Key FInancial Inc
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationwest chester, PA
- CIK0001801720
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
1,381 | $439.91M | AAPL, DNL, DOL, SPDR SER TR | 13F-HR | Jan 31, 2025 | 000142050625000102 | ||
1,351 | $452.48M | AAPL, FPEI, DNL, DOL | 13F-HR | Oct 29, 2024 | 000142050624002182 | ||
1,339 | $417.19M | AAPL, DNL, FPEI, DOL | 13F-HR | Jul 30, 2024 | 000142050624001193 | ||
1,308 | $392.18M | AAPL, FPEI, DNL, DOL | RESTATEMENT | May 13, 2024 | 000142050624000790 | ||
1,316 | $365.92M | AAPL, FPEI, DNL, DOL | 13F-HR | Jan 31, 2024 | 000142050624000091 | ||
1,341 | $296.59M | AAPL, DNL, DOL, SPDR SER TR | 13F-HR | Nov 1, 2023 | 000142050623001890 | ||
1,382 | $301.81M | AAPL, DNL, DOL, SPDR SER TR | 13F-HR | Jul 28, 2023 | 000142050623001334 | ||
1,166 | $274.34M | AAPL, DNL, DOL, EFG | 13F-HR | May 2, 2023 | 000142050623000828 | ||
1,171 | $211.67M | AAPL, DOL, DNL, EFG | 13F-HR | Jan 26, 2023 | 000142050623000145 | ||
1,183 | $212.66M | AAPL, DOL, DNL, EFG | 13F-HR | Oct 28, 2022 | 000142050622001920 | ||
1,153 | $184.68M | AAPL, DOL, SPDR SER TR, MSFT | 13F-HR | Jul 26, 2022 | 000142050622001304 | ||
1,118 | $201.20M | AAPL, DOL, SPDR SER TR, MSFT | 13F-HR | Apr 27, 2022 | 000142050622000669 | ||
997 | $199.67M | AAPL, MSFT, DOL, SPDR SER TR | 13F-HR | Jan 19, 2022 | 000142050622000021 | ||
948 | $176.74M | AAPL, DIS, SPDR SER TR, MSFT | 13F-HR | Nov 1, 2021 | 000117152021000424 | ||
889 | $178.97M | AAPL, DIS, SPDR SER TR, MSFT | 13F-HR | Aug 2, 2021 | 000142050621000925 | ||
803 | $151.71M | AAPL, DIS, SPDR SER TR, MSFT | 13F-HR | Apr 30, 2021 | 000142050621000462 | ||
754 | $134.35M | AAPL, DIS, INCY, MSFT | 13F-HR | Jan 29, 2021 | 000142050621000067 | ||
112 | $97.50M | AAPL, DIS, INCY, MSFT | 13F-HR | Nov 2, 2020 | 000142050620001114 | ||
98 | $87.22M | AAPL, DIS, INCY, MSFT | 13F-HR | Aug 7, 2020 | 000142050620000826 | ||
737 | $97.49M | DOL, DIS, AAPL, INCY | 13F-HR | May 5, 2020 | 000142050620000421 | ||
111 | $106.61M | DIS, AAPL, INCY, MSFT | 13F-HR | Feb 11, 2020 | 000142050620000144 |