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Key FInancial

Latest statistics and disclosures from Key FInancial's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, FPEI, DNL, DOL, SLYV, and represent 19.30% of Key FInancial's stock portfolio.
Added to shares of these 10 stocks: BSMS, BSMR, FPEI, IDCC, SLYV, SPTS, SPTI, SBS, IJH, SLYG.
Started 20 new stock positions in TCRT, URA, EFAX, BBVA, FTSL, FJUN, INKM, WDIV, GAL, BSMW. XJUL, BBSC, HYLS, TCPC, FPE, BKEM, Aurora Cannabis, IVOG, ILDR, XITK.
Reduced shares in these 10 stocks: BSMO, BSMQ, BSMP, DIS, AMZN, HD, GOOGL, AAPL, XOM, MSFT.
Sold out of its positions in AMRC, Aurora Cannabis, BSAC, BBN, Blackrock Kelso Capital, Etf Managers Tr purefunds ise cy, Etf Managers Tr tierra xp latin, Etf Managers Tr bluestar ta big, FTEC, FTXG.
Key FInancial was a net buyer of stock by $8.0M.
Key FInancial has $392M in assets under management (AUM), dropping by 7.17%.
Central Index Key (CIK): 0001801720

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Portfolio Holdings for Key FInancial

Key FInancial holds 1308 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Key FInancial has 1308 total positions. Only the first 250 positions are shown.

Sign up to view all of the Key FInancial March 31, 2024 positions
Download the Key FInancial March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.5	$18M		103k	171.48	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	4.1	$16M	+5%	883k	18.22	View chart
Wisdomtree Tr Glb Us Qtly Div (DNL)	4.0	$16M	+3%	404k	38.89	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	3.6	$14M		273k	51.71	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	3.1	$12M	+5%	145k	82.97	View chart
Microsoft Corporation (MSFT)	3.1	$12M	-2%	29k	420.72	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.5	$10M	+4%	438k	22.77	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.4	$9.6M		92k	103.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)	2.2	$8.6M	+5%	309k	27.96	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	1.8	$7.1M		142k	50.10	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	1.6	$6.4M	+8%	73k	87.23	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	1.6	$6.3M		87k	72.19	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.6	$6.2M		85k	73.15	View chart
Exxon Mobil Corporation (XOM)	1.5	$6.0M	-4%	51k	116.24	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	1.5	$6.0M	+10%	206k	28.92	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	1.5	$5.8M	+21%	246k	23.66	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	1.4	$5.7M	+10%	201k	28.18	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	1.4	$5.3M		163k	32.68	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	1.2	$4.9M		78k	62.96	View chart
Amazon (AMZN)	1.2	$4.8M	-9%	27k	180.38	View chart
JPMorgan Chase & Co. (JPM)	1.2	$4.6M		23k	200.30	View chart
Johnson & Johnson (JNJ)	1.1	$4.4M		28k	158.19	View chart
First Tr Exchange-traded Intl Dev Strngth (FICS)	1.1	$4.1M	+7%	118k	34.98	View chart
Walt Disney Company (DIS)	0.9	$3.5M	-14%	29k	122.36	View chart
Merck & Co (MRK)	0.9	$3.4M		26k	131.95	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.9	$3.4M	+141%	147k	23.48	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$3.4M		10k	337.05	View chart
Procter & Gamble Company (PG)	0.9	$3.4M		21k	162.25	View chart
Broadcom (AVGO)	0.8	$3.3M		2.5k	1325.41	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.8	$3.2M		88k	36.19	View chart
Abbvie (ABBV)	0.7	$2.8M	+2%	15k	182.10	View chart
Ishares Tr Eafe Value Etf (EFV)	0.7	$2.7M		50k	54.40	View chart
Automatic Data Processing (ADP)	0.7	$2.7M		11k	249.74	View chart
NVIDIA Corporation (NVDA)	0.7	$2.7M	+15%	3.0k	903.56	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$2.3M	-11%	15k	150.93	View chart
McDonald's Corporation (MCD)	0.6	$2.3M		8.0k	281.95	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$2.2M		26k	84.44	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.5	$2.1M	+14%	92k	23.24	View chart
Abbott Laboratories (ABT)	0.5	$2.1M	+24%	19k	113.66	View chart
Pfizer (PFE)	0.5	$2.0M		73k	27.75	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.5	$2.0M	+4%	37k	54.80	View chart
S&T Ban (STBA)	0.5	$2.0M	-2%	61k	32.08	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.5	$1.9M		85k	22.12	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.5	$1.9M		88k	21.31	View chart
UnitedHealth (UNH)	0.5	$1.8M		3.7k	494.70	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.5	$1.8M		23k	79.83	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.8M	-3%	3.3k	525.71	View chart
Pepsi (PEP)	0.4	$1.7M		9.6k	175.01	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.4	$1.6M		19k	87.29	View chart
Home Depot (HD)	0.4	$1.6M	-22%	4.2k	383.58	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.6M		3.7k	420.52	View chart
Boeing Company (BA)	0.4	$1.5M		8.0k	192.99	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$1.5M		4.3k	344.22	View chart
Fiserv (FI)	0.4	$1.4M		8.8k	159.82	View chart
Coca-Cola Company (KO)	0.4	$1.4M	-6%	23k	61.18	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$1.4M		7.7k	179.11	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.3M		2.00	634440.00	View chart
Chevron Corporation (CVX)	0.3	$1.3M	+2%	8.0k	157.74	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.3	$1.3M	-2%	17k	73.04	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.2M		7.6k	162.86	View chart
Verizon Communications (VZ)	0.3	$1.2M		29k	41.96	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$1.2M		3.4k	346.61	View chart
Marathon Petroleum Corp (MPC)	0.3	$1.2M	-4%	5.8k	201.50	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.3	$1.2M	+14%	22k	53.34	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$1.1M		10k	114.14	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$1.1M		3.8k	288.03	View chart
Moody's Corporation (MCO)	0.3	$1.1M	-5%	2.8k	393.03	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.1M		7.0k	152.26	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.0M		4.0k	259.90	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$1.0M	-3%	31k	32.23	View chart
Caterpillar (CAT)	0.3	$1.0M		2.7k	366.43	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$975k		4.6k	210.30	View chart
Cisco Systems (CSCO)	0.2	$974k	-2%	20k	49.91	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$954k		14k	70.00	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$953k		1.8k	524.34	View chart
Norfolk Southern (NSC)	0.2	$912k		3.6k	254.87	View chart
Fulton Financial (FULT)	0.2	$912k		57k	15.89	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$908k		6.9k	130.73	View chart
Bank of America Corporation (BAC)	0.2	$904k		24k	37.92	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$889k		7.3k	120.99	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.2	$881k	+52%	42k	20.97	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP)	0.2	$878k	-49%	36k	24.34	View chart
Essential Utils (WTRG)	0.2	$870k		24k	37.05	View chart
Yum! Brands (YUM)	0.2	$854k		6.2k	138.65	View chart
Hershey Company (HSY)	0.2	$848k		4.4k	194.50	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.2	$847k	-5%	24k	35.15	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO)	0.2	$824k	-53%	33k	24.78	View chart
Oracle Corporation (ORCL)	0.2	$819k	-5%	6.5k	125.61	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$814k		1.6k	523.02	View chart
TJX Companies (TJX)	0.2	$812k	-3%	8.0k	101.42	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.2	$802k	+55%	39k	20.43	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.2	$773k		26k	29.55	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$769k	+39%	18k	43.04	View chart
salesforce (CRM)	0.2	$767k		2.5k	301.18	View chart
Lockheed Martin Corporation (LMT)	0.2	$763k		1.7k	454.87	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$761k	-2%	1.7k	444.12	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$760k		6.9k	110.52	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$740k		15k	50.17	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.2	$719k	-55%	31k	23.57	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$710k		17k	40.90	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$702k		7.7k	91.25	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$692k		8.0k	86.48	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$687k	+171%	36k	19.21	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.2	$682k		14k	49.65	View chart
InterDigital (IDCC)	0.2	$681k	+1500%	6.4k	106.46	View chart
Tesla Motors (TSLA)	0.2	$677k	+5%	3.9k	175.79	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$673k		8.3k	80.63	View chart
General Mills (GIS)	0.2	$656k		9.4k	69.97	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$650k	+386%	11k	60.74	View chart
Meta Platforms Cl A (META)	0.2	$646k	+6%	1.3k	485.58	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.2	$634k	+103%	28k	22.95	View chart
Toll Brothers (TOL)	0.2	$630k		4.9k	129.37	View chart
Palantir Technologies Cl A (PLTR)	0.2	$627k		27k	23.01	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$619k		8.5k	72.63	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$615k	+30%	10k	60.42	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$607k	-10%	15k	41.77	View chart
Stryker Corporation (SYK)	0.2	$598k		1.7k	357.87	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$594k	-4%	2.3k	260.72	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$593k		3.2k	186.81	View chart
Qualcomm (QCOM)	0.2	$589k		3.5k	169.30	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.1	$587k	-4%	6.2k	94.25	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$578k		3.7k	155.91	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$578k	+64%	16k	35.84	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$566k		11k	51.60	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$565k	-16%	8.3k	67.75	View chart
Eli Lilly & Co. (LLY)	0.1	$563k		724.00	777.96	View chart
At&t (T)	0.1	$553k		31k	17.60	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$552k		4.2k	131.24	View chart
Visa Com Cl A (V)	0.1	$548k		2.0k	279.08	View chart
Mastercard Incorporated Cl A (MA)	0.1	$544k	-11%	1.1k	481.57	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$540k	+3%	8.8k	61.53	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)	0.1	$539k	+122%	24k	22.73	View chart
Companhia De Saneamento Basi Sponsored Adr (SBS)	0.1	$536k	+3734%	32k	16.83	View chart
Raytheon Technologies Corp (RTX)	0.1	$531k	-5%	5.4k	97.53	View chart
Lowe's Companies (LOW)	0.1	$526k	+5%	2.1k	254.73	View chart
Dominion Resources (D)	0.1	$520k		11k	49.19	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$503k		4.9k	102.76	View chart
Novo-nordisk A S Adr (NVO)	0.1	$497k	-10%	3.9k	128.40	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$488k		6.2k	78.56	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$480k		3.0k	158.81	View chart
Public Service Enterprise (PEG)	0.1	$472k		7.1k	66.78	View chart
Laboratory Corp Amer Hldgs Com New (LH)	0.1	$470k		2.2k	218.46	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$470k		6.3k	74.22	View chart
Kimberly-Clark Corporation (KMB)	0.1	$468k		3.6k	129.35	View chart
CVS Caremark Corporation (CVS)	0.1	$468k		5.9k	79.76	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$466k		11k	42.12	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$458k		7.9k	57.86	View chart
BlackRock (BLK)	0.1	$450k		540.00	833.70	View chart
Thomson Reuters Corp. (TRI)	0.1	$449k	-24%	2.9k	155.79	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$438k	-4%	4.6k	94.41	View chart
Union Pacific Corporation (UNP)	0.1	$432k	-6%	1.8k	245.93	View chart
Costco Wholesale Corporation (COST)	0.1	$426k		581.00	732.63	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$424k	-12%	2.3k	182.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$423k	-7%	880.00	480.70	View chart
Sony Group Corp Sponsored Adr (SONY)	0.1	$416k	-8%	4.9k	85.74	View chart
Consolidated Edison (ED)	0.1	$412k		4.5k	90.80	View chart
Marriott Intl Cl A (MAR)	0.1	$409k		1.6k	252.31	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$401k	+14%	8.2k	48.77	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$399k		5.0k	79.86	View chart
International Business Machines (IBM)	0.1	$399k		2.1k	190.96	View chart
Corteva (CTVA)	0.1	$398k		6.9k	57.67	View chart
Paychex (PAYX)	0.1	$395k		3.2k	122.80	View chart
United Rentals (URI)	0.1	$392k		544.00	721.11	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.1	$380k	+191%	16k	23.18	View chart
Constellation Energy (CEG)	0.1	$380k		2.1k	184.85	View chart
Thermo Fisher Scientific (TMO)	0.1	$378k		650.00	581.21	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$378k		1.4k	270.80	View chart
Bristol Myers Squibb (BMY)	0.1	$376k		6.9k	54.23	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$371k		5.2k	70.73	View chart
Intel Corporation (INTC)	0.1	$369k		8.3k	44.17	View chart
Advanced Micro Devices (AMD)	0.1	$368k	+5%	2.0k	180.49	View chart
Amgen (AMGN)	0.1	$367k		1.3k	284.32	View chart
Pinnacle West Capital Corporation (PNW)	0.1	$366k		4.9k	74.73	View chart
American Tower Reit (AMT)	0.1	$350k		1.8k	197.59	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$348k		8.5k	41.08	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$344k		11k	32.48	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.1	$344k		2.8k	120.62	View chart
AFLAC Incorporated (AFL)	0.1	$332k		3.9k	85.86	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$331k		2.0k	164.35	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$325k		2.6k	125.33	View chart
3M Company (MMM)	0.1	$320k		3.0k	106.08	View chart
Gilead Sciences (GILD)	0.1	$319k		4.4k	73.25	View chart
Eaton Corp SHS (ETN)	0.1	$310k		991.00	312.68	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$305k		1.3k	228.58	View chart
Novartis Sponsored Adr (NVS)	0.1	$304k		3.1k	96.73	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.1	$300k	+24%	6.5k	46.57	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$295k		306.00	962.49	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$292k		12k	23.46	View chart
F5 Networks (FFIV)	0.1	$285k	+30000%	1.5k	189.59	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$285k		5.6k	50.60	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$282k	-13%	1.9k	147.70	View chart
Invesco Exchng Trad Slf Inde Bulletshs 32 Mun (BSMW)	0.1	$282k	NEW	11k	25.52	View chart
Comcast Corp Cl A (CMCSA)	0.1	$280k		6.5k	43.35	View chart
Honeywell International (HON)	0.1	$279k		1.4k	205.25	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.1	$279k	+12%	4.6k	60.48	View chart
American Express Company (AXP)	0.1	$276k		1.2k	227.69	View chart
Vanguard World Industrial Etf (VIS)	0.1	$276k		1.1k	244.15	View chart
Starbucks Corporation (SBUX)	0.1	$274k		3.0k	91.39	View chart
Wal-Mart Stores (WMT)	0.1	$271k	+200%	4.5k	60.17	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$269k		2.0k	135.06	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$262k		826.00	317.73	View chart
Nextera Energy (NEE)	0.1	$257k	-24%	4.0k	63.91	View chart
Rockwell Automation (ROK)	0.1	$252k		866.00	291.33	View chart
Corning Incorporated (GLW)	0.1	$247k		7.5k	32.96	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$246k		4.5k	54.43	View chart
Travelers Companies (TRV)	0.1	$245k		1.1k	230.14	View chart
Morgan Stanley Com New (MS)	0.1	$244k		2.6k	94.15	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$241k		4.6k	52.47	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$240k		3.7k	64.40	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$238k		1.2k	191.88	View chart
Broadridge Financial Solutions (BR)	0.1	$237k		1.2k	204.86	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$236k	+10%	5.6k	41.84	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$233k		3.9k	60.30	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.1	$231k		3.5k	65.91	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$230k		2.3k	101.80	View chart
Exelon Corporation (EXC)	0.1	$228k		6.1k	37.57	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$225k	-3%	4.7k	47.89	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$224k		3.9k	58.06	View chart
Citigroup Com New (C)	0.1	$222k		3.5k	63.24	View chart
Edwards Lifesciences (EW)	0.1	$221k	-20%	2.3k	95.56	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$220k		1.9k	115.30	View chart
Hess (HES)	0.1	$217k		1.4k	152.64	View chart
Spdr Ser Tr Ice Pfd Sec Etf (PSK)	0.1	$214k	-3%	6.1k	34.87	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$214k		2.8k	77.31	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$213k		2.0k	108.92	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$211k		4.4k	48.18	View chart
PNC Financial Services (PNC)	0.1	$207k		1.3k	161.65	View chart
Philip Morris International (PM)	0.1	$207k		2.3k	91.62	View chart
Icon SHS (ICLR)	0.1	$203k		603.00	335.95	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$202k		2.2k	89.90	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$198k		3.1k	63.33	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$198k		5.0k	39.66	View chart
L3harris Technologies (LHX)	0.0	$192k	-20%	901.00	213.10	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$191k	-31%	4.0k	47.44	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.0	$188k		2.7k	69.67	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$185k		2.4k	76.03	View chart
Ecolab (ECL)	0.0	$184k		798.00	230.90	View chart
T. Rowe Price (TROW)	0.0	$180k		1.5k	121.92	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$178k		950.00	187.35	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$177k		1.9k	93.48	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$176k	+10%	550.00	320.59	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$176k	-8%	2.1k	83.58	View chart
State Street Corporation (STT)	0.0	$175k		2.3k	77.32	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$175k		1.5k	118.29	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$174k		1.5k	116.84	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$172k		838.00	205.72	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$170k		2.3k	74.81	View chart
Wisdomtree Tr Artificial Intel (WTAI)	0.0	$167k	+60%	8.0k	20.77	View chart
S&p Global (SPGI)	0.0	$166k	-22%	391.00	425.45	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$166k	+66%	1.3k	123.18	View chart

Past Filings by Key FInancial

SEC 13F filings are viewable for Key FInancial going back to 2019

Key FInancial 2024 Q1 restated filed May 13, 2024
Key FInancial 2024 Q1 filed May 1, 2024
Key FInancial 2023 Q4 filed Jan. 31, 2024
Key FInancial 2023 Q3 filed Nov. 1, 2023
Key FInancial 2023 Q2 filed July 28, 2023
Key FInancial 2023 Q1 filed May 2, 2023
Key FInancial 2022 Q4 filed Jan. 26, 2023
Key FInancial 2022 Q3 filed Oct. 28, 2022
Key FInancial 2022 Q2 filed July 26, 2022
Key FInancial 2022 Q1 filed April 27, 2022
Key FInancial 2021 Q4 filed Jan. 19, 2022
Key FInancial 2021 Q3 filed Nov. 1, 2021
Key FInancial 2021 Q2 filed Aug. 2, 2021
Key FInancial 2021 Q1 filed April 30, 2021
Key FInancial 2020 Q4 filed Jan. 29, 2021
Key FInancial 2020 Q3 filed Nov. 2, 2020

View all past filings

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