Key FInancial Inc Q1 2025 Filing
Filed May 1, 2025
Portfolio Value
$459.5M
Holdings
1,383
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,383 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | DONWISDOMTREE TR | 6,693 | $331K | 0.07% | |
| 202 | VTEBVANGUARD MUN BD FDS | 6,635 | $329K | 0.07% | |
| 203 | AXPAMERICAN EXPRESS CO | 1,222 | $328K | 0.07% | |
| 204 | SBUXSTARBUCKS CORP | 3,337 | $327K | 0.07% | |
| 205 | GLWCORNING INC | 7,076 | $323K | 0.07% | |
| 206 | CALFPACER FDS TR | 8,382 | $314K | 0.07% | |
| 207 | XLVSELECT SECTOR SPDR TR | 2,132 | $311K | 0.07% | |
| 208 | SPHYSPDR SER TR | 13,243 | $310K | 0.07% | |
| 209 | ELVELEVANCE HEALTH INC | 714 | $310K | 0.07% | |
| 210 | EFAXSPDR INDEX SHS FDS | 7,214 | $309K | 0.07% | |
| 211 | SPGMSPDR INDEX SHS FDS | 4,947 | $308K | 0.07% | |
| 212 | GQ9SPDR GOLD TR | 1,063 | $306K | 0.07% | |
| 213 | IUSGISHARES TR | 2,397 | $304K | 0.07% | |
| 214 | PEOEXELON CORP | 6,462 | $297K | 0.06% | |
| 215 | IWSISHARES TR | 2,352 | $296K | 0.06% | |
| 216 | NVSNNOVARTIS AG | 2,592 | $288K | 0.06% | |
| 217 | BSJSINVESCO EXCH TRD SLF IDX FD | 13,275 | $287K | 0.06% | |
| 218 | HONHONEYWELL INTL INC | 1,350 | $285K | 0.06% | |
| 219 | TRVTRAVELERS COMPANIES INC | 1,065 | $281K | 0.06% | |
| 220 | JSMLJANUS DETROIT STR TR | 4,605 | $280K | 0.06% | |
| 221 | VISVANGUARD WORLD FD | 1,131 | $279K | 0.06% | |
| 222 | NVONOVO-NORDISK A S | 3,932 | $273K | 0.06% | |
| 223 | BRBROADRIDGE FINL SOLUTIONS IN | 1,117 | $270K | 0.06% | |
| 224 | TRVCCITIGROUP INC | 3,816 | $270K | 0.06% | |
| 225 | VCRVANGUARD WORLD FD | 826 | $268K | 0.06% | |
| 226 | CMCSACOMCAST CORP NEW | 7,044 | $259K | 0.06% | |
| 227 | ONEQFIDELITY COMWLTH TR | 3,812 | $259K | 0.06% | |
| 228 | IYWISHARES TR | 1,776 | $249K | 0.05% | |
| 229 | SPGIS&P GLOBAL INC | 487 | $247K | 0.05% | |
| 230 | AZOAUTOZONE INC | 65 | $247K | 0.05% | |
| 231 | IQDGWISDOMTREE TR | 6,864 | $244K | 0.05% | |
| 232 | PNCPNC FINL SVCS GROUP INC | 1,382 | $242K | 0.05% | |
| 233 | IUSVISHARES TR | 2,615 | $241K | 0.05% | |
| 234 | QDFFLEXSHARES TR | 3,501 | $239K | 0.05% | |
| 235 | VXUSVANGUARD STAR FDS | 3,857 | $239K | 0.05% | |
| 236 | QQEWFIRST TR NAS100 EQ WEIGHTED | 1,971 | $238K | 0.05% | |
| 237 | DGROISHARES TR | 3,861 | $238K | 0.05% | |
| 238 | BSJTINVESCO EXCH TRD SLF IDX FD | 11,290 | $237K | 0.05% | |
| 239 | MUNIPIMCO ETF TR | 4,579 | $236K | 0.05% | |
| 240 | SCZISHARES TR | 3,714 | $235K | 0.05% | |
| 241 | VTIPVANGUARD MALVERN FDS | 4,698 | $234K | 0.05% | |
| 242 | DFATDIMENSIONAL ETF TRUST | 4,521 | $232K | 0.05% | |
| 243 | TDIVFIRST TR EXCHANGE TRADED FD | 3,142 | $231K | 0.05% | |
| 244 | DIVBISHARES TR | 4,693 | $227K | 0.05% | |
| 245 | BKMCBNY MELLON ETF TRUST | 2,374 | $227K | 0.05% | |
| 246 | ROKROCKWELL AUTOMATION INC | 869 | $224K | 0.05% | |
| 247 | AIVLWISDOMTREE TR | 2,042 | $224K | 0.05% | |
| 248 | DONSPDR DOW JONES INDL AVERAGE | 533 | $223K | 0.05% | |
| 249 | HESHESS CORP | 1,390 | $222K | 0.05% | |
| 250 | CVSCVS HEALTH CORP | 3,281 | $222K | 0.05% | |
| 251 | CRWDCROWDSTRIKE HLDGS INC | 628 | $221K | 0.05% | |
| 252 | PBFPBF ENERGY INC | 11,542 | $220K | 0.05% | |
| 253 | AJGGALLAGHER ARTHUR J & CO | 637 | $219K | 0.05% | |
| 254 | ITOTISHARES TR | 1,786 | $217K | 0.05% | |
| 255 | VOTVANGUARD INDEX FDS | 886 | $216K | 0.05% | |
| 256 | PFFISHARES TR | 7,032 | $216K | 0.05% | |
| 257 | NEENEXTERA ENERGY INC | 3,033 | $215K | 0.05% | |
| 258 | LQDISHARES TR | 1,952 | $212K | 0.05% | |
| 259 | ISTBISHARES TR | 4,351 | $210K | 0.05% | |
| 260 | FMHIFIRST TR EXCH TRADED FD III | 4,375 | $209K | 0.05% | |
| 261 | SPYXSPDR SER TR | 4,540 | $207K | 0.05% | |
| 262 | AMDADVANCED MICRO DEVICES INC | 1,994 | $204K | 0.04% | |
| 263 | STTSTATE STR CORP | 2,276 | $203K | 0.04% | |
| 264 | ECLECOLAB INC | 799 | $202K | 0.04% | |
| 265 | GEVGE VERNOVA INC | 660 | $201K | 0.04% | |
| 266 | XLUSELECT SECTOR SPDR TR | 2,540 | $200K | 0.04% | |
| 267 | MOATVANECK ETF TRUST | 2,242 | $197K | 0.04% | |
| 268 | IQLTISHARES TR | 4,982 | $197K | 0.04% | |
| 269 | VCSHVANGUARD SCOTTSDALE FDS | 2,482 | $195K | 0.04% | |
| 270 | LHXL3HARRIS TECHNOLOGIES INC | 929 | $194K | 0.04% | |
| 271 | REGNREGENERON PHARMACEUTICALS | 307 | $194K | 0.04% | |
| 272 | MTUMISHARES TR | 950 | $192K | 0.04% | |
| 273 | MSIMOTOROLA SOLUTIONS INC | 440 | $192K | 0.04% | |
| 274 | VBRVANGUARD INDEX FDS | 1,025 | $190K | 0.04% | |
| 275 | WELLWELLTOWER INC | 1,231 | $188K | 0.04% | |
| 276 | VOVANGUARD INDEX FDS | 720 | $186K | 0.04% | |
| 277 | ESMLISHARES TR | 4,850 | $186K | 0.04% | |
| 278 | IXNISHARES TR | 2,438 | $184K | 0.04% | |
| 279 | MCKMCKESSON CORP | 273 | $183K | 0.04% | |
| 280 | IJJISHARES TR | 1,524 | $182K | 0.04% | |
| 281 | MOALTRIA GROUP INC | 3,007 | $180K | 0.04% | |
| 282 | WTAIWISDOMTREE TR | 9,459 | $179K | 0.04% | |
| 283 | ZTSZOETIS INC | 1,070 | $176K | 0.04% | |
| 284 | AGGISHARES TR | 1,784 | $176K | 0.04% | |
| 285 | EMREMERSON ELEC CO | 1,583 | $173K | 0.04% | |
| 286 | ALSALLSTATE CORP | 838 | $173K | 0.04% | |
| 287 | VSSVANGUARD INTL EQUITY INDEX F | 1,493 | $172K | 0.04% | |
| 288 | XLESELECT SECTOR SPDR TR | 1,842 | $172K | 0.04% | |
| 289 | USMVISHARES TR | 1,794 | $168K | 0.04% | |
| 290 | HYSPIMCO ETF TR | 1,800 | $168K | 0.04% | |
| 291 | EWEDWARDS LIFESCIENCES CORP | 2,312 | $167K | 0.04% | |
| 292 | INTCINTEL CORP | 7,356 | $167K | 0.04% | |
| 293 | PWVINVESCO EXCHANGE TRADED FD T | 2,785 | $165K | 0.04% | |
| 294 | BKNGBOOKING HOLDINGS INC | 36 | $165K | 0.04% | |
| 295 | MDYSPDR S&P MIDCAP 400 ETF TR | 296 | $157K | 0.03% | |
| 296 | APDAIR PRODS & CHEMS INC | 533 | $157K | 0.03% | |
| 297 | LDOSLEIDOS HOLDINGS INC | 1,158 | $156K | 0.03% | |
| 298 | STZCONSTELLATION BRANDS INC | 846 | $155K | 0.03% | |
| 299 | CARRCARRIER GLOBAL CORPORATION | 2,411 | $152K | 0.03% | |
| 300 | XSOEWISDOMTREE TR | 4,939 | $152K | 0.03% |