• 13F History

Key FInancial Inc

13F Filings History

Latest 13F report
Q4 2024 - Jan 31, 2025
Value $
$440M
Signature - Title
Vincent Kailis - Chief Operating Officer
Location
West Chester, PA
Summary
This page shows a list of all the recent 13F filings made by Key FInancial Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Key FInancial Inc reported 1381 stock holdings with total value $440M as of Q4 2024. Top holdings included AAPL, DNL, DOL, SLYV, and GOVT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 1,381 $440M +$17.2M -$24M -$6.8M AAPL, DNL, DOL, SLYV, GOVT 13F-HR 1/31/2025, 02:59 PM
Q3 2024 1,351 $452M +$18.2M -$3.66M +$14.5M AAPL, FPEI, DNL, DOL, SLYV 13F-HR 10/29/2024, 09:35 AM
Q2 2024 1,339 $417M +$30M -$5.17M +$24.8M AAPL, DNL, FPEI, DOL, MSFT 13F-HR 7/29/2024, 05:52 PM
Q1 2024 1,300 $392M +$16.2M -$8.22M +$8.02M AAPL, FPEI, DNL, DOL, SLYV Restatement 5/13/2024, 04:21 PM
Q4 2023 1,313 $366M +$46.3M -$5.09M +$41.2M AAPL, FPEI, DNL, DOL, SLYV 13F-HR 1/31/2024, 09:22 AM
Q3 2023 1,406 $296M +$13M -$3.99M +$9.04M AAPL, DNL, DOL, SLYV, MSFT 13F-HR 11/1/2023, 01:36 PM
Q2 2023 1,381 $302M +$19.5M -$3.02M +$16.5M AAPL, DNL, DOL, SLYV, MSFT 13F-HR 7/28/2023, 12:37 PM
Q1 2023 1,164 $274M +$39.1M -$5.97M +$33.1M AAPL, DNL, DOL, EFG, SLYV 13F-HR 5/2/2023, 10:09 AM
Q4 2022 1,014 $192M +$15.3K +$15.3K AAPL, DOL, DNL, EFG, SLYV 13F-HR 1/26/2023, 01:49 PM
Q3 2022 1,033 $211M +$44.1M -$1.57M +$42.5M AAPL, DOL, DNL, EFG, SLYV 13F-HR 10/28/2022, 03:20 PM
Q2 2022 1,007 $184M +$18M -$3.38M +$14.6M AAPL, DOL, SLYV, MSFT, DNL 13F-HR 7/26/2022, 03:39 PM
Q1 2022 986 $199M +$17.9M -$7.91M +$10M AAPL, DOL, SLYV, MSFT, DIS 13F-HR 4/27/2022, 12:57 PM
Q4 2021 883 $197M +$14.8M -$1.87M +$12.9M AAPL, MSFT, DOL, SLYV, DIS 13F-HR 1/19/2022, 10:24 AM
Q3 2021 893 $177M +$5.09M -$2.85M +$2.24M AAPL, DIS, SLYV, MSFT, DOL 13F-HR 11/1/2021, 04:23 PM
Q2 2021 825 $179M +$21.6M -$1.97M +$19.6M AAPL, DIS, SLYV, MSFT, DOL 13F-HR 8/2/2021, 03:10 PM
Q1 2021 741 $152M +$13M -$2.51M +$10.5M AAPL, DIS, SLYV, MSFT, INCY 13F-HR 4/30/2021, 01:23 PM
Q4 2020 676 $134M +$29.3M -$1.89M +$27.4M AAPL, DIS, INCY, MSFT, SLYV 13F-HR 1/29/2021, 11:04 AM
Q3 2020 112 $97.5M +$13.1M -$1.43M +$11.6M AAPL, DIS, INCY, MSFT, DOL 13F-HR 11/2/2020, 03:35 PM
Q2 2020 98 $87.2M +$6.01M -$10.3M -$4.25M AAPL, DIS, INCY, MSFT, JNJ 13F-HR 8/7/2020, 11:04 AM
Q1 2020 634 $97.4M +$29.2M -$15.6M +$13.6M DOL, DIS, AAPL, INCY, MSFT 13F-HR 5/5/2020, 01:18 PM
Q4 2019 111 $107M DIS, AAPL, INCY, MSFT, XOM 13F-HR 2/11/2020, 01:19 PM