Notify me when Key FInancial Inc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,440 | $547,930,394 | +$17,254,636 | -$15,023,178 | +$2,231,458 | AAPL, DOL, DNL, SLYV, GOVT | 13F-HR | 09 Feb 2026, 16:03 |
| Q3 2025 | 1,459 | $541,203,420 | +$19,927,692 | -$8,528,839 | +$11,398,853 | AAPL, DOL, DNL, SLYV, GOVT | 13F-HR | 05 Nov 2025, 17:17 |
| Q2 2025 | 1,437 | $496,933,946 | +$24,161,052 | -$14,175,190 | +$9,985,862 | AAPL, DOL, DNL, SLYV, MSFT | 13F-HR | 05 Aug 2025, 13:33 |
| Q1 2025 | 1,383 | $459,545,243 | +$32,156,474 | -$5,447,965 | +$26,708,509 | AAPL, DOL, EES, DNL, GOVT | 13F-HR | 01 May 2025, 17:14 |
| Q4 2024 | 1,381 | $439,909,667 | +$17,212,494 | -$24,008,257 | -$6,795,763 | AAPL, DNL, DOL, SLYV, GOVT | 13F-HR | 31 Jan 2025, 14:59 |
| Q3 2024 | 1,351 | $452,478,363 | +$18,194,047 | -$3,664,720 | +$14,529,327 | AAPL, FPEI, DNL, DOL, SLYV | 13F-HR | 29 Oct 2024, 09:35 |
| Q2 2024 | 1,339 | $417,188,598 | +$29,985,050 | -$5,171,353 | +$24,813,697 | AAPL, DNL, FPEI, DOL, MSFT | 13F-HR | 29 Jul 2024, 17:52 |
| Q1 2024 | 1,308 | $391,832,630 | +$16,245,576 | -$8,222,436 | +$8,023,140 | AAPL, FPEI, DNL, DOL, SLYV | Restatement | 13 May 2024, 16:21 |
| Q4 2023 | 1,315 | $365,628,033 | +$46,292,155 | -$5,096,609 | +$41,195,546 | AAPL, FPEI, DNL, DOL, SLYV | 13F-HR | 31 Jan 2024, 09:22 |
| Q3 2023 | 1,341 | $296,469,064 | +$13,030,650 | -$3,986,763 | +$9,043,887 | AAPL, DNL, DOL, SLYV, MSFT | 13F-HR | 01 Nov 2023, 13:36 |
| Q2 2023 | 1,382 | $301,682,232 | +$19,497,948 | -$4,079,211 | +$15,418,737 | AAPL, DNL, DOL, SLYV, MSFT | 13F-HR | 28 Jul 2023, 12:37 |
| Q1 2023 | 1,166 | $274,253,768 | +$38,597,470 | -$7,238,138 | +$31,359,332 | AAPL, DNL, DOL, EFG, SLYV | 13F-HR | 02 May 2023, 10:09 |
| Q4 2022 | 1,171 | $191,685,357 | +$15,661 | -$993,000 | -$977,339 | AAPL, DOL, DNL, EFG, SLYV | 13F-HR | 26 Jan 2023, 14:49 |
| Q3 2022 | 1,106 | $212,582,000 | +$44,278,236 | -$2,248,037 | +$42,030,199 | AAPL, DOL, DNL, EFG, SLYV | 13F-HR | 28 Oct 2022, 15:20 |
| Q2 2022 | 1,079 | $184,530,000 | +$17,948,616 | -$4,599,340 | +$13,349,276 | AAPL, DOL, SLYV, MSFT, DNL | 13F-HR | 26 Jul 2022, 15:39 |
| Q1 2022 | 1,058 | $201,104,000 | +$17,922,461 | -$8,488,191 | +$9,434,270 | AAPL, DOL, SLYV, MSFT, DIS | 13F-HR | 27 Apr 2022, 12:57 |
| Q4 2021 | 946 | $199,524,000 | +$14,953,401 | -$3,383,074 | +$11,570,327 | AAPL, MSFT, DOL, SLYV, DIS | 13F-HR | 19 Jan 2022, 11:24 |
| Q3 2021 | 908 | $176,608,000 | +$5,076,436 | -$2,845,389 | +$2,231,047 | AAPL, DIS, SLYV, MSFT, DOL | 13F-HR | 01 Nov 2021, 16:23 |
| Q2 2021 | 851 | $178,451,000 | +$21,480,430 | -$1,973,349 | +$19,507,081 | AAPL, DIS, SLYV, MSFT, DOL | 13F-HR | 02 Aug 2021, 15:10 |
| Q1 2021 | 761 | $151,659,000 | +$12,961,593 | -$2,505,406 | +$10,456,187 | AAPL, DIS, SLYV, MSFT, INCY | 13F-HR | 30 Apr 2021, 13:23 |
| Q4 2020 | 709 | $134,309,000 | +$29,323,005 | -$2,099,920 | +$27,223,085 | AAPL, DIS, INCY, MSFT, SLYV | 13F-HR | 29 Jan 2021, 12:04 |
| Q3 2020 | 112 | $97,499,000 | +$13,072,214 | -$2,107,266 | +$10,964,948 | AAPL, DIS, INCY, MSFT, DOL | 13F-HR | 02 Nov 2020, 16:35 |
| Q2 2020 | 98 | $87,221,000 | +$6,005,437 | -$28,401,569 | -$22,396,132 | AAPL, DIS, INCY, MSFT, JNJ | 13F-HR | 07 Aug 2020, 11:04 |
| Q1 2020 | 676 | $97,435,000 | +$29,164,999 | -$15,632,072 | +$13,532,927 | DOL, DIS, AAPL, INCY, MSFT | 13F-HR | 05 May 2020, 13:18 |
| Q4 2019 | 111 | $106,612,000 | $0 | $0 | $0 | DIS, AAPL, INCY, MSFT, XOM | 13F-HR | 11 Feb 2020, 14:19 |