KF
| |
Key Financial Inc13F | |
| Key Financial Inc | |
| Last update 2025-05-02 | 1382 Stocks (36 new) |
| Value $460.00 Mil | Turnover 7 % |
Key Financial Inc Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 97,457 | 21,648.2 | -0.87% | 4.710 | -0.05% | 0.000 | +6.32% | -15.48% | 3,153,550.3 | Hardware | |
DOL |
WisdomTree International LargeCap Dividend Index
WisdomTree International LargeCap Dividend Index
| 304,163 | 16,750.3 | +2.44% | 3.650 | +0.09% | 3.040 | +16.09% | +24.02% | 624.6 | ||
EES | WisdomTree U.S. SmallCap Fund | 316,886 | 15,476.7 | +24,541.21% | 3.370 | +3.36% | 2.730 | +15.62% | -0.95% | 607.8 | ||
DNL |
WisdomTree Global ex-U.S. Quality Dividend Growth Fund
WisdomTree Global ex-U.S. Quality Dividend Growth Fund
| 433,198 | 15,452.2 | -0.57% | 3.360 | -0.02% | 3.440 | +18.03% | +13.89% | 502.3 | ||
GOVT | iShares U.S. Treasury Bond ETF | 602,524 | 13,849.0 | +13.54% | 3.010 | +0.36% | 0.050 | +0.78% | +0.96% | 27,349.0 | ||
SLYV | SPDR S&P 600 Small Cap Value ETF | 158,733 | 12,444.6 | -2.41% | 2.710 | -0.08% | 0.340 | +15.12% | -3.59% | 3,805.6 | ||
BUFR | FT Vest Laddered Buffer ETF | 414,260 | 12,299.4 | +7.28% | 2.680 | +0.18% | 0.190 | +11.34% | +5.05% | 6,946.2 | ||
MSFT | Microsoft Corp | 28,486 | 10,693.4 | -0.63% | 2.330 | -0.02% | 0.000 | +29.18% | +19.92% | 3,742,360.2 | Software | |
EFG | iShares MSCI EAFE Growth ETF | 83,372 | 8,337.2 | -0.24% | 1.810 | 0% | 0.070 | +16.35% | +16.78% | 13,168.9 | ||
FPEI |
First Trust Institutional Preferred Securities and Income ETF
First Trust Institutional Preferred Securities and Income ETF
| 424,465 | 7,937.5 | -4.13% | 1.730 | -0.08% | 0.520 | +5.91% | +4.70% | 1,617.6 |
Key Financial Inc's Historical Top Holdings Breakdowns
Key Financial Inc's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
EES | WisdomTree U.S. SmallCap Fund | 2025-03-31 | Add Add | +3.36% | 48.37 ($52.68) 55.84 | $53.08 | 0.76% | Add 24541.21% | 316,886 | 315,600 | |
GOVT | iShares U.S. Treasury Bond ETF | 2025-03-31 | Add Add | +0.36% | 22.25 ($22.67) 23 | $22.80 | 0.57% | Add 13.54% | 602,524 | 71,871 | |
VV | Vanguard Large Cap ETF | 2025-03-31 | Add Add | +0.28% | 253.32 ($270.87) 282.66 | $287.90 | 6.29% | Add 797.26% | 5,563 | 4,943 | |
EFAD |
ProShares MSCI EAFE Dividend Growers ETF
ProShares MSCI EAFE Dividend Growers ETF
| 2025-03-31 | New Buy New Buy | +0.24% | 36.26 ($38.48) 39.9 | $42.61 | 10.72% | New holding | 28,335 | 28,335 | |
FICS |
First Trust International Developed Capital Strength ETF
First Trust International Developed Capital Strength ETF
| 2025-03-31 | Add Add | +0.23% | 33.49 ($35.99) 37.82 | $39.41 | 9.49% | Add 17.26% | 192,212 | 28,294 | |
QGRO |
American Century U.S. Quality Growth ETF
American Century U.S. Quality Growth ETF
| 2025-03-31 | Add Add | +0.21% | 91.68 ($101.5) 109.93 | $109.44 | 7.82% | Add 1411.17% | 10,956 | 10,231 | |
BUFR | FT Vest Laddered Buffer ETF | 2025-03-31 | Add Add | +0.18% | 29.34 ($30.56) 31.31 | $32.01 | 4.74% | Add 7.28% | 414,260 | 28,114 | |
CALF | Pacer US Small Cap Cash Cows ETF | 2025-03-31 | Reduce Reduce | -0.16% | 36.64 ($41.46) 45.76 | $41.31 | -0.36% | Reduce -64.96% | 8,382 | -15,542 | |
DIS | The Walt Disney Co | 2025-03-31 | Reduce Reduce | -0.12% | 96.87 ($107.47) 114 | $120.61 | 12.23% | Reduce -32.51% | 9,728 | -4,687 | |
DWM |
WisdomTree International Equity Fund
WisdomTree International Equity Fund
| 2025-03-31 | Add Add | +0.11% | 52.19 ($56.3) 59.86 | $64.16 | 13.97% | Add 18.6% | 54,300 | 8,517 |
Key Financial Inc Total Holding History ($B)
Key Financial Inc's Asset Allocation
Key Financial Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Key Financial Inc's Hypothetical Growth since 2025-03-31
Key Financial Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Key Financial Inc's Holdings Heat Map
Size field:
Key Financial Inc's Holdings Bubble Chart
Key Financial Inc News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers