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 251–300 of 1,440
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MCK | MCKESSON CORP | 274 | $100K–$500K | SH |
| XLC | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| TD | TORONTO DOMINION BK ONT | 2K | $100K–$500K | SH |
| AZO | AUTOZONE INC | 65 | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 898 | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 5K | $100K–$500K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 3K | $100K–$500K | SH |
| ISTB | ISHARES TR | 4K | $100K–$500K | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 2K | $100K–$500K | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| AIVL | WISDOMTREE TR | 2K | $100K–$500K | SH |
| NULV | NUSHARES ETF TR | 5K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 2K | $100K–$500K | SH |
| FMHI | FIRST TR EXCH TRADED FD III | 4K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 3K | $100K–$500K | SH |
| ECL | ECOLAB INC | 793 | $100K–$500K | SH |
| LDOS | LEIDOS HOLDINGS INC | 1K | $100K–$500K | SH |
| NVO | NOVO-NORDISK A S | 4K | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 562 | $100K–$500K | SH |
| BSJU | INVESCO EXCH TRD SLF IDX FD | 7K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 1K | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC | 36 | $100K–$500K | SH |
| PFF | ISHARES TR | 6K | $100K–$500K | SH |
| INTC | INTEL CORP | 5K | $100K–$500K | SH |
| PWB | INVESCO EXCHANGE TRADED FD T | 1K | $100K–$500K | SH |
| PHM | PULTE GROUP INC | 2K | $100K–$500K | SH |
| PWV | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| GLDM | WORLD GOLD TR | 2K | $100K–$500K | SH |
| ULST | SSGA ACTIVE ETF TR | 5K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 2K | $100K–$500K | SH |
| IJJ | ISHARES TR | 1K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 296 | $100K–$500K | SH |
| WDIV | SPDR INDEX SHS FDS | 2K | $100K–$500K | SH |
| BA | BOEING CO | 811 | $100K–$500K | SH |
| PRU | PRUDENTIAL FINL INC | 2K | $100K–$500K | SH |
| FELV | FIDELITY COVINGTON TRUST | 5K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 838 | $100K–$500K | SH |
| IXUS | ISHARES TR | 2K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 2K | $100K–$500K | SH |
| BSCV | INVESCO EXCH TRD SLF IDX FD | 10K | $100K–$500K | SH |
| BSJV | INVESCO EXCH TRD SLF IDX FD | 6K | $100K–$500K | SH |
| USMV | ISHARES TR | 2K | $100K–$500K | SH |
| MSI | MOTOROLA SOLUTIONS INC | 442 | $100K–$500K | SH |
| MOAT | VANECK ETF TRUST | 2K | $100K–$500K | SH |
| HWM | HOWMET AEROSPACE INC | 819 | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 1K | $100K–$500K | SH |
| VPL | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| IWV | ISHARES TR | 425 | $100K–$500K | SH |