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CIK: 0001801720
Total reported value
$610.6M
$610.6M
1437 檔
14.1%
As reported in its official Q2 2025 Form 13F filing, Key FInancial Inc's tracked investment portfolio stood at $610.6M with 1437 total positions.
In Q2 2025, Key FInancial Inc displayed an active expansion posture, initiating 9 new positions and adding to 18 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, DOL, DNL) accounted for 14.1% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 1437 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.09% | +0.20% | +1.65% | |
| 2 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-Other | 3.85% | -0.16% | +5.56% | |
| 3 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-Other | 3.51% | +0.09% | -0.11% | |
| 4 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 3.02% | +0.15% | +18.39% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.85% | -0.12% | -0.12% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.81% | +0.06% | +0.97% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.64% | -0.06% | -0.37% | |
| 8 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 2.62% | +0.28% | -19.37% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.84% | +0.26% | -2.04% | |
| 10 | FICS | Ft International Dev Cap Str | ETF-Other | 1.77% | -0.03% | +16.02% | |
| 11 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.65% | -0.01% | +3.19% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.62% | -0.02% | +8.10% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.60% | +0.03% | +1.04% | |
| 14 | FPEI | First Trust Institutional Pr | ETF-Other | 1.54% | -0.18% | -4.85% | |
| 15 | JIG | Jpmorgan International Growt | ETF-Other | 1.42% | +0.12% | +0.03% | |
| 16 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.41% | +0.14% | -6.81% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.36% | -0.21% | -0.09% | |
| 18 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.35% | -0.14% | -2.89% | |
| 19 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 1.34% | -0.02% | — | |
| 20 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.30% | -0.09% | -4.06% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | +0.01% | -0.22% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.11% | +0.07% | +0.37% | |
| 23 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 1.07% | +0.02% | -5.86% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.07% | +0.20% | -0.29% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.04% | +0.03% | -0.09% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.91% | +0.04% | +0.36% | |
| 27 | BSMS | Invesco Bulletshares 2028 Mb | ETF-Other | 0.82% | -0.19% | — | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.79% | +0.02% | -9.27% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.75% | -0.09% | -9.59% | |
| 30 | CI | THE Cigna Group | Stock-Healthcare | 0.71% | -0.02% | — | |
| 31 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-Gov Bonds | 0.69% | — | +7.65% | |
| 32 | DWM | Wisdomtree International Equ | ETF-Other | 0.69% | -0.04% | -1.28% | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 0.65% | -0.08% | — | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.64% | +0.06% | +0.73% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | +0.04% | -0.17% | |
| 36 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.59% | -0.18% | +0.45% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | +0.11% | -0.59% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.58% | +0.06% | — | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.56% | -0.08% | -2.05% | |
| 40 | BSMT | Invesco Bulletshares 2029 Mb | ETF-Other | 0.53% | -0.15% | — | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.51% | -0.07% | +0.02% | |
| 42 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.51% | -0.15% | — | |
| 43 | BSMV | Invesco Bulletshares 2031 Mb | ETF-Other | 0.50% | -0.14% | +0.83% | |
| 44 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-Other | 0.49% | +0.32% | +6.28% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +0.02% | — | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.47% | -0.09% | -0.15% | |
| 47 | STBA | S & T Bancorp Inc | Stock-Other | 0.44% | +0.02% | -4.42% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | -0.01% | +2.56% | |
| 49 | EFAD | Proshares Eafe Dvd Growers | ETF-Other | 0.41% | +0.09% | +67.82% | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.40% | +0.04% | -0.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CI | THE Cigna Group | +0.7% | NEW | New buy |
| 2 | MSFT | Microsoft CORP | +0.5% | -0.12% | Trim |
| 3 | AVGO | Broadcom Inc | +0.4% | +0.37% | Add |
| 4 | BX | Blackstone Inc | +0.4% | NEW | New buy |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | +0.3% | +18.39% | Add |
| 6 | NVDA | Nvidia CORP | +0.3% | -0.09% | Trim |
| 7 | FICS | Ft International Dev Cap Str | +0.2% | +16.02% | Add |
| 8 | DOL | Wisdomtree Tr Dvlp Intnl-usd | +0.2% | +5.56% | Add |
| 9 | GE | General Electric | +0.2% | NEW | New buy |
| 10 | PLTR | Palantir Technologies Inc-a | +0.2% | +0.45% | Add |
| 11 | EFAD | Proshares Eafe Dvd Growers | +0.2% | +67.82% | Add |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | +1.04% | Add |
| 13 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | +0.2% | -0.11% | Trim |
| 14 | QGRO | American Century US Quality | +0.2% | +55.69% | Add |
| 15 | ORCL | Oracle CORP | +0.1% | +17.97% | Add |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | -0.09% | Trim |
| 17 | LH | Labcorp Holdings Inc | +0.1% | NEW | New buy |
| 18 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 19 | RWL | Invesco S&p 500 Revenue ETF | +0.1% | NEW | New buy |
| 20 | CRM | Salesforce Inc | +0.1% | +76.48% | Add |
| 21 | COR | Cencora Inc | +0.1% | NEW | New buy |
| 22 | IWF | Ishares Russell 1000 Growth | +0.1% | +0.36% | Add |
| 23 | AMZN | Amazon.com Inc | +0.1% | -0.22% | Trim |
| 24 | CP | Canadian Pacific Kansas City | +0.1% | NEW | New buy |
| 25 | JIG | Jpmorgan International Growt | +0.1% | +0.03% | Add |
| 26 | ISCG | Ishares Morningstar Small-ca | +0.1% | +33.84% | Add |
| 27 | CEG | Constellation Energy | +0.1% | — | Unchanged |
| 28 | GEV | GE Vernova Inc | +0.1% | +47.58% | Add |
| 29 | RWJ | Invesco S&p Smallcap 600 | +0.1% | NEW | New buy |
| 30 | IVW | Ishares S&p 500 Growth ETF | +0.1% | — | Unchanged |
| 31 | ILCG | Ishares Morningstar Growth E | +0.1% | +45.66% | Add |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +8.10% | Add |
| 33 | EFG | Ishares Msci Eafe Growth ETF | 0% | -2.04% | Trim |
| 34 | VUG | Vanguard Growth ETF | 0% | -0.85% | Trim |
| 35 | GOOGL | Alphabet Inc-cl A | 0% | -0.59% | Trim |
| 36 | DLN | Wisdomtree US Largecap Divid | 0% | +3.19% | Add |
| 37 | BUFR | Ft Vest Lad Buffervetf-usd I | 0% | -0.37% | Trim |
| 38 | PEG | Public Service Enterprise Gp | -0.1% | -65.18% | Trim |
| 39 | SPGP | Invesco S&p 500 Garp ETF | -0.1% | EXIT | Sold out |
| 40 | MRK | Merck & Co. Inc. | -0.1% | -1.62% | Trim |
| 41 | BA | Boeing Co/the | -0.1% | -79.35% | Trim |
| 42 | FISV | Fiserv Inc | -0.1% | — | Unchanged |
| 43 | ABBV | Abbvie Inc | -0.1% | -0.17% | Trim |
| 44 | DES | Wisdomtree US Smallcap Divid | -0.2% | -5.86% | Trim |
| 45 | XOM | Exxon Mobil CORP | -0.2% | -0.29% | Trim |
| 46 | COWZ | Pacer US Cash Cows 100 ETF | -0.2% | EXIT | Sold out |
| 47 | UNH | Unitedhealth Group Inc | -0.2% | -4.73% | Trim |
| 48 | JNJ | Johnson & Johnson | -0.2% | -9.59% | Trim |
| 49 | AAPL | Apple Inc | -0.6% | +1.65% | Add |
| 50 | EES | Wisdomtree US Smallcap Fund | -0.8% | -19.37% | Trim |
According to official SEC Form 13F filings, Key FInancial Inc reported a total U.S. public equity portfolio value of $610.6M across 1437 disclosed positions in Q2 2025.
During Q2 2025, Key FInancial Inc's top holdings by market value included AAPL (4.1%)、DOL (3.9%)、DNL (3.5%). The largest single position, AAPL, represented 4.1% of total portfolio value.
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Top New Position Initiated
CI
市值: $3.6M
Top Position Liquidated / Trimmed
COWZ
前期市值: $967.9K
In Q2 2025, Key FInancial Inc made 47 total portfolio adjustments, initiating 9 new buys, adding to 18 positions, trimming 18 holdings, and fully liquidating 2 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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