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 151–200 of 1,440
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RWJ | INVESCO EXCH TRADED FD TR II | 11K | $500K+ | SH |
| GILD | GILEAD SCIENCES INC | 4K | $500K+ | SH |
| BSJS | INVESCO EXCH TRD SLF IDX FD | 24K | $500K+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 6K | $500K+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 21K | $500K+ | SH |
| IJS | ISHARES TR | 4K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 2K | $100K–$500K | SH |
| QUAL | ISHARES TR | 2K | $100K–$500K | SH |
| QQQE | DIREXION SHS ETF TR | 5K | $100K–$500K | SH |
| SPSB | SPDR SERIES TRUST | 16K | $100K–$500K | SH |
| EFA | ISHARES TR | 5K | $100K–$500K | SH |
| C | CITIGROUP INC | 4K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 5K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 1K | $100K–$500K | SH |
| CALF | PACER FDS TR | 10K | $100K–$500K | SH |
| IQDG | WISDOMTREE TR | 11K | $100K–$500K | SH |
| EEM | ISHARES TR | 8K | $100K–$500K | SH |
| IWO | ISHARES TR | 1K | $100K–$500K | SH |
| URI | UNITED RENTALS INC | 553 | $100K–$500K | SH |
| BKMC | BNY MELLON ETF TRUST | 4K | $100K–$500K | SH |
| JAAA | JANUS DETROIT STR TR | 9K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 2K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 755 | $100K–$500K | SH |
| DEM | WISDOMTREE TR | 9K | $100K–$500K | SH |
| PNW | PINNACLE WEST CAP CORP | 5K | $100K–$500K | SH |
| GWX | SPDR INDEX SHS FDS | 11K | $100K–$500K | SH |
| AFL | AFLAC INC | 4K | $100K–$500K | SH |
| LOW | LOWES COS INC | 2K | $100K–$500K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 5K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 2K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 4K | $100K–$500K | SH |
| BSJT | INVESCO EXCH TRD SLF IDX FD | 19K | $100K–$500K | SH |
| IUSG | ISHARES TR | 2K | $100K–$500K | SH |
| COR | CENCORA INC | 1K | $100K–$500K | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| IYW | ISHARES TR | 2K | $100K–$500K | SH |
| DGRO | ISHARES TR | 5K | $100K–$500K | SH |
| VIS | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| EFAX | SPDR INDEX SHS FDS | 7K | $100K–$500K | SH |
| TRI | THOMSON REUTERS CORP | 3K | $100K–$500K | SH |
| VCR | VANGUARD WORLD FD | 913 | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 905 | $100K–$500K | SH |
| NVS | NOVARTIS AG | 3K | $100K–$500K | SH |
| CWI | SPDR INDEX SHS FDS | 10K | $100K–$500K | SH |
| GIS | GENERAL MLS INC | 8K | $100K–$500K | SH |
| DON | WISDOMTREE TR | 7K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 5K | $100K–$500K | SH |
| SPGM | SPDR INDEX SHS FDS | 5K | $100K–$500K | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 5K | $100K–$500K | SH |