Key F Inancial Inc Portfolio Holdings
Key F Inancial Inc
- $446 Million
- Q3 2024
Key F Inancial Inc has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $446 Million distributed in 1355 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23.2M, First Tr ETF Iii Instl Pfd Sec with a value of $18.5M, Wiswisdomtree Tr with a value of $16.8M, Wisdomtree Tr Intl Largecap Di with a value of $15.3M, and Spdr S&P 600 Small Cap Value E with a value of $14M.
Examining the 13F form we can see an increase of $34.4M in the current position value, from $412M to 446M.
Below you can find more details about Key F Inancial Inc portfolio as well as his latest detailed transactions.
Portfolio value
$446 Million
ETFs: $274 Million
Technology: $55.7 Million
Healthcare: $24.7 Million
Financial Services: $21.1 Million
Consumer Cyclical: $15.7 Million
Industrials: $13.7 Million
Consumer Defensive: $12.4 Million
Communication Services: $10.3 Million
Other: $18.2 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 1,355
- Current Value $446 Million
- Prior Value $412 Million
- Filing
- Period Q3 2024
- Filing Date October 29, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 29 stocks
- Additional Purchases 288 stocks
- Sold out of 0 stocks
- Reduced holdings in 95 stocks