Key FInancial Inc - Portfolio overview

Key FInancial Inc has 1541 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 4.81%
2. DOL - WISDOMTREE TR, 4.01%
3. DNL - WISDOMTREE TR, 3.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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