Key FInancial Inc Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$496.9B
Holdings
1,437
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,437 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 99,061 | $20.3B | 4.09% | |
| 2 | DOLWISDOMTREE TR | 321,079 | $19.1B | 3.85% | |
| 3 | DNLWISDOMTREE TR | 432,721 | $17.4B | 3.51% | |
| 4 | SLYVSPDR SERIES TRUST | 187,926 | $15.0B | 3.02% | |
| 5 | MSFTMICROSOFT CORP | 28,453 | $14.2B | 2.85% | |
| 6 | AQLTISHARES TR | 608,341 | $14.0B | 2.81% | |
| 7 | BUFRFIRST TR EXCHNG TRADED FD VI | 412,741 | $13.1B | 2.64% | |
| 8 | EESWISDOMTREE TR | 255,510 | $13.0B | 2.62% | |
| 9 | EFGISHARES TR | 81,672 | $9.1B | 1.84% | |
| 10 | FICSFIRST TR EXCHANGE TRADED FD | 223,002 | $8.8B | 1.77% | |
| 11 | DLNWISDOMTREE TR | 99,949 | $8.2B | 1.65% | |
| 12 | SPYVSPDR SERIES TRUST | 153,644 | $8.0B | 1.62% | |
| 13 | SPYGSPDR SERIES TRUST | 83,466 | $8.0B | 1.60% | |
| 14 | FPEIFIRST TR EXCH TRADED FD III | 403,869 | $7.7B | 1.54% | |
| 15 | JIGJ P MORGAN EXCHANGE TRADED F | 98,344 | $7.0B | 1.42% | |
| 16 | SLYGSPDR SERIES TRUST | 79,176 | $7.0B | 1.41% | |
| 17 | JPMJPMORGAN CHASE & CO. | 23,233 | $6.7B | 1.36% | |
| 18 | SPTISPDR SERIES TRUST | 232,670 | $6.7B | 1.35% | |
| 19 | BSMRINVESCO EXCH TRD SLF IDX FD | 283,788 | $6.7B | 1.34% | |
| 20 | SPTSSPDR SERIES TRUST | 221,237 | $6.5B | 1.30% | |
| 21 | AMZNAMAZON COM INC | 25,906 | $5.7B | 1.14% | |
| 22 | AVGOBROADCOM INC | 19,988 | $5.5B | 1.11% | |
| 23 | DESWISDOMTREE TR | 167,354 | $5.3B | 1.07% | |
| 24 | XOMEXXON MOBIL CORP | 49,110 | $5.3B | 1.07% | |
| 25 | NVDANVIDIA CORPORATION | 32,734 | $5.2B | 1.04% | |
| 26 | IWFISHARES TR | 10,606 | $4.5B | 0.91% | |
| 27 | BSMYINVESCO EXCH TRD SLF IDX FD | 176,214 | $4.1B | 0.82% | |
| 28 | SPEMSPDR INDEX SHS FDS | 92,229 | $3.9B | 0.79% | |
| 29 | JNJJOHNSON & JOHNSON | 24,527 | $3.7B | 0.75% | |
| 30 | CITHE CIGNA GROUP | 10,748 | $3.6B | 0.71% | |
| 31 | QQQINVESCO EXCH TRD SLF IDX FD | 140,705 | $3.5B | 0.69% | |
| 32 | DWMWISDOMTREE TR | 53,606 | $3.4B | 0.69% | |
| 33 | ADPAUTOMATIC DATA PROCESSING IN | 10,528 | $3.2B | 0.65% | |
| 34 | EFVISHARES TR | 50,066 | $3.2B | 0.64% | |
| 35 | ABBVABBVIE INC | 16,000 | $3.0B | 0.60% | |
| 36 | PLTRPALANTIR TECHNOLOGIES INC | 21,683 | $3.0B | 0.59% | |
| 37 | GOOGLALPHABET INC | 16,724 | $2.9B | 0.59% | |
| 38 | IVWISHARES TR | 26,097 | $2.9B | 0.58% | |
| 39 | PGPROCTER AND GAMBLE CO | 17,352 | $2.8B | 0.56% | |
| 40 | BSMTINVESCO EXCH TRD SLF IDX FD | 116,532 | $2.6B | 0.53% | |
| 41 | ABTABBOTT LABS | 18,794 | $2.6B | 0.51% | |
| 42 | BSMUINVESCO EXCH TRD SLF IDX FD | 118,800 | $2.6B | 0.51% | |
| 43 | BSMVINVESCO EXCH TRD SLF IDX FD | 121,289 | $2.5B | 0.50% | |
| 44 | BSMQINVESCO EXCH TRD SLF IDX FD | 104,371 | $2.5B | 0.49% | |
| 45 | IVVISHARES TR | 3,885 | $2.4B | 0.49% | |
| 46 | MCDMCDONALDS CORP | 8,017 | $2.3B | 0.47% | |
| 47 | STBAS & T BANCORP INC | 58,142 | $2.2B | 0.44% | |
| 48 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,524 | $2.2B | 0.44% | |
| 49 | EFADPROSHARES TR | 47,552 | $2.0B | 0.41% | |
| 50 | VUGVANGUARD INDEX FDS | 4,542 | $2.0B | 0.40% | |
| 51 | MRKMERCK & CO INC | 24,436 | $1.9B | 0.39% | |
| 52 | BSCPINVESCO EXCH TRD SLF IDX FD | 90,253 | $1.9B | 0.38% | |
| 53 | QGROAMERICAN CENTY ETF TR | 17,057 | $1.9B | 0.37% | |
| 54 | BSCQINVESCO EXCH TRD SLF IDX FD | 94,418 | $1.8B | 0.37% | |
| 55 | BXBLACKSTONE INC | 12,109 | $1.8B | 0.36% | |
| 56 | ORCLORACLE CORP | 7,818 | $1.7B | 0.34% | |
| 57 | VTVVANGUARD INDEX FDS | 9,477 | $1.7B | 0.34% | |
| 58 | KOCOCA COLA CO | 23,012 | $1.6B | 0.33% | |
| 59 | MDYGSPDR SERIES TRUST | 18,458 | $1.6B | 0.32% | |
| 60 | PFEPFIZER INC | 64,421 | $1.6B | 0.31% | |
| 61 | SPMDSPDR SERIES TRUST | 28,431 | $1.5B | 0.31% | |
| 62 | FISVFISERV INC | 8,834 | $1.5B | 0.31% | |
| 63 | IWDISHARES TR | 7,691 | $1.5B | 0.30% | |
| 64 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.5B | 0.29% | |
| 65 | IWPISHARES TR | 9,985 | $1.4B | 0.28% | |
| 66 | BSJPINVESCO EXCH TRD SLF IDX FD | 59,366 | $1.4B | 0.28% | |
| 67 | VVVANGUARD INDEX FDS | 4,763 | $1.4B | 0.27% | |
| 68 | BSCRINVESCO EXCH TRD SLF IDX FD | 67,181 | $1.3B | 0.27% | |
| 69 | CSCOCISCO SYS INC | 18,874 | $1.3B | 0.26% | |
| 70 | BACVERIZON COMMUNICATIONS INC | 30,042 | $1.3B | 0.26% | |
| 71 | MCOMOODYS CORP | 2,570 | $1.3B | 0.26% | |
| 72 | GOOGALPHABET INC | 7,220 | $1.3B | 0.26% | |
| 73 | IWBISHARES TR | 3,759 | $1.3B | 0.26% | |
| 74 | PEPPEPSICO INC | 9,657 | $1.3B | 0.26% | |
| 75 | VGTVANGUARD WORLD FD | 1,907 | $1.3B | 0.25% | |
| 76 | CRMSALESFORCE INC | 4,592 | $1.3B | 0.25% | |
| 77 | SPYSPDR S&P 500 ETF TR | 1,953 | $1.2B | 0.24% | |
| 78 | ISCGISHARES TR | 24,203 | $1.2B | 0.24% | |
| 79 | VTIVANGUARD INDEX FDS | 3,903 | $1.2B | 0.24% | |
| 80 | TSLATESLA INC | 3,682 | $1.2B | 0.24% | |
| 81 | UNHUNITEDHEALTH GROUP INC | 3,708 | $1.2B | 0.23% | |
| 82 | VYMVANGUARD WHITEHALL FDS | 8,639 | $1.2B | 0.23% | |
| 83 | CVXCHEVRON CORP NEW | 7,982 | $1.1B | 0.23% | |
| 84 | IDIINTERDIGITAL INC | 5,074 | $1.1B | 0.23% | |
| 85 | NDQINVESCO QQQ TR | 2,023 | $1.1B | 0.22% | |
| 86 | VEAVANGUARD TAX-MANAGED FDS | 19,044 | $1.1B | 0.22% | |
| 87 | IWMISHARES TR | 5,016 | $1.1B | 0.22% | |
| 88 | BSJQINVESCO EXCH TRD SLF IDX FD | 46,168 | $1.1B | 0.22% | |
| 89 | CATCATERPILLAR INC | 2,768 | $1.1B | 0.22% | |
| 90 | BSCSINVESCO EXCH TRD SLF IDX FD | 51,685 | $1.1B | 0.21% | |
| 91 | ICVTISHARES TR | 11,674 | $1.1B | 0.21% | |
| 92 | SPSMSPDR SERIES TRUST | 24,590 | $1.0B | 0.21% | |
| 93 | DWXSPDR INDEX SHS FDS | 24,440 | $1.0B | 0.21% | |
| 94 | GEGE AEROSPACE | 3,993 | $1.0B | 0.21% | |
| 95 | HDHOME DEPOT INC | 2,800 | $1.0B | 0.21% | |
| 96 | BACBANK AMERICA CORP | 21,187 | $1.0B | 0.20% | |
| 97 | TJXTJX COS INC NEW | 8,061 | $995.5M | 0.20% | |
| 98 | DISDISNEY WALT CO | 7,878 | $977.0M | 0.20% | |
| 99 | FELGFIDELITY COVINGTON TRUST | 26,144 | $968.1M | 0.19% | |
| 100 | BSCTINVESCO EXCH TRD SLF IDX FD | 51,013 | $953.9M | 0.19% |
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