CIK 1801720
Key FInancial Inc
Institutional 13F holdings & portfolio
Holdings
1,440
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,440
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DOL | WISDOMTREE TR | 320K | $1M+ | SH |
| DNL | WISDOMTREE TR | 452K | $1M+ | SH |
| SLYV | SPDR SERIES TRUST | 182K | $1M+ | SH |
| GOVT | ISHARES TR | 705K | $1M+ | SH |
| EES | WISDOMTREE TR | 284K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 412K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 28K | $1M+ | SH |
| FICS | FIRST TR EXCHANGE TRADED FD | 247K | $1M+ | SH |
| EFG | ISHARES TR | 80K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 149K | $1M+ | SH |
| DLN | WISDOMTREE TR | 95K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 77K | $1M+ | SH |
| SLYG | SPDR SERIES TRUST | 83K | $1M+ | SH |
| FPEI | FIRST TR EXCH TRADED FD III | 399K | $1M+ | SH |
| JIG | J P MORGAN EXCHANGE TRADED F | 100K | $1M+ | SH |
| BSMR | INVESCO EXCH TRD SLF IDX FD | 309K | $1M+ | SH |
| AVGO | BROADCOM INC | 20K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 22K | $1M+ | SH |
| SPTI | SPDR SERIES TRUST | 236K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 35K | $1M+ | SH |
| SPTS | SPDR SERIES TRUST | 211K | $1M+ | SH |
| AMZN | AMAZON COM INC | 25K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 48K | $1M+ | SH |
| DES | WISDOMTREE TR | 162K | $1M+ | SH |
| GOOGL | ALPHABET INC | 17K | $1M+ | SH |
| IWF | ISHARES TR | 10K | $1M+ | SH |
| BSMS | INVESCO EXCH TRD SLF IDX FD | 208K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 94K | $1M+ | SH |
| DWM | WISDOMTREE TR | 60K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 20K | $1M+ | SH |
| EFV | ISHARES TR | 46K | $1M+ | SH |
| IVW | ISHARES TR | 26K | $1M+ | SH |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | 126K | $1M+ | SH |
| QGRO | AMERICAN CENTY ETF TR | 25K | $1M+ | SH |
| CI | THE CIGNA GROUP | 10K | $1M+ | SH |
| BSMT | INVESCO EXCH TRD SLF IDX FD | 120K | $1M+ | SH |
| BSMU | INVESCO EXCH TRD SLF IDX FD | 127K | $1M+ | SH |
| EFAD | PROSHARES TR | 67K | $1M+ | SH |
| ORCL | ORACLE CORP | 14K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 11K | $1M+ | SH |
| MRK | MERCK & CO INC | 25K | $1M+ | SH |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 135K | $1M+ | SH |
| BSMV | INVESCO EXCH TRD SLF IDX FD | 124K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| MCD | MCDONALDS CORP | 8K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5K | $1M+ | SH |
| ABT | ABBOTT LABS | 19K | $1M+ | SH |
| GOOG | ALPHABET INC | 7K | $1M+ | SH |
| STBA | S & T BANCORP INC | 58K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 3K | $1M+ | SH |