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CIK: 0001801720
Total reported value
$610.6M
$610.6M
1459 檔
15.7%
At the close of Q3 2025, Key FInancial Inc disclosed equity holdings valued at approximately $610.6M, spread across 1459 reported holdings.
In Q3 2025, Key FInancial Inc displayed an active expansion posture, initiating 7 new positions and adding to 26 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, DOL, DNL) accounted for 15.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
CI
市值: $3.0M
Top Position Liquidated / Trimmed
COWZ
前期市值: $967.9K
Showing top 200 holdings (of 1459 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.61% | +0.20% | -1.38% | |
| 2 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-Other | 3.73% | -0.16% | +0.21% | |
| 3 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-Other | 3.43% | +0.09% | +4.62% | |
| 4 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 3.10% | +0.15% | +0.01% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.88% | +0.06% | +10.85% | |
| 6 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 2.85% | +0.28% | +7.80% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.65% | -0.12% | -3.17% | |
| 8 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.57% | -0.06% | +0.62% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.68% | +0.26% | -3.52% | |
| 10 | FICS | Ft International Dev Cap Str | ETF-Other | 1.66% | -0.03% | +5.01% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.61% | +0.03% | -0.35% | |
| 12 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.59% | -0.01% | -1.34% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.56% | -0.02% | -0.97% | |
| 14 | FPEI | First Trust Institutional Pr | ETF-Other | 1.50% | -0.18% | +4.22% | |
| 15 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.43% | +0.14% | +3.83% | |
| 16 | JIG | Jpmorgan International Growt | ETF-Other | 1.39% | +0.12% | +1.15% | |
| 17 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 1.24% | -0.02% | +0.23% | |
| 18 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.23% | -0.14% | -1.22% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.22% | +0.07% | -0.68% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.21% | -0.21% | -9.17% | |
| 21 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.18% | -0.09% | -0.99% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.18% | +0.03% | +4.34% | |
| 23 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 1.01% | +0.02% | -2.74% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.01% | +0.20% | -0.38% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.00% | +0.01% | -5.25% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.91% | +0.04% | -1.86% | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.82% | +0.02% | +2.27% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.81% | -0.09% | -3.57% | |
| 29 | BSMS | Invesco Bulletshares 2028 Mb | ETF-Other | 0.77% | -0.19% | +1.59% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | +0.11% | +1.29% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.76% | -0.03% | +80.88% | |
| 32 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.73% | -0.18% | -1.84% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.72% | +0.04% | -0.86% | |
| 34 | DWM | Wisdomtree International Equ | ETF-Other | 0.68% | -0.04% | +3.55% | |
| 35 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-Gov Bonds | 0.63% | — | -0.62% | |
| 36 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.63% | +0.06% | — | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.58% | +0.06% | -0.09% | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.57% | -0.08% | -0.05% | |
| 39 | CI | THE Cigna Group | Stock-Healthcare | 0.56% | -0.02% | -2.73% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | +0.02% | +9.24% | |
| 41 | BSMT | Invesco Bulletshares 2029 Mb | ETF-Other | 0.51% | -0.15% | +2.45% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.08% | +0.05% | |
| 43 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.48% | -0.15% | +0.35% | |
| 44 | BSMV | Invesco Bulletshares 2031 Mb | ETF-Other | 0.47% | -0.14% | — | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.47% | +0.04% | +15.81% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.46% | -0.07% | +0.02% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.45% | -0.09% | +0.37% | |
| 48 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-Other | 0.45% | +0.32% | -2.03% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | -0.01% | +4.93% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.42% | -0.06% | +3.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +0.6% | +80.88% | Add |
| 2 | AVGO | Broadcom Inc | +0.5% | -0.68% | Trim |
| 3 | NVDA | Nvidia CORP | +0.4% | +4.34% | Add |
| 4 | SLYV | Ss Spdr S&p 600 Sc Val ETF | +0.4% | +0.01% | Add |
| 5 | PLTR | Palantir Technologies Inc-a | +0.3% | -1.84% | Trim |
| 6 | MSFT | Microsoft CORP | +0.3% | -3.17% | Trim |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.29% | Add |
| 8 | QGRO | American Century US Quality | +0.2% | +14.74% | Add |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | -0.35% | Add |
| 10 | EFAD | Proshares Eafe Dvd Growers | +0.2% | +11.08% | Add |
| 11 | VOO | Vanguard S&p 500 ETF | +0.1% | +82.59% | Add |
| 12 | FICS | Ft International Dev Cap Str | +0.1% | +5.01% | Add |
| 13 | TSLA | Tesla Inc | +0.1% | +1.09% | Add |
| 14 | ISCG | Ishares Morningstar Small-ca | +0.1% | +21.51% | Add |
| 15 | VUG | Vanguard Growth ETF | +0.1% | +15.81% | Add |
| 16 | IDCC | Interdigital Inc | +0.1% | — | Unchanged |
| 17 | DOL | Wisdomtree Tr Dvlp Intnl-usd | +0.1% | +0.21% | Add |
| 18 | IWF | Ishares Russell 1000 Growth | +0.1% | -1.86% | Trim |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | +1.51% | Trim |
| 20 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | +0.1% | +4.62% | Add |
| 21 | VGT | Vanguard Info Tech ETF | +0.1% | +6.45% | Add |
| 22 | DTD | Wisdomtree US Total Dividend | +0.1% | +81.83% | Add |
| 23 | VEA | Vanguard Ftse Developed ETF | +0.1% | +13.12% | Add |
| 24 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -0.09% | Trim |
| 25 | IVV | Ishares Core S&p 500 ETF | +0.1% | +9.24% | Add |
| 26 | JIG | Jpmorgan International Growt | 0% | +1.15% | Add |
| 27 | DWM | Wisdomtree International Equ | 0% | +3.55% | Add |
| 28 | ABBV | Abbvie Inc | 0% | -0.86% | Trim |
| 29 | EFV | Ishares Msci Eafe Value ETF | 0% | — | Add |
| 30 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | -0.97% | Add |
| 31 | JPM | Jpmorgan Chase & Co | 0% | -9.17% | Trim |
| 32 | AMZN | Amazon.com Inc | -0.1% | -5.25% | Trim |
| 33 | DLN | Wisdomtree US Largecap Divid | -0.1% | -1.34% | Add |
| 34 | AAPL | Apple Inc | -0.1% | -1.38% | Add |
| 35 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | -0.1% | +3.83% | Trim |
| 36 | BUFR | Ft Vest Lad Buffervetf-usd I | -0.1% | +0.62% | Add |
| 37 | BA | Boeing Co/the | -0.1% | -6.46% | Trim |
| 38 | GOVT | Ishares US Treasury Bond ETF | -0.1% | +10.85% | Add |
| 39 | EFG | Ishares Msci Eafe Growth ETF | -0.1% | -3.52% | Trim |
| 40 | FISV | Fiserv Inc | -0.2% | — | Unchanged |
| 41 | UNH | Unitedhealth Group Inc | -0.3% | -20.25% | Trim |
| 42 | CI | THE Cigna Group | — | NEW | New buy |
| 43 | BX | Blackstone Inc | — | NEW | New buy |
| 44 | GE | General Electric | — | NEW | New buy |
| 45 | COWZ | Pacer US Cash Cows 100 ETF | — | EXIT | Sold out |
| 46 | MRBK | Meridian CORP | — | NEW | New buy |
| 47 | RWL | Invesco S&p 500 Revenue ETF | — | NEW | New buy |
| 48 | BLK | Blackrock Inc | — | NEW | New buy |
| 49 | RWJ | Invesco S&p Smallcap 600 | — | NEW | New buy |
| 50 | SPGP | Invesco S&p 500 Garp ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Key FInancial Inc reported a total U.S. public equity portfolio value of $610.6M across 1459 disclosed positions in Q3 2025.
During Q3 2025, Key FInancial Inc's top holdings by market value included AAPL (4.6%)、DOL (3.7%)、DNL (3.4%). The largest single position, AAPL, represented 4.6% of total portfolio value.
In Q3 2025, Key FInancial Inc made 48 total portfolio adjustments, initiating 7 new buys, adding to 26 positions, trimming 13 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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