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 | +21.96% | -15.93% | 3,136,672.8 | 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 | +22.32% | +23.09% | 620.0 | ||
EES | WisdomTree U.S. SmallCap Fund | 316,886 | 15,476.7 | +24,541.21% | 3.370 | +3.36% | 2.730 | +24.70% | -1.40% | 605.0 | ||
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 | +26.27% | +13.21% | 499.3 | ||
GOVT | iShares U.S. Treasury Bond ETF | 602,524 | 13,849.0 | +13.54% | 3.010 | +0.36% | 0.050 | +0.23% | +0.54% | 27,235.1 | ||
SLYV | SPDR S&P 600 Small Cap Value ETF | 158,733 | 12,444.6 | -2.41% | 2.710 | -0.08% | 0.340 | +24.15% | -4.19% | 3,781.8 | ||
BUFR | FT Vest Laddered Buffer ETF | 414,260 | 12,299.4 | +7.28% | 2.680 | +0.18% | 0.190 | +16.74% | +4.59% | 6,915.8 | ||
MSFT | Microsoft Corp | 28,486 | 10,693.4 | -0.63% | 2.330 | -0.02% | 0.000 | +40.32% | +18.28% | 3,691,149.9 | Software | |
EFG | iShares MSCI EAFE Growth ETF | 83,372 | 8,337.2 | -0.24% | 1.810 | 0% | 0.070 | +25.16% | +16.07% | 13,088.9 | ||
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 | +6.56% | +4.65% | 1,616.7 |
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 | $52.84 | 0.30% | 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 | $22.70 | 0.15% | 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 | $286.21 | 5.66% | 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 | $42.43 | 10.26% | 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 | $39.27 | 9.11% | 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 | $108.70 | 7.09% | 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 | $31.87 | 4.29% | 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 | $41.34 | -0.29% | Reduce -64.96% | 8,382 | -15,542 | |
DIS | The Walt Disney Co | 2025-03-31 | Reduce Reduce | -0.12% | 96.87 ($107.47) 114 | $121.82 | 13.35% | 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 | $63.60 | 12.96% | Add 18.6% | 54,300 | 8,517 |
Key Financial Inc Total Holding History ($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