Key FInancial Inc
Q3 2025 13F Holdings
- Locationwest chester, PA
- Num holdings
1,459
- Value ($000)
$541,206
- Date Filed11/05/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $24.96 M | 5 % | 97,691 | ||
DOL WISDOMTREE TR | INTL LRGCAP DV | 97717W794 | $20.20 M | 4 % | 321,756 | ||
DNL WISDOMTREE TR | GLB US QTLY DIV | 97717W844 | $18.58 M | 3 % | 452,732 | ||
SPDR SERIES TRUST | S&P 600 SMCP VAL | 78464A300 | $16.77 M | 3 % | 187,938 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $15.58 M | 3 % | 674,319 | ||
EES WISDOMTREE TR | US SMALLCAP FUND | 97717W562 | $15.41 M | 3 % | 275,444 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $14.32 M | 3 % | 27,550 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $13.90 M | 3 % | 415,309 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $9.07 M | 2 % | 78,799 | ||
FICS FIRST TR EXCHANGE TRADED FD | INTL DEV STRNGTH | 33738R662 | $8.98 M | 2 % | 234,178 |
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