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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 19.40% of Key FInancial's stock portfolio.
Added to shares of these 10 stocks: AVGO, FPEI, FICS, GOVT, BSMQ, BSMP, BSMR, SPTI, BA, SPTS.
Started 29 new stock positions in KMX, LDUR, COF, SPYX, MLM, GPN, OKTA, JAAA, IQV, CG.
Reduced shares in these 10 stocks: DIS, DNL, EFG, XLE, FULT, SPEM, PG, BIL, VWO, MCO.
Sold out of its positions in ADMA, LDP, EQNR, ETRN, EXPE, MMIN, PBTP, LPLA, LW, LITB. NNN, VTAK, SIRI, WRK, Alaunos Therapeutics Inc - US, Ferguson Plc F, TEL.
Key FInancial was a net buyer of stock by $15M.
Key FInancial has $453M in assets under management (AUM), dropping by 8.46%.
Central Index Key (CIK): 0001801720

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Portfolio Holdings for Key FInancial

Key FInancial holds 1351 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Key FInancial has 1351 total positions. Only the first 250 positions are shown.

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Download the Key FInancial September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.1	$23M		100k	233.00	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	4.1	$19M	+8%	968k	19.07	View chart
Wisdomtree Tr Glb Us Qtly Div (DNL)	3.7	$17M	-2%	427k	39.40	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	3.4	$15M		283k	53.97	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	3.1	$14M	+3%	161k	86.82	View chart
Microsoft Corporation (MSFT)	2.8	$13M		30k	430.30	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.7	$12M	+8%	521k	23.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	2.4	$11M		371k	29.89	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.0	$9.2M	-3%	85k	107.65	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	1.8	$8.0M	+5%	86k	93.11	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	1.7	$7.8M		99k	78.56	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	1.7	$7.6M		143k	52.86	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.5	$7.0M		84k	82.94	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	1.5	$6.9M	+6%	236k	29.41	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	1.5	$6.9M	+7%	236k	29.06	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	1.4	$6.5M	+8%	273k	23.70	View chart
Exxon Mobil Corporation (XOM)	1.3	$5.9M		51k	117.22	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	1.3	$5.9M		171k	34.49	View chart
First Tr Exchange-traded Intl Dev Strngth (FICS)	1.3	$5.9M	+19%	156k	37.48	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	1.2	$5.6M	+4%	83k	67.42	View chart
Amazon (AMZN)	1.1	$5.0M		27k	186.33	View chart
JPMorgan Chase & Co. (JPM)	1.1	$4.9M		23k	210.86	View chart
Johnson & Johnson (JNJ)	1.0	$4.5M		28k	162.06	View chart
Broadcom (AVGO)	0.9	$4.3M	+901%	25k	172.50	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.9	$4.2M	-4%	101k	41.28	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$4.0M		11k	375.38	View chart
NVIDIA Corporation (NVDA)	0.8	$3.8M		31k	121.44	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.8	$3.7M	+2%	156k	23.58	View chart
Procter & Gamble Company (PG)	0.8	$3.5M	-2%	20k	173.20	View chart
Abbvie (ABBV)	0.7	$3.0M		15k	197.49	View chart
Automatic Data Processing (ADP)	0.7	$3.0M		11k	276.73	View chart
Merck & Co (MRK)	0.6	$2.9M		26k	113.56	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$2.9M		50k	57.53	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$2.8M		17k	165.85	View chart
S&T Ban (STBA)	0.6	$2.6M		61k	41.97	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.6	$2.5M	+4%	115k	22.15	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.6	$2.5M	+3%	119k	21.30	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.6	$2.5M	+10%	44k	57.56	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$2.5M		26k	95.75	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.5	$2.5M	+3%	107k	23.27	View chart
McDonald's Corporation (MCD)	0.5	$2.4M		8.0k	304.51	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$2.3M		4.0k	576.82	View chart
UnitedHealth (UNH)	0.5	$2.2M		3.8k	584.68	View chart
Abbott Laboratories (ABT)	0.5	$2.2M		19k	114.01	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP)	0.5	$2.1M	+44%	87k	24.49	View chart
Pfizer (PFE)	0.5	$2.1M		72k	28.94	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.4	$2.0M	+62%	84k	23.74	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$2.0M		4.3k	460.26	View chart
Walt Disney Company (DIS)	0.4	$1.9M	-19%	19k	96.19	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.4	$1.8M		22k	83.67	View chart
Home Depot (HD)	0.4	$1.8M		4.5k	405.18	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$1.7M		4.5k	383.96	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.4	$1.7M	-2%	19k	87.74	View chart
Coca-Cola Company (KO)	0.4	$1.7M		23k	71.86	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.7M	+2%	9.6k	174.57	View chart
Pepsi (PEP)	0.4	$1.6M		9.6k	170.05	View chart
Fiserv (FI)	0.4	$1.6M		8.8k	179.65	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$1.5M		7.6k	189.80	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.3	$1.4M	+2%	26k	54.68	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.4M		2.00	691180.00	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.3	$1.3M		18k	76.59	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.3	$1.3M	+40%	68k	19.56	View chart
Verizon Communications (VZ)	0.3	$1.3M		29k	44.91	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.2M		7.5k	167.19	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.3	$1.2M	+11%	60k	20.65	View chart
Moody's Corporation (MCO)	0.3	$1.2M	-6%	2.6k	474.59	View chart
Boeing Company (BA)	0.3	$1.2M	+60%	8.0k	152.04	View chart
Chevron Corporation (CVX)	0.3	$1.2M	-3%	8.2k	147.27	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$1.2M		3.8k	314.39	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.3	$1.2M	+9%	56k	21.12	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$1.2M		10k	117.29	View chart
Oracle Corporation (ORCL)	0.2	$1.1M		6.6k	170.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.1M	-2%	3.8k	283.16	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$1.1M		15k	73.67	View chart
Caterpillar (CAT)	0.2	$1.1M		2.8k	391.12	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.1M		1.8k	586.52	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.1M		1.8k	584.56	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.2	$1.0M	+20%	45k	23.12	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$1.0M		31k	33.23	View chart
Cisco Systems (CSCO)	0.2	$1.0M	-2%	19k	53.22	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.0M		27k	37.20	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.0M		4.6k	220.89	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$960k		8.2k	116.96	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$960k		6.9k	139.49	View chart
Tesla Motors (TSLA)	0.2	$953k		3.6k	261.63	View chart
Bank of America Corporation (BAC)	0.2	$950k		24k	39.68	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$942k	+2%	21k	45.51	View chart
TJX Companies (TJX)	0.2	$942k		8.0k	117.54	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$939k		7.3k	128.20	View chart
Marathon Petroleum Corp (MPC)	0.2	$935k		5.7k	162.91	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.2	$916k		24k	38.40	View chart
Essential Utils (WTRG)	0.2	$910k		24k	38.57	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$908k		2.6k	353.48	View chart
InterDigital (IDCC)	0.2	$906k		6.4k	141.63	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO)	0.2	$903k	+9%	36k	24.82	View chart
Norfolk Southern (NSC)	0.2	$895k		3.6k	248.50	View chart
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)	0.2	$887k	+11%	35k	25.63	View chart
Yum! Brands (YUM)	0.2	$884k	+68%	6.3k	139.71	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$872k	-2%	1.5k	573.70	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.2	$868k		26k	33.18	View chart
Hershey Company (HSY)	0.2	$837k		4.4k	191.78	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.2	$834k	+7%	10k	81.78	View chart
Fulton Financial (FULT)	0.2	$813k	-21%	45k	18.13	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$786k		1.6k	488.00	View chart
Eli Lilly & Co. (LLY)	0.2	$782k		883.00	885.94	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$779k		15k	52.81	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$777k		8.0k	97.42	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)	0.2	$776k	+10%	34k	22.72	View chart
Toll Brothers (TOL)	0.2	$753k		4.9k	154.49	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$738k	+2%	11k	67.27	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.2	$732k	+16%	31k	23.45	View chart
Constellation Energy (CEG)	0.2	$730k	-2%	2.8k	260.02	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$723k		17k	41.69	View chart
Meta Platforms Cl A (META)	0.2	$722k	-5%	1.3k	572.44	View chart
Mastercard Incorporated Cl A (MA)	0.2	$721k		1.5k	493.80	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.2	$708k		14k	52.13	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.2	$708k	+11%	15k	46.52	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$706k		8.3k	84.53	View chart
Stryker Corporation (SYK)	0.2	$701k		1.9k	361.26	View chart
salesforce (CRM)	0.2	$700k		2.6k	273.71	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$688k		11k	62.32	View chart
Raytheon Technologies Corp (RTX)	0.1	$679k		5.6k	121.16	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$676k	-3%	7.4k	91.93	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.1	$665k		6.2k	106.73	View chart
General Mills (GIS)	0.1	$663k		9.0k	73.85	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$659k	+85%	33k	19.72	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$658k		18k	37.56	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.1	$656k	+4%	13k	48.96	View chart
At&t (T)	0.1	$645k		29k	22.00	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$642k	-11%	13k	47.85	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$641k		8.5k	75.11	View chart
Public Service Enterprise (PEG)	0.1	$631k	+188%	7.1k	89.21	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$627k		11k	57.41	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$626k		3.2k	197.17	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$625k	-2%	9.3k	67.51	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$614k		2.3k	267.37	View chart
Dominion Resources (D)	0.1	$612k		11k	57.79	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$612k	+4%	4.3k	142.04	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$609k	-2%	3.6k	167.67	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX)	0.1	$605k	+18%	23k	26.35	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$601k		7.7k	77.91	View chart
Qualcomm (QCOM)	0.1	$596k		3.5k	170.05	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$583k	+2%	9.8k	59.51	View chart
Lowe's Companies (LOW)	0.1	$572k		2.1k	270.85	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$570k	+96%	28k	20.56	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$550k		7.1k	78.05	View chart
Visa Com Cl A (V)	0.1	$550k		2.0k	274.95	View chart
BlackRock (BLK)	0.1	$528k		556.00	949.51	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$527k		4.9k	107.66	View chart
Companhia De Saneamento Basi Sponsored Adr (SBS)	0.1	$527k		32k	16.54	View chart
Costco Wholesale Corporation (COST)	0.1	$521k		588.00	886.52	View chart
Kimberly-Clark Corporation (KMB)	0.1	$516k		3.6k	142.39	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$504k		3.0k	166.82	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$504k		11k	45.32	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$503k	+125%	27k	18.81	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$498k	+15%	6.5k	76.68	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$497k		942.00	527.67	View chart
Consolidated Edison (ED)	0.1	$472k		4.5k	104.12	View chart
Thomson Reuters Corp. (TRI)	0.1	$470k		2.8k	170.78	View chart
Sony Group Corp Sponsored Adr (SONY)	0.1	$469k		4.9k	96.57	View chart
Thermo Fisher Scientific (TMO)	0.1	$463k		749.00	618.57	View chart
Novo-nordisk A S Adr (NVO)	0.1	$461k		3.9k	119.07	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$460k	+6%	2.3k	198.06	View chart
International Business Machines (IBM)	0.1	$451k	-2%	2.0k	221.08	View chart
Ishares Tr Morningstar Valu (ILCV)	0.1	$445k		5.4k	82.20	View chart
United Rentals (URI)	0.1	$441k		544.00	809.73	View chart
Union Pacific Corporation (UNP)	0.1	$440k		1.8k	246.48	View chart
Pinnacle West Capital Corporation (PNW)	0.1	$434k		4.9k	88.59	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$433k	+5%	6.8k	63.48	View chart
Paychex (PAYX)	0.1	$432k		3.2k	134.19	View chart
AFLAC Incorporated (AFL)	0.1	$432k		3.9k	111.80	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$424k		5.1k	83.63	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$424k		10k	41.12	View chart
Amgen (AMGN)	0.1	$419k		1.3k	322.21	View chart
3M Company (MMM)	0.1	$413k		3.0k	136.71	View chart
American Tower Reit (AMT)	0.1	$413k		1.8k	232.56	View chart
Corteva (CTVA)	0.1	$407k		6.9k	58.79	View chart
Marriott Intl Cl A (MAR)	0.1	$406k		1.6k	248.60	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$396k		1.4k	284.00	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$388k		8.5k	45.86	View chart
Anthem (ELV)	0.1	$387k		744.00	520.00	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.1	$383k	+16%	17k	22.70	View chart
Wal-Mart Stores (WMT)	0.1	$370k		4.6k	80.75	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$364k		7.1k	51.13	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$362k		2.0k	179.30	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$361k		11k	34.13	View chart
Bristol Myers Squibb (BMY)	0.1	$361k		7.0k	51.74	View chart
Novartis Sponsored Adr (NVS)	0.1	$358k		3.1k	115.02	View chart
Gilead Sciences (GILD)	0.1	$355k		4.2k	83.84	View chart
CVS Caremark Corporation (CVS)	0.1	$351k	-4%	5.6k	62.88	View chart
Pbf Energy Cl A (PBF)	0.1	$351k	+2351%	11k	30.95	View chart
Nextera Energy (NEE)	0.1	$343k		4.1k	84.53	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$339k	-6%	1.4k	237.20	View chart
Corning Incorporated (GLW)	0.1	$338k		7.5k	45.15	View chart
American Express Company (AXP)	0.1	$331k		1.2k	271.20	View chart
F5 Networks (FFIV)	0.1	$331k		1.5k	220.20	View chart
Eaton Corp SHS (ETN)	0.1	$329k		993.00	331.44	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$328k	+5%	2.1k	154.01	View chart
Starbucks Corporation (SBUX)	0.1	$325k	+5%	3.3k	97.49	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$323k		307.00	1051.24	View chart
Advanced Micro Devices (AMD)	0.1	$321k		2.0k	164.08	View chart
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX)	0.1	$316k	+147%	7.2k	43.74	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$311k	-9%	2.4k	132.25	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$311k		13k	24.05	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.1	$301k		4.6k	65.40	View chart
S&p Global (SPGI)	0.1	$298k		577.00	516.62	View chart
Vanguard World Industrial Etf (VIS)	0.1	$294k		1.1k	260.07	View chart
Morgan Stanley Com New (MS)	0.1	$294k		2.8k	104.25	View chart
Netflix (NFLX)	0.1	$288k	+15%	406.00	709.27	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$281k		826.00	340.48	View chart
Honeywell International (HON)	0.1	$279k	-6%	1.4k	206.71	View chart
Philip Morris International (PM)	0.1	$275k		2.3k	121.40	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$275k	+12%	3.3k	84.04	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$269k	-10%	1.8k	151.62	View chart
Comcast Corp Cl A (CMCSA)	0.1	$269k		6.4k	41.77	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$267k		3.7k	71.60	View chart
PNC Financial Services (PNC)	0.1	$260k		1.4k	184.81	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$253k		1.3k	200.78	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.1	$252k		3.1k	80.30	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$252k	+10%	1.0k	243.06	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$252k		4.5k	55.63	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$251k		2.3k	111.29	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.1	$251k		3.5k	71.71	View chart
Broadridge Financial Solutions (BR)	0.1	$250k		1.2k	215.03	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$250k		3.9k	64.74	View chart
Travelers Companies (TRV)	0.1	$249k		1.1k	234.12	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$249k		5.7k	44.01	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$242k		3.9k	62.69	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$240k		4.5k	52.98	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$239k		1.9k	125.62	View chart
Rockwell Automation (ROK)	0.1	$233k		869.00	268.46	View chart
Exelon Corporation (EXC)	0.1	$233k	-5%	5.7k	40.55	View chart
Citigroup Com New (C)	0.1	$232k		3.7k	62.60	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$232k		4.7k	49.31	View chart
Ishares Tr Core Divid Etf (DIVB)	0.1	$227k		4.7k	48.45	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$221k	-23%	4.3k	51.12	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$221k		2.0k	112.98	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$217k		2.2k	96.95	View chart
Constellation Brands Cl A (STZ)	0.0	$217k		843.00	257.69	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.0	$216k		4.4k	49.40	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$216k		886.00	243.47	View chart
L3harris Technologies (LHX)	0.0	$215k		903.00	237.87	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.0	$215k	NEW	4.5k	47.25	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$212k		4.4k	48.68	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$212k		3.1k	67.70	View chart
Spdr Ser Tr Ice Pfd Sec Etf (PSK)	0.0	$211k	-2%	5.9k	35.66	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$207k		5.0k	41.49	View chart
AutoZone (AZO)	0.0	$205k		65.00	3150.05	View chart
Ecolab (ECL)	0.0	$204k		798.00	255.33	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$203k		2.6k	79.42	View chart

Past Filings by Key FInancial

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

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
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

View all past filings

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