13F History

Key FInancial Inc

13F Filings History

Latest 13F report: Q4 2024 - Jan 31, 2025
Value $: $440M
Signature - Title: Vincent Kailis - Chief Operating Officer
Location: West Chester, PA
Summary: This page shows a list of all the recent 13F filings made by Key FInancial Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Key FInancial Inc reported 1381 stock holdings with total value $440M as of Q4 2024. Top holdings included AAPL, DNL, DOL, SLYV, and GOVT.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	1,381	$440M	+$17.2M	-$24M	-$6.8M	AAPL, DNL, DOL, SLYV, GOVT	13F-HR	1/31/2025, 02:59 PM
Q3 2024	1,351	$452M	+$18.2M	-$3.66M	+$14.5M	AAPL, FPEI, DNL, DOL, SLYV	13F-HR	10/29/2024, 09:35 AM
Q2 2024	1,339	$417M	+$30M	-$5.17M	+$24.8M	AAPL, DNL, FPEI, DOL, MSFT	13F-HR	7/29/2024, 05:52 PM
Q1 2024	1,308	$392M	+$16.2M	-$8.22M	+$8.02M	AAPL, FPEI, DNL, DOL, SLYV	Restatement	5/13/2024, 04:21 PM
Q4 2023	1,315	$366M	+$46.3M	-$5.1M	+$41.2M	AAPL, FPEI, DNL, DOL, SLYV	13F-HR	1/31/2024, 09:22 AM
Q3 2023	1,341	$296M	+$13M	-$3.99M	+$9.04M	AAPL, DNL, DOL, SLYV, MSFT	13F-HR	11/1/2023, 01:36 PM
Q2 2023	1,382	$302M	+$19.5M	-$4.08M	+$15.4M	AAPL, DNL, DOL, SLYV, MSFT	13F-HR	7/28/2023, 12:37 PM
Q1 2023	1,166	$274M	+$38.6M	-$7.24M	+$31.4M	AAPL, DNL, DOL, EFG, SLYV	13F-HR	5/2/2023, 10:09 AM
Q4 2022	1,171	$192M	+$15.7K	-$993K	-$977K	AAPL, DOL, DNL, EFG, SLYV	13F-HR	1/26/2023, 02:49 PM
Q3 2022	1,106	$213M	+$44.3M	-$2.25M	+$42M	AAPL, DOL, DNL, EFG, SLYV	13F-HR	10/28/2022, 03:20 PM
Q2 2022	1,079	$185M	+$17.9M	-$4.6M	+$13.3M	AAPL, DOL, SLYV, MSFT, DNL	13F-HR	7/26/2022, 03:39 PM
Q1 2022	1,058	$201M	+$17.9M	-$8.49M	+$9.43M	AAPL, DOL, SLYV, MSFT, DIS	13F-HR	4/27/2022, 12:57 PM
Q4 2021	946	$200M	+$15M	-$3.38M	+$11.6M	AAPL, MSFT, DOL, SLYV, DIS	13F-HR	1/19/2022, 11:24 AM
Q3 2021	908	$177M	+$5.08M	-$2.85M	+$2.23M	AAPL, DIS, SLYV, MSFT, DOL	13F-HR	11/1/2021, 04:23 PM
Q2 2021	851	$178M	+$21.5M	-$1.97M	+$19.5M	AAPL, DIS, SLYV, MSFT, DOL	13F-HR	8/2/2021, 03:10 PM
Q1 2021	761	$152M	+$13M	-$2.51M	+$10.5M	AAPL, DIS, SLYV, MSFT, INCY	13F-HR	4/30/2021, 01:23 PM
Q4 2020	709	$134M	+$29.3M	-$2.1M	+$27.2M	AAPL, DIS, INCY, MSFT, SLYV	13F-HR	1/29/2021, 12:04 PM
Q3 2020	112	$97.5M	+$13.1M	-$2.11M	+$11M	AAPL, DIS, INCY, MSFT, DOL	13F-HR	11/2/2020, 04:35 PM
Q2 2020	98	$87.2M	+$6.01M	-$28.4M	-$22.4M	AAPL, DIS, INCY, MSFT, JNJ	13F-HR	8/7/2020, 11:04 AM
Q1 2020	676	$97.4M	+$29.2M	-$15.6M	+$13.5M	DOL, DIS, AAPL, INCY, MSFT	13F-HR	5/5/2020, 01:18 PM
Q4 2019	111	$107M	$0	$0		DIS, AAPL, INCY, MSFT, XOM	13F-HR	2/11/2020, 02:19 PM

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