Key FInancial Inc

Q3 2025 13F-HR Holdings

Location
West Chester, PA
Holdings as of
9/30/2025
Date filed
11/5/2025
Form type
13F-HR
Num holdings
1,459
Total value ($000)
$541,206
Net value change ($000)
+44,269 (8.9%)
New positions
67
Sold out positions
45
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2025 Next filing: 2/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 4,631 22.8%
EES 2,387 18.3%
ORCL 2,378 139.1%
SLYV 1,779 11.9%
GOVT 1,597 11.4%
NVDA 1,223 23.6%
GOOGL 1,202 40.8%
DNL 1,150 6.6%
AVGO 1,108 20.1%
DOL 1,077 5.6%
Top Reduces (Value $000, Stocks/ETFs)
CI -504 -14.2%
FISV -409 -26.9%
BND -393 -62.6%
KMB -327 -78.2%
IWP -320 -23.1%
PM -299 -61.3%
CTVA -289 -57.0%
DIS -270 -27.6%
AMZN -268 -4.7%
VNQ -265 -45.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type