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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, DOL, DNL, SLYV, GOVT, and represent 17.75% of Key FInancial's stock portfolio.
Added to shares of these 10 stocks: ORCL, GOVT, EES, MRBK, DNL, VOO, DTD, FICS, VUG, IBM.
Started 67 new stock positions in ITT, SSB, FTAI, IBDX, APP, IBDY, VNOM, HEI.A, AS, RBLX.
Reduced shares in these 10 stocks: JPM, MSFT, BND, IWP, AAPL, EFG, KMB, AMZN, VNQ, LH.
Sold out of its positions in AES, ANSS, CMRC, BB, CPT, CMPS, COYA, DHY, DTE, DFIS.
Key FInancial was a net buyer of stock by $11M.
Key FInancial has $541M in assets under management (AUM), dropping by 8.91%.
Central Index Key (CIK): 0001801720

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Portfolio Holdings for Key FInancial

Key FInancial holds 1459 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Key FInancial has 1459 total positions. Only the first 250 positions are shown.

Sign up to view all of the Key FInancial Sept. 30, 2025 positions
Download the Key FInancial September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.6	$25M		98k	255.45	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	3.7	$20M		322k	62.79	View chart
Wisdomtree Tr Glb Us Qtly Div (DNL)	3.4	$19M	+4%	453k	41.03	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	3.1	$17M		188k	89.22	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.9	$16M	+10%	674k	23.10	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	2.8	$15M	+7%	275k	55.94	View chart
Microsoft Corporation (MSFT)	2.6	$14M	-3%	28k	519.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	2.6	$14M		415k	33.47	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.7	$9.1M	-3%	79k	115.05	View chart
First Tr Exchange Traded Intl Dev Strngth (FICS)	1.7	$9.0M	+5%	234k	38.36	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	1.6	$8.7M		83k	104.95	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	1.6	$8.6M		99k	87.08	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	1.6	$8.4M		152k	55.49	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	1.5	$8.1M	+4%	421k	19.35	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	1.4	$7.8M	+3%	82k	94.33	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	1.4	$7.5M		100k	75.74	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	1.2	$6.7M		285k	23.68	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	1.2	$6.6M		230k	28.89	View chart
Broadcom (AVGO)	1.2	$6.6M		20k	333.39	View chart
JPMorgan Chase & Co. (JPM)	1.2	$6.6M	-9%	21k	310.71	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	1.2	$6.4M		219k	29.26	View chart
NVIDIA Corporation (NVDA)	1.2	$6.4M	+4%	34k	187.24	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	1.0	$5.5M	-2%	163k	33.70	View chart
Exxon Mobil Corporation (XOM)	1.0	$5.5M		49k	111.99	View chart
Amazon (AMZN)	1.0	$5.4M	-5%	25k	220.63	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$4.9M		10k	471.18	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.8	$4.4M	+2%	94k	47.10	View chart
Johnson & Johnson (JNJ)	0.8	$4.4M	-3%	24k	186.05	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.8	$4.2M		179k	23.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$4.1M		17k	244.90	View chart
Oracle Corporation (ORCL)	0.8	$4.1M	+80%	14k	289.01	View chart
Palantir Technologies Cl A (PLTR)	0.7	$3.9M		21k	184.95	View chart
Abbvie (ABBV)	0.7	$3.9M		16k	244.38	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.7	$3.7M	+3%	56k	66.58	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP)	0.6	$3.4M		140k	24.52	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$3.4M		50k	68.23	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$3.2M		26k	121.23	View chart
Automatic Data Processing (ADP)	0.6	$3.1M		11k	291.61	View chart
Cigna Corp (CI)	0.6	$3.0M	-2%	11k	291.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$2.8M	+9%	4.2k	669.52	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.5	$2.8M	+2%	119k	23.09	View chart
Procter & Gamble Company (PG)	0.5	$2.7M		17k	153.97	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.5	$2.6M		119k	21.93	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.5	$2.6M		121k	21.06	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$2.5M	+15%	5.3k	481.89	View chart
Abbott Laboratories (ABT)	0.5	$2.5M		19k	133.47	View chart
McDonald's Corporation (MCD)	0.4	$2.4M		8.0k	300.52	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.4	$2.4M	-2%	102k	23.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$2.4M	+4%	4.7k	498.20	View chart
Merck & Co (MRK)	0.4	$2.3M	+3%	25k	90.13	View chart
Proshares Tr Msci Eafe Divd (EFAD)	0.4	$2.2M	+11%	53k	42.45	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.4	$2.2M	+14%	20k	114.53	View chart
S&T Ban (STBA)	0.4	$2.2M		58k	37.25	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$2.0M		12k	168.10	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.4	$2.0M	+5%	95k	20.70	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.4	$1.9M	+5%	100k	19.57	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.8M		7.3k	245.54	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.8M	+82%	2.9k	614.57	View chart
InterDigital (IDCC)	0.3	$1.8M		5.1k	348.39	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.8M		9.4k	186.87	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.3	$1.7M	+6%	30k	57.39	View chart
Pfizer (PFE)	0.3	$1.7M		64k	27.21	View chart
Tesla Motors (TSLA)	0.3	$1.7M		3.7k	459.46	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	0.3	$1.7M		18k	91.70	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.3	$1.6M	+21%	29k	54.51	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$1.6M		7.7k	203.87	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$1.5M	+6%	2.0k	752.52	View chart
Coca-Cola Company (KO)	0.3	$1.5M	-2%	23k	66.78	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.5M		2.00	745906.00	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$1.5M		4.8k	309.04	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.3	$1.5M	+7%	64k	23.06	View chart
Chevron Corporation (CVX)	0.3	$1.5M	+17%	9.4k	154.58	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$1.4M	+4%	3.9k	366.87	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.4M	+10%	4.3k	329.31	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.3	$1.4M	+5%	71k	19.74	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$1.4M	+6%	2.1k	668.40	View chart
Verizon Communications (VZ)	0.3	$1.4M	+5%	32k	43.83	View chart
Pepsi (PEP)	0.3	$1.4M		9.6k	143.14	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.3M	+9%	2.2k	603.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.3M	+13%	22k	60.37	View chart
Caterpillar (CAT)	0.2	$1.3M	-3%	2.7k	480.82	View chart
Cisco Systems (CSCO)	0.2	$1.3M		19k	68.75	View chart
Moody's Corporation (MCO)	0.2	$1.2M		2.6k	479.82	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.2	$1.2M	+81%	14k	84.15	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$1.2M		8.6k	141.08	View chart
Ge Aerospace Com New (GE)	0.2	$1.2M		4.0k	300.88	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.2	$1.2M	+9%	50k	23.41	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$1.2M		12k	100.82	View chart
TJX Companies (TJX)	0.2	$1.2M		8.1k	144.32	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.2	$1.2M		25k	46.43	View chart
Home Depot (HD)	0.2	$1.1M	+2%	2.9k	396.99	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.2	$1.1M	+4%	54k	20.61	View chart
Fiserv (FI)	0.2	$1.1M		8.8k	126.09	View chart
Marathon Petroleum Corp (MPC)	0.2	$1.1M		5.7k	192.31	View chart
salesforce (CRM)	0.2	$1.1M		4.6k	235.69	View chart
Norfolk Southern (NSC)	0.2	$1.1M		3.6k	298.68	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$1.1M	-24%	7.5k	141.95	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.2	$1.1M	+9%	56k	18.86	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$1.1M	+7%	14k	73.74	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.2	$1.0M		24k	42.89	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.0M	-14%	4.3k	242.49	View chart
Constellation Energy (CEG)	0.2	$1.0M		2.9k	350.90	View chart
UnitedHealth (UNH)	0.2	$1.0M	-20%	3.0k	348.30	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.2	$985k	-8%	24k	41.32	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$974k		6.9k	141.51	View chart
Meta Platforms Cl A (META)	0.2	$965k	+15%	1.3k	717.34	View chart
Bank of America Corporation (BAC)	0.2	$960k	-10%	19k	50.68	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$957k	+2%	22k	43.12	View chart
Raytheon Technologies Corp (RTX)	0.2	$935k		5.6k	167.20	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.2	$925k		15k	61.57	View chart
Essential Utils (WTRG)	0.2	$924k		24k	38.87	View chart
Meridian Bank (MRBK)	0.2	$917k	NEW	59k	15.45	View chart
International Business Machines (IBM)	0.2	$885k	+63%	3.1k	286.49	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX)	0.2	$882k		35k	25.57	View chart
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)	0.2	$876k		35k	24.96	View chart
Mastercard Incorporated Cl A (MA)	0.2	$860k		1.5k	573.77	View chart
At&t (T)	0.2	$852k		31k	27.55	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$851k		14k	63.17	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$843k	+45%	7.6k	110.78	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$843k	+25%	2.8k	298.70	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	0.2	$842k		9.2k	91.32	View chart
Lockheed Martin Corporation (LMT)	0.2	$829k		1.7k	499.00	View chart
Ishares Tr Morningstar Valu (ILCV)	0.2	$824k	+12%	9.1k	90.37	View chart
Hershey Company (HSY)	0.2	$824k		4.4k	188.83	View chart
Fulton Financial (FULT)	0.2	$817k		45k	18.23	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$794k		22k	36.73	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$788k	+5%	12k	66.43	View chart
Companhia De Saneamento Basi Sponsored Adr (SBS)	0.1	$783k		32k	24.61	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$776k		17k	44.73	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$772k	+7%	7.4k	104.66	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$760k		9.7k	78.63	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$757k	-8%	8.9k	85.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$749k	-11%	6.3k	119.05	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.1	$744k	+11%	33k	22.75	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$726k	+9%	11k	65.49	View chart
Walt Disney Company (DIS)	0.1	$705k	-20%	6.3k	112.67	View chart
Sony Group Corp Sponsored Adr (SONY)	0.1	$703k		25k	28.74	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$698k		25k	27.53	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$690k	+10%	10k	67.02	View chart
Toll Brothers (TOL)	0.1	$682k		4.9k	139.95	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$677k	-9%	12k	54.52	View chart
Visa Com Cl A (V)	0.1	$670k		1.9k	347.83	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$668k	+3%	7.6k	87.94	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$667k		3.2k	207.03	View chart
Costco Wholesale Corporation (COST)	0.1	$660k	+8%	719.00	917.34	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$657k		7.8k	84.36	View chart
Dominion Resources (D)	0.1	$644k		11k	60.90	View chart
Eli Lilly & Co. (LLY)	0.1	$642k	+6%	778.00	825.42	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$636k	-2%	6.6k	96.08	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$633k		3.6k	174.15	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$631k		12k	53.39	View chart
Blackrock (BLK)	0.1	$619k		542.00	1141.07	View chart
Netflix (NFLX)	0.1	$610k	+28%	521.00	1170.90	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$606k		2.5k	243.71	View chart
Ge Vernova (GEV)	0.1	$593k		978.00	606.15	View chart
Qualcomm (QCOM)	0.1	$583k		3.5k	166.49	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$581k	+49%	12k	50.57	View chart
Spdr Series Trust Dj Reit Etf (RWR)	0.1	$576k	-8%	5.7k	100.46	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$564k		4.0k	139.98	View chart
Yum! Brands (YUM)	0.1	$553k		3.6k	153.19	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$544k		3.1k	177.55	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$539k	-3%	9.5k	56.85	View chart
United Rentals (URI)	0.1	$533k		553.00	962.92	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$527k		4.7k	111.37	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$521k	+60%	11k	48.66	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$514k	+13%	10k	50.60	View chart
Corning Incorporated (GLW)	0.1	$507k	-2%	6.1k	83.12	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$499k		21k	23.47	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$494k		2.3k	216.91	View chart
Marriott Intl Cl A (MAR)	0.1	$477k		1.8k	261.66	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.1	$475k		4.6k	102.18	View chart
3M Company (MMM)	0.1	$475k		3.1k	155.61	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.1	$474k		16k	30.21	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$474k		5.0k	94.14	View chart
Gilead Sciences (GILD)	0.1	$473k		4.3k	111.15	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$470k	-5%	5.6k	84.07	View chart
Wal-Mart Stores (WMT)	0.1	$469k	+2%	4.6k	101.96	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.1	$466k	+11%	21k	22.09	View chart
Morgan Stanley Com New (MS)	0.1	$460k		2.9k	156.89	View chart
Consolidated Edison (ED)	0.1	$457k		4.7k	98.16	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$456k	+3%	2.3k	195.83	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$451k		8.4k	53.82	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$445k		1.4k	320.05	View chart
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)	0.1	$436k	+8%	4.0k	108.54	View chart
Lowe's Companies (LOW)	0.1	$436k		1.8k	247.99	View chart
AmerisourceBergen (COR)	0.1	$432k	-2%	1.4k	311.77	View chart
Pinnacle West Capital Corporation (PNW)	0.1	$432k		4.9k	88.18	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$431k		9.4k	45.98	View chart
AFLAC Incorporated (AFL)	0.1	$428k		3.9k	110.75	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$427k		11k	40.31	View chart
Thomson Reuters Corp. (TRI)	0.1	$420k		2.8k	152.62	View chart
Public Service Enterprise (PEG)	0.1	$420k	+106%	5.1k	82.55	View chart
Union Pacific Corporation (UNP)	0.1	$419k		1.8k	234.74	View chart
American Express Company (AXP)	0.1	$410k	+2%	1.2k	328.56	View chart
Eaton Corp SHS (ETN)	0.1	$402k		1.1k	373.84	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$401k		2.4k	165.28	View chart
Thermo Fisher Scientific (TMO)	0.1	$401k		755.00	530.73	View chart
Paychex (PAYX)	0.1	$398k		3.2k	124.01	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$390k		2.0k	197.21	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.1	$386k	+6%	9.6k	40.29	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.1	$385k	+14%	18k	21.61	View chart
General Mills (GIS)	0.1	$384k		7.6k	50.70	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$384k	+10%	1.5k	254.95	View chart
Citigroup Com New (C)	0.1	$382k		3.9k	98.71	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$379k		7.3k	52.20	View chart
Vanguard World Industrial Etf (VIS)	0.1	$376k	+6%	1.3k	295.87	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$371k	+27%	5.4k	68.33	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$369k		8.4k	44.05	View chart
Bristol Myers Squibb (BMY)	0.1	$368k	+26%	7.8k	47.43	View chart
F5 Networks (FFIV)	0.1	$360k		1.1k	327.29	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$360k	+9%	903.00	398.60	View chart
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX)	0.1	$358k		7.2k	49.69	View chart
Canadian Pacific Kansas City (CP)	0.1	$350k		4.7k	74.82	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$350k		3.5k	99.42	View chart
Amgen (AMGN)	0.1	$348k		1.2k	298.50	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.1	$346k	+27%	9.8k	35.20	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.1	$344k		4.6k	74.62	View chart
American Tower Reit (AMT)	0.1	$343k		1.8k	193.32	View chart
Labcorp Holdings Com Shs (LH)	0.1	$342k	-44%	1.2k	279.06	View chart
Novartis Sponsored Adr (NVS)	0.1	$341k		2.6k	131.72	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$341k		3.8k	89.52	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$337k	+82%	3.4k	100.30	View chart
Advanced Micro Devices (AMD)	0.1	$327k		2.0k	164.01	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$327k		917.00	356.03	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$324k		4.4k	73.97	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.1	$321k		4.3k	75.33	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.1	$316k		13k	23.84	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.1	$315k	NEW	4.0k	78.33	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$314k	-10%	628.00	499.96	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$312k	-47%	3.4k	91.56	View chart
Starbucks Corporation (SBUX)	0.1	$310k	+15%	3.7k	84.40	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$307k	+24%	662.00	464.26	View chart
Stryker Corporation (SYK)	0.1	$307k	-8%	842.00	364.15	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$307k	-9%	2.1k	143.45	View chart
Rockwell Automation (ROK)	0.1	$303k		866.00	349.32	View chart
Travelers Companies (TRV)	0.1	$297k		1.1k	277.24	View chart
Exelon Corporation (EXC)	0.1	$291k		6.5k	45.06	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$291k	+690%	719.00	404.53	View chart
Pbf Energy Cl A (PBF)	0.1	$288k		9.6k	29.95	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$280k		1.9k	146.17	View chart
L3harris Technologies (LHX)	0.1	$279k		929.00	300.47	View chart
AutoZone (AZO)	0.1	$276k		65.00	4247.95	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$276k		2.0k	139.83	View chart
Wisdomtree Tr Artificial Intel (WTAI)	0.1	$275k		9.5k	29.02	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$270k		3.5k	76.90	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$264k		4.5k	58.43	View chart
Broadridge Financial Solutions (BR)	0.0	$262k		1.1k	234.60	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$262k		891.00	293.88	View chart
PNC Financial Services (PNC)	0.0	$260k		1.3k	198.51	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$259k	+10%	898.00	288.47	View chart

Past Filings by Key FInancial

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

Key FInancial 2025 Q3 filed Nov. 5, 2025
Key FInancial 2025 Q2 filed Aug. 5, 2025
Key FInancial 2025 Q1 filed May 1, 2025
Key FInancial 2024 Q4 filed Jan. 31, 2025
Key FInancial 2024 Q3 filed Oct. 29, 2024
Key FInancial 2024 Q2 filed July 30, 2024
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

View all past filings

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