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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, EES, SLYV, and represent 18.52% of Key FInancial's stock portfolio.
Added to shares of these 10 stocks: DMBS, IWF, XOM, VUG, BSMQ, GOVT, VGT, JPST, EFG, QGRO.
Started 76 new stock positions in CGDV, KSS, IBTJ, CGMM, GLTR, CGHM, AVLV, RITM, DMBS, IBTI.
Reduced shares in these 10 stocks: CAT, JPM, DOL, IDCC, BSMS, SPYG, CSCO, BSMU, BSMT, BSMV.
Sold out of its positions in FOLD, ABR, Assertio Holdings, BCS, BBY, MQY, CII, BKAG, BXP, GIB.
Key FInancial was a net buyer of stock by $5.5M.
Key FInancial has $611M in assets under management (AUM), dropping by 8.68%.
Central Index Key (CIK): 0001801720

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Portfolio Holdings for Key FInancial

Key FInancial holds 1356 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Key FInancial has 1356 total positions. Only the first 250 positions are shown.

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Download the Key FInancial June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.9	$30M		103k	289.36	View chart
Wisdomtree Tr True Dev Intl Fd (DOL)	3.7	$23M	-4%	306k	74.36	View chart
Wisdomtree Tr Glob Ex Us Qu Fd (DNL)	3.4	$21M	-2%	452k	46.18	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	3.3	$20M	+2%	294k	67.79	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	3.2	$20M		181k	109.11	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	3.2	$20M	+11%	861k	22.78	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	2.4	$15M		403k	36.53	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.0	$13M	+11%	100k	124.42	View chart
Microsoft Corporation (MSFT)	1.8	$11M		29k	373.02	View chart
First Tr Exchange Traded Intl Dev Strngth (FICS)	1.7	$10M		249k	41.78	View chart
Exxon Mobil Corporation (XOM)	1.6	$9.9M	+53%	73k	136.72	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	1.6	$9.6M	-3%	80k	119.13	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	1.5	$9.2M		96k	96.32	View chart
Spdr Series Trust St Str P500val (SPYV)	1.5	$9.2M		152k	60.79	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	1.5	$9.0M	-8%	76k	118.99	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	1.5	$9.0M		103k	87.17	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	1.4	$8.7M	+7%	368k	23.64	View chart
Broadcom (AVGO)	1.2	$7.3M	-5%	19k	377.75	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	1.2	$7.1M	-6%	368k	19.29	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	1.1	$6.9M	+51%	293k	23.55	View chart
NVIDIA Corporation (NVDA)	1.1	$6.6M	-2%	33k	200.09	View chart
Spdr Series Trust St Inter Etf (SPTI)	1.1	$6.5M	-3%	229k	28.39	View chart
Johnson & Johnson (JNJ)	1.0	$6.4M	-2%	25k	253.97	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	1.0	$6.3M	-2%	155k	40.68	View chart
Amazon (AMZN)	1.0	$6.3M	-4%	26k	238.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$6.1M		17k	357.37	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	1.0	$6.0M		208k	29.01	View chart
JPMorgan Chase & Co. (JPM)	0.9	$5.8M	-19%	18k	327.33	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$5.1M	+14%	67k	76.55	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$5.1M	+290%	41k	124.17	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.8	$5.0M		98k	51.78	View chart
Proshares Tr Msci Eafe Divd (EFAD)	0.8	$4.7M	+18%	110k	42.84	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.8	$4.6M		63k	73.21	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.7	$4.4M	+27%	37k	118.05	View chart
Abbvie (ABBV)	0.7	$4.1M		16k	251.64	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	0.6	$3.8M	NEW	77k	49.09	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$3.5M		26k	137.53	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.5	$3.0M	-12%	154k	19.52	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.5	$3.0M	+129%	59k	50.57	View chart
Merck & Co (MRK)	0.5	$2.9M	-10%	23k	128.50	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$2.9M		3.9k	746.30	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$2.9M	+6%	8.1k	353.33	View chart
Cigna Corp (CI)	0.5	$2.9M		10k	275.68	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$2.8M	+498%	33k	86.14	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.4	$2.6M	-24%	111k	23.44	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$2.6M		5.1k	500.39	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.4	$2.4M		36k	65.54	View chart
S&T Ban (STBA)	0.4	$2.4M	-3%	48k	49.08	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.4	$2.2M	-16%	114k	19.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$2.2M		3.3k	686.81	View chart
McDonald's Corporation (MCD)	0.4	$2.2M		8.0k	270.31	View chart
Procter & Gamble Company (PG)	0.3	$2.1M	-12%	14k	146.49	View chart
Oracle Corporation (ORCL)	0.3	$2.1M		14k	146.55	View chart
Palantir Technologies Cl A (PLTR)	0.3	$2.1M	-9%	18k	116.67	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$2.1M		9.4k	217.93	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.3	$2.0M	+10%	17k	117.02	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.3	$1.9M	-3%	29k	67.56	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$1.9M	+700%	16k	119.52	View chart
Automatic Data Processing (ADP)	0.3	$1.9M	-21%	8.5k	223.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.9M		2.5k	736.36	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.3	$1.8M	-28%	80k	23.03	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$1.8M		7.5k	242.43	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.3	$1.8M	-28%	81k	21.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.7M		4.6k	370.04	View chart
Abbott Laboratories (ABT)	0.3	$1.7M		19k	90.74	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.3	$1.7M	-22%	82k	20.36	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$1.6M		2.2k	746.72	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.3	$1.6M	+4%	18k	93.25	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.3	$1.6M	+58%	24k	67.58	View chart
Ge Aerospace Com New (GE)	0.3	$1.6M	+8%	4.4k	373.73	View chart
Tesla Motors (TSLA)	0.3	$1.6M	-3%	3.8k	420.60	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$1.6M		4.6k	343.91	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$1.6M	+6%	3.9k	409.50	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$1.6M	+6%	18k	90.10	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.6M		22k	71.25	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.3	$1.5M		27k	57.67	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.2	$1.5M	-31%	72k	20.98	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$1.5M		2.00	748850.00	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$1.5M	+31%	12k	127.76	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.2	$1.5M	-17%	13k	112.09	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.2	$1.5M		64k	22.95	View chart
Chevron Corporation (CVX)	0.2	$1.5M	-10%	8.8k	165.76	View chart
Cisco Systems (CSCO)	0.2	$1.4M	-35%	12k	117.46	View chart
Corning Incorporated (GLW)	0.2	$1.4M		5.7k	255.43	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$1.4M		11k	121.74	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$1.4M		8.7k	158.03	View chart
Marathon Petroleum Corp (MPC)	0.2	$1.4M		5.4k	255.67	View chart
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)	0.2	$1.4M	+10%	55k	25.14	View chart
Coca-Cola Company (KO)	0.2	$1.4M	-22%	17k	81.27	View chart
Advanced Micro Devices (AMD)	0.2	$1.4M	-3%	2.4k	580.91	View chart
Pepsi (PEP)	0.2	$1.3M		9.9k	135.40	View chart
Ge Vernova (GEV)	0.2	$1.3M	+9%	1.1k	1174.86	View chart
Pfizer (PFE)	0.2	$1.3M	-13%	52k	24.08	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.2M	-2%	4.2k	300.45	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$1.2M		6.9k	178.60	View chart
TJX Companies (TJX)	0.2	$1.2M		8.1k	151.50	View chart
UnitedHealth (UNH)	0.2	$1.2M		2.9k	415.63	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.2	$1.2M		16k	75.64	View chart
Meridian Bank (MRBK)	0.2	$1.2M		59k	20.03	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$1.2M		24k	50.39	View chart
Invesco Exch Trd Slf Idx Bulle Mun Etf (BSSX)	0.2	$1.2M	+10%	46k	25.80	View chart
Home Depot (HD)	0.2	$1.2M		3.3k	352.72	View chart
Moody's Corporation (MCO)	0.2	$1.2M		2.6k	452.92	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$1.2M	+2%	3.1k	365.70	View chart
Norfolk Southern (NSC)	0.2	$1.1M		3.6k	314.59	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.1M		14k	82.83	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$1.1M	-4%	9.6k	117.67	View chart
Spdr Index Shs Fds St S&p Intl Etf (DWX)	0.2	$1.1M		24k	45.96	View chart
Fulton Financial (FULT)	0.2	$1.1M		45k	24.19	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$1.0M	-5%	7.1k	146.41	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.0M	-3%	5.5k	189.73	View chart
Verizon Communications (VZ)	0.2	$1.0M	-21%	24k	42.34	View chart
Ishares Tr Morningstar Valu (ILCV)	0.2	$1.0M	+7%	10k	101.24	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.2	$995k		24k	41.63	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.2	$994k		9.2k	107.82	View chart
Eli Lilly & Co. (LLY)	0.2	$988k		824.00	1199.43	View chart
Visa Com Cl A (V)	0.2	$984k		2.9k	343.09	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$964k	+20%	16k	59.69	View chart
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)	0.2	$955k	+6%	7.7k	123.89	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$950k	+2%	6.4k	148.15	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$942k		11k	87.88	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.2	$918k		41k	22.35	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$915k	-4%	17k	55.01	View chart
Costco Wholesale Corporation (COST)	0.1	$907k	+16%	969.00	935.47	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$906k		29k	31.71	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$886k	+13%	18k	50.49	View chart
Invesco Exch Trd Slf Idx Bulletshare 2034 (BSMY)	0.1	$878k	+12%	36k	24.65	View chart
Invesco Exch Trd Slf Idx Bultshs 2035 Mun (BSMZ)	0.1	$868k	+10%	34k	25.64	View chart
International Business Machines (IBM)	0.1	$867k	-2%	3.1k	281.21	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$862k		11k	78.32	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$829k		11k	77.11	View chart
Essential Utils (WTRG)	0.1	$829k	-14%	22k	38.28	View chart
Constellation Energy (CEG)	0.1	$824k		3.3k	248.38	View chart
Toll Brothers (TOL)	0.1	$812k		4.9k	164.74	View chart
Mastercard Incorporated Cl A (MA)	0.1	$808k		1.6k	513.60	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$784k	-6%	13k	59.50	View chart
Astrazeneca Ord (AZN)	0.1	$783k		4.2k	187.11	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$780k	-2%	8.5k	91.57	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.1	$770k	+27%	8.3k	93.06	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$769k		8.0k	96.63	View chart
Hershey Company (HSY)	0.1	$765k		4.4k	175.45	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$760k		13k	57.84	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$749k		3.3k	227.06	View chart
Intel Corporation (INTC)	0.1	$749k		5.4k	139.63	View chart
Meta Platforms Cl A (META)	0.1	$734k	-6%	1.3k	563.29	View chart
Caterpillar (CAT)	0.1	$733k	-74%	688.00	1064.90	View chart
Cohen & Steers Etf Trust Pfd In Op Ac Etf (CSPF)	0.1	$723k	+50%	28k	26.08	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$721k	-36%	39k	18.57	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.1	$717k	+255%	26k	27.88	View chart
salesforce (CRM)	0.1	$706k		4.5k	156.66	View chart
Bank of America Corporation (BAC)	0.1	$699k	-35%	12k	56.98	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.1	$684k	+11%	32k	21.75	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$682k	-6%	3.4k	197.60	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$677k		3.1k	221.20	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$669k	+8%	13k	53.61	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.1	$653k		13k	50.61	View chart
Spdr Series Trust St Str Dow Reit (RWR)	0.1	$647k		5.7k	112.97	View chart
Qualcomm (QCOM)	0.1	$646k		3.5k	184.79	View chart
Morgan Stanley Com New (MS)	0.1	$636k	-6%	3.0k	209.05	View chart
Goldman Sachs (GS)	0.1	$633k	+71%	626.00	1011.37	View chart
United Rentals (URI)	0.1	$627k		553.00	1132.89	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$624k	+15%	11k	56.48	View chart
Citigroup Com New (C)	0.1	$621k	+7%	4.4k	139.96	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$618k	-12%	5.3k	117.50	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$613k		4.0k	152.18	View chart
Wal-Mart Stores (WMT)	0.1	$608k		5.4k	113.26	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$606k		4.4k	136.68	View chart
Walt Disney Company (DIS)	0.1	$605k		6.3k	96.64	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$598k		2.0k	303.11	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$597k		5.7k	103.88	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$593k		1.5k	393.96	View chart
Marriott Intl Cl A (MAR)	0.1	$588k	-9%	1.6k	370.59	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$582k		762.00	763.14	View chart
Yum! Brands (YUM)	0.1	$577k		3.6k	159.86	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$570k	-4%	8.3k	68.41	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.1	$567k		4.6k	122.01	View chart
Dominion Resources (D)	0.1	$561k	-22%	8.2k	68.29	View chart
Amgen (AMGN)	0.1	$553k		1.5k	362.12	View chart
Gilead Sciences (GILD)	0.1	$538k		4.3k	126.34	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.1	$537k	+18%	25k	21.13	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$532k	-4%	2.2k	236.62	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$529k		2.4k	219.43	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$521k	-28%	10k	51.00	View chart
Consolidated Edison (ED)	0.1	$515k	-6%	4.7k	110.62	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$513k	-8%	9.2k	55.93	View chart
Eaton Corp SHS (ETN)	0.1	$508k	-7%	1.2k	426.12	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$501k		9.3k	53.79	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$494k	+13%	10k	49.18	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$491k	+3%	5.7k	85.49	View chart
Sony Group Corp Sponsored Adr (SONY)	0.1	$487k	-2%	24k	20.06	View chart
3M Company (MMM)	0.1	$485k		3.0k	161.64	View chart
Union Pacific Corporation (UNP)	0.1	$485k	-2%	1.8k	272.00	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$473k		1.9k	252.23	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.1	$465k		11k	43.08	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.1	$463k		11k	43.76	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$459k	-9%	960.00	477.57	View chart
Bristol Myers Squibb (BMY)	0.1	$457k		7.9k	57.62	View chart
AFLAC Incorporated (AFL)	0.1	$453k		3.9k	117.25	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$453k	+9%	6.0k	75.79	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$451k		2.4k	188.09	View chart
Vanguard World Industrial Etf (VIS)	0.1	$443k		1.2k	360.38	View chart
American Express Company (AXP)	0.1	$442k	-3%	1.3k	338.25	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.1	$441k	-57%	10k	43.75	View chart
Boeing Company (BA)	0.1	$441k	+123%	2.0k	216.47	View chart
Fiserv (FISV)	0.1	$430k		8.8k	49.05	View chart
At&t (T)	0.1	$429k	-35%	21k	20.70	View chart
Rockwell Automation (ROK)	0.1	$429k		866.00	495.08	View chart
Public Service Enterprise (PEG)	0.1	$427k		5.3k	81.16	View chart
Micron Technology (MU)	0.1	$411k		356.00	1154.29	View chart
Spdr Index Shs Fds St Str Msci Glb (SPGM)	0.1	$410k	+4%	4.8k	85.67	View chart
Novartis Sponsored Adr (NVS)	0.1	$406k	-2%	2.6k	156.72	View chart
Canadian Pacific Kansas City (CP)	0.1	$406k		4.7k	86.68	View chart
Wisdomtree Tr Arti Int Inn Fd (WTAI)	0.1	$403k	-9%	8.5k	47.47	View chart
Spdr Index Shs Fds St Str Acwi Etf (CWI)	0.1	$399k		9.8k	40.67	View chart
Starbucks Corporation (SBUX)	0.1	$397k	+16%	3.9k	102.19	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$392k	+15%	2.5k	158.68	View chart
Spdr Index Shs Fds St Str Msci Eafe (EFAX)	0.1	$390k		7.2k	54.12	View chart
State Street Corporation (STT)	0.1	$385k		2.3k	169.60	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$384k		6.8k	56.52	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$380k		4.8k	79.03	View chart
Lam Research Corp Com New (LRCX)	0.1	$373k	-14%	860.00	433.33	View chart
Kla Corp Com New (KLAC)	0.1	$368k	+900%	1.2k	301.71	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$362k		913.00	396.61	View chart
Thermo Fisher Scientific (TMO)	0.1	$359k	-7%	715.00	501.36	View chart
Exelon Corporation (EXC)	0.1	$357k		7.7k	46.62	View chart
Lockheed Martin Corporation (LMT)	0.1	$353k	-53%	693.00	509.46	View chart
Travelers Companies (TRV)	0.1	$352k		1.1k	330.12	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$351k	-35%	13k	27.70	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$351k	-12%	3.1k	114.88	View chart
CVS Caremark Corporation (CVS)	0.1	$345k		3.3k	103.45	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$337k		3.5k	96.43	View chart
Lowe's Companies (LOW)	0.1	$337k	-7%	1.5k	220.49	View chart
Labcorp Holdings Com Shs (LH)	0.1	$332k		1.2k	280.00	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$331k	+400%	3.8k	87.91	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$328k	-5%	2.3k	144.48	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$324k	-12%	3.1k	103.22	View chart
PNC Financial Services (PNC)	0.1	$324k		1.3k	246.22	View chart
AmerisourceBergen (COR)	0.1	$321k		1.1k	282.98	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.1	$318k		14k	23.44	View chart
Netflix (NFLX)	0.1	$315k	+4%	4.4k	71.40	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$314k		1.9k	164.27	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$314k		1.3k	242.99	View chart
Applied Materials (AMAT)	0.1	$314k		434.00	723.00	View chart
Altria (MO)	0.1	$309k	+33%	4.3k	71.95	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$306k		892.00	342.83	View chart
Bloom Energy Corp Com Cl A (BE)	0.0	$303k		1.0k	302.70	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$294k		4.2k	69.90	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$291k	+283%	3.6k	80.58	View chart
American Tower Reit (AMT)	0.0	$289k		1.8k	163.57	View chart
Ishares Tr Core Divid Etf (DIVB)	0.0	$289k		4.7k	61.60	View chart

Past Filings by Key FInancial

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

Key FInancial 2026 Q2 filed July 24, 2026
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

View all past filings

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