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 501–550 of 1,440
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XAR | SPDR SERIES TRUST | 206 | $15K–$50K | SH |
| EFX | EQUIFAX INC | 227 | $15K–$50K | SH |
| AER | AERCAP HOLDINGS NV | 342 | $15K–$50K | SH |
| DBA | INVESCO DB MULTI-SECTOR COMM | 2K | $15K–$50K | SH |
| PNR | PENTAIR PLC | 470 | $15K–$50K | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 191 | $15K–$50K | SH |
| VFC | V F CORP | 3K | $15K–$50K | SH |
| SCHV | SCHWAB STRATEGIC TR | 2K | $15K–$50K | SH |
| DHS | WISDOMTREE TR | 470 | $15K–$50K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 257 | $15K–$50K | SH |
| SCHW | SCHWAB CHARLES CORP | 476 | $15K–$50K | SH |
| CB | CHUBB LIMITED | 151 | $15K–$50K | SH |
| WSFS | WSFS FINL CORP | 851 | $15K–$50K | SH |
| EVR | EVERCORE INC | 137 | $15K–$50K | SH |
| OHI | OMEGA HEALTHCARE INVS INC | 1K | $15K–$50K | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP | 2K | $15K–$50K | SH |
| KR | KROGER CO | 739 | $15K–$50K | SH |
| CAH | CARDINAL HEALTH INC | 224 | $15K–$50K | SH |
| EQIX | EQUINIX INC | 60 | $15K–$50K | SH |
| PAVE | GLOBAL X FDS | 959 | $15K–$50K | SH |
| IEFA | ISHARES TR | 506 | $15K–$50K | SH |
| IGIB | ISHARES TR | 833 | $15K–$50K | SH |
| NFRA | FLEXSHARES TR | 741 | $15K–$50K | SH |
| ITT | ITT INC | 258 | $15K–$50K | SH |
| JCI | JOHNSON CTLS INTL PLC | 372 | $15K–$50K | SH |
| IHI | ISHARES TR | 714 | $15K–$50K | SH |
| EWY | ISHARES INC | 451 | $15K–$50K | SH |
| TT | TRANE TECHNOLOGIES PLC | 112 | $15K–$50K | SH |
| ET | ENERGY TRANSFER L P | 3K | $15K–$50K | SH |
| NKE | NIKE INC | 675 | $15K–$50K | SH |
| IVOG | VANGUARD ADMIRAL FDS INC | 356 | $15K–$50K | SH |
| MET | METLIFE INC | 541 | $15K–$50K | SH |
| TM | TOYOTA MOTOR CORP | 199 | $15K–$50K | SH |
| VMC | VULCAN MATLS CO | 148 | $15K–$50K | SH |
| NOC | NORTHROP GRUMMAN CORP | 74 | $15K–$50K | SH |
| T | AT&T INC | 2K | $15K–$50K | SH |
| GSY | INVESCO ACTIVELY MANAGED EXC | 839 | $15K–$50K | SH |
| FCX | FREEPORT-MCMORAN INC | 828 | $15K–$50K | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 156 | $15K–$50K | SH |
| IBB | ISHARES TR | 244 | $15K–$50K | SH |
| SHY | ISHARES TR | 496 | $15K–$50K | SH |
| XITK | SPDR SERIES TRUST | 230 | $15K–$50K | SH |
| PSK | SPDR SERIES TRUST | 1K | $15K–$50K | SH |
| ILDR | FIRST TR EXCHNG TRADED FD VI | 1K | $15K–$50K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 1K | $15K–$50K | SH |
| VLY | VALLEY NATL BANCORP | 3K | $15K–$50K | SH |
| FXY | INVESCO CURRENCYSHARES JAPAN | 695 | $15K–$50K | SH |
| SPTL | SPDR SERIES TRUST | 2K | $15K–$50K | SH |
| IWR | ISHARES TR | 423 | $15K–$50K | SH |
| ASML | ASML HOLDING N V | 38 | $15K–$50K | SH |