Key FInancial Inc Q4 2025 Filing
Filed February 9, 2026
Portfolio Value
$547.9M
Holdings
1,440
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,440 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | BSJTINVESCO EXCH TRD SLF IDX FD | 18,995 | $408K | 0.07% | |
| 202 | IUSGISHARES TR | 2,420 | $406K | 0.07% | |
| 203 | ABGCENCORA INC | 1,135 | $383K | 0.07% | |
| 204 | AMGNAMGEN INC | 1,167 | $381K | 0.07% | |
| 205 | IYWISHARES TR | 1,896 | $378K | 0.07% | |
| 206 | DGROISHARES TR | 5,427 | $376K | 0.07% | |
| 207 | DONWISDOMTREE TR | 7,254 | $373K | 0.07% | |
| 208 | VISVANGUARD WORLD FD | 1,229 | $366K | 0.07% | |
| 209 | EFAXSPDR INDEX SHS FDS | 7,214 | $364K | 0.07% | |
| 210 | TRITHOMSON REUTERS CORP | 2,753 | $363K | 0.07% | |
| 211 | VCRVANGUARD WORLD FD | 913 | $359K | 0.07% | |
| 212 | GQ9SPDR GOLD TR | 905 | $358K | 0.07% | |
| 213 | NVSNNOVARTIS AG | 2,592 | $357K | 0.07% | |
| 214 | GISGENERAL MLS INC | 7,577 | $352K | 0.06% | |
| 215 | CWISPDR INDEX SHS FDS | 9,815 | $352K | 0.06% | |
| 216 | VXUSVANGUARD STAR FDS | 4,638 | $349K | 0.06% | |
| 217 | SPGMSPDR INDEX SHS FDS | 4,527 | $347K | 0.06% | |
| 218 | CPCANADIAN PACIFIC KANSAS CITY | 4,679 | $344K | 0.06% | |
| 219 | CRWDCROWDSTRIKE HLDGS INC | 732 | $343K | 0.06% | |
| 220 | JSMLJANUS DETROIT STR TR | 4,658 | $342K | 0.06% | |
| 221 | ETNEATON CORP PLC | 1,068 | $340K | 0.06% | |
| 222 | TDIVFIRST TR EXCHANGE TRADED FD | 3,519 | $340K | 0.06% | |
| 223 | ROKROCKWELL AUTOMATION INC | 866 | $336K | 0.06% | |
| 224 | PEOEXELON CORP | 7,676 | $334K | 0.06% | |
| 225 | XLVSELECT SECTOR SPDR TR | 2,139 | $331K | 0.06% | |
| 226 | ONEQFIDELITY COMWLTH TR | 3,593 | $328K | 0.06% | |
| 227 | VNQVANGUARD INDEX FDS | 3,643 | $321K | 0.06% | |
| 228 | SPHYSPDR SERIES TRUST | 13,568 | $321K | 0.06% | |
| 229 | AGGISHARES TR | 3,188 | $318K | 0.06% | |
| 230 | VOVANGUARD INDEX FDS | 1,095 | $317K | 0.06% | |
| 231 | MGKVANGUARD WORLD FD | 753 | $310K | 0.06% | |
| 232 | AMTAMERICAN TOWER CORP NEW | 1,769 | $310K | 0.06% | |
| 233 | PAYXPAYCHEX INC | 2,768 | $310K | 0.06% | |
| 234 | TRVTRAVELERS COMPANIES INC | 1,071 | $310K | 0.06% | |
| 235 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,005 | $305K | 0.06% | |
| 236 | LHLABCORP HOLDINGS INC | 1,184 | $297K | 0.05% | |
| 237 | STTSTATE STR CORP | 2,274 | $293K | 0.05% | |
| 238 | ITOTISHARES TR | 1,913 | $284K | 0.05% | |
| 239 | FFIVF5 INC | 1,101 | $281K | 0.05% | |
| 240 | SYKSTRYKER CORPORATION | 791 | $278K | 0.05% | |
| 241 | IWSISHARES TR | 1,974 | $278K | 0.05% | |
| 242 | SBUXSTARBUCKS CORP | 3,285 | $276K | 0.05% | |
| 243 | WTAIWISDOMTREE TR | 9,459 | $275K | 0.05% | |
| 244 | PNCPNC FINL SVCS GROUP INC | 1,315 | $274K | 0.05% | |
| 245 | LHXL3HARRIS TECHNOLOGIES INC | 929 | $272K | 0.05% | |
| 246 | DONSPDR DOW JONES INDL AVERAGE | 567 | $272K | 0.05% | |
| 247 | SCZISHARES TR | 3,504 | $271K | 0.05% | |
| 248 | DFATDIMENSIONAL ETF TRUST | 4,521 | $269K | 0.05% | |
| 249 | HELOJ P MORGAN EXCHANGE TRADED F | 4,009 | $266K | 0.05% | |
| 250 | IQLTISHARES TR | 5,828 | $264K | 0.05% | |
| 251 | VBRVANGUARD INDEX FDS | 1,233 | $261K | 0.05% | |
| 252 | CVSCVS HEALTH CORP | 3,286 | $260K | 0.05% | |
| 253 | VOTVANGUARD INDEX FDS | 923 | $257K | 0.05% | |
| 254 | SPYXSPDR SERIES TRUST | 4,540 | $255K | 0.05% | |
| 255 | SPGIS&P GLOBAL INC | 489 | $255K | 0.05% | |
| 256 | ESMLISHARES TR | 5,520 | $253K | 0.05% | |
| 257 | DIVBISHARES TR | 4,693 | $249K | 0.05% | |
| 258 | BRBROADRIDGE FINL SOLUTIONS IN | 1,117 | $249K | 0.05% | |
| 259 | XSOEWISDOMTREE TR | 6,329 | $246K | 0.04% | |
| 260 | MUNIPIMCO ETF TR | 4,579 | $239K | 0.04% | |
| 261 | IXNISHARES TR | 2,272 | $238K | 0.04% | |
| 262 | VTIPVANGUARD MALVERN FDS | 4,797 | $237K | 0.04% | |
| 263 | HONHONEYWELL INTL INC | 1,211 | $236K | 0.04% | |
| 264 | VSSVANGUARD INTL EQUITY INDEX F | 1,640 | $235K | 0.04% | |
| 265 | BNDVANGUARD BD INDEX FDS | 3,149 | $233K | 0.04% | |
| 266 | IUSVISHARES TR | 2,244 | $230K | 0.04% | |
| 267 | MTUMISHARES TR | 922 | $230K | 0.04% | |
| 268 | WELLWELLTOWER INC | 1,231 | $228K | 0.04% | |
| 269 | LQDISHARES TR | 2,049 | $225K | 0.04% | |
| 270 | XLCSELECT SECTOR SPDR TR | 1,909 | $224K | 0.04% | |
| 271 | MCKMCKESSON CORP | 274 | $224K | 0.04% | |
| 272 | AZOAUTOZONE INC | 65 | $220K | 0.04% | |
| 273 | TDTORONTO DOMINION BK ONT | 2,341 | $220K | 0.04% | |
| 274 | COFCAPITAL ONE FINL CORP | 898 | $217K | 0.04% | |
| 275 | VCSHVANGUARD SCOTTSDALE FDS | 2,715 | $216K | 0.04% | |
| 276 | XLUSELECT SECTOR SPDR TR | 5,074 | $216K | 0.04% | |
| 277 | VONVVANGUARD SCOTTSDALE FDS | 2,303 | $212K | 0.04% | |
| 278 | JMSTJ P MORGAN EXCHANGE TRADED F | 4,167 | $212K | 0.04% | |
| 279 | ISTBISHARES TR | 4,369 | $212K | 0.04% | |
| 280 | VEUVANGUARD INTL EQUITY INDEX F | 2,883 | $212K | 0.04% | |
| 281 | AIVLWISDOMTREE TR | 1,838 | $211K | 0.04% | |
| 282 | EMREMERSON ELEC CO | 1,588 | $210K | 0.04% | |
| 283 | NULVNUSHARES ETF TR | 4,681 | $210K | 0.04% | |
| 284 | NEENEXTERA ENERGY INC | 2,611 | $209K | 0.04% | |
| 285 | FMHIFIRST TR EXCH TRADED FD III | 4,375 | $209K | 0.04% | |
| 286 | ECLECOLAB INC | 793 | $208K | 0.04% | |
| 287 | LDOSLEIDOS HOLDINGS INC | 1,143 | $206K | 0.04% | |
| 288 | ELVELEVANCE HEALTH INC FORMERLY | 562 | $197K | 0.04% | |
| 289 | NVONOVO-NORDISK A S | 3,876 | $197K | 0.04% | |
| 290 | BSJUINVESCO EXCH TRD SLF IDX FD | 7,415 | $193K | 0.04% | |
| 291 | BKNGBOOKING HOLDINGS INC | 36 | $192K | 0.04% | |
| 292 | PFFISHARES TR | 6,225 | $192K | 0.04% | |
| 293 | 4I1PHILIP MORRIS INTL INC | 1,200 | $192K | 0.04% | |
| 294 | APHAMPHENOL CORP NEW | 1,427 | $192K | 0.04% | |
| 295 | INTCINTEL CORP | 5,166 | $190K | 0.03% | |
| 296 | PHMPULTE GROUP INC | 1,604 | $188K | 0.03% | |
| 297 | PWBINVESCO EXCHANGE TRADED FD T | 1,485 | $188K | 0.03% | |
| 298 | MOALTRIA GROUP INC | 3,223 | $185K | 0.03% | |
| 299 | PWVINVESCO EXCHANGE TRADED FD T | 2,785 | $185K | 0.03% | |
| 300 | GLDMWORLD GOLD TR | 2,147 | $183K | 0.03% |