Key FInancial Inc
Q1 2025 13F Holdings
- Locationwest chester, PA
- Num holdings
1,383
- Value ($000)
$459,545
- Date Filed05/01/2025
- Form type13F-HR
- CIK0001801720
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $21.65M | 5 % | 97,457 | ||
DOL WISDOMTREE TR | INTL LRGCAP DV | 97717W794 | $16.75M | 4 % | 304,163 | ||
EES WISDOMTREE TR | US SMALLCAP FUND | 97717W562 | $15.48M | 3 % | 316,886 | ||
DNL WISDOMTREE TR | GLB US QTLY DIV | 97717W844 | $15.45M | 3 % | 433,198 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $13.85M | 3 % | 602,524 | ||
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | $12.44M | 3 % | 158,733 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $12.30M | 3 % | 414,260 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $10.69M | 2 % | 28,486 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $8.34M | 2 % | 83,372 | ||
FPEI FIRST TR EXCH TRADED FD III | INSTL PFD SECS | 33739P855 | $7.94M | 2 % | 424,465 |
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