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 601–650 of 1,440
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PIM | PUTNAM MASTER INTER INCOME T | 10K | $15K–$50K | SH |
| PH | PARKER-HANNIFIN CORP | 36 | $15K–$50K | SH |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | 1K | $15K–$50K | SH |
| AIG | AMERICAN INTL GROUP INC | 367 | $15K–$50K | SH |
| FANG | DIAMONDBACK ENERGY INC | 208 | $15K–$50K | SH |
| AVDV | AMERICAN CENTY ETF TR | 332 | $15K–$50K | SH |
| CII | BLACKROCK ENHANCED LARGE CAP | 1K | $15K–$50K | SH |
| SHEL | SHELL PLC | 421 | $15K–$50K | SH |
| XLP | SELECT SECTOR SPDR TR | 392 | $15K–$50K | SH |
| DRIV | GLOBAL X FDS | 1K | $15K–$50K | SH |
| LULU | LULULEMON ATHLETICA INC | 146 | $15K–$50K | SH |
| INGR | INGREDION INC | 275 | $15K–$50K | SH |
| MLPX | GLOBAL X FDS | 500 | $15K–$50K | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 641 | $15K–$50K | SH |
| LBRDK | LIBERTY BROADBAND CORP | 620 | $15K–$50K | SH |
| SCHG | SCHWAB STRATEGIC TR | 921 | $15K–$50K | SH |
| AMP | AMERIPRISE FINL INC | 61 | $15K–$50K | SH |
| ABR | ARBOR REALTY TRUST INC | 4K | $15K–$50K | SH |
| AIT | APPLIED INDL TECHNOLOGIES IN | 115 | $15K–$50K | SH |
| SJM | SMUCKER J M CO | 300 | $15K–$50K | SH |
| GSK | GSK PLC | 598 | $15K–$50K | SH |
| NVR | NVR INC | 4 | $15K–$50K | SH |
| MUFG | MITSUBISHI UFJ FINL GROUP IN | 2K | $15K–$50K | SH |
| NQP | NUVEEN PENNSYLVANIA QLT MUN | 2K | $15K–$50K | SH |
| DFIV | DIMENSIONAL ETF TRUST | 576 | $15K–$50K | SH |
| FSIG | FIRST TR EXCHANGE-TRADED FD | 1K | $15K–$50K | SH |
| MTB | M & T BK CORP | 142 | $15K–$50K | SH |
| CAT | CATERPILLAR INC | 50 | $15K–$50K | SH |
| WGO | WINNEBAGO INDS INC | 699 | $15K–$50K | SH |
| DD | DUPONT DE NEMOURS INC | 702 | $15K–$50K | SH |
| O | REALTY INCOME CORP | 500 | $15K–$50K | SH |
| SMDV | PROSHARES TR | 425 | $15K–$50K | SH |
| RIO | RIO TINTO PLC | 350 | $15K–$50K | SH |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 456 | $15K–$50K | SH |
| HUM | HUMANA INC | 108 | $15K–$50K | SH |
| IYJ | ISHARES TR | 186 | $15K–$50K | SH |
| PATK | PATRICK INDS INC | 253 | $15K–$50K | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 134 | $15K–$50K | SH |
| KTB | KONTOOR BRANDS INC | 445 | $15K–$50K | SH |
| DLTR | DOLLAR TREE INC | 219 | $15K–$50K | SH |
| SCHX | SCHWAB STRATEGIC TR | 992 | $15K–$50K | SH |
| USIG | ISHARES TR | 514 | $15K–$50K | SH |
| GSLC | GOLDMAN SACHS ETF TR | 200 | $15K–$50K | SH |
| XLI | SELECT SECTOR SPDR TR | 170 | $15K–$50K | SH |
| MELI | MERCADOLIBRE INC | 13 | $15K–$50K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 200 | $15K–$50K | SH |
| XJR | ISHARES TR | 610 | $15K–$50K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 280 | $15K–$50K | SH |
| DBC | INVESCO DB COMMDY INDX TRCK | 1K | $15K–$50K | SH |
| HACK | AMPLIFY ETF TR | 317 | $15K–$50K | SH |