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 551–600 of 1,440
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EXE | EXPAND ENERGY CORPORATION | 368 | $15K–$50K | SH |
| NVT | NVENT ELECTRIC PLC | 397 | $15K–$50K | SH |
| FRBA | FIRST BK WILLIAMSTOWN NEW JE | 2K | $15K–$50K | SH |
| ARKQ | ARK ETF TR | 350 | $15K–$50K | SH |
| DFAX | DIMENSIONAL ETF TRUST | 1K | $15K–$50K | SH |
| VIGI | VANGUARD WHITEHALL FDS | 435 | $15K–$50K | SH |
| PXH | INVESCO EXCH TRADED FD TR II | 2K | $15K–$50K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 271 | $15K–$50K | SH |
| DLR | DIGITAL RLTY TR INC | 256 | $15K–$50K | SH |
| SO | SOUTHERN CO | 449 | $15K–$50K | SH |
| MGV | VANGUARD WORLD FD | 275 | $15K–$50K | SH |
| FSK | FS KKR CAP CORP | 3K | $15K–$50K | SH |
| SCHK | SCHWAB STRATEGIC TR | 1K | $15K–$50K | SH |
| AGG | ISHARES TR | 383 | $15K–$50K | SH |
| COP | CONOCOPHILLIPS | 406 | $15K–$50K | SH |
| GSBD | GOLDMAN SACHS BDC INC | 4K | $15K–$50K | SH |
| SCHR | SCHWAB STRATEGIC TR | 1K | $15K–$50K | SH |
| DG | DOLLAR GEN CORP NEW | 282 | $15K–$50K | SH |
| RZG | INVESCO EXCHANGE TRADED FD T | 687 | $15K–$50K | SH |
| KRYS | KRYSTAL BIOTECH INC | 151 | $15K–$50K | SH |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 2K | $15K–$50K | SH |
| NOW | SERVICENOW INC | 240 | $15K–$50K | SH |
| HROW | HARROW INC | 750 | $15K–$50K | SH |
| FNDX | SCHWAB STRATEGIC TR | 1K | $15K–$50K | SH |
| IAU | ISHARES GOLD TR | 451 | $15K–$50K | SH |
| FNX | FIRST TR EXCHANGE-TRADED ALP | 289 | $15K–$50K | SH |
| CFA | VICTORY PORTFOLIOS II | 400 | $15K–$50K | SH |
| MBB | ISHARES TR | 380 | $15K–$50K | SH |
| RDN | RADIAN GROUP INC | 1K | $15K–$50K | SH |
| CECO | CECO ENVIRONMENTAL CORP | 600 | $15K–$50K | SH |
| UBS | UBS GROUP AG | 773 | $15K–$50K | SH |
| FTNT | FORTINET INC | 450 | $15K–$50K | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 924 | $15K–$50K | SH |
| GWW | WW GRAINGER INC | 35 | $15K–$50K | SH |
| WS | WORTHINGTON STL INC | 1K | $15K–$50K | SH |
| NUE | NUCOR CORP | 212 | $15K–$50K | SH |
| JNK | SPDR SERIES TRUST | 352 | $15K–$50K | SH |
| ISRG | INTUITIVE SURGICAL INC | 60 | $15K–$50K | SH |
| CNI | CANADIAN NATL RY CO | 340 | $15K–$50K | SH |
| CMC | COMMERCIAL METALS CO | 484 | $15K–$50K | SH |
| IGM | ISHARES TR | 258 | $15K–$50K | SH |
| VLUE | ISHARES TR | 243 | $15K–$50K | SH |
| EIX | EDISON INTL | 552 | $15K–$50K | SH |
| BLV | VANGUARD BD INDEX FDS | 473 | $15K–$50K | SH |
| PANW | PALO ALTO NETWORKS INC | 178 | $15K–$50K | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 710 | $15K–$50K | SH |
| DLS | WISDOMTREE TR | 400 | $15K–$50K | SH |
| RKT | ROCKET COS INC | 2K | $15K–$50K | SH |
| KRUS | KURA SUSHI USA INC | 615 | $15K–$50K | SH |
| SRE | SEMPRA | 361 | $15K–$50K | SH |