Key Financial Inc
1,397 holdingsFiling period: 2026-03-31Current AUM: $625.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 103.5K | $26.3M | $32.0M | 5.11% | +6.3K | 2026-03-31 |
| 2 | DOL | WISDOMTREE TR | 321.3K | $21.8M | $24.2M | 3.87% | +1.1K | 2026-03-31 |
| 3 | DNL | WISDOMTREE TR | 462.8K | $18.7M | $20.8M | 3.33% | +10.6K | 2026-03-31 |
| 4 | GOVT | ISHARES TR | 773.3K | $17.7M | $17.4M | 2.77% | +67.9K | 2026-03-31 |
| 5 | SLYV | SPDR SERIES TRUST | 183.0K | $17.3M | $19.9M | 3.17% | +1.4K | 2026-03-31 |
| 6 | EES | WISDOMTREE TR | 288.0K | $16.7M | $19.5M | 3.11% | +4.0K | 2026-03-31 |
| 7 | BUFR | FIRST TR EXCHNG TRADED FD VI | 410.4K | $13.9M | $15.1M | 2.41% | -1,401 | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 28.7K | $10.6M | $13.3M | 2.13% | +960 | 2026-03-31 |
| 9 | EFG | ISHARES TR | 90.0K | $10.0M | $10.9M | 1.75% | +10.1K | 2026-03-31 |
| 10 | FICS | FIRST TR EXCHANGE TRADED FD | 249.7K | $9.7M | $10.6M | 1.69% | +2.7K | 2026-03-31 |
| 11 | SPYV | SPDR SERIES TRUST | 152.0K | $8.6M | $9.4M | 1.51% | +3.2K | 2026-03-31 |
| 12 | DLN | WISDOMTREE TR | 95.5K | $8.5M | $9.4M | 1.51% | +908 | 2026-03-31 |
| 13 | BSMR | INVESCO EXCH TRD SLF IDX FD | 342.1K | $8.1M | $8.1M | 1.29% | +33.3K | 2026-03-31 |
| 14 | SPYG | SPDR SERIES TRUST | 82.6K | $8.1M | $9.7M | 1.55% | +5.1K | 2026-03-31 |
| 15 | XOM | EXXON MOBIL CORP | 47.4K | $8.0M | $7.4M | 1.18% | -502 | 2026-03-31 |
| 16 | XOM | EXXON MOBIL CORP | 47.4K | $8.0M | $7.4M | 1.18% | -502 | 2026-03-31 |
| 17 | SLYG | SPDR SERIES TRUST | 83.1K | $8.0M | $9.6M | 1.53% | +52 | 2026-03-31 |
| 18 | JIG | J P MORGAN EXCHANGE TRADED F | 101.9K | $7.6M | $8.3M | 1.32% | +1.8K | 2026-03-31 |
| 19 | FPEI | FIRST TR EXCH TRADED FD III | 395.5K | $7.5M | $7.5M | 1.21% | -3,326 | 2026-03-31 |
| 20 | SPTI | SPDR SERIES TRUST | 237.7K | $6.8M | $6.7M | 1.07% | +1.9K | 2026-03-31 |
| 21 | JPM | JPMORGAN CHASE & CO | 22.1K | $6.5M | $7.8M | 1.24% | +463 | 2026-03-31 |
| 22 | AVGO | BROADCOM INC | 20.5K | $6.3M | $8.0M | 1.27% | +238 | 2026-03-31 |
| 23 | JNJ | JOHNSON & JOHNSON | 25.9K | $6.3M | $6.6M | 1.06% | +2.1K | 2026-03-31 |
| 24 | SPTS | SPDR SERIES TRUST | 208.5K | $6.1M | $6.0M | 0.96% | -2,128 | 2026-03-31 |
| 25 | NVDA | NVIDIA CORPORATION | 33.7K | $5.9M | $6.8M | 1.08% | -1,134 | 2026-03-31 |
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