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Home > Institutional Investor > Key Financial Inc > 13F Holdings

Instuitional Investor - Key Financial Inc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 97,691 $24,955,109 4.61%
2.
Watford Holdings Ltd.
 WTRE 321,756 $20,203,059 3.73%
3.
Watford Holdings Ltd.
 WTRE 452,732 $18,575,594 3.43%
4.
Spdr Series Trust
 187,938 $16,767,801 3.1%
5.
Ishares Tr - US TREAS BD ETF
 674,319 $15,576,764 2.88%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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