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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, GOVT, SLYV, and represent 18.12% of Key FInancial's stock portfolio.
Added to shares of these 10 stocks: AAPL, BSMQ, GOVT, EFG, EFAD, EFV, BSCQ, AZN, BSMR, BSCR.
Started 47 new stock positions in BCRX, COIN, PNFP, BSCY, ICLR, DBMF, AZN, IAI, NAD, BCTK.
Reduced shares in these 10 stocks: BSMS, GAL, AstraZeneca, , BSMV, STBA, BSMU, BSMT, , NVDA.
Sold out of its positions in AFRM, AVLV, APP, AstraZeneca, Astria Therapeutics, BJ, BAX, BLE, HRB, BPRE.
Key FInancial was a net buyer of stock by $21M.
Key FInancial has $562M in assets under management (AUM), dropping by 2.53%.
Central Index Key (CIK): 0001801720

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Portfolio Holdings for Key FInancial

Key FInancial holds 1394 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Key FInancial has 1394 total positions. Only the first 250 positions are shown.

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Download the Key FInancial March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.7	$26M	+6%	104k	253.79	View chart
Wisdomtree Tr True Developed I (DOL)	3.9	$22M		321k	67.99	View chart
Wisdomtree Tr Global Ex Us Qua (DNL)	3.3	$19M	+2%	463k	40.37	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	3.2	$18M	+9%	773k	22.91	View chart
Spdr Series Trust State Street Spd (SLYV)	3.1	$17M		183k	94.58	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	3.0	$17M		288k	58.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	2.5	$14M		410k	33.77	View chart
Microsoft Corporation (MSFT)	1.9	$11M	+3%	29k	370.17	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.8	$10M	+12%	90k	111.37	View chart
First Tr Exchange Traded Intl Dev Strngth (FICS)	1.7	$9.7M		250k	39.04	View chart
Spdr Series Trust State Street Spd (SPYV)	1.5	$8.6M	+2%	152k	56.58	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	1.5	$8.5M		96k	89.33	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	1.4	$8.1M	+10%	342k	23.65	View chart
Spdr Series Trust State Street Spd (SPYG)	1.4	$8.1M	+6%	83k	97.91	View chart
Exxon Mobil Corporation (XOM)	1.4	$8.0M		47k	169.66	View chart
Spdr Series Trust State Street Spd (SLYG)	1.4	$8.0M		83k	96.62	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	1.3	$7.6M		102k	74.24	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	1.3	$7.5M		396k	19.00	View chart
Spdr Series Trust State Street Spd (SPTI)	1.2	$6.8M		238k	28.66	View chart
JPMorgan Chase & Co. (JPM)	1.2	$6.5M	+2%	22k	294.16	View chart
Broadcom (AVGO)	1.1	$6.3M		21k	309.51	View chart
Johnson & Johnson (JNJ)	1.1	$6.3M	+8%	26k	244.44	View chart
Spdr Series Trust State Street Spd (SPTS)	1.1	$6.1M		209k	29.18	View chart
NVIDIA Corporation (NVDA)	1.0	$5.9M	-3%	34k	174.40	View chart
Amazon (AMZN)	1.0	$5.8M	+9%	28k	208.27	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	1.0	$5.7M		159k	35.94	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$5.0M	+2%	17k	287.56	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.8	$4.6M	+53%	194k	23.62	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.8	$4.6M	+3%	97k	46.91	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.8	$4.5M	+5%	64k	69.89	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$4.4M		10k	426.40	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$4.4M	+27%	59k	74.35	View chart
Proshares Tr Msci Eafe Divd (EFAD)	0.7	$3.8M	+38%	93k	40.94	View chart
Abbvie (ABBV)	0.6	$3.6M	+3%	17k	217.49	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.6	$3.5M	+31%	177k	19.53	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.6	$3.4M	-29%	147k	23.40	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.5	$3.0M	+15%	29k	105.03	View chart
Merck & Co (MRK)	0.5	$3.0M		25k	120.29	View chart
Palantir Technologies Cl A (PLTR)	0.5	$2.9M		20k	146.28	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$2.9M		26k	113.11	View chart
Cigna Corp (CI)	0.5	$2.8M		10k	266.75	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.5	$2.7M	+37%	137k	19.62	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.5	$2.6M	-8%	111k	23.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$2.5M		3.9k	650.95	View chart
McDonald's Corporation (MCD)	0.4	$2.5M		8.1k	310.79	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.4	$2.5M	-10%	114k	21.81	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$2.4M	+7%	5.1k	479.20	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$2.4M	+3%	5.5k	436.81	View chart
Procter & Gamble Company (PG)	0.4	$2.4M	-6%	16k	145.16	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.4	$2.2M	-14%	106k	20.88	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$2.2M	+2%	7.7k	286.86	View chart
Automatic Data Processing (ADP)	0.4	$2.2M	+2%	11k	203.18	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.4	$2.2M	+47%	105k	20.42	View chart
S&T Ban (STBA)	0.4	$2.1M	-13%	50k	41.83	View chart
Oracle Corporation (ORCL)	0.4	$2.1M		14k	147.11	View chart
Chevron Corporation (CVX)	0.4	$2.0M	+3%	9.8k	206.90	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.4	$2.0M	+9%	37k	54.80	View chart
Abbott Laboratories (ABT)	0.3	$1.9M		19k	102.67	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.9M		3.2k	597.55	View chart
Caterpillar (CAT)	0.3	$1.9M	+2%	2.7k	708.46	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.9M		9.4k	196.20	View chart
Spdr Series Trust State Street Spd (SPMD)	0.3	$1.7M	-4%	30k	59.22	View chart
Pfizer (PFE)	0.3	$1.7M		60k	28.08	View chart
Coca-Cola Company (KO)	0.3	$1.7M	-3%	22k	76.05	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$1.6M		7.7k	213.67	View chart
Verizon Communications (VZ)	0.3	$1.6M		31k	50.20	View chart
Pepsi (PEP)	0.3	$1.5M	+3%	9.9k	155.29	View chart
Spdr Series Trust State Street Spd (MDYG)	0.3	$1.5M	-9%	16k	95.96	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.3	$1.5M	+9%	64k	23.18	View chart
Tesla Motors (TSLA)	0.3	$1.5M	+9%	4.0k	371.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.5M	+10%	2.6k	577.15	View chart
Cisco Systems (CSCO)	0.3	$1.5M	+2%	19k	77.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.5M	+7%	4.6k	320.81	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.3	$1.5M	+14%	17k	86.36	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.4M		2.00	718140.00	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.3	$1.4M	+94%	15k	95.48	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$1.4M	+5%	2.2k	650.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.4M		22k	64.08	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.4M	+3%	2.0k	697.72	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.4M		4.6k	298.85	View chart
InterDigital (IDCC)	0.2	$1.4M		4.5k	302.00	View chart
Marathon Petroleum Corp (MPC)	0.2	$1.3M		5.4k	244.18	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$1.3M		3.7k	356.56	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$1.3M	+75%	26k	50.61	View chart
TJX Companies (TJX)	0.2	$1.3M		8.1k	159.70	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$1.3M		8.7k	148.10	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$1.3M		27k	48.32	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$1.2M		17k	75.19	View chart
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)	0.2	$1.2M	+27%	49k	24.85	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$1.2M		10k	114.98	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$1.2M	-4%	11k	101.79	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.2	$1.1M	+6%	61k	18.66	View chart
Ge Aerospace Com New (GE)	0.2	$1.1M		4.0k	283.77	View chart
Meridian Bank (MRBK)	0.2	$1.1M		59k	18.96	View chart
Moody's Corporation (MCO)	0.2	$1.1M		2.6k	436.25	View chart
Home Depot (HD)	0.2	$1.1M	+15%	3.4k	328.93	View chart
Spdr Index Shs Fds State Street Spd (DWX)	0.2	$1.1M		24k	45.60	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.1M		5.7k	192.90	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.2	$1.1M	+3%	16k	69.90	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$1.1M		23k	45.65	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.1M		4.3k	248.00	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX)	0.2	$1.1M	+19%	41k	25.42	View chart
Norfolk Southern (NSC)	0.2	$1.0M		3.6k	287.00	View chart
Essential Utils (WTRG)	0.2	$1.0M	+5%	25k	40.26	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.2	$1.0M	+10%	24k	42.44	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$1.0M	+23%	8.8k	114.91	View chart
Companhia De Saneamento Basi Sponsored Adr (SBS)	0.2	$1.0M		33k	30.51	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$998k		6.9k	144.71	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.2	$978k	+281%	15k	63.91	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$962k		7.5k	128.12	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$949k	+14%	14k	69.74	View chart
Constellation Energy (CEG)	0.2	$928k	-16%	3.3k	279.25	View chart
At&t (T)	0.2	$925k		32k	28.99	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$924k	+2%	3.1k	302.25	View chart
Bank of America Corporation (BAC)	0.2	$920k		19k	48.75	View chart
Fulton Financial (FULT)	0.2	$912k		45k	20.34	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.2	$910k	+20%	41k	22.36	View chart
Hershey Company (HSY)	0.2	$907k		4.4k	207.89	View chart
Lockheed Martin Corporation (LMT)	0.2	$902k	-10%	1.5k	604.39	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.2	$894k		24k	37.49	View chart
Ishares Tr Morningstar Valu (ILCV)	0.2	$883k	+2%	9.5k	93.14	View chart
Visa Com Cl A (V)	0.2	$878k	+4%	2.9k	302.24	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$876k	+12%	29k	30.68	View chart
Ge Vernova (GEV)	0.2	$855k		980.00	872.90	View chart
salesforce (CRM)	0.2	$853k		4.6k	186.67	View chart
Spdr Series Trust State Street Spd (CWB)	0.2	$844k		9.2k	91.52	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$841k		17k	48.46	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$836k	+2%	50k	16.72	View chart
Costco Wholesale Corporation (COST)	0.1	$831k	+15%	834.00	996.43	View chart
Astrazeneca Ord (AZN)	0.1	$818k	NEW	4.2k	193.69	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$808k	+5%	11k	76.54	View chart
UnitedHealth (UNH)	0.1	$804k	-2%	3.0k	270.59	View chart
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)	0.1	$800k	+78%	7.3k	110.31	View chart
Meta Platforms Cl A (META)	0.1	$799k	+4%	1.4k	572.13	View chart
Mastercard Incorporated Cl A (MA)	0.1	$796k	+7%	1.6k	499.66	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$779k	+77%	16k	50.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$777k		6.3k	124.18	View chart
Corning Incorporated (GLW)	0.1	$769k	-8%	5.7k	135.97	View chart
Invesco Exch Trd Slf Idx Bultshs 2035 Mun (BSMZ)	0.1	$767k	+29%	31k	25.13	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$767k	+2%	11k	69.51	View chart
Invesco Exch Trd Slf Idx Bulletshare 2034 (BSMY)	0.1	$766k	+29%	32k	24.26	View chart
International Business Machines (IBM)	0.1	$766k	+2%	3.2k	242.39	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$757k	-2%	13k	57.64	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$755k		8.7k	86.41	View chart
Eli Lilly & Co. (LLY)	0.1	$749k	+5%	814.00	919.77	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$733k	-3%	11k	67.53	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$726k	+6%	13k	54.05	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$723k	+240%	14k	50.98	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$718k	+4%	7.9k	90.58	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$712k	+29%	14k	50.48	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$706k		3.3k	211.15	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$683k		3.7k	184.28	View chart
Wal-Mart Stores (WMT)	0.1	$680k	+9%	5.5k	124.28	View chart
Toll Brothers (TOL)	0.1	$672k		4.9k	136.46	View chart
Dominion Resources (D)	0.1	$653k		11k	61.82	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$625k	+21%	7.6k	82.75	View chart
Walt Disney Company (DIS)	0.1	$616k		6.4k	96.78	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.1	$613k	+19%	28k	21.68	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$602k		6.0k	100.62	View chart
Gilead Sciences (GILD)	0.1	$592k		4.2k	139.37	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$588k		4.0k	145.94	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$581k		3.1k	189.59	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$579k	+25%	13k	44.87	View chart
Spdr Series Trust State Street Spd (RWR)	0.1	$579k		5.7k	100.97	View chart
Marriott Intl Cl A (MAR)	0.1	$574k	-3%	1.8k	327.07	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$567k		12k	49.37	View chart
Consolidated Edison (ED)	0.1	$564k	+7%	5.0k	113.17	View chart
Yum! Brands (YUM)	0.1	$561k		3.6k	155.48	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$558k	+16%	5.7k	97.13	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$544k		9.6k	56.68	View chart
Amgen (AMGN)	0.1	$544k	+32%	1.5k	351.85	View chart
Morgan Stanley Com New (MS)	0.1	$538k	+7%	3.3k	164.58	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$531k		4.5k	118.45	View chart
Blackrock (BLK)	0.1	$525k		546.00	961.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$515k		2.0k	261.91	View chart
Sony Group Corp Sponsored Adr (SONY)	0.1	$515k	+2%	25k	20.70	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$504k	+3%	2.3k	215.06	View chart
Advanced Micro Devices (AMD)	0.1	$499k	+19%	2.5k	203.43	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$495k	+6%	8.7k	56.79	View chart
Pinnacle West Capital Corporation (PNW)	0.1	$494k		4.9k	100.75	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$493k		2.5k	198.29	View chart
Fiserv (FISV)	0.1	$489k		8.8k	55.80	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$483k	-8%	20k	24.75	View chart
Bristol Myers Squibb (BMY)	0.1	$482k	+2%	7.9k	60.65	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$473k	+8%	1.5k	313.81	View chart
Cohen & Steers Etf Trust Preferred And In (CSPF)	0.1	$471k	+3192%	18k	25.64	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$470k	+81%	10k	47.02	View chart
Citigroup Com New (C)	0.1	$467k	+3%	4.1k	113.41	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$465k		9.4k	49.69	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$462k		2.4k	191.81	View chart
Eaton Corp SHS (ETN)	0.1	$461k	+20%	1.3k	357.67	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.1	$458k		4.6k	98.53	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.1	$456k	+39%	6.5k	70.03	View chart
Qualcomm (QCOM)	0.1	$451k		3.5k	128.78	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.1	$450k	+12%	21k	21.04	View chart
Spdr Index Shs Fds State Street Spd (GWX)	0.1	$447k		11k	42.23	View chart
Union Pacific Corporation (UNP)	0.1	$442k	+2%	1.8k	242.62	View chart
3M Company (MMM)	0.1	$437k		3.0k	145.71	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.1	$434k		11k	40.14	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$427k	+19%	5.5k	77.11	View chart
AFLAC Incorporated (AFL)	0.1	$424k		3.9k	109.71	View chart
Public Service Enterprise (PEG)	0.1	$423k		5.2k	80.95	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$415k	+6%	965.00	430.29	View chart
American Express Company (AXP)	0.1	$409k	+8%	1.4k	302.48	View chart
Novartis Sponsored Adr (NVS)	0.1	$406k	+2%	2.7k	152.75	View chart
Netflix (NFLX)	0.1	$406k	-3%	4.2k	96.15	View chart
United Rentals (URI)	0.1	$403k		553.00	728.56	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$400k	+6352%	4.2k	95.44	View chart
Lowe's Companies (LOW)	0.1	$389k	-6%	1.6k	236.28	View chart
Vanguard World Industrial Etf (VIS)	0.1	$383k		1.2k	312.22	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$383k		5.5k	70.18	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$382k	+77%	4.8k	79.27	View chart
Thermo Fisher Scientific (TMO)	0.1	$379k		770.00	491.53	View chart
Exelon Corporation (EXC)	0.1	$376k		7.7k	49.02	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$372k		2.4k	155.11	View chart
Canadian Pacific Kansas City (CP)	0.1	$367k		4.7k	78.45	View chart
Spdr Index Shs Fds State Street Spd (CWI)	0.1	$359k		9.8k	36.59	View chart
Spdr Index Shs Fds State Street Spd (EFAX)	0.1	$359k		7.2k	49.77	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$359k	+5%	1.1k	337.95	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$357k	-6%	6.8k	52.54	View chart
AmerisourceBergen (COR)	0.1	$357k		1.1k	314.14	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$355k	+39%	8.9k	40.10	View chart
Spdr Index Shs Fds State Street Spd (SPGM)	0.1	$348k		4.6k	75.71	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$344k		1.9k	181.42	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$328k		3.5k	93.66	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$328k		913.00	359.03	View chart
L3harris Technologies (LHX)	0.1	$320k		927.00	345.15	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$319k	+29%	5.2k	61.26	View chart
F5 Networks (FFIV)	0.1	$319k		1.1k	289.33	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$317k		3.2k	99.39	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$316k		14k	23.32	View chart
Labcorp Holdings Com Shs (LH)	0.1	$316k		1.2k	266.81	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$314k		2.1k	146.61	View chart
Rockwell Automation (ROK)	0.1	$311k		866.00	358.88	View chart
Travelers Companies (TRV)	0.1	$311k		1.1k	291.68	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$310k	-4%	3.5k	88.70	View chart
Goldman Sachs (GS)	0.1	$308k	+141%	364.00	845.99	View chart
American Tower Reit (AMT)	0.1	$305k		1.8k	172.58	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$305k		3.6k	84.91	View chart
Starbucks Corporation (SBUX)	0.1	$299k		3.3k	89.59	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$298k	+4%	762.00	390.41	View chart
Honeywell International (HON)	0.1	$290k	+5%	1.3k	226.03	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$288k		2.0k	145.74	View chart
State Street Corporation (STT)	0.1	$287k		2.3k	126.56	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$285k	+6%	1.3k	217.25	View chart
General Mills (GIS)	0.1	$282k		7.6k	37.22	View chart
Stryker Corporation (SYK)	0.1	$281k	+8%	856.00	328.59	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$277k		753.00	367.44	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$275k		3.5k	78.41	View chart
PNC Financial Services (PNC)	0.0	$273k		1.3k	208.08	View chart

Past Filings by Key FInancial

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

Key FInancial 2026 Q1 filed April 24, 2026
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

View all past filings

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