Key FInancial Inc
Q2 2025 13F Holdings
- Locationwest chester, PA
- Num holdings
1,437
- Value ($000)
$496,937
- Date Filed08/05/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $20.32M | 4 % | 99,061 | ||
DOL WISDOMTREE TR | INTL LRGCAP DV | 97717W794 | $19.13M | 4 % | 321,079 | ||
DNL WISDOMTREE TR | GLB US QTLY DIV | 97717W844 | $17.43M | 4 % | 432,721 | ||
SPDR SERIES TRUST | S&P 600 SMCP VAL | 78464A300 | $14.99M | 3 % | 187,926 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $14.15M | 3 % | 28,453 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $13.98M | 3 % | 608,341 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $13.13M | 3 % | 412,741 | ||
EES WISDOMTREE TR | US SMALLCAP FUND | 97717W562 | $13.02M | 3 % | 255,510 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $9.15M | 2 % | 81,672 | ||
FICS FIRST TR EXCHANGE TRADED FD | INTL DEV STRNGTH | 33738R662 | $8.78M | 2 % | 223,002 |
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