2029 Cb | +0.1% | +125.08% | Add |
| 17 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.1% | +7.93% | Add |
| 18 | ADP | Automatic Data Processing | +0.1% | +0.05% | Add |
| 19 | MCD | Mcdonald's CORP | +0.1% | +0.11% | Add |
| 20 | PLTR | Palantir Technologies Inc-a | +0.1% | +0.10% | Add |
| 21 | BA | Boeing Co/the | +0.1% | +60.28% | Add |
| 22 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | +0.1% | NEW | New buy |
| 23 | DES | Wisdomtree US Smallcap Divid | 0% | +1.22% | Add |
| 24 | ABBV | Abbvie Inc | 0% | +0.20% | Add |
| 25 | DWM | Wisdomtree International Equ | 0% | +10.22% | Add |
| 26 | FISV | Fiserv Inc | 0% | +0.25% | Add |
| 27 | TSLA | Tesla Inc | 0% | +0.61% | Add |
| 28 | JNJ | Johnson & Johnson | 0% | +0.08% | Add |
| 29 | UNH | Unitedhealth Group Inc | 0% | +0.29% | Add |
| 30 | HD | Home Depot Inc | 0% | -0.60% | Trim |
| 31 | LMT | Lockheed Martin CORP | 0% | +1.57% | Add |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +1.18% | Add |
| 33 | JIG | Jpmorgan International Growt | 0% | +4.61% | Add |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.42% | Add |
| 35 | BSMR | Invesco Bulletshares 2027 Mb | 0% | +8.51% | Add |
| 36 | ABT | Abbott Laboratories | 0% | +0.97% | Add |
| 37 | SPTS | Ss Spdr P St Term Tsy ETF | — | +6.64% | Add |
| 38 | EFV | Ishares Msci Eafe Value ETF | — | — | Unchanged |
| 39 | DLN | Wisdomtree US Largecap Divid | 0% | -0.05% | Trim |
| 40 | AVGO | Broadcom Inc | 0% | +901.83% | Add |
| 41 | DOL | Wisdomtree Tr Dvlp Intnl-usd | 0% | +1.01% | Add |
| 42 | JPM | Jpmorgan Chase & Co | -0.1% | +0.14% | Add |
| 43 | XLE | Ss Energy Select Sector | -0.1% | -60.32% | Trim |
| 44 | BUFR | Ft Vest Lad Buffervetf-usd I | -0.1% | +1.23% | Add |
| 45 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.24% | Add |
| 46 | MRK | Merck & Co. Inc. | -0.1% | +0.58% | Add |
| 47 | AMZN | Amazon.com Inc | -0.1% | -0.54% | Trim |
| 48 | DIS | Walt Disney Co/the | -0.2% | -19.91% | Trim |
| 49 | MSFT | Microsoft CORP | -0.4% | +0.33% | Add |
| 50 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | -0.4% | -2.23% | Trim |
According to official SEC Form 13F filings, Key FInancial Inc reported a total U.S. public equity portfolio value of $610.6M across 1351 disclosed positions in Q3 2024.
During Q3 2024, Key FInancial Inc's top holdings by market value included AAPL (5.1%)、FPEI (4.1%)、DNL (3.7%). The largest single position, AAPL, represented 5.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, FPEI, DNL) accounted for 14.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
SPYX
市值: $214.5K
Top Position Liquidated / Trimmed
AAPL
前期市值: $21.0M
In Q3 2024, Key FInancial Inc made 48 total portfolio adjustments, initiating 1 new buys, adding to 40 positions, trimming 7 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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