Key FInancial Inc
Q4 2024 13F Holdings
- Locationwest chester, PA
- Num holdings
1,381
- Value ($000)
$439,910
- Date Filed01/31/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $24.62M | 6 % | 98,314 | ||
DNL WISDOMTREE TR | GLB US QTLY DIV | 97717W844 | $15.68M | 4 % | 435,694 | ||
DOL WISDOMTREE TR | INTL LRGCAP DV | 97717W794 | $14.68M | 3 % | 296,917 | ||
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | $14.19M | 3 % | 162,646 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $12.19M | 3 % | 530,653 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $12.08M | 3 % | 28,668 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $11.77M | 3 % | 386,146 | ||
FPEI FIRST TR EXCH TRADED FD III | INSTL PFD SECS | 33739P855 | $8.28M | 2 % | 442,743 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $8.09M | 2 % | 83,575 | ||
SLYG SPDR SER TR | S&P 600 SMCP GRW | 78464A201 | $7.86M | 2 % | 87,045 |
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