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Key FInancial Inc 13F holdings

Filed 2026-07-24 · Key FInancial Inc · 1,400 positions · $610.6M

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TickerCompanySharesValue% of portfolio
AAPLAPPLE INC102.6K$29.7M4.9%
DOLWISDOMTREE TR306.3K$22.8M3.7%
DNLWISDOMTREE TR452.3K$20.9M3.4%
EESWISDOMTREE TR294.0K$19.9M3.3%
SLYVSPDR SERIES TRUST180.6K$19.7M3.2%
GOVTISHARES TR861.3K$19.6M3.2%
BUFRFIRST TR EXCHNG TRADED FD VI402.5K$14.7M2.4%
EFGISHARES TR100.2K$12.5M2.0%
MSFTMICROSOFT CORP28.9K$10.8M1.8%
FICSFIRST TR EXCHANGE TRADED FD248.6K$10.4M1.7%
EXMOCEXXON MOBIL CORP72.7K$9.9M1.6%
SLYGSPDR SERIES TRUST80.3K$9.6M1.6%
DLNWISDOMTREE TR96.0K$9.2M1.5%
SPYVSPDR SERIES TRUST152.1K$9.2M1.5%
SPYGSPDR SERIES TRUST75.5K$9.0M1.5%
JIGJ P MORGAN EXCHANGE TRADED F102.9K$9.0M1.5%
BSMRINVESCO EXCH TRD SLF IDX FD367.6K$8.7M1.4%
AVGOBROADCOM INC19.4K$7.3M1.2%
FPEIFIRST TR EXCH TRADED FD III368.3K$7.1M1.2%
BSMQINVESCO EXCH TRD SLF IDX FD292.8K$6.9M1.1%
NVDANVIDIA CORPORATION32.9K$6.6M1.1%
SPTISPDR SERIES TRUST229.1K$6.5M1.1%
DESWISDOMTREE TR155.4K$6.3M1.0%
AMZNAMAZON COM INC26.3K$6.3M1.0%
JNJJOHNSON & JOHNSON24.7K$6.3M1.0%
GOOGLALPHABET INC17.1K$6.1M1.0%
SPTSSPDR SERIES TRUST208.1K$6.0M1.0%
JPMJPMORGAN CHASE & CO17.7K$5.8M0.9%
EFVISHARES TR67.1K$5.1M0.8%
IWFISHARES TR40.7K$5.1M0.8%
SPEMSPDR INDEX SHS FDS97.5K$5.0M0.8%
—PROSHARES TR109.7K$4.7M0.8%
DWMWISDOMTREE TR62.7K$4.6M0.8%
QGROAMERICAN CENTY ETF TR37.0K$4.4M0.7%
ABBVABBVIE INC16.4K$4.1M0.7%
DMBSDOUBLELINE ETF TRUST76.6K$3.8M0.6%
IVWISHARES TR25.5K$3.5M0.6%
BSCQINVESCO EXCH TRD SLF IDX FD154.4K$3.0M0.5%
JPSTJ P MORGAN EXCHANGE TRADED F58.6K$3.0M0.5%
MRKMERCK & CO INC22.7K$2.9M0.5%
GOOGALPHABET INC8.1K$2.9M0.5%
CITHE CIGNA GROUP10.4K$2.9M0.5%
VUGVANGUARD INDEX FDS33.1K$2.8M0.5%
IVVISHARES TR3.7K$2.8M0.5%
BSMSINVESCO EXCH TRD SLF IDX FD110.6K$2.6M0.4%
BRK-BBERKSHIRE HATHAWAY INC DEL5.1K$2.6M0.4%
ISCGISHARES TR36.3K$2.4M0.4%
STBAS & T BANCORP INC48.2K$2.4M0.4%
BSCRINVESCO EXCH TRD SLF IDX FD114.4K$2.2M0.4%
VOOVANGUARD INDEX FDS3.2K$2.2M0.4%
MCDMCDONALDS CORP8.0K$2.2M0.4%
PGPROCTER & GAMBLE CO14.2K$2.1M0.3%
ORCLORACLE CORP14.2K$2.1M0.3%
PLTRPALANTIR TECHNOLOGIES INC17.8K$2.1M0.3%
VTVVANGUARD INDEX FDS9.4K$2.1M0.3%
ILCGISHARES TR16.7K$2.0M0.3%
SPMDSPDR SERIES TRUST28.6K$1.9M0.3%
VGTVANGUARD WORLD FD16.0K$1.9M0.3%
ADPAUTOMATIC DATA PROCESSING IN8.5K$1.9M0.3%
QQQINVESCO QQQ TR2.5K$1.9M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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