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CIK: 0001801720
Total reported value
$610.6M
$610.6M
1381 檔
13.3%
The Q4 2024 SEC filing reveals that Key FInancial Inc held a total portfolio value of $610.6M, covering 1381 public equity positions.
Key FInancial Inc executed strategic sector rebalancing during Q4 2024, establishing 1 new positions while fully exiting 4 holdings and trimming 23 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, DNL, DOL) accounted for 13.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
LVHD
市值: $337.6K
Top Position Liquidated / Trimmed
BSCO
前期市值: $1.2M
Showing top 200 holdings (of 1381 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.60% | +0.20% | -1.46% | |
| 2 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-Other | 3.56% | +0.09% | +1.95% | |
| 3 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-Other | 3.34% | -0.16% | +4.82% | |
| 4 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 3.23% | +0.15% | +1.15% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.77% | +0.06% | +1.77% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.75% | -0.12% | -3.04% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.67% | -0.06% | +4.15% | |
| 8 | FPEI | First Trust Institutional Pr | ETF-Other | 1.88% | -0.18% | -54.28% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.84% | +0.26% | -1.83% | |
| 10 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.79% | +0.14% | +1.15% | |
| 11 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.74% | -0.01% | -1.09% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.66% | -0.02% | -0.08% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.66% | +0.03% | -1.12% | |
| 14 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.51% | -0.09% | -2.94% | |
| 15 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 1.47% | -0.02% | +0.19% | |
| 16 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.46% | -0.14% | -2.37% | |
| 17 | JIG | Jpmorgan International Growt | ETF-Other | 1.35% | +0.12% | +14.07% | |
| 18 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 1.34% | +0.02% | +0.49% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | +0.01% | -0.02% | |
| 20 | FICS | Ft International Dev Cap Str | ETF-Other | 1.27% | -0.03% | +4.96% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.26% | -0.21% | +0.26% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.23% | +0.20% | -0.77% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.05% | +0.07% | -19.32% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.97% | +0.04% | +0.17% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.96% | +0.03% | +0.54% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.93% | -0.09% | +3.26% | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.87% | +0.02% | -0.73% | |
| 28 | BSMS | Invesco Bulletshares 2028 Mb | ETF-Other | 0.86% | -0.19% | +3.63% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | +0.11% | +0.44% | |
| 30 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-Gov Bonds | 0.71% | — | +46.41% | |
| 31 | ADP | Automatic Data Processing | Stock-Tech | 0.70% | -0.08% | -1.97% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.69% | -0.08% | -11.73% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.63% | +0.04% | +2.06% | |
| 34 | BSMT | Invesco Bulletshares 2029 Mb | ETF-Other | 0.61% | -0.15% | +9.23% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.60% | +0.06% | — | |
| 36 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.59% | +0.06% | -0.65% | |
| 37 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.58% | -0.15% | +1.79% | |
| 38 | BSMV | Invesco Bulletshares 2031 Mb | ETF-Other | 0.57% | -0.14% | — | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.56% | -0.06% | -3.42% | |
| 40 | DWM | Wisdomtree International Equ | ETF-Other | 0.55% | -0.04% | +5.20% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.53% | -0.09% | — | |
| 42 | STBA | S & T Bancorp Inc | Stock-Other | 0.53% | +0.02% | — | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | +0.02% | -0.70% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.48% | -0.07% | -0.83% | |
| 45 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-Other | 0.48% | +0.32% | +5.64% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | -0.01% | — | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.45% | +0.06% | +2.21% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.42% | +0.04% | +0.15% | |
| 49 | PFE | Pfizer Inc | Stock-Healthcare | 0.42% | -0.09% | -4.16% | |
| 50 | FISV | Fiserv Inc | Stock-Other | 0.41% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.5% | -1.46% | Trim |
| 2 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | +0.2% | +46.41% | Add |
| 3 | AMZN | Amazon.com Inc | +0.2% | -0.02% | Trim |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | +0.2% | +1489.59% | Add |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.2% | +4.15% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | +0.26% | Add |
| 7 | PLTR | Palantir Technologies Inc-a | +0.2% | -21.19% | Trim |
| 8 | BSCP | Invesco Bulletshares 2025 Cb | +0.1% | +43.70% | Add |
| 9 | NVDA | Nvidia CORP | +0.1% | +0.54% | Add |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | -1.12% | Trim |
| 11 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +76.60% | Add |
| 12 | BSCQ | Invesco Bulletshares 2026 Cb | +0.1% | +33.20% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.44% | Add |
| 14 | AVGO | Broadcom Inc | +0.1% | -19.32% | Trim |
| 15 | JIG | Jpmorgan International Growt | +0.1% | +14.07% | Add |
| 16 | TSLA | Tesla Inc | +0.1% | -6.28% | Trim |
| 17 | IWF | Ishares Russell 1000 Growth | +0.1% | +0.17% | Add |
| 18 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | +0.1% | +57.24% | Add |
| 19 | LVHD | Franklin U.s. Low Volatility | +0.1% | NEW | New buy |
| 20 | BSCT | Invesco Bulletshares 2029 Cb | +0.1% | +67.42% | Add |
| 21 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +59.25% | Add |
| 22 | JPST | Jpmorgan Ultra-short Income | +0.1% | +662.64% | Add |
| 23 | BSSX | Invesco Bulletshares 2033 Mb | +0.1% | +50.33% | Add |
| 24 | BSJQ | Invesco Bulletshares 2026 Hy | +0.1% | +39.23% | Add |
| 25 | SPTS | Ss Spdr P St Term Tsy ETF | 0% | -2.94% | Trim |
| 26 | FICS | Ft International Dev Cap Str | 0% | +4.96% | Add |
| 27 | DOL | Wisdomtree Tr Dvlp Intnl-usd | 0% | +4.82% | Add |
| 28 | UNH | Unitedhealth Group Inc | 0% | +2.21% | Add |
| 29 | JNJ | Johnson & Johnson | -0.1% | +3.26% | Add |
| 30 | SPEM | State Street Sp Ptf Em ETF | -0.1% | -0.73% | Trim |
| 31 | EFV | Ishares Msci Eafe Value ETF | -0.1% | -0.65% | Trim |
| 32 | MSFT | Microsoft CORP | -0.1% | -3.04% | Trim |
| 33 | SPTI | Ss Spdr P Int Term Tsy ETF | -0.1% | -2.37% | Trim |
| 34 | BA | Boeing Co/the | -0.1% | -35.60% | Trim |
| 35 | XOM | Exxon Mobil CORP | -0.1% | -0.77% | Trim |
| 36 | MRK | Merck & Co. Inc. | -0.1% | -3.42% | Trim |
| 37 | SYK | Stryker CORP | -0.1% | -55.13% | Trim |
| 38 | YUM | Yum! Brands Inc | -0.1% | -35.32% | Trim |
| 39 | PG | Procter & Gamble Co/the | -0.1% | -11.73% | Trim |
| 40 | BLKCHF | Blackrock Inc | -0.1% | EXIT | Sold out |
| 41 | HD | Home Depot Inc | -0.1% | -35.99% | Trim |
| 42 | CWB | Ss Spdr Bb Conv Sec ETF | -0.1% | -47.32% | Trim |
| 43 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | -0.2% | +1.95% | Add |
| 44 | BSJO | Invesco Bulletshares 2024 Hy | -0.2% | EXIT | Sold out |
| 45 | PFF | Ishares Preferred & Income S | -0.2% | -73.23% | Trim |
| 46 | EFG | Ishares Msci Eafe Growth ETF | -0.2% | -1.83% | Trim |
| 47 | ICVT | Ishares Convertible Bond ETF | -0.2% | -47.34% | Trim |
| 48 | BSMO | Invesco Bulletshares 2024 Mb | -0.2% | EXIT | Sold out |
| 49 | BSCO | Invesco Bulletshares 2024 Cb | -0.3% | EXIT | Sold out |
| 50 | FPEI | First Trust Institutional Pr | -2.2% | -54.28% | Trim |
According to official SEC Form 13F filings, Key FInancial Inc reported a total U.S. public equity portfolio value of $610.6M across 1381 disclosed positions in Q4 2024.
During Q4 2024, Key FInancial Inc's top holdings by market value included AAPL (5.6%)、DNL (3.6%)、DOL (3.3%). The largest single position, AAPL, represented 5.6% of total portfolio value.
In Q4 2024, Key FInancial Inc made 50 total portfolio adjustments, initiating 1 new buys, adding to 22 positions, trimming 23 holdings, and fully liquidating 4 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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