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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 18.05% of Key FInancial's stock portfolio.
Added to shares of these 10 stocks: GOVT, BSCQ, GAL, BSMS, QGRO, BSCU, BSMZ, EFAD, BSMR, BSMQ.
Started 65 new stock positions in SOLS, BLE, FOUR, MTZ, SPTM, RKT, ENVX, WOOF, XMMO, NNE.
Reduced shares in these 10 stocks: BSMP, BSCP, BSJP, SPYG, SLYV, FPEI, DLN, BX, EFV, PLTR.
Sold out of its positions in AMCX, BCI, AWI, Assertio Holdings, AN, AVNT, BCS, KMX, CCOI, CFR.
Key FInancial was a net buyer of stock by $2.2M.
Key FInancial has $548M in assets under management (AUM), dropping by 1.24%.
Central Index Key (CIK): 0001801720

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Portfolio Holdings for Key FInancial

Key FInancial holds 1440 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Key FInancial has 1440 total positions. Only the first 250 positions are shown.

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Download the Key FInancial December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.8	$26M		97k	271.86	View chart
Wisdomtree Tr True Developed I (DOL)	3.8	$21M		320k	65.85	View chart
Wisdomtree Tr Global Ex Us Qua (DNL)	3.4	$19M		452k	41.22	View chart
Spdr Series Trust State Street Spd (SLYV)	3.0	$17M	-3%	182k	90.97	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	3.0	$16M	+4%	705k	23.02	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	3.0	$16M	+3%	284k	56.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	2.6	$14M		412k	34.26	View chart
Microsoft Corporation (MSFT)	2.4	$13M		28k	483.62	View chart
First Tr Exchange Traded Intl Dev Strngth (FICS)	1.8	$9.9M	+5%	247k	40.11	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.7	$9.1M		80k	113.92	View chart
Spdr Series Trust State Street Spd (SPYV)	1.5	$8.5M	-2%	149k	56.81	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	1.5	$8.3M	-4%	95k	88.08	View chart
Spdr Series Trust State Street Spd (SPYG)	1.5	$8.3M	-6%	78k	106.70	View chart
Spdr Series Trust State Street Spd (SLYG)	1.4	$7.8M		83k	94.19	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	1.4	$7.7M	-5%	399k	19.39	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	1.3	$7.3M		100k	73.34	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	1.3	$7.3M	+8%	309k	23.67	View chart
Broadcom (AVGO)	1.3	$7.0M		20k	346.10	View chart
JPMorgan Chase & Co. (JPM)	1.3	$7.0M	+2%	22k	322.22	View chart
Spdr Series Trust State Street Spd (SPTI)	1.2	$6.8M	+2%	236k	28.84	View chart
NVIDIA Corporation (NVDA)	1.2	$6.5M		35k	186.50	View chart
Spdr Series Trust State Street Spd (SPTS)	1.1	$6.2M	-3%	211k	29.28	View chart
Amazon (AMZN)	1.1	$5.8M	+2%	25k	230.82	View chart
Exxon Mobil Corporation (XOM)	1.1	$5.8M	-2%	48k	120.34	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	1.0	$5.4M		162k	33.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$5.3M		17k	313.00	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$4.9M		10k	473.30	View chart
Johnson & Johnson (JNJ)	0.9	$4.9M		24k	206.95	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.9	$4.9M	+16%	208k	23.50	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.8	$4.4M		94k	46.81	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.8	$4.1M	+8%	60k	68.76	View chart
Abbvie (ABBV)	0.7	$3.7M		16k	228.49	View chart
Palantir Technologies Cl A (PLTR)	0.6	$3.5M	-7%	20k	177.75	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$3.3M	-8%	46k	71.41	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$3.1M	-2%	26k	123.26	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.5	$3.0M	+23%	126k	23.64	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.5	$2.9M	+28%	25k	114.52	View chart
Cigna Corp (CI)	0.5	$2.9M		10k	275.23	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.5	$2.8M		121k	23.15	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.5	$2.8M	+6%	127k	22.02	View chart
Proshares Tr Msci Eafe Divd (EFAD)	0.5	$2.8M	+26%	67k	41.69	View chart
Oracle Corporation (ORCL)	0.5	$2.8M		14k	194.91	View chart
Automatic Data Processing (ADP)	0.5	$2.7M		11k	257.23	View chart
Merck & Co (MRK)	0.5	$2.6M		25k	105.26	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.5	$2.6M	+35%	135k	19.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$2.6M	-8%	3.9k	682.57	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.5	$2.6M	+2%	124k	21.14	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$2.6M		5.3k	487.89	View chart
Procter & Gamble Company (PG)	0.5	$2.5M		17k	143.08	View chart
McDonald's Corporation (MCD)	0.4	$2.5M		8.0k	305.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$2.4M		4.7k	502.65	View chart
Abbott Laboratories (ABT)	0.4	$2.4M		19k	125.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$2.4M	+2%	7.5k	313.80	View chart
S&T Ban (STBA)	0.4	$2.3M		58k	39.35	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$2.0M	+11%	3.2k	627.13	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.4	$2.0M	+40%	99k	19.74	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.3	$1.9M	+13%	33k	55.46	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.8M	+2%	9.6k	190.99	View chart
Spdr Series Trust State Street Spd (SPMD)	0.3	$1.8M	+2%	31k	57.91	View chart
Tesla Motors (TSLA)	0.3	$1.6M		3.7k	449.72	View chart
Spdr Series Trust State Street Spd (MDYG)	0.3	$1.6M	-5%	18k	92.43	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$1.6M		7.7k	210.34	View chart
Coca-Cola Company (KO)	0.3	$1.6M		23k	69.91	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$1.5M	-17%	10k	154.14	View chart
Pfizer (PFE)	0.3	$1.5M	-3%	61k	24.90	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.5M		2.00	754800.00	View chart
Caterpillar (CAT)	0.3	$1.5M		2.6k	572.88	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$1.5M		4.7k	314.80	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.3	$1.5M	+31%	71k	20.60	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$1.5M	-4%	1.9k	753.78	View chart
Chevron Corporation (CVX)	0.3	$1.4M		9.4k	152.41	View chart
InterDigital (IDCC)	0.3	$1.4M	-11%	4.5k	318.38	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.4M	+4%	2.3k	614.24	View chart
Cisco Systems (CSCO)	0.3	$1.4M		19k	77.03	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.4M		4.3k	335.27	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$1.4M		2.1k	681.87	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.4M	+4%	23k	62.47	View chart
Constellation Energy (CEG)	0.3	$1.4M	+35%	4.0k	353.27	View chart
Pepsi (PEP)	0.3	$1.4M		9.6k	143.52	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$1.4M	-6%	3.7k	373.44	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.2	$1.4M	+16%	59k	23.34	View chart
Moody's Corporation (MCO)	0.2	$1.3M		2.6k	510.85	View chart
Verizon Communications (VZ)	0.2	$1.3M		31k	40.73	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.2	$1.3M	+2%	15k	84.88	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$1.3M		8.7k	143.52	View chart
TJX Companies (TJX)	0.2	$1.2M		8.1k	153.61	View chart
Ge Aerospace Com New (GE)	0.2	$1.2M		4.0k	308.03	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$1.2M	+14%	16k	75.05	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$1.2M	+4%	26k	46.86	View chart
salesforce (CRM)	0.2	$1.2M		4.5k	264.91	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$1.2M		12k	98.50	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.2	$1.1M	+2%	57k	18.84	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.2	$1.1M		24k	43.94	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.1M		4.3k	246.16	View chart
Meridian Bank (MRBK)	0.2	$1.0M		59k	17.58	View chart
Bank of America Corporation (BAC)	0.2	$1.0M		19k	55.00	View chart
Norfolk Southern (NSC)	0.2	$1.0M		3.6k	288.72	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$1.0M		7.5k	136.94	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$1.0M	+4%	23k	44.41	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.0M		5.6k	183.40	View chart
Home Depot (HD)	0.2	$1.0M	+2%	2.9k	344.07	View chart
UnitedHealth (UNH)	0.2	$1.0M	+3%	3.1k	330.11	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.2	$994k		24k	41.70	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.2	$992k		15k	65.55	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$976k		6.9k	141.16	View chart
Visa Com Cl A (V)	0.2	$974k	+44%	2.8k	350.71	View chart
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)	0.2	$972k	+10%	39k	25.11	View chart
International Business Machines (IBM)	0.2	$915k		3.1k	296.21	View chart
Essential Utils (WTRG)	0.2	$914k		24k	38.38	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$900k	+5%	3.0k	302.11	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX)	0.2	$892k		35k	25.86	View chart
Meta Platforms Cl A (META)	0.2	$881k		1.3k	660.09	View chart
Marathon Petroleum Corp (MPC)	0.2	$875k	-6%	5.4k	162.63	View chart
Ishares Tr Morningstar Valu (ILCV)	0.2	$869k		9.2k	94.36	View chart
Fulton Financial (FULT)	0.2	$867k		45k	19.33	View chart
Mastercard Incorporated Cl A (MA)	0.2	$843k		1.5k	570.88	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.2	$837k		22k	38.68	View chart
Eli Lilly & Co. (LLY)	0.2	$831k		773.00	1074.68	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.2	$825k	+311%	49k	16.92	View chart
Spdr Series Trust State Street Spd (CWB)	0.2	$822k		9.2k	89.20	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$817k	-6%	7.1k	114.50	View chart
Lockheed Martin Corporation (LMT)	0.1	$810k		1.7k	483.67	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$808k		17k	46.59	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$805k	+4%	7.7k	104.04	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$801k	+3%	10k	80.22	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$796k		12k	67.21	View chart
Hershey Company (HSY)	0.1	$794k		4.4k	181.98	View chart
At&t (T)	0.1	$786k	+2%	32k	24.84	View chart
Companhia De Saneamento Basi Sponsored Adr (SBS)	0.1	$782k	+2%	33k	23.85	View chart
Ssga Active Etf Tr State Street Glo (GAL)	0.1	$770k	+926%	16k	49.45	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.1	$764k	+3%	34k	22.61	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$764k		6.4k	120.05	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$744k		11k	66.00	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$736k	+4%	11k	68.50	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$736k		8.7k	84.22	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$736k	+26%	15k	50.59	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$724k		13k	53.83	View chart
Walt Disney Company (DIS)	0.1	$723k		6.4k	113.49	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$709k	+3%	3.3k	212.07	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$695k		25k	27.43	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$680k		7.6k	89.50	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$676k		13k	53.76	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$667k		2.5k	268.30	View chart
Toll Brothers (TOL)	0.1	$659k		4.9k	135.22	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$657k		3.7k	177.37	View chart
Ge Vernova (GEV)	0.1	$639k		978.00	653.57	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$628k	-2%	12k	54.77	View chart
Sony Group Corp Sponsored Adr (SONY)	0.1	$621k		24k	25.60	View chart
Costco Wholesale Corporation (COST)	0.1	$620k		719.00	862.34	View chart
Dominion Resources (D)	0.1	$620k		11k	58.59	View chart
Astrazeneca Sponsored Adr	0.1	$603k	-15%	6.6k	91.94	View chart
Qualcomm (QCOM)	0.1	$599k		3.5k	171.05	View chart
Invesco Exch Trd Slf Idx Bultshs 2035 Mun (BSMZ)	0.1	$599k	NEW	24k	25.43	View chart
Invesco Exch Trd Slf Idx Bulletshare 2034 (BSMY)	0.1	$599k	+415%	24k	24.58	View chart
Fiserv (FI)	0.1	$588k		8.8k	67.17	View chart
Blackrock (BLK)	0.1	$580k		542.00	1070.34	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$579k	-9%	6.0k	96.88	View chart
Marriott Intl Cl A (MAR)	0.1	$565k		1.8k	310.24	View chart
Spdr Series Trust State Street Spd (RWR)	0.1	$563k		5.7k	98.23	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$561k		4.0k	139.16	View chart
Wal-Mart Stores (WMT)	0.1	$557k	+8%	5.0k	111.41	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$555k		3.1k	181.21	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$550k		9.6k	57.24	View chart
Yum! Brands (YUM)	0.1	$546k		3.6k	151.28	View chart
Morgan Stanley Com New (MS)	0.1	$540k	+3%	3.0k	177.54	View chart
Corning Incorporated (GLW)	0.1	$539k		6.2k	87.56	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$533k	+2%	11k	48.72	View chart
Gilead Sciences (GILD)	0.1	$523k		4.3k	122.74	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.1	$521k	+12%	24k	22.00	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$519k	+10%	6.2k	83.75	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$511k		21k	24.04	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$510k	-5%	4.5k	113.72	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$507k	+30%	2.0k	257.94	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$499k		2.3k	219.78	View chart
3M Company (MMM)	0.1	$481k		3.0k	160.13	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$481k	+4%	2.4k	198.62	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.1	$476k		4.6k	102.31	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$474k		16k	30.20	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$473k	-2%	4.9k	96.03	View chart
Citigroup Com New (C)	0.1	$464k	+2%	4.0k	116.69	View chart
Consolidated Edison (ED)	0.1	$463k		4.7k	99.31	View chart
American Express Company (AXP)	0.1	$461k		1.2k	369.95	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$458k	+23%	10k	44.37	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.1	$450k	+13%	11k	41.48	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$449k	-2%	8.2k	54.71	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$449k		1.4k	323.01	View chart
United Rentals (URI)	0.1	$448k		553.00	809.32	View chart
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)	0.1	$442k		4.1k	108.93	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$441k	-14%	8.7k	50.58	View chart
Advanced Micro Devices (AMD)	0.1	$440k	+2%	2.1k	214.16	View chart
Thermo Fisher Scientific (TMO)	0.1	$438k		755.00	579.45	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$437k		9.3k	46.71	View chart
Pinnacle West Capital Corporation (PNW)	0.1	$435k		4.9k	88.70	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$433k		11k	40.86	View chart
AFLAC Incorporated (AFL)	0.1	$426k		3.9k	110.27	View chart
Lowe's Companies (LOW)	0.1	$424k		1.8k	241.16	View chart
Public Service Enterprise (PEG)	0.1	$419k	+2%	5.2k	80.30	View chart
Bristol Myers Squibb (BMY)	0.1	$418k		7.8k	53.94	View chart
Union Pacific Corporation (UNP)	0.1	$412k		1.8k	231.32	View chart
Netflix (NFLX)	0.1	$411k	+740%	4.4k	93.76	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.1	$409k	+6%	19k	21.51	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$406k		2.4k	167.94	View chart
AmerisourceBergen (COR)	0.1	$383k	-18%	1.1k	337.75	View chart
Amgen (AMGN)	0.1	$382k		1.2k	327.31	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$379k	-4%	1.9k	199.68	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$377k		5.4k	69.42	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$374k		7.3k	51.60	View chart
Vanguard World Industrial Etf (VIS)	0.1	$367k	-3%	1.2k	298.38	View chart
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX)	0.1	$364k		7.2k	50.47	View chart
Thomson Reuters Corp. (TRI)	0.1	$364k		2.8k	132.15	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$360k		913.00	393.92	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$359k		905.00	396.31	View chart
Novartis Sponsored Adr (NVS)	0.1	$357k		2.6k	137.87	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.1	$353k		9.8k	35.92	View chart
General Mills (GIS)	0.1	$352k		7.6k	46.50	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$350k	+5%	4.6k	75.44	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.1	$347k	+6%	4.5k	76.71	View chart
Canadian Pacific Kansas City (CP)	0.1	$345k		4.7k	73.73	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$343k	+16%	732.00	468.76	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.1	$343k		4.7k	73.56	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$341k		3.5k	96.84	View chart
Eaton Corp SHS (ETN)	0.1	$340k		1.1k	318.51	View chart
Rockwell Automation (ROK)	0.1	$337k		866.00	389.07	View chart
Exelon Corporation (EXC)	0.1	$335k	+18%	7.7k	43.59	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$331k		2.1k	154.79	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$328k	-5%	3.6k	91.40	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$322k	+6%	3.6k	88.49	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$321k	+2%	14k	23.67	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$319k	-4%	3.2k	100.00	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$318k	+28%	1.1k	290.34	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$311k	+4%	753.00	412.77	View chart
Travelers Companies (TRV)	0.1	$311k		1.1k	290.06	View chart
American Tower Reit (AMT)	0.1	$311k		1.8k	175.57	View chart
Paychex (PAYX)	0.1	$311k	-13%	2.8k	112.18	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$305k	+11%	1.0k	303.89	View chart
Labcorp Holdings Com Shs (LH)	0.1	$297k	-3%	1.2k	250.88	View chart
State Street Corporation (STT)	0.1	$293k		2.3k	129.01	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$284k		1.9k	148.69	View chart
F5 Networks (FFIV)	0.1	$281k		1.1k	255.26	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$278k		2.0k	141.05	View chart
Stryker Corporation (SYK)	0.1	$278k	-6%	791.00	351.47	View chart
Starbucks Corporation (SBUX)	0.1	$277k	-10%	3.3k	84.21	View chart
Wisdomtree Tr Artificial Intel (WTAI)	0.1	$276k		9.5k	29.14	View chart
PNC Financial Services (PNC)	0.1	$275k		1.3k	208.77	View chart
L3harris Technologies (LHX)	0.0	$273k		929.00	293.57	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$273k	-14%	567.00	480.57	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$272k		3.5k	77.53	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$269k		4.5k	59.54	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.0	$266k	+38%	4.0k	66.43	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$265k	+2%	5.8k	45.45	View chart

Past Filings by Key FInancial

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

Key FInancial 2025 Q4 filed Feb. 9, 2026
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

View all past filings

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