Key F Inancial Inc Reduced Holdings in Q2 2025

Key F Inancial Inc

  • $488 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-61.4K
- 19.37%
$42.54 - $50.99 $2.61M - $3.13M
256K $13M
UNH
Unitedhealth Group Inc

Healthcare
-184
- 4.73%
$274.35 - $599.47 $50.5K - $110K
3.71K $1.16M
JNJ
Johnson & Johnson

Healthcare
-2.6K
- 9.59%
$146.36 - $159.82 $381K - $416K
24.5K $3.75M
XOM
Exxon Mobil Corp

Energy
-142
- 0.29%
$99.93 - $119.04 $14.2K - $16.9K
49.1K $5.29M
BA
Boeing CO

Industrials
-2.92K
- 79.35%
$136.59 - $217.51 $398K - $634K
759 $159K
ABBV
Abb Vie Inc.

Healthcare
-27
- 0.17%
$170.16 - $206.27 $4.59K - $5.57K
16K $2.97M
PEG
Public Service Enterprise Group Inc

Utilities
-4.61K
- 65.18%
$77.13 - $84.18 $356K - $388K
2.46K $207K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-10.4K
- 5.86%
$28.02 - $32.37 $292K - $337K
167K $5.32M
MRK
Merck & Co., Inc.

Healthcare
-402
- 1.62%
$73.47 - $87.12 $29.5K - $35K
24.4K $1.93M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-5.66K
- 85.24%
$48.13 - $49.85 $272K - $282K
979 $48K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-9.37K
- 4.06%
$29.07 - $29.38 $273K - $275K
221K $6.48M
LVHD
Franklin U.S. Low Volatility H

ETFs
-6.2K
- 70.45%
$37.37 - $40.85 $232K - $253K
2.6K $103K
PG
Procter & Gamble CO

Consumer Defensive
-364
- 2.05%
$157.66 - $172.39 $57.4K - $62.7K
17.4K $2.76M
SPMD
Spdr Portfolio

ETFs
-5.74K
- 16.79%
$44.89 - $54.38 $257K - $312K
28.4K $1.55M
MCD
Mcdonalds Corp

Consumer Cyclical
-12
- 0.15%
$285.55 - $321.23 $3.43K - $3.85K
8.02K $2.34M
LLY
Eli Lilly & CO

Healthcare
-155
- 17.45%
$713.71 - $898.95 $111K - $139K
733 $571K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-6.93K
- 2.89%
$28.21 - $28.85 $195K - $200K
233K $6.69M
PFE
Pfizer Inc

Healthcare
-3.12K
- 4.61%
$21.59 - $24.84 $67.3K - $77.4K
64.4K $1.56M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.46K
- 17.03%
$90.56 - $109.49 $132K - $160K
7.11K $777K
YUM
Yum Brands Inc

Consumer Cyclical
-485
- 11.85%
$138.36 - $161.45 $67.1K - $78.3K
3.61K $534K
QDF
Flexshares Quality Dividend In

ETFs
-1.61K
- 45.93%
$59.99 - $73.18 $96.5K - $118K
1.89K $138K
BMY
Bristol Myers Squibb CO

Healthcare
-136
- 2.16%
$44.12 - $59.6 $6K - $8.11K
6.15K $284K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-1.49K
- 15.8%
$68.45 - $79.52 $102K - $119K
7.94K $631K
ETN
Eaton Corp PLC

Industrials
-621
- 36.66%
$246.52 - $356.99 $153K - $222K
1.07K $383K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-2.3K
- 58.71%
$31.07 - $32.25 $71.5K - $74.2K
1.62K $51K
KO
Coca Cola CO

Consumer Defensive
-734
- 3.09%
$68.37 - $73.9 $50.2K - $54.2K
23K $1.63M
VV
Vanguard Large Cap ETF

ETFs
-800
- 14.38%
$228.25 - $285.3 $183K - $228K
4.76K $1.36M
BDX
Becton Dickinson & CO

Healthcare
-249
- 62.72%
$165.15 - $226.42 $41.1K - $56.4K
148 $25K
VNQ
Vanguard Specialized Funds Van

ETFs
-601
- 8.49%
$79.79 - $91.42 $48K - $54.9K
6.47K $576K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-9.42K
- 9.27%
$34.72 - $42.74 $327K - $403K
92.2K $3.94M
PLD
Prologis, Inc.

Real Estate
-515
- 55.38%
$89.76 - $112.34 $46.2K - $57.9K
415 $43K
ACN
Accenture PLC

Technology
-80
- 3.11%
$279.23 - $323.21 $22.3K - $25.9K
2.49K $744K
STBA
S&T Bancorp Inc

Financial Services
-2.69K
- 4.42%
$32.89 - $38.76 $88.3K - $104K
58.1K $2.2M
INTC
Intel Corp

Technology
-2.29K
- 31.13%
$18.13 - $22.69 $41.5K - $52K
5.07K $113K
IWR
Ishares Russell Mid Cap ETF

ETFs
-677
- 58.92%
$74.88 - $91.97 $50.7K - $62.3K
472 $43K
MUB
Ishares National Muni Bond ETF

ETFs
-500
- 68.12%
$102.31 - $105.8 $51.2K - $52.9K
234 $24K
FTSD
Franklin ETF Tr Liberty Short

ETFs
-556
- 97.89%
$90.19 - $91.19 $50.1K - $50.7K
12 $1K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-980
- 82.28%
$37.08 - $42.26 $36.3K - $41.4K
211 $8K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-280
- 6.5%
$121.58 - $136.74 $34K - $38.3K
4.03K $546K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-345
- 39.03%
$90.85 - $102.31 $31.3K - $35.3K
539 $54K
IWS
Ishares Russell Midcap Value E

ETFs
-382
- 16.24%
$110.58 - $132.14 $42.2K - $50.5K
1.97K $260K
SBUX
Starbucks Corp

Consumer Cyclical
-150
- 4.5%
$79.69 - $99.41 $12K - $14.9K
3.19K $292K
ELV
Elevance Health, Inc.

Healthcare
-5
- 0.7%
$372.27 - $452.69 $1.86K - $2.26K
709 $275K
RWR
Spdr Dow Jones Reit ETF

ETFs
-154
- 2.41%
$86.33 - $99.71 $13.3K - $15.4K
6.23K $600K
HD
Home Depot, Inc.

Consumer Cyclical
-85
- 2.95%
$335.24 - $380.78 $28.5K - $32.4K
2.8K $1.03M
LOW
Lowes Companies Inc

Consumer Cyclical
-40
- 2.23%
$210.83 - $235.28 $8.43K - $9.41K
1.75K $388K
CB
Chubb LTD

Financial Services
-86
- 35.54%
$274.32 - $302.46 $23.6K - $26K
156 $45K
GLD
Spdr Gold Trust

ETFs
-146
- 13.73%
$273.71 - $316.29 $40K - $46.2K
917 $279K
CMCSA
Comcast Corp

Communication Services
-508
- 7.21%
$32.84 - $36.72 $16.7K - $18.7K
6.54K $233K
Activity Summary
Buys All Purchases 272 New Holdings 104 Increased Positions 168 Sells All Sells 155 Reductions 155 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Key F Inancial Inc Portfolio

Follow Key F Inancial Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Key F Inancial Inc, based on Form 13F filings with the SEC.

News

Stay updated on Key F Inancial Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email