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CIK: 0001801720
Total reported value
$610.6M
$610.6M
1383 檔
13.6%
In Q1 2025, Key FInancial Inc's U.S. equity holdings reached a combined market value of $610.6M, distributed across 1383 disclosed stock positions.
In Q1 2025, Key FInancial Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, DOL, EES) accounted for 13.6% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 1383 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.71% | +0.20% | -0.87% | |
| 2 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-Other | 3.64% | -0.16% | +2.44% | |
| 3 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 3.37% | +0.28% | +24541.21% | |
| 4 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-Other | 3.36% | +0.09% | -0.57% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.01% | +0.06% | +13.54% | |
| 6 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.71% | +0.15% | -2.41% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.68% | -0.06% | +7.28% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | -0.12% | -0.63% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.81% | +0.26% | -0.24% | |
| 10 | FPEI | First Trust Institutional Pr | ETF-Other | 1.73% | -0.18% | -4.13% | |
| 11 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.67% | -0.01% | -1.52% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.58% | -0.02% | -0.67% | |
| 13 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.53% | +0.14% | -2.40% | |
| 14 | FICS | Ft International Dev Cap Str | ETF-Other | 1.53% | -0.03% | +17.26% | |
| 15 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.49% | -0.14% | +4.01% | |
| 16 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.47% | -0.09% | +0.75% | |
| 17 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 1.45% | -0.02% | +3.70% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.44% | +0.03% | -0.76% | |
| 19 | JIG | Jpmorgan International Growt | ETF-Other | 1.36% | +0.12% | +3.75% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.27% | +0.20% | -2.01% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.24% | -0.21% | +0.68% | |
| 22 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 1.24% | +0.02% | +3.52% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.07% | +0.01% | -2.34% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.98% | -0.09% | -4.61% | |
| 25 | BSMS | Invesco Bulletshares 2028 Mb | ETF-Other | 0.89% | -0.19% | +9.28% | |
| 26 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.87% | +0.02% | +1.38% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.83% | +0.04% | -0.46% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | +0.03% | +4.08% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.73% | +0.04% | +2.64% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.73% | +0.07% | — | |
| 31 | ADP | Automatic Data Processing | Stock-Tech | 0.70% | -0.08% | +0.03% | |
| 32 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-Gov Bonds | 0.70% | — | +2.56% | |
| 33 | DWM | Wisdomtree International Equ | ETF-Other | 0.69% | -0.04% | +18.60% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.08% | -1.53% | |
| 35 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.64% | +0.06% | — | |
| 36 | BSMT | Invesco Bulletshares 2029 Mb | ETF-Other | 0.58% | -0.15% | — | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | +0.11% | +0.67% | |
| 38 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.56% | -0.15% | +1.78% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.55% | -0.09% | — | |
| 40 | BSMV | Invesco Bulletshares 2031 Mb | ETF-Other | 0.54% | -0.14% | +1.18% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.54% | -0.07% | +0.01% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.53% | +0.06% | +0.30% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.01% | +1.52% | |
| 44 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-Other | 0.50% | +0.32% | +10.29% | |
| 45 | STBA | S & T Bancorp Inc | Stock-Other | 0.49% | +0.02% | — | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.49% | -0.06% | +0.16% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.02% | -1.55% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.44% | +0.06% | — | |
| 49 | FISV | Fiserv Inc | Stock-Other | 0.42% | -0.02% | — | |
| 50 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.40% | -0.13% | +4.47% |
According to official SEC Form 13F filings, Key FInancial Inc reported a total U.S. public equity portfolio value of $610.6M across 1383 disclosed positions in Q1 2025.
During Q1 2025, Key FInancial Inc's top holdings by market value included AAPL (4.7%)、DOL (3.6%)、EES (3.4%). The largest single position, AAPL, represented 4.7% of total portfolio value.
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Top New Position Initiated
AAPL
市值: $21.6M
In Q1 2025, Key FInancial Inc made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 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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