Key F Inancial Inc Portfolio Holdings
Key F Inancial Inc
- $433 Million
- Q4 2024
Key F Inancial Inc has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $433 Million distributed in 1385 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $24.6M, Wiswisdomtree Tr with a value of $15.7M, Wisdomtree Tr Intl Largecap Di with a value of $14.7M, Spdr S&P 600 Small Cap Value E with a value of $14.2M, and Ishares U.S. Treasury Bond ETF with a value of $12.2M.
Examining the 13F form we can see an decrease of $13M in the current position value, from $446M to 433M.
Below you can find more details about Key F Inancial Inc portfolio as well as his latest detailed transactions.
Portfolio value
$433 Million
ETFs: $264 Million
Technology: $57.9 Million
Financial Services: $21.8 Million
Healthcare: $21.4 Million
Consumer Cyclical: $15.7 Million
Industrials: $13.4 Million
Consumer Defensive: $10.9 Million
Communication Services: $10.9 Million
Other: $16.9 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 1,385
- Current Value $433 Million
- Prior Value $446 Million
- Filing
- Period Q4 2024
- Filing Date January 31, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 60 stocks
- Additional Purchases 288 stocks
- Sold out of 0 stocks
- Reduced holdings in 112 stocks