Key FInancial Inc 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
KF Key FInancial Inc | Institutional Filer | ▲ 2.53% | $561.8M | 1394 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1394)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 103K | $26.3M | 4.67% |
| 2 | DOL | WISDOMTREE TR | — | 321K | $21.8M | 3.89% |
| 3 | DNL | WISDOMTREE TR | — | 463K | $18.7M | 3.33% |
| 4 | GOVT | ISHARES TR | — | 773K | $17.7M | 3.15% |
| 5 | SLYV | SPDR SERIES TRUST | — | 183K | $17.3M | 3.08% |
| 6 | EES | WISDOMTREE TR | — | 288K | $16.7M | 2.98% |
| 7 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 410K | $13.9M | 2.47% |
| 8 | MSFT | Microsoft Corporation | Technology | 29K | $10.6M | 1.89% |
| 9 | EFG | ISHARES TR | — | 90K | $10.0M | 1.78% |
| 10 | FICS | FIRST TR EXCHANGE TRADED FD | — | 250K | $9.7M | 1.73% |
| 11 | SPYV | SPDR SERIES TRUST | — | 152K | $8.6M | 1.53% |
| 12 | DLN | WISDOMTREE TR | — | 96K | $8.5M | 1.52% |
| 13 | BSMR | INVESCO EXCH TRD SLF IDX FD | — | 342K | $8.1M | 1.44% |
| 14 | SPYG | SPDR SERIES TRUST | — | 83K | $8.1M | 1.44% |
| 15 | XOM | Exxon Mobil Corporation | Energy | 47K | $8.0M | 1.43% |
Showing 1 to 15 of 1000 holdings