Key FInancial

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

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Portfolio Holdings for Key FInancial

Key FInancial holds 1171 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Key FInancial has 1171 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.7 $14M 102k 138.20
Wisdomtree Tr Intl Lrgcap Dv (DOL) 4.3 $9.1M 244k 37.42
Wisdomtree Tr Glb Us Qtly Div (DNL) 4.1 $8.7M 317k 27.49
Ishares Tr Eafe Grwth Etf (EFG) 3.6 $7.7M 106k 72.56
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 3.0 $6.3M 95k 67.14
Microsoft Corporation (MSFT) 2.9 $6.1M 26k 232.90
Exxon Mobil Corporation (XOM) 2.2 $4.7M 54k 87.31
Johnson & Johnson (JNJ) 2.1 $4.5M 28k 163.36
Walt Disney Company (DIS) 2.1 $4.5M 47k 94.33
Wisdomtree Tr Us Largecap Divd (DLN) 1.9 $4.0M 73k 55.26
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.7 $3.6M 105k 34.49
Wisdomtree Tr Us Smallcap Divd (DES) 1.7 $3.5M 137k 25.74
Amazon (AMZN) 1.6 $3.5M 31k 113.00
Pfizer (PFE) 1.6 $3.3M 76k 43.76

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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 1.4 $2.9M 43k 68.12
Procter & Gamble Company (PG) 1.3 $2.7M 21k 126.25
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.1 $2.3M 46k 50.10
Automatic Data Processing (ADP) 1.0 $2.2M 9.7k 226.19
Merck & Co (MRK) 1.0 $2.2M 25k 86.12
Ishares Tr Eafe Value Etf (EFV) 1.0 $2.1M 53k 38.53
JPMorgan Chase & Co. (JPM) 1.0 $2.0M 20k 104.50
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.9 $2.0M 64k 31.04
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.9 $1.9M 32k 60.35
McDonald's Corporation (MCD) 0.9 $1.9M 8.1k 230.74
S&T Ban (STBA) 0.9 $1.9M 63k 29.31
UnitedHealth (UNH) 0.8 $1.7M 3.3k 505.04
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $1.6M 7.6k 210.40
Abbvie (ABBV) 0.8 $1.6M 12k 134.21
Pepsi (PEP) 0.8 $1.6M 9.7k 163.26
Ishares Tr Conv Bd Etf (ICVT) 0.7 $1.5M 22k 68.90
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 0.7 $1.5M 70k 20.84
Home Depot (HD) 0.7 $1.4M 5.2k 275.93
Coca-Cola Company (KO) 0.6 $1.4M 24k 56.02
Abbott Laboratories (ABT) 0.6 $1.3M 14k 96.76
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.3M 3.8k 358.70
Ishares Tr Pfd And Incm Sec (PFF) 0.6 $1.3M 42k 31.67
Wisdomtree Tr Intl Equity Fd (DWM) 0.6 $1.2M 31k 40.15
J P Morgan Exchange Traded F Internl Gwt (JIG) 0.5 $1.1M 24k 46.99
Broadcom (AVGO) 0.5 $1.1M 2.4k 444.01
Verizon Communications (VZ) 0.5 $1.1M 28k 37.97
Chevron Corporation (CVX) 0.5 $1.1M 7.4k 143.67
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.0M 3.7k 267.02
Hershey Company (HSY) 0.5 $961k 4.4k 220.47
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $958k 17k 57.85
Alphabet Cap Stk Cl A (GOOGL) 0.4 $951k 9.9k 95.65
Essential Utils (WTRG) 0.4 $949k 23k 41.38
Incyte Corporation (INCY) 0.4 $870k 13k 66.64
General Mills (GIS) 0.4 $839k 11k 76.61
Fiserv (FISV) 0.4 $833k 8.9k 93.57
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $813k 2.00 406470.00
Comcast Corp Cl A (CMCSA) 0.4 $792k 27k 29.33
Norfolk Southern (NSC) 0.4 $746k 3.6k 209.65
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.4 $742k 12k 63.30
Ishares Tr Rus 1000 Etf (IWB) 0.4 $742k 3.8k 197.33
Mondelez Intl Cl A (MDLZ) 0.3 $741k 14k 54.83
Dominion Resources (D) 0.3 $731k 11k 69.11
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $680k 5.0k 135.99
Canadian Pacific Railway (CP) 0.3 $660k 9.9k 66.72
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $648k 8.3k 78.43
Alphabet Cap Stk Cl C (GOOG) 0.3 $646k 6.7k 96.15
Ishares Tr Russell 2000 Etf (IWM) 0.3 $628k 3.8k 164.92
Marathon Petroleum Corp (MPC) 0.3 $587k 5.9k 99.33
First Tr Exchange-traded Intl Dev Strngth (FICS) 0.3 $587k 23k 25.96
Boeing Company (BA) 0.3 $587k 4.8k 121.08
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $578k 7.2k 80.17
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.3 $575k 20k 28.80
Bank of America Corporation (BAC) 0.3 $572k 19k 30.20
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $571k 6.5k 87.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $569k 2.1k 267.20
Cisco Systems (CSCO) 0.3 $562k 14k 40.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $560k 1.6k 357.10
Bristol Myers Squibb (BMY) 0.3 $552k 7.8k 71.09
Spdr Ser Tr Dj Reit Etf (RWR) 0.3 $548k 6.5k 84.26
CVS Caremark Corporation (CVS) 0.3 $545k 5.7k 95.37
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $543k 1.8k 307.37
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $542k 5.7k 94.88
TJX Companies (TJX) 0.3 $542k 8.7k 62.12
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $528k 7.9k 66.43
Astrazeneca Sponsored Adr (AZN) 0.2 $523k 9.5k 54.84
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $514k 17k 29.61
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $493k 6.9k 71.33
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.2 $483k 14k 35.08
Raytheon Technologies Corp (RTX) 0.2 $483k 5.9k 81.86
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $480k 13k 37.67
Moody's Corporation (MCO) 0.2 $479k 2.0k 243.11
Vanguard Index Fds Value Etf (VTV) 0.2 $479k 3.9k 123.48
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $478k 7.6k 63.02
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 0.2 $474k 14k 34.86
Vanguard Index Fds Growth Etf (VUG) 0.2 $468k 2.2k 213.98
Tesla Motors (TSLA) 0.2 $462k 1.7k 265.25
At&t (T) 0.2 $454k 30k 15.34
Invesco Exch Trd Slf Idx Bulshs 2023 Muni (BSMN) 0.2 $453k 18k 24.78
Caterpillar (CAT) 0.2 $447k 2.7k 164.08
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $445k 2.0k 219.29
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $443k 4.4k 101.67
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $441k 2.3k 195.13
Laboratory Corp Amer Hldgs Com New (LH) 0.2 $433k 2.1k 204.81
Ishares Tr National Mun Etf (MUB) 0.2 $429k 4.2k 102.58
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $429k 3.5k 121.77
Ishares Core Msci Emkt (IEMG) 0.2 $426k 9.9k 42.98
Nextera Energy (NEE) 0.2 $420k 5.4k 78.41
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $414k 3.7k 111.50
Kimberly-Clark Corporation (KMB) 0.2 $408k 3.6k 112.62
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $408k 2.3k 179.47
Corteva (CTVA) 0.2 $397k 6.9k 57.15
Oracle Corporation (ORCL) 0.2 $390k 6.4k 61.07
Yum! Brands (YUM) 0.2 $383k 3.6k 106.34
Consolidated Edison (ED) 0.2 $382k 4.5k 85.75
Qualcomm (QCOM) 0.2 $376k 3.3k 112.98
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $366k 10k 36.49
Union Pacific Corporation (UNP) 0.2 $366k 1.9k 194.82
salesforce (CRM) 0.2 $361k 2.5k 143.84
Paychex (PAYX) 0.2 $361k 3.2k 112.21
Lockheed Martin Corporation (LMT) 0.2 $359k 929.00 386.29
3M Company (MMM) 0.2 $355k 3.2k 110.50
American Tower Reit (AMT) 0.2 $337k 1.6k 214.70
Select Sector Spdr Tr Energy (XLE) 0.2 $336k 4.7k 72.02
Stryker Corporation (SYK) 0.2 $330k 1.6k 202.54
Lowe's Companies (LOW) 0.2 $326k 1.7k 187.81
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $324k 2.5k 128.93
Amgen (AMGN) 0.2 $323k 1.4k 225.40
Mastercard Incorporated Cl A (MA) 0.2 $322k 1.1k 284.34
Nuveen PA Investnt Quality Municipal (NQP) 0.2 $321k 29k 10.97
Visa Com Cl A (V) 0.2 $318k 1.8k 177.65
Pinnacle West Capital Corporation (PNW) 0.1 $316k 4.9k 64.51
Invesco Van Kampen Penn Vl MI Trust (VPV) 0.1 $316k 33k 9.65
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $302k 8.7k 34.88
BlackRock (BLK) 0.1 $289k 526.00 550.28
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $288k 3.5k 82.45
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $287k 6.0k 48.14
Ishares Tr Tips Bd Etf (TIP) 0.1 $285k 2.7k 104.90
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.1 $276k 13k 20.87
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $276k 11k 26.07
BlackRock MuniYield Pennsylvania Insured (MPA) 0.1 $275k 23k 11.86
Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) 0.1 $266k 11k 24.38
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $265k 2.1k 128.52
Gilead Sciences (GILD) 0.1 $264k 4.3k 61.69
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $261k 796.00 328.30
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.1 $257k 13k 20.39
Thermo Fisher Scientific (TMO) 0.1 $252k 496.00 507.19
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) 0.1 $246k 10k 23.80
Starbucks Corporation (SBUX) 0.1 $245k 2.9k 84.26
International Business Machines (IBM) 0.1 $241k 2.0k 118.81
Ishares Tr Core Msci Eafe (IEFA) 0.1 $240k 4.6k 52.67
Edwards Lifesciences (EW) 0.1 $240k 2.9k 82.63
L3harris Technologies (LHX) 0.1 $236k 1.1k 207.83
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $234k 5.9k 39.74
Costco Wholesale Corporation (COST) 0.1 $225k 476.00 472.27
Honeywell International (HON) 0.1 $224k 1.3k 166.97
Dollar General (DG) 0.1 $223k 931.00 239.86
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $223k 5.3k 41.99
Exelon Corporation (EXC) 0.1 $222k 5.9k 37.46
Palantir Technologies Cl A (PLTR) 0.1 $221k 27k 8.13
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $220k 6.5k 34.06
Indexiq Active Etf Tr Iq Mackay Insred (MMIN) 0.1 $219k 9.5k 22.98
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $217k 1.5k 143.40
Intel Corporation (INTC) 0.1 $216k 8.4k 25.77
Crown Castle Intl (CCI) 0.1 $214k 1.5k 144.55
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $213k 8.3k 25.80
United Parcel Service CL B (UPS) 0.1 $205k 1.3k 161.54
AFLAC Incorporated (AFL) 0.1 $203k 3.6k 56.20
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $202k 8.2k 24.62
Toll Brothers (TOL) 0.1 $202k 4.8k 42.00
Eli Lilly & Co. (LLY) 0.1 $201k 621.00 323.35
Novo-nordisk A S Adr (NVO) 0.1 $199k 2.0k 99.63
Marriott Intl Cl A (MAR) 0.1 $198k 1.4k 140.14
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $194k 826.00 235.07
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.1 $193k 2.4k 81.63
Wisdomtree Tr Us Total Dividnd (DTD) 0.1 $192k 3.5k 54.25
Philip Morris International (PM) 0.1 $187k 2.3k 83.01
Rockwell Automation (ROK) 0.1 $183k 851.00 215.11
Wal-Mart Stores (WMT) 0.1 $182k 1.4k 129.70
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $181k 1.7k 103.94
Ishares Tr Msci Eafe Etf (EFA) 0.1 $181k 3.2k 56.01
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $176k 4.5k 38.97
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $176k 1.5k 121.11
Citizens Financial Services (CZFS) 0.1 $174k 2.5k 70.20
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $173k 837.00 206.59
Broadridge Financial Solutions (BR) 0.1 $167k 1.2k 144.32
Constellation Energy (CEG) 0.1 $167k 2.0k 83.19
Flexshares Tr Qualt Divd Idx (QDF) 0.1 $165k 3.5k 47.25
Paycom Software (PAYC) 0.1 $165k 500.00 329.99
Vanguard World Fds Industrial Etf (VIS) 0.1 $163k 1.0k 157.54
American Electric Power Company (AEP) 0.1 $162k 1.9k 86.45
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.1 $161k 1.2k 138.76
Morgan Stanley Com New (MS) 0.1 $161k 2.0k 79.01
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $161k 1.2k 131.17
Pacer Fds Tr Trendpilot Fd (TRND) 0.1 $160k 6.0k 26.48
Hess (HES) 0.1 $159k 1.5k 108.99
Travelers Companies (TRV) 0.1 $159k 1.0k 153.20
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.1 $154k 3.7k 41.44
Hp (HPQ) 0.1 $153k 6.2k 24.92
Citigroup Com New (C) 0.1 $151k 3.6k 41.67
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $151k 3.1k 48.78
Advanced Micro Devices (AMD) 0.1 $151k 2.4k 63.36
Altria (MO) 0.1 $150k 3.7k 40.38
Select Sector Spdr Tr Financial (XLF) 0.1 $146k 4.8k 30.36
Ishares Tr Ishares Biotech (IBB) 0.1 $146k 1.2k 116.96
Artesian Res Corp Cl A (ARTNA) 0.1 $146k 3.0k 48.12
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) 0.1 $145k 6.4k 22.80
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.1 $145k 6.3k 22.82
T. Rowe Price (TROW) 0.1 $144k 1.4k 105.01
American Express Company (AXP) 0.1 $143k 1.1k 134.91
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $142k 1.5k 96.05
Novartis Sponsored Adr (NVS) 0.1 $141k 1.9k 76.01
NVIDIA Corporation (NVDA) 0.1 $141k 1.2k 121.39
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $140k 3.9k 36.36
S&p Global (SPGI) 0.1 $139k 454.00 305.35
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $138k 5.0k 27.78
Public Service Enterprise (PEG) 0.1 $138k 2.5k 56.23
State Street Corporation (STT) 0.1 $138k 2.3k 60.81
Meta Platforms Cl A (META) 0.1 $137k 1.0k 135.68
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $135k 2.3k 57.44
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $135k 2.2k 59.99
Chemours (CC) 0.1 $133k 5.4k 24.65
United Rentals (URI) 0.1 $132k 489.00 270.12
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.1 $128k 2.2k 57.71
Eaton Corp SHS (ETN) 0.1 $128k 956.00 133.36
Ecolab (ECL) 0.1 $127k 882.00 144.42
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $127k 1.9k 65.51
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) 0.1 $127k 5.7k 22.31
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $126k 671.00 187.93
Dollar Tree (DLTR) 0.1 $125k 920.00 136.10
PNC Financial Services (PNC) 0.1 $125k 836.00 149.33
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $122k 1.3k 96.34
Biogen Idec (BIIB) 0.1 $122k 455.00 267.00
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $120k 6.0k 19.94
Duke Energy Corp Com New (DUK) 0.1 $119k 1.3k 93.02
Allstate Corporation (ALL) 0.1 $117k 939.00 124.53
Medtronic SHS (MDT) 0.1 $116k 1.4k 80.75
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $115k 1.5k 79.54
Invesco Actively Managed Etf Total Return (GTO) 0.1 $115k 2.5k 45.60
Invesco Currencyshares Swiss Swiss Franc (FXF) 0.1 $109k 1.2k 90.46
Ishares Tr U.s. Tech Etf (IYW) 0.1 $108k 1.5k 73.37
Fulton Financial (FULT) 0.1 $108k 6.8k 15.80
Paramount Global Class B Com (PARA) 0.1 $108k 5.7k 19.04
Air Products & Chemicals (APD) 0.1 $107k 458.00 232.73
Spdr Ser Tr S&p 600 Sml Cap (SLY) 0.1 $106k 1.4k 75.69
AmerisourceBergen (ABC) 0.0 $105k 773.00 135.33
Invesco Exch Trd Slf Idx Bulshs 2023 Hy (BSJN) 0.0 $101k 4.4k 22.82
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $101k 591.00 170.54
Ishares Tr Select Divid Etf (DVY) 0.0 $100k 928.00 107.22
Constellation Brands Cl A (STZ) 0.0 $98k 425.00 229.68
Ishares Tr Morningstar Grwt (ILCG) 0.0 $98k 2.0k 48.26
Archer Daniels Midland Company (ADM) 0.0 $97k 1.2k 80.45
Lumos Pharma (LUMO) 0.0 $97k 11k 8.85
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 0.0 $97k 4.5k 21.62
Leidos Holdings (LDOS) 0.0 $96k 1.1k 87.47
Invesco Currencyshares Euro Euro Shs (FXE) 0.0 $96k 1.1k 90.44
Ishares Tr Global Tech Etf (IXN) 0.0 $96k 2.3k 42.18

Past Filings by Key FInancial

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