Key FInancial
Latest statistics and disclosures from Key FInancial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, DOL, SLYV, DIS, and represent 23.68% of Key FInancial's stock portfolio.
- Added to shares of these 10 stocks: DLN, DNL, AAPL, AMZN, DOL, SLYG, BUFR, MDYG, SPEM, PSK.
- Started 76 new stock positions in AMD, QQQM, GDX, REGN, KRE, TWTR, VDC, PDI, MICT, TER.
- Reduced shares in these 10 stocks: Invesco Bulletshares 2021 Corp, Invesco Bulletshares 2021 Mu buls, TMO, UGI, Invesco Exch Trd Slf Idx Fd bulshs 2021 hy, BABA, T, PNC, BIV, Hill-Rom Holdings.
- Sold out of its positions in AES, FAX, Acceleron Pharma, ALLK, AYX, AMKR, BGH, Cimarex Energy, CWEN.A, DE.
- Key FInancial was a net buyer of stock by $12M.
- Key FInancial has $200M in assets under management (AUM), dropping by 12.98%.
- Central Index Key (CIK): 0001801720
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Portfolio Holdings for Key FInancial
Companies in the Key FInancial portfolio as of the December 2021 quarterly 13F filing
Key FInancial has 997 total positions. Only the first 250 positions are shown.
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- Download the Key FInancial December 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.3 | $17M | +12% | 93k | 177.57 | |
| Microsoft Corporation (MSFT) | 4.0 | $8.0M | 24k | 336.32 | ||
| Wisdomtree Tr Intl Lrgcap Dv (DOL) | 3.9 | $7.9M | +13% | 159k | 49.41 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 3.8 | $7.6M | 90k | 84.72 | ||
| Walt Disney Company (DIS) | 3.7 | $7.3M | 47k | 154.89 | ||
| Incyte Corporation (INCY) | 2.4 | $4.8M | 66k | 73.40 | ||
| Amazon (AMZN) | 2.3 | $4.6M | +44% | 1.4k | 3334.53 | |
| Wisdomtree Tr Us Largecap Divd (DLN) | 2.3 | $4.5M | +99% | 69k | 66.04 | |
| Wisdomtree Tr Us Smallcap Divd (DES) | 2.1 | $4.1M | +3% | 125k | 32.86 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 1.8 | $3.6M | 33k | 110.29 | ||
| Wisdomtree Tr Glb Us Qtly Div (DNL) | 1.8 | $3.6M | +158% | 83k | 43.57 | |
| Johnson & Johnson (JNJ) | 1.8 | $3.6M | +3% | 21k | 171.06 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.8 | $3.5M | +2% | 84k | 42.00 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $2.8M | 18k | 158.37 | ||
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| Exxon Mobil Corporation (XOM) | 1.4 | $2.7M | 44k | 61.20 | ||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $2.3M | 7.6k | 305.62 | ||
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.2 | $2.3M | +2% | 32k | 72.46 | |
| Procter & Gamble Company (PG) | 1.2 | $2.3M | 14k | 163.61 | ||
| Wisdomtree Tr Intl Equity Fd (DWM) | 1.1 | $2.1M | +6% | 40k | 54.08 | |
| Home Depot (HD) | 1.1 | $2.1M | 5.1k | 415.03 | ||
| Pfizer (PFE) | 1.0 | $2.1M | 35k | 59.05 | ||
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 1.0 | $2.0M | +37% | 22k | 92.81 | |
| S&T Ban (STBA) | 1.0 | $2.0M | 63k | 31.52 | ||
| Ishares Tr Pfd And Incm Sec (PFF) | 0.9 | $1.9M | 47k | 39.43 | ||
| Ishares Tr Conv Bd Etf (ICVT) | 0.9 | $1.8M | +2% | 20k | 89.18 | |
| Merck & Co (MRK) | 0.9 | $1.8M | 24k | 76.63 | ||
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $1.7M | 3.6k | 476.95 | ||
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.7 | $1.5M | +40% | 18k | 81.52 | |
| Nextera Energy (NEE) | 0.6 | $1.3M | 14k | 93.39 | ||
| Abbott Laboratories (ABT) | 0.6 | $1.2M | +5% | 8.7k | 140.69 | |
| Broadcom (AVGO) | 0.6 | $1.2M | 1.8k | 665.20 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.2M | +3% | 407.00 | 2896.81 | |
| UnitedHealth (UNH) | 0.6 | $1.1M | 2.2k | 502.01 | ||
| Spdr Ser Tr Bloomberg Conv (CWB) | 0.5 | $1.1M | 13k | 82.98 | ||
| Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 0.5 | $1.0M | +61% | 24k | 42.91 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.5 | $991k | -6% | 3.7k | 264.48 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.5 | $945k | -2% | 8.2k | 115.22 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $929k | +6% | 321.00 | 2894.08 | |
| Fiserv (FISV) | 0.5 | $924k | 8.9k | 103.75 | ||
| McDonald's Corporation (MCD) | 0.5 | $906k | 3.4k | 268.21 | ||
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $901k | 2.00 | 450500.00 | ||
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.4 | $880k | +83% | 21k | 41.51 | |
| Pepsi (PEP) | 0.4 | $868k | 5.0k | 173.77 | ||
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $834k | 7.2k | 116.03 | ||
| Ishares Tr National Mun Etf (MUB) | 0.4 | $831k | +9% | 7.1k | 116.31 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $828k | 4.9k | 167.95 | ||
| Abbvie (ABBV) | 0.4 | $811k | 6.0k | 135.46 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $809k | 2.7k | 298.85 | ||
| General Mills (GIS) | 0.4 | $805k | 12k | 67.42 | ||
| Essential Utils (WTRG) | 0.4 | $769k | 14k | 53.70 | ||
| Moody's Corporation (MCO) | 0.4 | $769k | 2.0k | 390.36 | ||
| Vanguard World Fds Inf Tech Etf (VGT) | 0.4 | $751k | 1.6k | 457.93 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $740k | +2% | 3.3k | 222.36 | |
| Canadian Pacific Railway (CP) | 0.4 | $737k | +9% | 10k | 71.96 | |
| Verizon Communications (VZ) | 0.3 | $686k | -6% | 13k | 51.93 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 0.3 | $664k | +85% | 2.1k | 314.25 | |
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.3 | $654k | 14k | 47.42 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $650k | 1.6k | 397.55 | ||
| Bank of America Corporation (BAC) | 0.3 | $643k | 14k | 44.52 | ||
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $637k | 2.3k | 281.73 | ||
| salesforce (CRM) | 0.3 | $631k | 2.5k | 254.33 | ||
| TJX Companies (TJX) | 0.3 | $619k | +8% | 8.2k | 75.87 | |
| Wisdomtree Tr Us Midcap Divid (DON) | 0.3 | $612k | 14k | 44.35 | ||
| Ishares Tr S&P SML 600 GWT (IJT) | 0.3 | $607k | 4.4k | 138.74 | ||
| Spdr Ser Tr Dj Reit Etf (RWR) | 0.3 | $604k | -2% | 4.9k | 122.07 | |
| Qualcomm (QCOM) | 0.3 | $599k | 3.3k | 182.73 | ||
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $596k | +2% | 7.0k | 84.77 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.3 | $557k | 3.7k | 150.30 | ||
| Corning Incorporated (GLW) | 0.3 | $534k | 14k | 37.25 | ||
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.3 | $527k | 6.2k | 85.19 | ||
| First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) | 0.3 | $522k | NEW | 22k | 24.05 | |
| Astrazeneca Sponsored Adr (AZN) | 0.3 | $519k | 8.9k | 58.24 | ||
| Kimberly-Clark Corporation (KMB) | 0.3 | $510k | 3.6k | 143.06 | ||
| Oracle Corporation (ORCL) | 0.3 | $508k | 5.8k | 87.24 | ||
| Coca-Cola Company (KO) | 0.3 | $503k | 8.5k | 59.18 | ||
| Palantir Technologies Cl A (PLTR) | 0.2 | $494k | 27k | 18.20 | ||
| D.R. Horton (DHI) | 0.2 | $487k | 4.5k | 108.54 | ||
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $484k | +5% | 3.7k | 129.31 | |
| 3M Company (MMM) | 0.2 | $476k | 2.7k | 177.48 | ||
| Invesco Exch Trd Slf Idx Bulshs 2023 Muni (BSMN) | 0.2 | $468k | 18k | 25.60 | ||
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $461k | 4.0k | 114.56 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $459k | -6% | 966.00 | 475.16 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $459k | 4.1k | 112.09 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $450k | 5.4k | 83.58 | ||
| American Tower Reit (AMT) | 0.2 | $448k | 1.5k | 292.24 | ||
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $447k | 1.9k | 241.36 | ||
| Paychex (PAYX) | 0.2 | $431k | 3.2k | 136.61 | ||
| Invesco Exch Trd Slf Idx Bulshs 2022 Muni (BSMM) | 0.2 | $428k | 17k | 25.41 | ||
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $423k | +4% | 8.6k | 49.42 | |
| Stryker Corporation (SYK) | 0.2 | $423k | 1.6k | 267.72 | ||
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $423k | +2% | 8.7k | 48.82 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $412k | 2.5k | 166.20 | ||
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $407k | 2.8k | 147.09 | ||
| CVS Caremark Corporation (CVS) | 0.2 | $407k | 3.9k | 103.19 | ||
| Tesla Motors (TSLA) | 0.2 | $405k | 383.00 | 1057.44 | ||
| Cisco Systems (CSCO) | 0.2 | $404k | +6% | 6.4k | 63.31 | |
| Union Pacific Corporation (UNP) | 0.2 | $401k | 1.6k | 251.88 | ||
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.2 | $400k | 11k | 37.79 | ||
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $398k | -4% | 4.9k | 80.88 | |
| Amgen (AMGN) | 0.2 | $393k | 1.7k | 225.21 | ||
| Comcast Corp Cl A (CMCSA) | 0.2 | $388k | 7.7k | 50.39 | ||
| Meta Platforms Cl A (FB) | 0.2 | $385k | +16% | 1.1k | 335.95 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $381k | 3.6k | 104.61 | ||
| Consolidated Edison (ED) | 0.2 | $380k | 4.5k | 85.30 | ||
| Edwards Lifesciences (EW) | 0.2 | $376k | 2.9k | 129.61 | ||
| Toll Brothers (TOL) | 0.2 | $347k | 4.8k | 72.29 | ||
| Exelon Corporation (EXC) | 0.2 | $342k | 5.9k | 57.68 | ||
| Intel Corporation (INTC) | 0.2 | $335k | 6.5k | 51.54 | ||
| Visa Com Cl A (V) | 0.2 | $327k | -2% | 1.5k | 216.99 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $320k | -13% | 996.00 | 321.29 | |
| Starbucks Corporation (SBUX) | 0.2 | $317k | +3% | 2.7k | 116.84 | |
| Gilead Sciences (GILD) | 0.2 | $307k | +3% | 4.2k | 72.61 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $302k | +2% | 1.1k | 283.04 | |
| Corteva (CTVA) | 0.2 | $301k | +12% | 6.4k | 47.32 | |
| Rockwell Automation (ROK) | 0.1 | $297k | 851.00 | 349.00 | ||
| Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) | 0.1 | $296k | 14k | 21.41 | ||
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $295k | 5.9k | 50.33 | ||
| Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 0.1 | $284k | 13k | 21.44 | ||
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $283k | 2.2k | 128.93 | ||
| Lowe's Companies (LOW) | 0.1 | $282k | 1.1k | 258.48 | ||
| Vanguard World Fds Consum Dis Etf (VCR) | 0.1 | $281k | 826.00 | 340.19 | ||
| Ansys (ANSS) | 0.1 | $279k | 695.00 | 401.44 | ||
| Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) | 0.1 | $268k | 10k | 25.94 | ||
| Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) | 0.1 | $268k | 10k | 25.76 | ||
| Thermo Fisher Scientific (TMO) | 0.1 | $260k | -45% | 390.00 | 666.67 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $257k | 715.00 | 359.44 | ||
| Raytheon Technologies Corp (RTX) | 0.1 | $257k | +4% | 3.0k | 86.01 | |
| United Parcel Service CL B (UPS) | 0.1 | $255k | -3% | 1.2k | 213.93 | |
| Bristol Myers Squibb (BMY) | 0.1 | $255k | +9% | 4.1k | 62.33 | |
| Chevron Corporation (CVX) | 0.1 | $250k | 2.1k | 117.48 | ||
| International Business Machines (IBM) | 0.1 | $250k | 1.9k | 133.55 | ||
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $245k | -3% | 837.00 | 292.71 | |
| L3harris Technologies (LHX) | 0.1 | $242k | 1.1k | 212.84 | ||
| Norfolk Southern (NSC) | 0.1 | $241k | -23% | 811.00 | 297.16 | |
| Wisdomtree Tr Us Divid Ex Fncl (DTN) | 0.1 | $239k | 2.4k | 101.23 | ||
| Mondelez Intl Cl A (MDLZ) | 0.1 | $234k | 3.5k | 66.33 | ||
| Marriott Intl Cl A (MAR) | 0.1 | $233k | +3% | 1.4k | 165.37 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $229k | -5% | 4.8k | 47.58 | |
| Hp (HPQ) | 0.1 | $228k | 6.1k | 37.61 | ||
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.1 | $227k | -18% | 3.7k | 60.99 | |
| At&t (T) | 0.1 | $226k | -36% | 9.2k | 24.61 | |
| Wisdomtree Tr Us Total Dividnd (DTD) | 0.1 | $225k | +101% | 3.5k | 64.88 | |
| Advanced Micro Devices (AMD) | 0.1 | $223k | NEW | 1.6k | 143.87 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $223k | 2.0k | 111.78 | ||
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $220k | 4.0k | 55.51 | ||
| V.F. Corporation (VFC) | 0.1 | $218k | 3.0k | 73.33 | ||
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $217k | -6% | 1.2k | 178.90 | |
| Flexshares Tr Qualt Divd Idx (QDF) | 0.1 | $215k | 3.5k | 61.41 | ||
| AFLAC Incorporated (AFL) | 0.1 | $211k | +3% | 3.6k | 58.48 | |
| Broadridge Financial Solutions (BR) | 0.1 | $211k | 1.2k | 182.53 | ||
| State Street Corporation (STT) | 0.1 | $211k | 2.3k | 92.99 | ||
| Vanguard World Fds Industrial Etf (VIS) | 0.1 | $210k | +2% | 1.0k | 203.29 | |
| Automatic Data Processing (ADP) | 0.1 | $210k | 853.00 | 246.19 | ||
| Paycom Software (PAYC) | 0.1 | $208k | 500.00 | 416.00 | ||
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.1 | $196k | 1.2k | 168.53 | ||
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $188k | +52% | 4.8k | 39.13 | |
| NVIDIA Corporation (NVDA) | 0.1 | $187k | +60% | 636.00 | 294.03 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $185k | 2.5k | 73.01 | ||
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $184k | +3% | 1.3k | 141.10 | |
| Ecolab (ECL) | 0.1 | $182k | 777.00 | 234.23 | ||
| Chemours (CC) | 0.1 | $179k | 5.3k | 33.59 | ||
| Eli Lilly & Co. (LLY) | 0.1 | $174k | -13% | 630.00 | 276.19 | |
| Altria (MO) | 0.1 | $173k | +31% | 3.6k | 47.44 | |
| American Express Company (AXP) | 0.1 | $170k | 1.0k | 163.46 | ||
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $169k | 1.1k | 156.48 | ||
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $168k | 922.00 | 182.21 | ||
| Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) | 0.1 | $165k | 6.4k | 25.88 | ||
| Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) | 0.1 | $164k | 6.3k | 25.90 | ||
| Viacomcbs CL B (VIAC) | 0.1 | $164k | 5.4k | 30.19 | ||
| Travelers Companies (TRV) | 0.1 | $162k | 1.0k | 156.37 | ||
| Dollar General (DG) | 0.1 | $162k | 685.00 | 236.50 | ||
| PNC Financial Services (PNC) | 0.1 | $160k | -41% | 800.00 | 200.00 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $157k | -12% | 1.3k | 122.46 | |
| Morgan Stanley Com New (MS) | 0.1 | $155k | 1.6k | 97.85 | ||
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.1 | $155k | NEW | 2.2k | 70.10 | |
| Medtronic SHS (MDT) | 0.1 | $153k | +9% | 1.5k | 103.17 | |
| Franco-Nevada Corporation (FNV) | 0.1 | $151k | 1.1k | 138.41 | ||
| Public Service Enterprise (PEG) | 0.1 | $149k | -4% | 2.2k | 66.67 | |
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $147k | -6% | 2.8k | 53.36 | |
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $146k | 2.3k | 64.54 | ||
| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $145k | +692% | 2.0k | 71.78 | |
| PPL Corporation (PPL) | 0.1 | $144k | 4.8k | 30.12 | ||
| Honeywell International (HON) | 0.1 | $143k | 688.00 | 207.85 | ||
| Walgreen Boots Alliance (WBA) | 0.1 | $142k | 2.7k | 52.13 | ||
| Artesian Res Corp Cl A (ARTNA) | 0.1 | $140k | 3.0k | 46.28 | ||
| S&p Global (SPGI) | 0.1 | $140k | 296.00 | 472.97 | ||
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $140k | +19% | 3.1k | 44.71 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $139k | 1.9k | 71.65 | ||
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $139k | +12% | 2.5k | 55.71 | |
| Veeva Sys Cl A Com (VEEV) | 0.1 | $138k | 541.00 | 255.08 | ||
| Invesco Exch Trd Slf Idx Bulshs 2022 Hy (BSJM) | 0.1 | $137k | 5.9k | 23.18 | ||
| Spdr Ser Tr S&p 600 Sml Cap (SLY) | 0.1 | $136k | 1.4k | 99.56 | ||
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $135k | 1.2k | 114.80 | ||
| Wal-Mart Stores (WMT) | 0.1 | $133k | -9% | 917.00 | 145.04 | |
| Lincoln National Corporation (LNC) | 0.1 | $132k | 1.9k | 68.43 | ||
| American Electric Power Company (AEP) | 0.1 | $131k | +17% | 1.5k | 89.12 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $130k | -4% | 298.00 | 436.24 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $129k | +16% | 1.2k | 104.62 | |
| Horizon Therapeutics Pub L SHS (HZNP) | 0.1 | $129k | 1.2k | 107.95 | ||
| Dollar Tree (DLTR) | 0.1 | $129k | 920.00 | 140.22 | ||
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $127k | -2% | 1.1k | 113.80 | |
| Vonage Holdings (VG) | 0.1 | $127k | 6.1k | 20.77 | ||
| Danaher Corporation (DHR) | 0.1 | $123k | 374.00 | 328.88 | ||
| Biogen Idec (BIIB) | 0.1 | $121k | +2% | 505.00 | 239.60 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $120k | 432.00 | 277.78 | ||
| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.1 | $119k | 1.9k | 62.63 | ||
| Invesco Currencyshares Swiss Swiss Franc (FXF) | 0.1 | $119k | 1.2k | 99.17 | ||
| Steris Shs Usd (STE) | 0.1 | $118k | NEW | 485.00 | 243.30 | |
| Hershey Company (HSY) | 0.1 | $118k | 608.00 | 194.08 | ||
| Akamai Technologies (AKAM) | 0.1 | $117k | 1.0k | 116.65 | ||
| United Rentals (URI) | 0.1 | $116k | -9% | 348.00 | 333.33 | |
| Fulton Financial (FULT) | 0.1 | $116k | 6.8k | 16.98 | ||
| Nxp Semiconductors N V (NXPI) | 0.1 | $115k | 504.00 | 228.17 | ||
| BlackRock (BLK) | 0.1 | $114k | 124.00 | 919.35 | ||
| Invesco Exch Trd Slf Idx Bulshs 2023 Hy (BSJN) | 0.1 | $112k | 4.4k | 25.32 | ||
| Invesco Currencyshares Euro Euro Shs (FXE) | 0.1 | $112k | 1.1k | 105.66 | ||
| Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 0.1 | $112k | 4.5k | 25.07 | ||
| SVB Financial (SIVB) | 0.1 | $108k | 159.00 | 679.25 | ||
| Constellation Brands Cl A (STZ) | 0.1 | $107k | 425.00 | 251.76 | ||
| Welltower Inc Com reit (WELL) | 0.1 | $106k | 1.2k | 86.11 | ||
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $106k | 866.00 | 122.40 | ||
| Siren Etf Tr Nsd Nxgn Eco Etf (BLCN) | 0.1 | $105k | 2.5k | 42.58 | ||
| Royal Gold (RGLD) | 0.1 | $105k | 1.0k | 105.00 | ||
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $105k | +27% | 1.4k | 75.00 | |
| Allstate Corporation (ALL) | 0.1 | $105k | +9% | 889.00 | 118.11 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $105k | +13% | 2.9k | 36.64 | |
| Boeing Company (BA) | 0.1 | $104k | +72% | 516.00 | 201.55 | |
| Ford Motor Company (F) | 0.1 | $104k | 5.0k | 20.69 | ||
| AmerisourceBergen (ABC) | 0.1 | $103k | 773.00 | 133.25 | ||
| Nike CL B (NKE) | 0.1 | $103k | +9% | 616.00 | 167.21 | |
| Us Bancorp Del Com New (USB) | 0.1 | $103k | 1.8k | 56.35 | ||
| Bce Com New (BCE) | 0.1 | $102k | 2.0k | 52.28 | ||
| Fidelity National Information Services (FIS) | 0.1 | $101k | 929.00 | 108.72 | ||
| Wp Carey (WPC) | 0.1 | $101k | 1.2k | 82.31 | ||
| Paypal Holdings (PYPL) | 0.1 | $101k | 533.00 | 189.49 | ||
| Costco Wholesale Corporation (COST) | 0.1 | $100k | +5% | 176.00 | 568.18 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.1 | $100k | 623.00 | 160.51 | ||
| Valvoline Inc Common (VVV) | 0.1 | $100k | 2.7k | 37.30 | ||
| Motorola Solutions Com New (MSI) | 0.0 | $99k | 365.00 | 271.23 | ||
| Leidos Holdings (LDOS) | 0.0 | $97k | +6% | 1.1k | 88.50 | |
| Methode Electronics (MEI) | 0.0 | $96k | 1.9k | 49.36 | ||
| Wisdomtree Tr Emerg Cur Str Fd (CEW) | 0.0 | $95k | 5.5k | 17.22 | ||
| Centene Corporation (CNC) | 0.0 | $95k | 1.2k | 82.25 | ||
| Bankwell Financial (BWFG) | 0.0 | $95k | 2.9k | 32.76 | ||
| Synovus Finl Corp Com New (SNV) | 0.0 | $95k | 2.0k | 47.83 | ||
| Flagstar Bancorp Com Par .001 (FBC) | 0.0 | $93k | 1.9k | 48.06 | ||
| General Motors Company (GM) | 0.0 | $91k | 1.6k | 58.52 | ||
| Franklin Templeton Etf Tr Libertyq Equty (FLQG) | 0.0 | $90k | 2.1k | 42.02 | ||
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $90k | 533.00 | 168.86 | ||
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $89k | 4.1k | 21.82 | ||
Past Filings by Key FInancial
SEC 13F filings are viewable for Key FInancial going back to 2019
- 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
- Key FInancial 2020 Q4 filed Jan. 29, 2021
- Key FInancial 2020 Q3 filed Nov. 2, 2020
- Key FInancial 2020 Q2 filed Aug. 7, 2020
- Key FInancial 2020 Q1 filed May 5, 2020
- Key FInancial 2019 Q4 filed Feb. 11, 2020