KF

Key Financial Inc

13F
Key Financial Inc
Last update 2024-10-29 1350 Stocks (29 new)
Value $452.00 Mil Turnover 3 %
Countries:
Top Holdings: AAPL(5.14%)FPEI(4.08%)DNL(3.72%)DOL(3.38%)SLYV(3.09%)
Portfolio Report
Summary Stock Picks Current Portfolio
Key Financial Inc Top Holdings of 2024-09-30 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
99,772
23246.930
-0.03%
5.140
0%
0.000
+5.29%
+19.97%
3498471.924
Hardware
FPEI 		First Trust Institutional Preferred Securities and Income ETF
968,389
18467.180
+8.34%
4.080
+0.31%
1.220
+1.51%
+5.27%
1491.277
 
DNL 		WisdomTree Global ex-U.S. Quality Dividend Growth Fund
427,371
16836.280
-2.23%
3.720
-0.09%
2.690
-1.93%
+1.89%
599.271
 
DOL 		WisdomTree International LargeCap Dividend Index
283,265
15286.650
+1.01%
3.380
+0.03%
2.860
+0.54%
+5.60%
514.998
 
SLYV 		SPDR S&P 600 Small Cap Value ETF
160,801
13960.760
+3.01%
3.090
+0.09%
0.350
-0.70%
+4.07%
3988.384
 
MSFT 		Microsoft Corp
29,568
12723.110
+0.33%
2.810
+0.01%
0.000
+2.46%
+15.65%
3215616.773
Software
GOVT 		iShares U.S. Treasury Bond ETF
521,422
12227.340
+8.12%
2.700
+0.20%
0.040
-0.28%
-0.98%
28683.863
 
BUFR 		FT Vest Laddered Buffer ETF
370,748
11081.660
+1.23%
2.450
+0.03%
0.200
+3.91%
+13.14%
5546.070
 
EFG 		iShares MSCI EAFE Growth ETF
85,132
9164.460
-3.75%
2.030
-0.08%
0.060
+0.34%
+5.13%
14499.399
 
SLYG 		SPDR S&P 600 Small Cap Growth ETF
86,053
8012.400
+5.57%
1.770
+0.09%
0.220
-2.67%
+9.21%
3575.570
 

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
FPEI 		First Trust Institutional Preferred Securities and Income ETF2024-09-30Add
+0.31%
●
18.36 ($18.67) 19.09
$18.77
0.54%
Add 8.34%
968,389
74,532
FICS 		First Trust International Developed Capital Strength ETF2024-09-30Add
+0.21%
●
33.74 ($35.66) 37.78
$35.71
0.14%
Add 19.12%
156,166
25,069
GOVT 		iShares U.S. Treasury Bond ETF2024-09-30Add
+0.20%
●
22.38 ($23.15) 23.66
$22.82
-1.45%
Add 8.12%
521,422
39,147
BSMQ 		Invesco BulletShares 2026 Municipal Bond ETF2024-09-30Add
+0.17%
●
23.47 ($23.63) 23.74
$23.55
-0.34%
Add 62.52%
84,287
32,424
BSMP 		Invesco BulletShares 2025 Municipal Bond ETF2024-09-30Add
+0.14%
●
24.29 ($24.49) 24.63
$24.47
-0.08%
Add 44.09%
87,040
26,632
DIS 		The Walt Disney Co2024-09-30Reduce
-0.11%
●
85.6 ($92.01) 98.61
$95.08
3.34%
Reduce -19.91%
19,286
-4,793
BSMR 		Invesco BulletShares 2027 Municipal Bond ETF2024-09-30Add
+0.11%
●
23.41 ($23.66) 23.78
$23.63
-0.14%
Add 8.51%
273,136
21,430
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+0.11%
●
25.67 ($27.24) 28.35
$28.18
3.45%
Add 200%
25,038
5,564
SPTI 		SPDR Portfolio Intermediate Term Treasury ETF2024-09-30Add
+0.11%
●
27.8 ($28.71) 29.26
$28.30
-1.43%
Add 7.93%
235,951
17,346
BA 		Boeing Co2024-09-30Add
+0.10%
●
152.04 ($171.47) 190.6
$154.29
-10.02%
Add 60.28%
8,001
3,009

Key Financial Inc Total Holding History ($B)

To

Key Financial Inc's Asset Allocation

To

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 2024-09-30

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

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