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 201–250 of 1,440
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CRWD | CROWDSTRIKE HLDGS INC | 732 | $100K–$500K | SH |
| JSML | JANUS DETROIT STR TR | 5K | $100K–$500K | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 4K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 1K | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 866 | $100K–$500K | SH |
| EXC | EXELON CORP | 8K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| ONEQ | FIDELITY COMWLTH TR | 4K | $100K–$500K | SH |
| SPHY | SPDR SERIES TRUST | 14K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 4K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| MGK | VANGUARD WORLD FD | 753 | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 1K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 2K | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 3K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1K | $100K–$500K | SH |
| LH | LABCORP HOLDINGS INC | 1K | $100K–$500K | SH |
| STT | STATE STR CORP | 2K | $100K–$500K | SH |
| ITOT | ISHARES TR | 2K | $100K–$500K | SH |
| FFIV | F5 INC | 1K | $100K–$500K | SH |
| IWS | ISHARES TR | 2K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 791 | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 3K | $100K–$500K | SH |
| WTAI | WISDOMTREE TR | 9K | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 1K | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 929 | $100K–$500K | SH |
| SCZ | ISHARES TR | 4K | $100K–$500K | SH |
| DFAT | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| IQLT | ISHARES TR | 6K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 3K | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 923 | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 533 | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 489 | $100K–$500K | SH |
| SPYX | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| ESML | ISHARES TR | 6K | $100K–$500K | SH |
| DIVB | ISHARES TR | 5K | $100K–$500K | SH |
| BR | BROADRIDGE FINL SOLUTIONS IN | 1K | $100K–$500K | SH |
| XSOE | WISDOMTREE TR | 6K | $100K–$500K | SH |
| MUNI | PIMCO ETF TR | 5K | $100K–$500K | SH |
| IXN | ISHARES TR | 2K | $100K–$500K | SH |
| VTIP | VANGUARD MALVERN FDS | 5K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 1K | $100K–$500K | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 3K | $100K–$500K | SH |
| MTUM | ISHARES TR | 922 | $100K–$500K | SH |
| IUSV | ISHARES TR | 2K | $100K–$500K | SH |
| WELL | WELLTOWER INC | 1K | $100K–$500K | SH |
| LQD | ISHARES TR | 2K | $100K–$500K | SH |