Key FInancial Inc Portfolio Holdings
Q3 2025•1,457 long positions•$541.0M portfolio value
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Holding1,499 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $25.0M 4.61% | -$350.0K Sold | 0.001% 97.7K shares | 99.1K → 97.7K −$350.0K | -1.38% | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $20.2M 3.73% | +$42.5K Bought | — 321.8K shares | 321.1K → 321.8K +$42.5K | +0.21% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $18.6M 3.43% | +$821.1K Bought | — 452.7K shares | 432.7K → 452.7K +$821.1K | +4.62% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $16.8M 3.1% | +$1.1K Bought | — 187.9K shares | 187.9K → 187.9K +$1.1K | +0.01% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $15.6M 2.88% | +$1.5M Bought | — 674.3K shares | 608.3K → 674.3K +$1.5M | +10.85% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $15.4M 2.85% | +$1.1M Bought | — 275.4K shares | 255.5K → 275.4K +$1.1M | +7.8% | — — | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $14.3M 2.65% | -$469.3K Sold | 0.0% 27.6K shares | 28.5K → 27.6K −$469.3K | -3.17% | $3.85T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $13.9M 2.57% | +$85.9K Bought | — 415.3K shares | 412.7K → 415.3K +$85.9K | +0.62% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $9.1M 1.68% | -$330.5K Sold | — 78.8K shares | 81.7K → 78.8K −$330.5K | -3.52% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $9.0M 1.66% | +$428.8K Bought | — 234.2K shares | 223.0K → 234.2K +$428.8K | +5.01% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $8.7M 1.61% | -$31.1K Sold | — 83.2K shares | 83.5K → 83.2K −$31.1K | -0.35% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $8.6M 1.59% | -$116.5K Sold | — 98.6K shares | 99.9K → 98.6K −$116.5K | -1.34% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $8.4M 1.56% | -$83.0K Sold | — 152.1K shares | 153.6K → 152.1K −$83.0K | -0.97% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $8.1M 1.51% | +$329.5K Bought | — 420.9K shares | 403.9K → 420.9K +$329.5K | +4.22% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $7.8M 1.43% | +$285.8K Bought | — 82.2K shares | 79.2K → 82.2K +$285.8K | +3.83% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $7.5M 1.39% | +$85.4K Bought | — 99.5K shares | 98.3K → 99.5K +$85.4K | +1.15% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $6.7M 1.25% | +$15.7K Bought | — 284.5K shares | 283.8K → 284.5K +$15.7K | +0.23% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $6.6M 1.23% | -$81.9K Sold | — 229.8K shares | 232.7K → 229.8K −$81.9K | -1.22% | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $6.6M 1.22% | -$45.3K Sold | 0.0% 19.9K shares | 20.0K → 19.9K −$45.3K | -0.68% | $1.56T Mega Cap | Q4 2019 Held for 5y 11m | |
Banks - Diversified Financial Services | $6.6M 1.21% | -$662.1K Sold | 0.001% 21.1K shares | 23.2K → 21.1K −$662.1K | -9.17% | $867.35B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $6.4M 1.18% | -$63.8K Sold | — 219.1K shares | 221.2K → 219.1K −$63.8K | -0.99% | — — | Q1 2023 Held for 2y 8m | |
Semiconductors Technology | $6.4M 1.18% | +$265.9K Bought | 0.0% 34.2K shares | 32.7K → 34.2K +$265.9K | +4.34% | $4.54T Mega Cap | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $5.5M 1.01% | -$154.5K Sold | — 162.8K shares | 167.4K → 162.8K −$154.5K | -2.74% | — — | Q4 2022 Held for 2y 11m | |
Oil & Gas Integrated Energy | $5.5M 1.01% | -$20.8K Sold | 0.001% 48.9K shares | 49.1K → 48.9K −$20.8K | -0.38% | $480.68B Mega Cap | Q4 2019 Held for 5y 11m | |
Specialty Retail Consumer Cyclical | $5.4M 1.0% | -$299.8K Sold | 0.0% 24.5K shares | 25.9K → 24.5K −$299.8K | -5.25% | $2.34T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $4.9M 0.907% | -$92.8K Sold | — 10.4K shares | 10.6K → 10.4K −$92.8K | -1.86% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $4.4M 0.821% | +$98.8K Bought | — 94.3K shares | 92.2K → 94.3K +$98.8K | +2.27% | — — | Q1 2021 Held for 4y 8m | |
Drug Manufacturers - General Healthcare | $4.4M 0.813% | -$162.8K Sold | 0.001% 23.7K shares | 24.5K → 23.7K −$162.8K | -3.57% | $446.55B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $4.2M 0.775% | +$65.8K Bought | — 179.0K shares | 176.2K → 179.0K +$65.8K | +1.59% | — — | Q1 2021 Held for 4y 8m | |
Internet Content & Information Communication Services | $4.1M 0.767% | +$52.9K Bought | 0.0% 16.9K shares | 16.7K → 16.9K +$52.9K | +1.29% | $2.95T Mega Cap | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $4.1M 0.755% | +$1.8M Bought | 0.0% 14.1K shares | 7.8K → 14.1K +$1.8M | +80.88% | $801.76B Mega Cap | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $3.9M 0.728% | -$73.8K Sold | 0.001% 21.3K shares | 21.7K → 21.3K −$73.8K | -1.84% | $432.76B Mega Cap | Q1 2021 Held for 4y 8m | |
Drug Manufacturers - General Healthcare | $3.9M 0.717% | -$33.7K Sold | 0.001% 15.9K shares | 16.0K → 15.9K −$33.7K | -0.86% | $409.03B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.7M 0.683% | +$126.7K Bought | — 55.5K shares | 53.6K → 55.5K +$126.7K | +3.55% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.4M 0.634% | -$21.2K Sold | — 139.8K shares | 140.7K → 139.8K −$21.2K | -0.62% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $3.4M 0.631% | — | — 50.1K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.2M 0.584% | -$2.9K Sold | — 26.1K shares | 26.1K → 26.1K −$2.9K | -0.09% | — — | Q1 2020 Held for 5y 8m | |
Staffing & Employment Services Industrials | $3.1M 0.567% | -$1.5K Sold | 0.003% 10.5K shares | 10.5K → 10.5K −$1.5K | -0.05% | $118.89B Large Cap | Q4 2020 Held for 4y 11m | |
Medical - Healthcare Plans Healthcare | $3.0M 0.564% | -$85.5K Sold | 0.004% 10.5K shares | 10.7K → 10.5K −$85.5K | -2.73% | $76.9B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $2.9M 0.527% | +$241.2K Bought | — 4.2K shares | 3.9K → 4.2K +$241.2K | +9.24% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.8M 0.51% | +$66.1K Bought | — 119.4K shares | 116.5K → 119.4K +$66.1K | +2.45% | — — | Q1 2023 Held for 2y 8m | |
Household & Personal Products Consumer Defensive | $2.7M 0.492% | +$1.4K Bought | 0.001% 17.4K shares | 17.4K → 17.4K +$1.4K | +0.05% | $359.62B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.6M 0.483% | +$9.1K Bought | — 119.2K shares | 118.8K → 119.2K +$9.1K | +0.35% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.6M 0.472% | — | — 121.3K shares | — | — | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.5M 0.469% | +$346.0K Bought | — 5.3K shares | 4.5K → 5.3K +$346.0K | +15.81% | — — | Q1 2020 Held for 5y 8m | |
Medical - Devices Healthcare | $2.5M 0.464% | +$400.4 Bought | 0.001% 18.8K shares | 18.8K → 18.8K +$400.4 | +0.02% | $233.12B Mega Cap | Q4 2019 Held for 5y 11m | |
Restaurants Consumer Cyclical | $2.4M 0.447% | +$9.0K Bought | 0.001% 8.0K shares | 8.0K → 8.0K +$9.0K | +0.37% | $216.86B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.4M 0.446% | -$49.9K Sold | — 102.3K shares | 104.4K → 102.3K −$49.9K | -2.03% | — — | Q4 2020 Held for 4y 11m | |
Insurance - Diversified Financial Services | $2.4M 0.437% | +$111.1K Bought | 0.0% 4.7K shares | 4.5K → 4.7K +$111.1K | +4.93% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Drug Manufacturers - General Healthcare | $2.3M 0.42% | +$71.3K Bought | 0.001% 25.2K shares | 24.4K → 25.2K +$71.3K | +3.24% | $209.64B Mega Cap | Q4 2019 Held for 5y 11m |
