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 1316 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Key FInancial has 1316 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.5 $20M 105k 192.53
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First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 4.1 $15M +94% 833k 17.83
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Wisdomtree Tr Glb Us Qtly Div (DNL) 4.0 $15M 391k 36.99
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Wisdomtree Tr Intl Lrgcap Dv (DOL) 3.6 $13M +3% 271k 49.26
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 3.1 $12M +3% 138k 83.31
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Microsoft Corporation (MSFT) 3.0 $11M +2% 29k 376.04
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Ishares Tr Us Treas Bd Etf (GOVT) 2.6 $9.7M +338% 420k 23.04
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Ishares Tr Eafe Grwth Etf (EFG) 2.5 $9.0M -4% 93k 96.85
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 2.1 $7.8M +7% 292k 26.57
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.8 $6.5M +13% 140k 46.63
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Wisdomtree Tr Us Largecap Divd (DLN) 1.6 $5.7M +7% 86k 66.38
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 1.5 $5.6M +9% 67k 83.63
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.5 $5.6M 86k 65.06
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) 1.5 $5.4M +20008% 187k 29.05
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Exxon Mobil Corporation (XOM) 1.5 $5.4M 54k 99.98
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Spdr Ser Tr Portfli Intrmdit (SPTI) 1.4 $5.2M NEW 183k 28.56
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Wisdomtree Tr Us Smallcap Divd (DES) 1.4 $5.2M +9% 160k 32.17
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Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) 1.3 $4.8M +384% 202k 23.90
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J P Morgan Exchange Traded F Internl Gwt (JIG) 1.2 $4.5M +15% 77k 58.34
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Amazon (AMZN) 1.2 $4.4M -2% 29k 151.94
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Johnson & Johnson (JNJ) 1.2 $4.4M 28k 156.74
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JPMorgan Chase & Co. (JPM) 1.1 $3.9M +19% 23k 170.10
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First Tr Exchange-traded Intl Dev Strngth (FICS) 1.0 $3.7M +19% 110k 33.75
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $3.1M 10k 303.17
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Procter & Gamble Company (PG) 0.8 $3.1M 21k 146.54
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.8 $3.1M +17% 87k 35.41
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Walt Disney Company (DIS) 0.8 $3.0M -12% 34k 90.29
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Merck & Co (MRK) 0.8 $2.8M +2% 26k 109.02
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Broadcom (AVGO) 0.8 $2.8M 2.5k 1116.25
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Ishares Tr Eafe Value Etf (EFV) 0.7 $2.6M -4% 50k 52.10
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Automatic Data Processing (ADP) 0.7 $2.5M 11k 232.97
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Alphabet Cap Stk Cl A (GOOGL) 0.7 $2.4M 17k 139.69
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McDonald's Corporation (MCD) 0.6 $2.4M 8.0k 296.51
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Abbvie (ABBV) 0.6 $2.3M 15k 154.97
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Pfizer (PFE) 0.6 $2.1M -4% 73k 28.79
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S&T Ban (STBA) 0.6 $2.1M 62k 33.42
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Boeing Company (BA) 0.6 $2.1M +60% 8.0k 260.66
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $2.0M 26k 75.10
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UnitedHealth (UNH) 0.5 $1.9M 3.7k 526.47
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Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV) 0.5 $1.9M +18% 88k 21.64
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Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) 0.5 $1.9M +17% 81k 23.50
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Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) 0.5 $1.9M +17% 85k 22.42
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Home Depot (HD) 0.5 $1.9M +5% 5.4k 346.53
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Wisdomtree Tr Intl Equity Fd (DWM) 0.5 $1.9M 35k 52.51
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Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) 0.5 $1.8M +16% 71k 24.91
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Ishares Tr Conv Bd Etf (ICVT) 0.5 $1.8M 23k 78.59
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Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) 0.5 $1.7M +16% 71k 24.54
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Abbott Laboratories (ABT) 0.5 $1.7M 15k 110.07
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Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.7M 3.5k 477.61
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Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.4 $1.6M +18% 69k 23.76
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Pepsi (PEP) 0.4 $1.6M 9.6k 169.84
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Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) 0.4 $1.4M +38% 61k 23.75
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.4 $1.4M -9% 19k 75.67
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Coca-Cola Company (KO) 0.4 $1.4M 24k 58.93
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Vanguard Index Fds Growth Etf (VUG) 0.4 $1.3M -2% 4.3k 310.90
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.3M 3.7k 356.66
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Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $1.3M 7.7k 165.25
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.3 $1.3M +31% 18k 72.15
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NVIDIA Corporation (NVDA) 0.3 $1.3M +28% 2.6k 495.22
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Accenture Plc Ireland Shs Class A (ACN) 0.3 $1.2M +999% 3.4k 350.91
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Fiserv (FI) 0.3 $1.2M 8.8k 132.84
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Moody's Corporation (MCO) 0.3 $1.2M 3.0k 390.56
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Chevron Corporation (CVX) 0.3 $1.2M 7.8k 149.16
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Vanguard Index Fds Value Etf (VTV) 0.3 $1.1M +2% 7.6k 149.50
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $1.1M 2.00 542625.00
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Verizon Communications (VZ) 0.3 $1.1M -2% 29k 37.70
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $1.0M 10k 104.46
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Ishares Tr Pfd And Incm Sec (PFF) 0.3 $1.0M -6% 33k 31.19
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Cisco Systems (CSCO) 0.3 $1.0M +3% 20k 50.52
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Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.0M 3.8k 262.26
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Mondelez Intl Cl A (MDLZ) 0.3 $987k 14k 72.43
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Alphabet Cap Stk Cl C (GOOG) 0.3 $984k 7.0k 140.93
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Fulton Financial (FULT) 0.3 $944k 57k 16.46
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $938k 4.0k 237.22
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $931k 4.6k 200.71
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.3 $925k +30% 19k 48.72
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Spdr Index Shs Fds S&p Intl Etf (DWX) 0.2 $907k 26k 35.55
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Tesla Motors (TSLA) 0.2 $907k +102% 3.7k 248.48
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Marathon Petroleum Corp (MPC) 0.2 $895k 6.0k 148.36
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Ishares Tr S&P SML 600 GWT (IJT) 0.2 $879k 7.0k 125.14
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Essential Utils (WTRG) 0.2 $876k 24k 37.37
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Vanguard World Fds Inf Tech Etf (VGT) 0.2 $876k 1.8k 484.00
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Norfolk Southern (NSC) 0.2 $846k 3.6k 236.38
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $820k 7.3k 111.63
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Hershey Company (HSY) 0.2 $813k 4.4k 186.44
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Caterpillar (CAT) 0.2 $811k 2.7k 295.67
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Yum! Brands (YUM) 0.2 $805k +71% 6.2k 130.66
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Bank of America Corporation (BAC) 0.2 $803k +44% 24k 33.67
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TJX Companies (TJX) 0.2 $776k 8.3k 93.81
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Lockheed Martin Corporation (LMT) 0.2 $761k 1.7k 453.24
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $755k 7.0k 108.25
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $744k -4% 1.6k 475.26
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Oracle Corporation (ORCL) 0.2 $729k +6% 6.9k 105.43
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $718k -7% 1.8k 409.60
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $712k +4% 8.1k 88.36
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $706k 15k 47.90
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Fidelity Covington Trust Enhanced Large 0.2 $686k NEW 26k 26.23
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Astrazeneca Sponsored Adr (AZN) 0.2 $674k +2% 10k 67.35
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $671k 16k 41.10
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salesforce (CRM) 0.2 $670k 2.5k 263.14
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.2 $652k 14k 47.39
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $646k 17k 37.22
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $635k 8.3k 76.13
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $627k 8.5k 73.55
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Spdr Ser Tr Dj Reit Etf (RWR) 0.2 $620k 6.5k 95.32
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $611k 7.7k 79.22
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General Mills (GIS) 0.2 $611k 9.4k 65.14
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $610k 2.2k 277.19
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $577k 2.4k 241.77
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.2 $577k +103% 28k 20.89
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Ishares Core Msci Emkt (IEMG) 0.2 $565k 11k 50.58
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Thomson Reuters Corp. (TRI) 0.2 $560k 3.8k 146.94
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Ishares Tr S&p 500 Val Etf (IVE) 0.2 $552k 3.2k 173.89
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Mastercard Incorporated Cl A (MA) 0.1 $546k 1.3k 426.51
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $542k +10% 13k 42.18
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $538k -3% 3.7k 145.01
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At&t (T) 0.1 $526k 31k 16.78
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $526k +4% 4.2k 124.97
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $517k +79% 25k 20.45
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Visa Com Cl A (V) 0.1 $511k 2.0k 260.35
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $504k 4.9k 103.07
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Sony Group Corp Sponsored Adr (SONY) 0.1 $504k 5.3k 94.69
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Qualcomm (QCOM) 0.1 $503k 3.5k 144.63
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Toll Brothers (TOL) 0.1 $501k 4.9k 102.79
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Stryker Corporation (SYK) 0.1 $500k 1.7k 299.46
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Dominion Resources (D) 0.1 $497k 11k 47.00
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Laboratory Corp Amer Hldgs Com New (LH) 0.1 $489k 2.2k 227.29
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Raytheon Technologies Corp (RTX) 0.1 $483k 5.7k 84.14
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $473k +118% 8.5k 55.90
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $470k 3.0k 155.33
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Palantir Technologies Cl A (PLTR) 0.1 $468k 27k 17.17
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CVS Caremark Corporation (CVS) 0.1 $463k 5.9k 78.96
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Union Pacific Corporation (UNP) 0.1 $463k 1.9k 245.62
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Proshares Tr S&p Mdcp 400 Div (REGL) 0.1 $454k +124% 6.2k 73.57
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $453k +5% 2.7k 170.40
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Novo-nordisk A S Adr (NVO) 0.1 $448k +8% 4.3k 103.45
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $446k 6.3k 70.35
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Meta Platforms Cl A (META) 0.1 $441k 1.2k 353.96
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Kimberly-Clark Corporation (KMB) 0.1 $440k 3.6k 121.61
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BlackRock (BLK) 0.1 $438k 540.00 811.80
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $438k +5% 8.0k 54.98
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Lowe's Companies (LOW) 0.1 $437k 2.0k 222.55
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Public Service Enterprise (PEG) 0.1 $432k +187% 7.1k 61.15
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Eli Lilly & Co. (LLY) 0.1 $422k 724.00 582.92
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Select Sector Spdr Tr Financial (XLF) 0.1 $422k 11k 37.60
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $421k +3% 7.8k 54.08
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Intel Corporation (INTC) 0.1 $419k 8.3k 50.25
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $417k 954.00 436.80
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Consolidated Edison (ED) 0.1 $412k 4.5k 90.96
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Select Sector Spdr Tr Energy (XLE) 0.1 $409k +3% 4.9k 83.84
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Costco Wholesale Corporation (COST) 0.1 $388k -2% 588.00 660.08
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $384k 5.1k 75.35
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American Tower Reit (AMT) 0.1 $383k 1.8k 215.88
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Paychex (PAYX) 0.1 $383k 3.2k 119.11
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Amgen (AMGN) 0.1 $372k 1.3k 288.02
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Marriott Intl Cl A (MAR) 0.1 $366k 1.6k 225.51
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Bristol Myers Squibb (BMY) 0.1 $356k 6.9k 51.31
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Gilead Sciences (GILD) 0.1 $353k 4.4k 81.01
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Pinnacle West Capital Corporation (PNW) 0.1 $352k 4.9k 71.84
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $352k 1.4k 252.22
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Thermo Fisher Scientific (TMO) 0.1 $345k +4% 650.00 530.79
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Wisdomtree Tr Us Total Dividnd (DTD) 0.1 $342k 5.2k 65.39
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International Business Machines (IBM) 0.1 $341k 2.1k 163.55
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $341k +3% 8.5k 40.21
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $336k 11k 31.76
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $333k +3% 9.8k 34.01
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Corteva (CTVA) 0.1 $331k 6.9k 47.92
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Wisdomtree Tr Us Midcap Divid (DON) 0.1 $329k +6% 7.2k 45.69
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3M Company (MMM) 0.1 $325k -9% 3.0k 109.32
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Nextera Energy (NEE) 0.1 $324k 5.3k 60.74
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AFLAC Incorporated (AFL) 0.1 $319k 3.9k 82.50
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Novartis Sponsored Adr (NVS) 0.1 $317k +6% 3.1k 100.97
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United Rentals (URI) 0.1 $312k 544.00 573.42
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Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.1 $309k +59% 14k 22.73
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $305k 2.6k 116.29
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $302k +16% 2.2k 136.36
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $297k 2.0k 147.14
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Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.1 $294k +77% 2.8k 103.22
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Spdr Ser Tr Portfli High Yld (SPHY) 0.1 $291k +2% 12k 23.38
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Starbucks Corporation (SBUX) 0.1 $288k 3.0k 96.01
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $288k 5.6k 51.05
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Advanced Micro Devices (AMD) 0.1 $286k 1.9k 147.41
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Honeywell International (HON) 0.1 $285k 1.4k 209.71
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $285k 1.3k 213.32
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Comcast Corp Cl A (CMCSA) 0.1 $283k -8% 6.5k 43.85
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $278k +79% 5.8k 47.56
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Rockwell Automation (ROK) 0.1 $269k 866.00 310.48
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Regeneron Pharmaceuticals (REGN) 0.1 $269k 306.00 878.29
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $254k +97% 13k 19.30
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Vanguard World Fds Consum Dis Etf (VCR) 0.1 $252k 826.00 304.55
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Vanguard World Fds Industrial Etf (VIS) 0.1 $249k 1.1k 220.43
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $245k 2.0k 122.75
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $243k +1013% 4.6k 52.80
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Janus Detroit Str Tr Hendersn Cap Etf (JSML) 0.1 $242k 4.1k 59.00
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Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 0.1 $242k +70% 11k 22.71
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Morgan Stanley Com New (MS) 0.1 $241k -6% 2.6k 93.26
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Constellation Energy (CEG) 0.1 $240k 2.1k 116.89
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L3harris Technologies (LHX) 0.1 $240k 1.1k 210.62
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Eaton Corp SHS (ETN) 0.1 $239k 991.00 240.82
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Broadridge Financial Solutions (BR) 0.1 $238k 1.2k 205.75
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Wal-Mart Stores (WMT) 0.1 $237k -5% 1.5k 157.65
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $237k 4.5k 52.33
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $231k -3% 4.9k 47.49
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Ishares Tr MRGSTR SM CP GR (ISCG) 0.1 $229k 5.2k 44.00
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Corning Incorporated (GLW) 0.1 $228k 7.5k 30.45
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American Express Company (AXP) 0.1 $227k 1.2k 187.34
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $224k 3.9k 57.96
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S&p Global (SPGI) 0.1 $223k 506.00 440.52
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $223k 1.2k 179.97
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Edwards Lifesciences (EW) 0.1 $221k 2.9k 76.25
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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.1 $221k 3.7k 59.24
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Exelon Corporation (EXC) 0.1 $218k 6.1k 35.90
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Wisdomtree Tr Us Ai Enhanced (AIVL) 0.1 $216k 2.3k 95.90
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $216k -23% 2.0k 110.66
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Flexshares Tr Qualt Divd Idx (QDF) 0.1 $215k 3.5k 61.53
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $214k -28% 2.8k 77.37
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Spdr Ser Tr Ice Pfd Sec Etf (PSK) 0.1 $214k -27% 6.4k 33.52
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Philip Morris International (PM) 0.1 $212k 2.3k 94.08
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First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $209k NEW 4.4k 47.68
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Ishares Tr Core Div Grwth (DGRO) 0.1 $208k 3.9k 53.82
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Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $208k 5.1k 40.68
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Hess (HES) 0.1 $205k 1.4k 144.16
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Travelers Companies (TRV) 0.1 $203k 1.1k 190.49
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $201k 1.9k 105.23
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PNC Financial Services (PNC) 0.1 $198k 1.3k 154.79
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $193k 3.1k 61.90
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $190k 2.2k 84.87
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Ishares Tr Msci Intl Qualty (IQLT) 0.1 $187k 5.0k 37.56
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Citigroup Com New (C) 0.0 $181k 3.5k 51.44
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $179k 2.3k 78.03
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Pimco Etf Tr 0-5 High Yield (HYS) 0.0 $176k -2% 1.9k 93.08
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State Street Corporation (STT) 0.0 $176k 2.3k 77.46
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $175k 2.4k 72.03
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First Tr Exchange-traded Nasd Tech Div (TDIV) 0.0 $173k 2.7k 64.09
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $171k 1.5k 115.03
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Chemours (CC) 0.0 $171k 5.4k 31.54
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Icon SHS (ICLR) 0.0 $171k -3% 603.00 283.07
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $169k 1.5k 114.04
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Zoetis Cl A (ZTS) 0.0 $167k 845.00 197.37
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Citizens Financial Services (CZFS) 0.0 $162k 2.5k 64.72
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Spdr Gold Tr Gold Shs (GLD) 0.0 $160k 838.00 191.17
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T. Rowe Price (TROW) 0.0 $159k 1.5k 107.69
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Ecolab (ECL) 0.0 $158k 798.00 198.35
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Ishares Tr Global Tech Etf (IXN) 0.0 $155k 2.3k 68.18
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United Parcel Service CL B (UPS) 0.0 $154k -25% 977.00 157.23
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Ishares Tr Core Us Aggbd Et (AGG) 0.0 $151k -9% 1.5k 99.25
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Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $149k -25% 950.00 156.89
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Ishares Tr Tips Bd Etf (TIP) 0.0 $148k +37% 1.4k 107.49
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Crown Castle Intl (CCI) 0.0 $145k -3% 1.3k 115.19
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Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.0 $144k +1573% 7.1k 20.28
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Past Filings by Key FInancial

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