Key FInancial

Key FInancial as of June 30, 2020

Portfolio Holdings for Key FInancial

Key FInancial holds 98 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 8.8 $7.7M 21k 361.80
Disney Walt Com Disney (DIS) 6.3 $5.5M 50k 111.52
Incyte Corporation (INCY) 6.2 $5.4M 53k 102.49
Microsoft Corporation (MSFT) 5.0 $4.4M 22k 198.42
Johnson & Johnson (JNJ) 4.0 $3.5M 25k 139.03
Wisdomtree Tr Intl Lrgcap Dv (DOL) 3.3 $2.9M 71k 40.91
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 3.3 $2.9M 60k 48.48
Amazon (AMZN) 2.9 $2.6M 957.00 2680.25
Wisdomtree Tr Us Largecap Divd (DLN) 2.3 $2.0M 22k 91.66
Exxon Mobil Corporation (XOM) 2.2 $1.9M 42k 44.31
Merck & Co (MRK) 2.1 $1.8M 24k 76.12
Ishares Tr Eafe Grwth Etf (EFG) 2.0 $1.8M 21k 83.20
Procter & Gamble Company (PG) 1.9 $1.6M 14k 117.69
JPMorgan Chase & Co. (JPM) 1.8 $1.6M 17k 93.03
Wisdomtree Tr Us Smallcap Divd (DES) 1.7 $1.5M 70k 20.93
Ishares Tr Pfd And Incm Sec (PFF) 1.6 $1.4M 41k 34.50
S&T Ban (STBA) 1.6 $1.4M 61k 23.00
Nextera Energy (NEE) 1.5 $1.3M 5.4k 238.20
Home Depot (HD) 1.4 $1.2M 5.0k 246.13
Ishares Tr Conv Bd Etf (ICVT) 1.3 $1.1M 16k 69.97
Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $1.1M 5.7k 188.59
Pfizer (PFE) 1.2 $1.1M 33k 32.63
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.1 $916k 32k 28.69
Fiserv (FI) 1.0 $852k 8.8k 96.99
Verizon Communications (VZ) 0.9 $782k 14k 54.71
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.9 $766k 4.9k 155.44
Ishares Tr Rus 1000 Etf (IWB) 0.8 $732k 4.3k 169.25
General Mills (GIS) 0.8 $725k 12k 60.72
Abbott Laboratories (ABT) 0.8 $724k 8.1k 88.95
Pepsi (PEP) 0.8 $705k 5.4k 131.09
Ishares Tr Core S&p500 Etf (IVV) 0.8 $683k 2.2k 305.59
Essential Utils (WTRG) 0.7 $649k 16k 41.69
Paychex (PAYX) 0.7 $646k 8.8k 73.74
McDonald's Corporation (MCD) 0.7 $643k 3.5k 182.67
Ishares Tr Russell 2000 Etf (IWM) 0.7 $608k 4.3k 141.07
salesforce (CRM) 0.7 $601k 3.3k 183.40
Broadcom (AVGO) 0.7 $591k 1.9k 309.75
At&t (T) 0.7 $584k 20k 29.93
UnitedHealth (UNH) 0.6 $565k 2.0k 289.74
Abbvie (ABBV) 0.6 $550k 5.7k 96.41
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $530k 2.00 265000.00
Alphabet Cap Stk Cl A (GOOGL) 0.6 $525k 376.00 1396.28
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $521k 4.7k 111.42
Moody's Corporation (MCO) 0.6 $519k 1.9k 268.91
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $510k 6.6k 77.55
Ishares Tr S&P SML 600 GWT (IJT) 0.6 $500k 3.0k 167.45
American Tower Reit (AMT) 0.6 $495k 2.0k 253.85
Kimberly-Clark Corporation (KMB) 0.6 $482k 3.5k 139.51
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $474k 2.7k 177.33
Canadian Pacific Railway 0.5 $470k 1.9k 250.67
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $444k 2.3k 196.37
Ishares Tr National Mun Etf (MUB) 0.5 $444k 3.8k 115.41
3M Company (MMM) 0.5 $419k 2.7k 155.65
Wisdomtree Tr Us Midcap Divid (DON) 0.5 $413k 15k 28.00
Spdr Ser Tr Dj Reit Etf (RWR) 0.4 $391k 5.1k 77.35
Vanguard World Fds Inf Tech Etf (VGT) 0.4 $388k 1.4k 274.01
Invesco Exch Trd Slf Idx Bulshs 2021 Cb 0.4 $387k 18k 21.39
TJX Companies (TJX) 0.4 $381k 7.5k 50.79
Alphabet Cap Stk Cl C (GOOG) 0.4 $371k 266.00 1394.74
Corning Incorporated (GLW) 0.4 $362k 14k 25.67
Alibaba Group Hldg Sponsored Ads (BABA) 0.4 $357k 1.7k 214.93
Consolidated Edison (ED) 0.4 $349k 4.8k 72.63
Ishares Tr S&p Mc 400gr Etf (IJK) 0.4 $343k 1.5k 221.43
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $341k 1.4k 243.05
D.R. Horton (DHI) 0.4 $328k 6.0k 54.67
Coca-Cola Company (KO) 0.4 $326k 7.4k 44.35
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $319k 4.1k 77.90
Amgen (AMGN) 0.4 $318k 1.4k 231.78
Intel Corporation (INTC) 0.4 $317k 5.4k 58.22
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.4 $315k 5.3k 59.70
Oracle Corporation (ORCL) 0.4 $315k 5.8k 54.75
Comcast Corp Cl A (CMCSA) 0.4 $312k 8.0k 38.90
Chevron Corporation (CVX) 0.3 $303k 3.5k 87.65
Gilead Sciences (GILD) 0.3 $301k 4.0k 74.62
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.3 $290k 11k 27.40
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $288k 3.1k 94.43
Union Pacific Corporation (UNP) 0.3 $286k 1.7k 165.51
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $282k 7.1k 39.80
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $282k 6.4k 44.20
Bank of America Corporation (BAC) 0.3 $272k 12k 23.39
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $272k 1.8k 154.28
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $267k 1.5k 175.43
Cisco Systems (CSCO) 0.3 $266k 5.8k 46.19
Stryker Corporation (SYK) 0.3 $254k 1.4k 177.62
Visa Com Cl A (V) 0.3 $251k 1.3k 191.60
Ishares Tr Tips Bd Etf (TIP) 0.3 $243k 2.0k 123.04
CVS Caremark Corporation (CVS) 0.3 $241k 3.7k 64.44
International Business Machines (IBM) 0.3 $234k 2.0k 119.88
Ishares Tr Eafe Value Etf (EFV) 0.3 $225k 5.6k 39.94
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $224k 3.3k 67.51
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $218k 1.8k 118.67
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $212k 5.3k 40.17
BP Sponsored Adr (BP) 0.2 $211k 9.0k 23.48
Invesco Exch Trd Slf Idx Bulshs 2020 Cb 0.2 $205k 9.6k 21.25
Honeywell International (HON) 0.2 $204k 1.4k 143.46
Vanguard Index Fds Value Etf (VTV) 0.2 $200k 2.0k 98.38
Mastercard Incorporated Cl A (MA) 0.2 $200k 684.00 292.40
General Electric Company 0.2 $131k 19k 6.80