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CIK: 0001801720
Total reported value
$610.6M
$610.6M
1440 檔
16.2%
As reported in its official Q4 2025 Form 13F filing, Key FInancial Inc's tracked investment portfolio stood at $610.6M with 1440 total positions.
Key FInancial Inc executed strategic sector rebalancing during Q4 2025, establishing 1 new positions while fully exiting 3 holdings and trimming 18 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, DOL, DNL) accounted for 16.2% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 1440 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.82% | +0.20% | -0.56% | |
| 2 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-Other | 3.85% | -0.16% | -0.48% | |
| 3 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-Other | 3.40% | +0.09% | -0.12% | |
| 4 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 3.02% | +0.15% | -3.34% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.96% | +0.06% | +4.62% | |
| 6 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 2.95% | +0.28% | +3.11% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.57% | -0.06% | -0.86% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.45% | -0.12% | +0.58% | |
| 9 | FICS | Ft International Dev Cap Str | ETF-Other | 1.81% | -0.03% | +5.48% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.66% | +0.26% | +1.40% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.54% | -0.02% | -2.22% | |
| 12 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.52% | -0.01% | -4.04% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.51% | +0.03% | -6.87% | |
| 14 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.43% | +0.14% | +1.06% | |
| 15 | FPEI | First Trust Institutional Pr | ETF-Other | 1.41% | -0.18% | -5.23% | |
| 16 | JIG | Jpmorgan International Growt | ETF-Other | 1.34% | +0.12% | +0.63% | |
| 17 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 1.33% | -0.02% | +8.56% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.28% | +0.07% | +1.94% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.27% | -0.21% | +2.34% | |
| 20 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.24% | -0.14% | +2.63% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.18% | +0.03% | +1.91% | |
| 22 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.13% | -0.09% | -3.85% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.06% | +0.01% | +2.81% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.05% | +0.20% | -2.14% | |
| 25 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.99% | +0.02% | -0.60% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.97% | +0.11% | -0.19% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.90% | +0.04% | +0.07% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.90% | -0.09% | +0.65% | |
| 29 | BSMS | Invesco Bulletshares 2028 Mb | ETF-Other | 0.89% | -0.19% | +16.12% | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.80% | +0.02% | -0.33% | |
| 31 | DWM | Wisdomtree International Equ | ETF-Other | 0.76% | -0.04% | +8.62% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | +0.04% | +1.00% | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.64% | -0.18% | -7.44% | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.60% | +0.06% | -8.37% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.57% | +0.06% | -2.06% | |
| 36 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-Other | 0.54% | +0.32% | +23.44% | |
| 37 | QGRO | American Century US Quality | ETF-Other | 0.52% | +0.17% | +28.05% | |
| 38 | CI | THE Cigna Group | Stock-Healthcare | 0.52% | -0.02% | -0.85% | |
| 39 | BSMT | Invesco Bulletshares 2029 Mb | ETF-Other | 0.51% | -0.15% | +0.90% | |
| 40 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.51% | -0.15% | +6.18% | |
| 41 | EFAD | Proshares Eafe Dvd Growers | ETF-Other | 0.51% | +0.09% | +26.47% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.50% | -0.03% | — | |
| 43 | ADP | Automatic Data Processing | Stock-Tech | 0.49% | -0.08% | — | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.48% | -0.06% | -0.23% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.02% | -8.86% | |
| 46 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.48% | -0.13% | +35.88% | |
| 47 | BSMV | Invesco Bulletshares 2031 Mb | ETF-Other | 0.48% | -0.14% | +2.47% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.47% | +0.04% | +1.39% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.45% | -0.08% | -0.09% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.45% | -0.09% | -0.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.2% | -0.56% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.19% | Trim |
| 3 | FICS | Ft International Dev Cap Str | +0.2% | +5.48% | Add |
| 4 | GAL | Ss Global Allocation ETF | +0.1% | +926.28% | Add |
| 5 | DOL | Wisdomtree Tr Dvlp Intnl-usd | +0.1% | -0.48% | Trim |
| 6 | BSCQ | Invesco Bulletshares 2026 Cb | +0.1% | +35.88% | Add |
| 7 | BSMS | Invesco Bulletshares 2028 Mb | +0.1% | +16.12% | Add |
| 8 | QGRO | American Century US Quality | +0.1% | +28.05% | Add |
| 9 | BSCU | Invesco Bulletshares 2030 Cb | +0.1% | +311.30% | Add |
| 10 | EES | Wisdomtree US Smallcap Fund | +0.1% | +3.11% | Add |
| 11 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +40.00% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +2.18% | Add |
| 13 | EFAD | Proshares Eafe Dvd Growers | +0.1% | +26.47% | Add |
| 14 | BSMQ | Invesco Bulletshares 2026 Mb | +0.1% | +23.44% | Add |
| 15 | BSMR | Invesco Bulletshares 2027 Mb | +0.1% | +8.56% | Add |
| 16 | JNJ | Johnson & Johnson | +0.1% | +0.65% | Add |
| 17 | BSMY | Invesco Bulletshares 2034 Mb | +0.1% | +415.56% | Add |
| 18 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +4.62% | Add |
| 19 | DWM | Wisdomtree International Equ | +0.1% | +8.62% | Add |
| 20 | CEG | Constellation Energy | +0.1% | +35.64% | Add |
| 21 | AMZN | Amazon.com Inc | +0.1% | +2.81% | Add |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +2.34% | Add |
| 23 | AVGO | Broadcom Inc | +0.1% | +1.94% | Add |
| 24 | MRK | Merck & Co. Inc. | +0.1% | -0.23% | Trim |
| 25 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +31.98% | Add |
| 26 | V | Visa Inc-class A Shares | +0.1% | +44.06% | Add |
| 27 | XOM | Exxon Mobil CORP | 0% | -2.14% | Trim |
| 28 | ISCG | Ishares Morningstar Small-ca | 0% | +13.44% | Add |
| 29 | VOO | Vanguard S&p 500 ETF | 0% | +11.30% | Add |
| 30 | CAT | Caterpillar Inc | 0% | -1.87% | Trim |
| 31 | BUFR | Ft Vest Lad Buffervetf-usd I | — | -0.86% | Trim |
| 32 | MPC | Marathon Petroleum CORP | 0% | -6.27% | Trim |
| 33 | PBF | Pbf Energy Inc-class A | 0% | -74.27% | Trim |
| 34 | SPTS | Ss Spdr P St Term Tsy ETF | -0.1% | -3.85% | Trim |
| 35 | ABBV | Abbvie Inc | -0.1% | +1.00% | Add |
| 36 | IDCC | Interdigital Inc | -0.1% | -11.17% | Trim |
| 37 | DLN | Wisdomtree US Largecap Divid | -0.1% | -4.04% | Trim |
| 38 | ADP | Automatic Data Processing | -0.1% | — | Unchanged |
| 39 | SLYV | Ss Spdr S&p 600 Sc Val ETF | -0.1% | -3.34% | Trim |
| 40 | PLTR | Palantir Technologies Inc-a | -0.1% | -7.44% | Trim |
| 41 | FPEI | First Trust Institutional Pr | -0.1% | -5.23% | Trim |
| 42 | FISV | Fiserv Inc | -0.1% | -0.85% | Trim |
| 43 | BX | Blackstone Inc | -0.1% | -17.49% | Trim |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.1% | -6.87% | Trim |
| 45 | MSFT | Microsoft CORP | -0.2% | +0.58% | Add |
| 46 | ORCL | Oracle CORP | -0.3% | — | Unchanged |
| 47 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | — | EXIT | Sold out |
| 48 | BSCP | Invesco Bulletshares 2025 Cb | — | EXIT | Sold out |
| 49 | BSJP | Invesco Bulletshares 2025 Hy | — | EXIT | Sold out |
| 50 | BSMZ | Inves Bltshrs 2035 Mb ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Key FInancial Inc reported a total U.S. public equity portfolio value of $610.6M across 1440 disclosed positions in Q4 2025.
During Q4 2025, Key FInancial Inc's top holdings by market value included AAPL (4.8%)、DOL (3.9%)、DNL (3.4%). The largest single position, AAPL, represented 4.8% of total portfolio value.
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Top New Position Initiated
BSMZ
市值: $599.0K
Top Position Liquidated / Trimmed
BSGT
前期市值: $3.4M
In Q4 2025, Key FInancial Inc made 48 total portfolio adjustments, initiating 1 new buys, adding to 26 positions, trimming 18 holdings, and fully liquidating 3 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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