Key F Inancial Inc Portfolio Holdings
Key F Inancial Inc
- $453 Million
- Q1 2025
Key F Inancial Inc has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $453 Million distributed in 1387 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.6M, Wisdomtree Tr Intl Largecap Di with a value of $16.8M, Wisdomtree U.S. Smallcap Fund with a value of $15.5M, Wiswisdomtree Tr with a value of $15.5M, and Ishares U.S. Treasury Bond ETF with a value of $13.9M.
Examining the 13F form we can see an increase of $19.7M in the current position value, from $433M to 453M.
Below you can find more details about Key F Inancial Inc portfolio as well as his latest detailed transactions.
Portfolio value
$453 Million
ETFs: $290 Million
Technology: $51.3 Million
Healthcare: $22.8 Million
Financial Services: $22.3 Million
Consumer Cyclical: $14.3 Million
Industrials: $13 Million
Consumer Defensive: $11.2 Million
Energy: $9.84 Million
Other: $17.8 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 1,387
- Current Value $453 Million
- Prior Value $433 Million
- Filing
- Period Q1 2025
- Filing Date May 01, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 37 stocks
- Additional Purchases 189 stocks
- Sold out of 0 stocks
- Reduced holdings in 121 stocks