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 101–150 of 1,440
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VBK | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| BSSX | INVESCO EXCH TRD SLF IDX FD | 35K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| MPC | MARATHON PETE CORP | 5K | $500K+ | SH |
| ILCV | ISHARES TR | 9K | $500K+ | SH |
| FULT | FULTON FINL CORP PA | 45K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 1K | $500K+ | SH |
| ICOW | PACER FDS TR | 22K | $500K+ | SH |
| LLY | ELI LILLY & CO | 773 | $500K+ | SH |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 49K | $500K+ | SH |
| CWB | SPDR SERIES TRUST | 9K | $500K+ | SH |
| RWL | INVESCO EXCH TRADED FD TR II | 7K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 2K | $500K+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 17K | $500K+ | SH |
| ILCG | ISHARES TR | 8K | $500K+ | SH |
| SPYM | SPDR SERIES TRUST | 10K | $500K+ | SH |
| HSY | HERSHEY CO | 4K | $500K+ | SH |
| SBS | COMPANHIA DE SANEAMENTO BASI | 33K | $500K+ | SH |
| GAL | SSGA ACTIVE ETF TR | 16K | $500K+ | SH |
| BSJR | INVESCO EXCH TRD SLF IDX FD | 34K | $500K+ | SH |
| ISCV | ISHARES TR | 11K | $500K+ | SH |
| REGL | PROSHARES TR | 9K | $500K+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 15K | $500K+ | SH |
| MDLZ | MONDELEZ INTL INC | 13K | $500K+ | SH |
| IVE | ISHARES TR | 3K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 25K | $500K+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 13K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 2K | $500K+ | SH |
| TOL | TOLL BROTHERS INC | 5K | $500K+ | SH |
| VOE | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| GEV | GE VERNOVA INC | 978 | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 11K | $500K+ | SH |
| SONY | SONY GROUP CORP | 24K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 719 | $500K+ | SH |
| D | DOMINION ENERGY INC | 11K | $500K+ | SH |
| AZN | ASTRAZENECA PLC | 7K | $500K+ | SH |
| QCOM | QUALCOMM INC | 4K | $500K+ | SH |
| BSMZ | INVESCO EXCH TRD SLF IDX FD | 24K | $500K+ | SH |
| BSMY | INVESCO EXCH TRD SLF IDX FD | 24K | $500K+ | SH |
| FISV | FISERV INC | 9K | $500K+ | SH |
| BLK | BLACKROCK INC | 542 | $500K+ | SH |
| IJK | ISHARES TR | 6K | $500K+ | SH |
| MAR | MARRIOTT INTL INC NEW | 2K | $500K+ | SH |
| RWR | SPDR SERIES TRUST | 6K | $500K+ | SH |
| SDY | SPDR SERIES TRUST | 4K | $500K+ | SH |
| WMT | WALMART INC | 5K | $500K+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 10K | $500K+ | SH |
| YUM | YUM BRANDS INC | 4K | $500K+ | SH |
| MS | MORGAN STANLEY | 3K | $500K+ | SH |
| GLW | CORNING INC | 6K | $500K+ | SH |